LED billion target is not shaken, rainbow blue new machine leveraging new impact

In the early development of the industry, LED enterprise depends on the energy efficiency drive, to ensure priority position in the market competition, however, when the industry is maturing, the energy efficiency drive began to weaken, and the cost of driving has become very important. Whether it is a foreign tycoon or domestic leader, which are empathy.

LED industry driven by energy efficiency driven cost driven, price war is not only the main catalyst and the main reason is that industrial development has reached this stage, this change is the choice of the industry, rather than the choice of enterprises.

At present, China has become the world's largest single LED lighting market, but also the most cost driven battlefield. At the same time, domestic enterprises enjoy the benefits of the local, large-scale direct investment also brings the risk of technical talent spillover, which may lead to the loss of competitiveness and develop a very threatening competitors.

According to public reports, blue light in the past because of cut-off and relocation, loss of more than half of key technology engineers and almost all doctoral level researchers, and these high-tech talent spillover grow a lot of opponents.

Keep always on the investment of LED technology spillover and risk management deeply worried, decided to choose the rainbow blue expansion, now also have to think how to improve cost competitiveness in maintaining the existing product advantages at the same time.

Energy efficiency driven cost driven expansion of production ready

Rainbow Blu ray is clearly aware that things have been quietly changing. In September 19th, the first Hefei China third generation semiconductor forum and rainbow blue - Peking University collaborative innovation center of the signing ceremony, the rainbow blue general manager Pan Yaobo said, China electronic rainbow group Hefei rainbow blue light company has decided to start a new round of scale expansion, and vigorously develop smart lighting engineering application terminal.

In addition, rainbow blue Wang Jingwei, deputy general manager of LEDinside, said the company is currently expanding the production scale of LED chips, and for the future to participate in the TV backlight industry actively.

Yes, now, with the scale of three Huacan than did a lot worse. But when LEDinside visited the plant, the rainbow blue light operations minister Liang Hui said that in the past period of time, the development of rainbow blue is not ideal. In the market space permeability gradually increased, the rapid development of lighting and backlight market, did not catch up with the pace of industrial development, so that the opponent's rivals to achieve overtaking.

The reason for this is that it is the rainbow blue light for LED lighting and backlight market growth rate underestimated. The lack of cost competitiveness highbrowism products, although there are tens of thousands of hours of low light attenuation stable performance, high efficiency is inferior to person, but in the fierce price competition in the backlight and general lighting market, energy efficiency drive has not become a strong competitiveness.

"Appropriate", this is the evaluation of the existing investment and expansion of the rainbow blue, but it seems a little late. After all, there are so many competitors have to go in front, three, Huacan and changelight have a series of investment, in recent years has made considerable progress, the rainbow blue market advantage is not so obvious.

Breakthrough: relying on LED diversified layout

Cost driven need is to expand production, to achieve large-scale production, rainbow blue is also well aware of this point. At the same time for the current development of the LED industry is facing a thin profit, the cost of the current situation of rising, in order to ensure that the market and profits at the same time, the need to take advantage of the rainbow blue power, the use of each other's strength to counter each other.

The rise of the LED chip business rivals, there are two major advantages of the source, one is relatively low cost, the product brand is believed to be over two. If the head and these rival price, even if the operating losses, the rainbow may not have a chance to win the blue.

But if leveraging existing LED industrial chain, and then extended to other high margin market, so we can obtain the opponent and the rainbow blue a considerable advantage, coupled with the electric blue and the brand advantages of new competitive power can build up again.

Examples of reference crystal. EPISTAR over the past two years in the price war, companies grappling, narrowing profit margins, net profit fell sharply. In order to solve this problem, EPISTAR capacity cut off, part of the production line, do not participate in the general lighting price war, to increase investment in high margin market UV, infrared, plant lighting and other fields, in order to achieve a turnaround.

The forum, the rainbow blue general manager Pan Yaobo, Beijing University professor Shen Bo said, through the cooperation between the two sides, now in deep ultraviolet (DUV) and Si based GaN power electronic materials research and development has achieved initial results. The DUVLED wafer is realized by developing the internal quantum efficiency of wavelength of 280nm reached 73.9%; and the growth in the 6 inch Si based GaN epitaxial materials, the growth of 4um thickness and surface crack free GaN power electronic material migration rate has reached more than 2200cm2/Vs.

At the same time, Pan Yaobo also said that the future of the rainbow blue - Peking University collaborative innovation center as a platform, the rainbow blue will face at home and abroad to recruit talent, efforts to build the third generation semiconductor Chinese innovative heights, accelerate industrial innovation LED.

Look at the third generation of semiconductor star

Looking up at the stars is not to escape from reality, but to solve practical problems. Blu ray fast in LED