LED industry: 2009 first Tanchun

In 2008 the world economy has experienced change radically, and the financial crisis of the diffraction effect produced a great impact on the LED industry, China is one of the global LED industry development of the fastest growing countries, is experiencing a severe challenge and test, the industry had to face the winter become reality, but with the major move of a series of national policy support and the implementation of expanding domestic demand, and the industry's own adjustment, in the spring of 2009, the LED industry is ahead of other industry feel the spring information, early recovery?

First, the overall development of China's LED industry in 2008

In 2008, China's LED industry has maintained a relatively good momentum of development, despite the impact of the global financial crisis, but is still the world's fastest growing countries in the world's industrial status continues to improve.

According to the national semiconductor lighting engineering research and development and Industry Alliance survey, in 2008, I have a rapid increase in foreign chip equipment, chip production growth. Domestic MOCVD has more than 100 units, including the production of GaN MOCVD has been installed more than 85 units, the production of the MOCVD series of about 15 yuan, the domestic research institutes have increased research equipment. Although affected by the financial crisis, epitaxial chip investment plan will be adjusted, but it is expected that in 2009 China's MOCVD will not be less than 30 units, epitaxial chip production capacity will continue to maintain rapid growth.

2008, the localization rate of China's LED chip has also been improved, reaching 49%, of which domestic small power GaN chip to reach only 13 billion, the localization rate of 41%, but the power of GaN chip localization rate is only close to 20%. China has become the world's third largest GaN chip production base, but still in the low-end.

In 2008 China's LED packaging value reached 18 billion 500 million yuan, up 10% compared to 16 billion 800 million yuan in 2007; the yield from 82 billion in 2007 increased by only 15%, reached 94 billion, which highlighted LED value reached 14 billion yuan, accounting for 76% of total sales LED. At the same time, from the perspective of product and enterprise structure also has a greater improvement in the domestic, SMD and high-power LED packaging growth.

In 2008, the output value of our products has been more than 45 billion yuan, the functional landscape lighting, LED full-color display, solar LED, consumer electronics backlight, signal, instructions and other applications are still the main areas of application. Landscape decoration, display, home appliances, such as the application market is the largest application market, accounting for about 60% of the share, with the international mobile phone backlight based application market structure is different. 2008, the rapid development of domestic functional municipal lighting, has a number of one hundred thousand LED demonstration application of street lamps are applied, is expected to soon form a scale. In the LCD-TV backlight and automotive light has also made some progress, but the formation of the industry will take some time.

Two, the financial crisis, the domestic LED industry faces enormous challenges

Since 2008, a serious impact on the LED industry application of global financial crisis on China's export, some applications market atrophy serious, at the same time, Taiwan enterprises to increase efforts to penetrate to the mainland, and the mainland enterprises living space, with the Pearl River Delta, Yangtze River Delta as the main export enterprises by reducing orders overseas market pressure, many enterprises turn to the domestic market, domestic market competition tends to be fierce, the adjustment of domestic industrial structure become inevitable. The packaging industry production capacity expanded rapidly in the first half of the year, the equipment investment is large, but the fourth quarter decline in orders, resulting in enterprise competition, although sales to achieve higher growth, but generally did not reach the expected plan; landscape, toys, holiday lamps and other low-end industries have a greater impact, the market atrophy serious, but the demand for lighting products influence small.

At the same time, the domestic LED industry itself is also facing some major problems, such as key equipment and raw materials rely heavily on imports; not a breakthrough, the core technology patent issues have become increasingly prominent; industrial generic technology platform for deletion; the lack of high-end strategic products led to industry standards; lack of long-term health, all of China's LED industry rapid development restrict the negative. China's LED industry in the financial crisis caused by the early recovery of the winter, in addition to the improvement of a variety of external environment, improve the competitiveness of the industry is also urgent to solve and break the problem.

Three, 2009 Spring initiation

1 expand domestic demand, LED industry benefit from

Affected by the global financial crisis, China's economy has slowed down the phenomenon, to resist the adverse impact on the international macroeconomic environment in our country, under the macro-control of the central government, the country launched a great in strength and impetus "to expand domestic demand and promote economic growth" to defend the war. November 5, 2008 executive meeting of the State Council to determine the current plan to further promote economic growth, and 4 trillion yuan of funds to pry domestic demand. According to this plan, by the end of 2010, the Chinese government will invest 4 trillion yuan, including infrastructure, public transport, ecological environment construction and post disaster construction, people's livelihood projects, including the 10 measures.

According to these ten measures, the future China will accelerate the construction of affordable housing projects, accelerating the construction of rural infrastructure, accelerate railways, highways and airports and other major infrastructure construction, speed up earthquake reconstruction, the scale of investment will have greatly improved. According to the announcement of the two meeting of the eleven National People's Congress on the 6 day morning press conference held by the information, the water and electricity, gas, road, the main room of the rural people's livelihood projects will be 370 billion; in railway, highway, machine