Dongguan LED lighting industry development dilemma survey

Although Dongguan dominate the field in the packaging sector, but the industry is still a small part of the downstream industry chain, in the production equipment, substrate materials, epitaxial wafers, chips and other aspects of the middle reaches of Dongguan is basically blank.

A complete LED industrial chain is composed of several links, from the upper reaches of the substrate, epitaxial wafer and chip manufacturing, to the middle of the package, and then to the downstream applications, different technical characteristics and characteristics of large capital, gradually reduce the threshold to enter the industry. According to media reports, China's LED industry has a typical unbalanced industrial chain structure, in 2008 the chip, packaging and application of the output value ratio of 1: 9: 22, industrial development deformity.

In such a big background, Dongguan's LED industry has also played a deformed brand. Although no exact statistics, but in the industry view, Dongguan's LED industry concentrated in the industry chain downstream, upstream of the city is too weak, can do only in the substrate, a semiconductor, gallium, and in the upstream to achieve mass production, is the only fortune electronic.

There are people in the industry image metaphor: Dongguan most of the LED industry is doing a porter thing. For the future of the LED industry in Dongguan, to achieve great development, how to move from downstream to upstream, from low-end to high-end, determines the future development prospects.

Lack of core trouble

Although Dongguan dominate the field in the packaging sector, but the industry is still a small part of the downstream industry chain, in the production equipment, substrate materials, epitaxial wafers, chips and other aspects of the middle reaches of Dongguan is basically blank. Even in the field of high power packaging is good at Dongguan, Dongguan is facing a thriving not spring embarrassing situation.

KingSun strategic development manager Liang Mingjuan said: "the majority of Dongguan LED enterprises are concentrated in the small power package, and in high power rare. "

Wei Guangfei, chief executive officer, said: "90% of the LED companies in Dongguan are engaged in small power LED digital tube, LED single lamp production, this LED is only for household appliances, display screens and other enterprises do accessories. "

The field of lighting accessories production orders have to rely on others, the risk of financial crisis in 2008 hang by a thread, let these enterprises suffer. Wei Guangfei previously did this in order to get rid of the passive situation of parts production, the research and development organization LED lamp slavishly dependent, production technology began in 2005, has begun mass production.

Wei Guangfei said: but a lot of Companies in Dongguan after the financial crisis, it was considered by the package to the application, is still hard to explore. "

In the upstream areas, currently only Dongguan fortune Electronic Materials Co. Ltd. to achieve mass production, but the old state-owned enterprises at present only a small power supply chip, it is difficult to toss in high brightness lighting field.

According to fortune electronic assistant general manager Xu Bing introduction, the current maximum power fortune electronic chip for the 80 LM / w (lm/W), can reach 110 LM / W next year, but it still has a big gap with foreign countries, foreign enterprises have reached more than 186 LM / W, in the domestic sales of only 150 LM / W.

At present, China has formed a relatively complete LED epitaxial wafer production, chip preparation, chip packaging and product application industry chain, but most of the chips and equipment in the field of LED lighting rely on imports. Alliance national semiconductor lighting project (CSA) shows the survey statistics, as of the end of 2008, Chinese has become the world's third generation GaN chip production base, but the rate of domestic LED chip only reached 49%, power type GaN chip only close to 20%.

Wei Guangfei said: "the domestic chip production enterprises in Xiamen for three little horse, but three chips than overseas, the quality of a lot of difference, we sometimes use it, but most still in Taiwan. "

On the other hand, the country has so far in the middle reaches of the LED is still not much success, but also illustrates the difficulty of LED innovation core. Future road is not flat. Media reports, Dongguan, a key LED companies claimed that in August launched independent research and development of LED production equipment, but according to our reporter, the production equipment has not yet listed.

Sun Yongjian, a senior engineer in the company said that several other major production bases in the country, in the production of LED in the middle and lower reaches of the basic links across the board, while in Dongguan, it is fully focused on the production of downstream links. He believes that the development of Dongguan's LED industry must be transferred to the upper reaches of the lower reaches of the basic labor-intensive industries, low profit margins, there is no technical advantage, the development prospects will become increasingly narrow.

Most of the LED industry is doing porters"

Dongguan electronic information industry association senior engineer Tan Zhanglu agree, he even called Dongguan, the current LED industry mostly in the "Porter", did not grasp the core technology, but in this industry downstream, the upper reaches of the chip, substrate, epitaxial barely involved. The most serious consequence of this is that the upstream resources are controlled, the initiative to lose pricing.

If the upstream enterprises do not support, the enterprise can not produce their own, they can only go abroad to buy. Xu Bing said.

"This result the main reason is made out of the brand, is a basket case, no core technology, no core competitiveness, not to get involved in upstream related projects in the industry, so the future direction of development is to do the support of the brand