LED investment in the industry when China won the fiery voice

Behind the investment in the LED industry is hot, have to face an embarrassing fact, domestic LED enterprises lack the right to speak in the upstream epitaxial wafers, chips and other key.

Most of the industry profits are foreign enterprises away, domestic enterprises began to slip into the downstream processing industry chain in orbit, at the low end of the industry chain. And a lot of "made in China" similar to the development of the industry to a certain stage, corporate profits will become increasingly thin. "Low profit manufacturing is a flawed, finally this industry is no exception. Dr. Zhang Xiaofei, director of the research center of LED, said.

From the global LED industry layout, the United States, Japan, the European Union of large enterprises, such as CREE, Lumileds, OSRAM, Arias (OSRAM) to grasp the core technology of LED upstream chip, substrate, epitaxial wafer, South Korea and Taiwan region enterprises followed, relying on technology accumulation and scale become LED production base, China at present, only this emerging industry actively follow up.

From the domestic LED industry layout, the development of China's LED industry is extremely unbalanced. The national development and Reform Commission statistics show that in 2008 the total output value of China's semiconductor lighting of nearly 70 billion yuan, of which the chip output value of 1 billion 900 million yuan, 18 billion 500 million yuan package, application products output value of 45 billion yuan, chip, package and application value is 1:9:22. Although the total output value of LED industry has greatly increased, as of 2009 only Shenzhen LED output value reached about 20000000000 Yuan, but China's LED the overall development of the imbalance situation has not fundamentally changed, the enterprise to the upstream industry layout still very difficult.

Data from the China Lighting Association show that in the LED industry chain, epitaxial wafers and chips accounted for 70% of the profits, while the LED packaging and application only accounted for about 30% of the profits. Epitaxial wafer production is still completely controlled in the hands of foreign companies, domestic enterprises have not been able to achieve epitaxial film production. Chip, domestic enterprises are mainly concentrated in the field of low power, in the field of high-power high-end technology, production, quality and other issues. To achieve the desire to expand the upstream industry chain, some local governments introduced preferential policies, the introduction of foreign leading manufacturers to build production bases. The introduction of American investment company such as the South China Sea Xuming wafer production, Huizhou imported from Cree chip factory.

Rapid growth in demand for LED backlight LCD TV, is still a foreign enterprise to grab most of the profits. According to LED senior experts, Dr. Zhong Qun in America, with LED backlight to replace the original CCFL (CCFL backlight), the cost of change is not big, but the LCD TV prices sold has doubled, so Samsung as the representative of the enterprise is very keen to promote the LED backlight LCD tv. The problem is, LED chip for LCD TV backlight source for high luminous efficiency, the current domestic enterprises in the production of power in chip technology could not reach the requirements, not lower LCD TV manufacturers trust products in terms of reliability, the domestic LED chip manufacturers to share profits.

REFOND general manager Gong Weibin confirmed the above statement, in the LCD TV backlight of this company did not adopt homemade chips, a technology is not up to the requirements, two domestic chip factory production scale can not keep up, also need to be used for domestic chip LCD TV backlight time. But he is optimistic that the chip is now put into operation a lot of domestic enterprises, it is estimated that two years later, there will be companies can make chips.