LED industry: one of the shining stars of hope

LED industry chain: upstream epitaxy and chip manufacturing accounts for about 7 of the manufacturing cost of LED products, the color and brightness of the light-emitting material is determined by the epitaxial material; the lower part of the package of grain, made of all kinds of LED devices and applications.

LED chip package can be used for lighting, because LED uses the semiconductor process, also known as LED lighting, semiconductor lighting, semiconductor lighting is completely different from the traditional incandescent lamp, fluorescent lamp lighting principle, its energy (energy consumption of incandescent lamps, 1/8~1/10 energy saving fluorescent lamp (1/3~1/2), environmental protection, no pollution Recyclable), digital design and other advantages, is the next generation of lighting, can fully replace the incandescent lamp, fluorescent lamp, automobile lamp and backlight.

At present, such as high-power LED packaging technology also needs to be further improved, the cost needs to be reduced to a reasonable level to enter the general lighting market, from the current global industrial process, this time is expected around 2010. But in the special lighting market, white LED lighting will be introduced in advance

At present, from a global point of view, most of the market mobile phone backlight occupy LED, in the next wave of advancing tide, notebook computer, high-end LCD TV backlight and automotive lamp will become the new growth point of LED; in 2010 is expected to about LED in general lighting applications will make a breakthrough. From the Chinese market, building decoration lighting, indoor and outdoor display, traffic indication is mainly used as the domestic market, the level of technology to improve and expand the scale of domestic enterprises, in the mobile phone backlight, NB backlight, special lighting (including street lighting), LED penetration rate will continue to improve the penetration of light vehicle. When the era of white light universal lighting, the industry will enter the explosive growth phase.

The domestic LED industry can be simplified into two stages, the first stage of production in addition to all kinds of bright blue green color chip; now we are in the second stage, which is a breakthrough in the bright blue green chip extension, the process of industrialization technology, which is an important symbol of enterprise LED lead in the bright blue, green and red chips in the field of.

Due to the white light LED chip by the blue chip +YAG phosphor package, breaking the blue green chip means that can produce a full color chip, which means a breakthrough in the development of a key bottleneck in the industry. Therefore, the domestic part of the blue chip enterprise production means that the domestic industry to a new stage, the upper reaches of the industry will accelerate the development process.

Overseas LED shares of listed companies showed a strong trend in recent years, LED industry investment opportunities highlighted, China? Several excellent domestic LED enterprises, such as Dalian, Xiamen, San Lu Ming latticepower are not listed; listed companies involved in LED is relatively small, its LED product sales are mostly less than 10%, sales accounted for 30%, the most downstream areas concentrated in sales, so domestic investors temporarily unable to share the the benefits of the rapid growth of LED industry. With the rapid development of semiconductor lighting industry, it is expected that more and more companies will be listed in the semiconductor lighting industry, the value of the industry is worth continuing concern.

From the development process of the domestic industry, the industry there are five types of enterprises with high investment value: one is the core intellectual property rights of enterprises, these enterprises have the core technology patent competitiveness; second enterprises are currently in the chip industry and tracking technology has done more successful enterprises, these enterprises will have global competitiveness the third category is the enterprise; excellent downstream packaging enterprises; fourth enterprises will rise in the LED field of general lighting in the future; fifth types of enterprises in the field of electronic materials outside the LED industry chain, such as silicon, silicon resin, package with a lead frame and a heat radiation module and LED driver chip.

The world formed in Asia, North America, Europe's three largest regional center for the LED industry, in Japan, TOYOTA, Nichia CREE, synthetic Lumileds and European OSRAM as the core of the patent technology competition, between the five large enterprises through cross licensing to avoid patent disputes, other enterprises through these enterprises obtain unilateral authorized to avoid patent disputes, the five companies have their own advantages, but they focus on their respective areas of high-end market, other companies have to compete in the high-end and low-end and low-end market, constitute the industry core periphery pattern.

As a sunrise industry, semiconductor lighting industry technology is still in the development process, especially in relation to the white light semiconductor lighting technology of general lighting market the world's nearly $100 billion has yet to be further mature, so, although Japan Nichia and TOYOTA, Cree and Lumileds, the synthesis of the European Orsram temporarily in a monopoly position in the world semiconductor lighting technology the patent on the market, but the competition pattern of the global semiconductor lighting industry is not fully formed, it not only refers to the big five competition pattern has not yet formed, including the new technology emerging technology will break the monopoly of the big five, which also includes the surrounding the five giants of the global competition pattern of other companies it cannot be said to have stable, Chinese market is no exception.

Industry competition in the future will depend on two aspects, one is technology, which includes improving the luminous efficiency and reduce the cost, improve the device power technology, extends the existing technical route direction, there may be a new technical route; also including technology for high quality products, such as improving the reliability and consistency and life, as well as peripherals such as lighting system design and driver chip design technology; two is the size, one is due to the large scale can reduce the cost of market bargaining ability