China's LED industry is entering the explosive development stage

In the 60 anniversary of the National Day celebration, Tiananmen square 4 large LED screen is very scintillating. These two sets of display width of 50 meters, height of 7.5 meters, the use of point spacing of 16 mm full color LED pixels, the entire screen resolution of 3072 x 320 points, the lateral point of the pixel is by far the world's most square LED display. "Of Daqing in 60 days, can hold up giant LED display China made in Tiananmen square, we feel very proud. A LED industry sources said. According to the relevant enterprises, the two display devices are made of 70%, and by the domestic enterprises to complete the package. Compared with 50 years in Daqing during the use of the screen, the brightness of the lamp has improved, but the energy consumption has been reduced a lot.

4 giant LED screens without a word has witnessed great development of China's LED industry for 10 years, and the increasingly popular concept of energy-saving and emission reduction. As the vanguard of new energy applications, China's LED industry is entering the explosive development stage. According to the national semiconductor lighting engineering research and development and Industry Alliance statistics, in 2008 China's total output value of semiconductor lighting nearly 70 billion yuan, of which the chip output value of 1 billion 900 million yuan, packaging output value of $18 billion 500 million, the product output value of 45 billion yuan.

Unlimited money king to promote industrial development

Analysis disclosed Xiangcai securities market, LED light source, long service life, rich color, energy saving, a wide range of applications, is expected to adopt LED backlight technology to the notebook computer in 2010 81%, in the field of LCD TV products will also accelerate the penetration of LED. With the formation of global consensus on the development of low-carbon economy, LED lighting industry with its performance advantages will usher in rapid development opportunities.

Chinese according to national semiconductor lighting engineering research and Industry Association data, 2008 LED products displayed on the main application field of sales distribution statistics: landscape architecture for applications in the field of LED in China's largest, the total market share of 28%; the LED display screen display and household appliances for domestic LED second applications, accounting for the total the market share of 27%; mobile phone, notebook computer and other small and medium size backlight source for third applications, accounting for the total market share of 22%; traffic lights, car lights, special lighting and other applications occupy a certain market share. It can be seen that the function of landscape lighting, full-color LED display, solar LED, consumer electronics, signal lamp, backlight application is still the main application areas (energy above 70%), accounting for about 60% of the market; functional municipal lighting applications in 2008 grew rapidly, hundreds of thousands of lights, LED lamp demonstration tunnel lamp is used (energy has reached 50%); LED LCD-TV (LCD TV) backlight and automotive lamp and other high-end applications has also made some progress.

Along with the further development of LED technology, the future application of LED market structure will also have great changes. Expected from 2010 to 2015, the average annual compound growth rate is expected to reach 40% in the industry in 2015 reached more than $500 billion.

Technology and patent short board into a bottleneck

China LED industry in recent years, mainly focused on the development of packaging and assembly, production accounted for first in the world, output ranked second in the world. But behind the rapid development of the short board industry has become more prominent in the upstream areas, most of the international giants monopoly patent technology, Chinese local enterprises concentrated in lower profits for packaging and assembly areas.

Century securities analyst Lu Qin pointed out that LED industry by the downstream part of great difference. Upstream product technology is extremely difficult, with a high degree of difficulty, high investment, high risk characteristics, and the lower reaches of the application barriers to entry is very low, the lack of core technology. LED epitaxial wafers and chips accounted for about 70% of the industry's profits, LED packaging accounted for about 10% ~, LED applications accounted for about 10% ~ 20%.

Using patented technology as an example, by the end of 2008, Chinese LED patent for a total of 26069, which is in the packaging and application industry in middle and lower reaches of the patent is close to 50%. But in the aspect of industrial extension and chip, due to the late start of research and production in China, the proportion of patents is less. In 2009, the development situation of LED industry in China improved rapidly in the upstream epitaxial chip, technology continues to progress, a substantial increase in investment, but after entering the backlight display and functional lighting and other high-end applications, there is still a gap between the level of technology; in the middle of devices, the product structure has improved significantly, especially breakthrough lighting technology, but generally small-scale enterprises, have not yet entered the large-size backlight and automotive lighting applications.

National semiconductor lighting engineering research and Industry Alliance Office Director Geng Bo said, some of the traditional lighting companies have also started the transition to LED lighting, more than and 10 domestic enterprises to become the international well-known brand products manufacturing enterprises, but the independent brand operation and marketing system is not perfect, has not yet formed the international brand.

Downstream or become a breakthrough in

"In recent years, with the U.S. General Electric, Holland PHILPS, OSRAM of Germany as the representative of the 3 lighting giant multinational companies have cooperation with upstream semiconductor companies to set up semiconductor lighting enterprises, and to seize the commanding heights of patent in our country, to build patent encirclement. "The Shanghai Academy of Sciences has come to this conclusion by studying the technical route of semiconductor lighting products. The statistical results of the show, taking Shanghai as an example, the current domestic enterprises accounted for in the semiconductor lighting industry patent proportion is less than 5%, from overseas semiconductor lighting patent giant is in Shanghai and the China semiconductor lighting enterprises