LED epitaxial materials and the development and expansion of the chip industry

In recent years, with the breakthrough of technology, application development, had not led by people's attention (LED) suddenly become a high-tech, countries all over the world to develop at the same time, our country also put the LED as "one of the major research areas in 11th Five-Year". The LED based semiconductor lighting industry chain, gallium nitride based compound semiconductor epitaxial material and chip processing is the largest amount of capital investment, the highest technical content, the most intense international competition, the areas of greatest risk management. If we want to have a great development in this field, we need to carry out strategic planning in terms of scale effect, technical effect and so on. The intense market competition since the "fifteen" at the end of the scope of our country high strength to support the semiconductor lighting industry, has formed five major national semiconductor lighting project base (Shenzhen, Xiamen, Nanchang, Shanghai and Dalian), has nearly ten production materials and chip scale enterprises (Shenzhen square, Xiamen three, Nanchang LIAN, Shanghai Blaupunkt and Dalian Lu Ming). To 2005, the domestic GaN based epitaxial wafer production capacity has reached 35 thousand and 100 / month, the actual chip output of about 240 million / month, accounting for about 10% of the domestic chip usage.

From the scale point of view, the mainland based GaN chip production is equivalent to the capacity of a Taiwan chip company in China, the mainland chip market is still dominated by the Taiwan chip. With the continuous development of white light emitting diode applications, as well as the development of the mainland packaging industry, GaN chip market each year will still be a very impressive growth, epitaxial material and chip manufacturing industry is very optimistic about the prospects. At the same time, we must also see that because Taiwan chip manufacturers still occupy a dominant position in scale, technology, product and market share, the mainland manufacturers are facing the competition is very fierce, the business environment is very bad. The next few years, the healthy development of the mainland LED epitaxial materials and chip manufacturing industry depends on solving the scale effect, technical effect of two issues. To pay attention to the scale and the technical effect in scale effect on LED industry as the electronics industry is relatively simple, there are also electronic industry high fixed costs, especially the cost of equipment is high, and the upgrading of equipment faster. How to make the company as soon as possible with the ability to self renew equipment, continue to maintain the cost competitiveness, the company must continue to expand the scale of production. Expand the scale of production can not only dilute the fixed cost, but also through the depreciation of the return of funds, and then invest in the purchase of new equipment, thereby enhancing the competitiveness of enterprises.

Domestic manufacturers generally small scale, operating margin is not easy to maintain, rely on spontaneous accumulation and development of great difficulties. The expansion or merger of the existing enterprises should be one of the key factors for the healthy development of the LED industry in the future, and then the real competitive ability. The state should provide the necessary policies and financial assistance for the financing, fund raising and investment of the existing enterprises, and create the environment of M & a.. At the same time, should be limited to small-scale low-level redundant construction, in order to focus on the existing resources of industrial enterprises, so that they can become bigger and stronger. In the effect of technology, technology not only determines the cost of the product, but also determines its price, technology is the key to corporate profitability. Under certain conditions, how to improve the level of technology, improve performance, increase gross margin is the focus of all companies. In R & D, through the "fifteen" science and technology projects, the state has a certain degree of support for the field of semiconductor lighting, and achieved good results. Such as the second half of 2005, China's energy efficiency has been greater than 30lm/W of high-power chips, to a certain extent, shorten the gap with foreign advanced level. But in other aspects, such as the general chip brightness, anti-static, anti leakage and quality control level is still not a small gap with international manufacturers. The state should not only in the next few years to support the low cost and high efficiency high power semiconductor chip for the future lighting requirements of manufacturing technology, should also support enterprises to continuously improve the basic technical equipment level and technical level, because the basic performance of process equipment and technology conditions of the large amount of standard chip, the chip is still the key to supporting the entire the development of the industry.

Lost industrial enterprise survival and development, any advanced semiconductor lighting R & D projects, industrial projects and the results are just castles in the air, ignoring the industrial base, enterprises and research units can only be "for the project and the project", "achievements and results", and from the results of these projects, the birth of high-tech enterprises, because no room to live, a few years after the end can not escape the "hollowing out". Domestic enterprises who can well solve the relationship between R & D and industrialization, industrialization and commercialization, who will be able to develop and grow, who can laugh to the end. Countries and places can really support a number of enterprises bigger and stronger, is the key to our future in the field of semiconductor lighting key. Relying on the huge domestic packaging industry and the application of LED industry in China, LED epitaxial material and chip industry is richly endowed by nature conditions, if they have the scale effect and technical effect, become the world's important regional semiconductor lighting is not possible.