LED industry is facing the opportunity of independent innovation

Domestic LED industry growth in the past two years tends to be stable, in 2008, from the technical development, application development, economic development and other aspects of scale, have handed over a basically satisfactory answer. But from another point of view, the main problems facing the development of the industry, but also the focus of the show.

Chinese LED (light emitting diode) industry development has been nearly 40 years, from scratch, from small to large, today has been in the field of lighting misogynist, is on the eve of industrial products from direct to consumer goods. In 2008 for a Chinese for extraordinary years, it is a good year for the popularization and promotion of LED industry in almost all major events or good or bad, can see the figure of LED: from the beginning of the snowstorm to a wide range of "5? 12" Wenchuan earthquake, LED long time to light flashlight mainly was in continuous use, low energy consumption, good directional characteristics of local lighting is widely recognized, many enterprises to actively participate in the LED for emergency disaster, but also makes LED products, LED industry, LED enterprise, first approached ordinary people; the 2008 Olympic Games, but also with the opening ceremony of the super the stage shows the charm of LED to the whole world; in the end the joint action against the international financial crisis, the semiconductor lighting energy saving and emission reduction as an important starting point, stimulating domestic demand initiatives, frequently appeared in the state Ministries policy documents and implementation guidelines.

LED industry growth tends to be stable

From the perspective of industrial development, the size of the domestic LED industry and the number of enterprises in 2006 after a substantial increase in the past two years of growth tends to stabilize. At present, the national LED production and research unit of more than 2000, of which the former process (extension, chip) the number of enterprises is relatively stable, at around 30; midstream packaging enterprises accounted for about 1/3, nearly 700; most of the rest for the application of the development of enterprises, the total number of enterprises accounted for 2/3. The total number of employees in the industry is estimated to have more than 100 thousand people. In the production scale, the first half of 2008, the scale of production and marketing industry maintained in 20% year-on-year growth, relatively stable, but the second half of 2008 by the global financial crisis, the impact of the annual performance, sales price of products with decline in the role of law, in 2008 compared to last year production and sales growth of only about 10%, sales income barely flat. The general situation of each sub area is as follows:

1.LED epitaxy, chip. 2008 domestic epitaxial wafers made of LED chip production and sales volume has reached 30 billion PCS (tablet) or so, which accounted for about 1/3. In the 1W power LED chips, many domestic enterprises have achieved industrialization technology breakthrough in different extent, the luminous efficiency of batch products has reached 50Lm/W ~ 70Lm/W, with a certain price competition in the market, and the independent intellectual property rights has also made considerable achievements.

2.LED encapsulation. At present, the basic characteristics of LED packaging enterprises in China are small scale and large quantity. Preliminary estimates, in 2008 the domestic LED packaging enterprises has reached 800 to 1000, the annual output value of more than 10 million yuan in the scale of about 200, encapsulation capacity reached 50 billion / year, if included in the mainland funded enterprises, packaging capacity of about 80 billion / year. At present, despite the intensification of domestic LED packaging industry remains to be further improved, but overall, the domestic packaging industry overall level of development has been relatively mature, in the equipment level, product quality, research and management level are the basic and the international advanced level to keep pace with full coverage of the manufacturing and supporting capacity of different packages, in some application fields and independent research and development of innovative technologies and products.

2003-2007 China LED market demand

China LED market application structure (2008)

3.LED application. The rapid development of LED applications, in addition to the traditional application of the instructions, LED landscape lighting, traffic lights, displays, etc. have occupied a relatively large market share. In addition, the car with LED lights, LED lights, large size LED backlight is also rapidly developing.

4.LED all kinds of matching. With the development of the domestic LED industry, the comprehensive ability has great progress, especially for the packaging and application of materials matching has been relatively complete, including epoxy resin, metal stent and package, mold, silicon wire, aluminum wire, silver glue, high temperature adhesive tape, fixture etc.. Application areas are mainly for various types of lighting applications such as the drive circuit, connectors, lamps, etc.. The supporting ability is very strong, but in the field of equipment, while in welding, packaging, solidification, vacuum processing, testing has been great progress in the automation assembly core is still relatively backward, the great dependence on imported equipment, epitaxy and chip manufacturing equipment, even more so.

LED industry is facing problems

Technically speaking, LED epitaxy, chip, especially the substrate technology, domestic progress quickly, in the subsequent development of epitaxial, chip and packaging technology on the integration of innovation has become a major trend of sustainable development of the industry.

From the direction of the development of market application, development and application of ultra high brightness and white LED is always a hot, the current display, traffic lights, small size backlight market is mature and stable, special lighting, decorative lighting, road lighting, large-size backlight market still has very large development space and market potential great.

Overall, the domestic LED industry in 2008 such a face of various pressures and challenges of the year, from