LED China market supply and demand coordination into hot competition

In the past year, China's LED industry technology has accelerated significantly, and high-end applications are fully activated." National semiconductor lighting R & D and Industry Alliance executive chairman, Xiamen Hualian Electronics Co., Ltd. chairman Fan Yubo said in an interview with reporters. According to the statistics of China optical photonics industry association of optoelectronic devices branch, in 2009 China's LED epitaxial chip sales are in short supply, mainly by the LED backlight and alternative LED white light driven by demand. At the same time, LED packaging applications to further expand the field of lighting. At the same time, China's LED industry to promote high-end applications, while the increasingly fierce market competition. Foreign chip companies to enter the scale and technology and product convergence of local enterprises, making the industry more intense competition.

Technical progress accelerated high-end application startup

The 2008 Beijing Olympic Games, 2009 new Chinese 60 anniversary celebration and the success of the 2010 Shanghai held in World Expo, it can be said that the LED industry is the biggest beneficiary of technology innovation LED with these major projects improve. According to Industry Association statistics, in 2009 China's LED packaging device capacity accounted for about 60% of the world. The use of domestic chip packaging device products have begun to show the application of the low end, to replace the traditional light source high-end applications.

According to the deputy director of Chinese optics and Optoelectronics Industry Association, LED display applications branch chairman Guan Jizhen introduced the new China 60 anniversary celebration of the Tiananmen for super large color chips are all made in China, but also the domestic manufacturers package. It is understood that most of the engineering projects in Shanghai, World Expo, the chip is also made in China, but also stability, reliability and other products are not worse than foreign. Guan Jizhen believes that the upstream industry development of LED to promote the role of the application is very obvious. At the same time, the benign interaction and coordinated development between the upstream and downstream of the LED industry chain also accelerate the popularization and application of new products and new technologies to a certain extent, and the LED industry in our country is developing to the high end. Director of Chinese optical photonics Optoelectronics Industry Association Branch, China Electronic Technology Group Corporation thirteenth research institute director Yang Kewu told reporters that the LED application fields from the indicator lights to display the development of landscape lighting, it has expanded to white light illumination.

In 2009, the growth rate of output value of LED applications in China reached over 30%.

Technology convergence products more competitive

Semiconductor lighting is a cross industry, cross sectoral industry, semiconductor lighting from optoelectronic devices to the development of key components of information display, lighting appliances, inter industry communication, understanding, cooperation is critical. Regional concentration is benefit to the formation, the industrial cluster of lower manufacturing costs, China has 7 semiconductor lighting industrial base and 4 regional industrial clusters, but not prominent characteristics, industry convergence, convergence products. Reporters learned that because of China's semiconductor lighting industry really has the power and control of international competitiveness of large enterprises and a few number of enterprises, product similarity degree is high, causes the enterprise long-term competition mainly price competition. Cost advantage is also greatly weakened because of the price war between enterprises.

LED technology, product convergence, resulting in more intense competition in the industry. Upstream epitaxial, chip, nearly one or two years the country has come out so much, the phenomenon of homogenization of technology is very serious, not to mention the packaging devices and applications. In this regard, the Chinese Academy of Sciences, Suzhou Institute of nano researcher, chairman of the company, said Liang Bingwen, chairman of nano crystal, you see things, who are doing, each product, can not see the difference. Enterprises do not have their own secret weapon, product positioning is no idea. The consequence is that the convergence of technology and product price, the price war can not be avoided.

Liang Bingwen suggested that enterprises should make efforts to locate the 1 to 2 technologies and products do have characteristics, do the best, make the brand, there is hope.

There is no grade to do, never do well.

For the future China LED industry to the healthy and orderly and rapid development, some experts suggested that we should pay attention to and strengthen basic research, in-depth study of the basic problem of chip, package, heat dissipation, so as to accumulate steadily, in an invincible position in the competition in the future.

Chinese market has become the international competition hot

In the past year, overseas chip companies have stepped up efforts to enter the Chinese market. CREE (CREE) in the construction of Huizhou Chinese chip factory, Xuming construction in Guangdong province LED chip factory, Nichia also plans to build factories in Chinese, expansion of its own product line coverage. So many overseas enterprises to promote the rapid development of China's LED industry will bring what impact? CCID Consulting analyst Wang Ying said that early, considering the loss of technology, industry, market demand and other factors, foreign-funded enterprises in Chinese investment more cautious, especially for the upstream epitaxial chip, links, foreign companies almost never invest in Chinese. However, with the gradual maturity of various factors, in recent years, enterprises have begun to shift the upstream production to China, with the entry of these foreign-funded enterprises, the development of China's LED industry will be on the next level. However, the future competition in the industry will also be inevitable.

Overseas chip manufacturers to enter the fact that it is clear that the core of the LED industry is not in the downstream packaging and application, but in the upstream chip. Insiders said that if the future