Domestic investment boom LED core technology is mastered by foreign companies

Compared to the hustle and bustle of the day, the night of the Expo Park in the far more affordable beauty two. And it all comes from a small led. Not only "one axis and four Pavilions" and the best practices in the city's landscape lighting is fully LED, as well as the value of more than 1 billion yuan LED display to display rich video content.

In fact, the LED led green lighting and new display technology is considered to be a pillar industry in the future China, World Expo is just tuck up its thin veil. Since this year, not only the original Tianyi technology turned Sanan optoelectronics, Han's laser acquisition Yuanheng photoelectric, more Taiwan LED lighting companies moved to the mainland, Japan and South Korea in Chinese lighting lighting giant enterprises. A LED investment boom is surging in mainland china.

Expo touchstone

It is understood, LED landscape lighting technology has been in Hannover, World Expo and World Expo pilot Aichi on the chopper. For the first time a wide range of applications in China is also the first time. Fudan University professor Fang Zhilie participated in the research work of LED lighting in Shanghai, World Expo. In his view, the Shanghai Expo LED lighting centralized application shows that Shanghai, World Expo is likely to open a semiconductor lighting year".

According to statistics, at present in the Expo site using 1 billion 30 million pieces of LED chip, LED chip in the indoor and outdoor lighting, landscape decoration, signage, information display in the Expo Park, the park became the world's most concentrated semiconductor lighting technology demonstration area. One of the Expo venues indoor lighting light source of about 80% using the LED green light source, compared to ordinary incandescent power up to about 90%.

Shanghai, World Expo, through the interpretation of creative design and technical concepts, LED lighting gives visitors an unprecedented visual experience. Such as the Holland Museum of "Happy Street" LED decoration in the construction of the surface, through the bright flashing visual effects to express joy Holland Pavilion decorated in the night.

In addition to the LED screen, LED lighting technology is also widely used. Participate in the construction of Chinese Ship Museum, Turkmenistan Museum, the ecohome Pavilion lighting project Shanghai Liang Shuo Optoelectronics Technology Co., deputy general manager Yin Chunrong told reporters that night lighting Expo 80% is the use of LED lighting technology.

In the 2008 Olympic Games, LED lamps in the water cube and the bird's nest and other venues in a large number of use. "Fang Zhilie said," and is widely used on World Expo, meaning more unusual, because of its high-tech demonstration significance, will promote public consumption rise, driven production manufacturers rise, promote the development of scientific research team. "

National craze

In fact, in the current Guangzhou International Lighting Exhibition, exhibition area of 135 thousand square meters, LED exhibition area of more than 70 thousand square meters; more than 1 thousand and 800 enterprises participating in the most part are doing LED, and the main participants of incandescent lamp manufacturers have almost disappeared.

The exhibition, GE focused on the launch of the second half of the plan is to market the GLSLED lamp, GE said it was a real alternative to indoor 40W incandescent LED products". GE lighting Asia Pacific president and CEO high stressed that GE is very optimistic about the prospects for indoor retail and outdoor road applications, the Chinese market is our top priority. "

The domestic enterprises also smell the opportunity of LED - at the end of last year, the United States set up lighting Electric Manufacturing Co., ltd.. Beautiful lighting brand planning director Meng Ling said, the United States to do lighting, home, office, engineering, electrical, light source of a full range of lighting solutions".

In the capital market, LED has been sought after by investors. From early 2009 to early June 2010, only more than a year's time, the BDO shares rose to 2.81 yuan from 20 yuan, Silan rose from 3.35 yuan to more than 15 yuan. While many lighting companies are not far behind in the capital market, gradually began to show ambition, Zhejiang sunshine, snow Wright, neon, NVC, three male Aurora listed companies competing in the capital market, the interpretation of a scene about LED lighting "myth" series.

The analyst said that at present, all the countries in the world to vigorously promote energy saving and environmental protection under the background of the LED industry, heady investment value has been fully revealed. At present, the LED industry has entered the golden age of 10 years, LED is the current electronic components industry as a whole in the decline of a precious light of hope, the brightest funds have flocked to this low-carbon, energy saving, environmental protection, the green field.

Lack of core technology

We are optimistic about the market, hoping to quickly cut into the market, the introduction of brand. "Jihua photoelectric operations manager Zhang Yajun said, LED market is huge, but the domestic enterprises are mainly concentrated in the downstream packaging and application fields, LED has several core technology is still in the hands of foreign enterprises: one is the power chip, CREE is one of the most important LED chip manufacturers; another is the fluorescent powder everyone, basically have to use Japan Nichia chemical products. "

In fact, in the upstream, LED lighting is the basic core patent in Japan, TOYOTA, Toshiba Nichia synthesis, CREE, Germany OSRAM company control, and these companies use their own core patents, take the "extended mode hezonglianheng", layout strict patent net in the world.

Data from the China Lighting Association show that in the LED industry chain, epitaxial wafers and chips accounted for 70% of the profits, while the LED packaging and application only accounted for about 30% of the profits. At present, the epitaxial wafer production is controlled in the hands of foreign enterprises