LED lighting industry breaking Eve

In the process of domestic LED lighting industry in a hurricane, let people see the good prospects for the development of this industry, on the other hand, many problems have also let people concerned in the industry: not to solve some technical problems, product quality is not stable; repeated investment, have launched around the LED lighting project, resulting in a waste of resources; the lack of standards; the upstream chip technology in control in the hands of others...... And so on, making people happy and excited, while waiting for hesitation.

An emerging industry needs to find the power to change its prospects. And before this moment comes, the chaos and darkness that the industry has to endure.

Dense patent network"

LED lighting industry is very large, including the upper, middle and lower reaches of the three links. In the upper reaches of the LED lighting industry chain is the supplier of chips, light-emitting materials suppliers, midstream packaging enterprises, while in the downstream is the LED lighting applications.

The structure of Chinese development of LED lighting industry focus on packaging and downstream application link, the yield for the first in the world, output ranks second in the world, but the short board industry has become increasingly prominent, the international giant upstream monopoly on patent technology, hidden danger for industrial development.

Relevant data show that as of the end of 2008, China LED lighting patent applications for a total of 26069, most of which are in the middle reaches of the industry and downstream packaging and application patents. But in the aspect of industrial extension and chip, due to the late start of research and production in China, the proportion of patents is less. Century securities analyst Lu Qin pointed out that the LED lighting industry in the middle and lower parts of the difference is very large. Upstream product technology is extremely difficult, with a high degree of difficulty, high investment, high risk characteristics, and the lower reaches of the application barriers to entry is very low, the lack of core technology. LED epitaxial wafers and chips accounted for about 70% of the industry's profits, LED lighting package accounted for about 10%~20%, LED lighting applications accounted for about 10%~20%.

More tangled, LED lighting core patent more than 50% is Japan's Nichia and TOYOTA synthesis, CREE of America (CREE) and the European PHILPS Lumileds and OSRAM five lighting manufacturers, which Nichia patent technology covers the LED lighting structure, epitaxial, chip, package manufacturing process technology and fluorescent powder and other related materials, the absolute leading position in the field of LED lighting. These enterprises rely on the construction of patent litigation and patent barriers to prevent other manufacturers to enter the market and competition, to obtain high interest to monopolize the market, the five major manufacturers in order to avoid disputes between each other, signed a cross licensing agreement, formed a strong patent alliance.

As the upstream chip is the key to the LED lighting industry, not only affect the performance and price of the entire middle and lower reaches of the product, and the upstream chip suppliers often control the entire industry patents and standards. Foreign companies control the patented technology, often waving the "337 investigation" (U.S. 337 investigation procedure: to prohibit all acts of unfair competition or exports to the United States in any unfair trade practices) stick, so that domestic enterprises. "When the domestic enterprise technology to keep up with the time, they will chip prices down. This has happened two times in china. One of them was in 2009 3 and April for low power chip prices, the domestic chip companies almost all losses; second times the price for high power chip, because high power chip sales volume is not large, so the market impact of its surface is relatively small. Lighting industry marketing experts Zhang Huming said, foreign companies to control the industrial chain from the source began, but now their tentacles began to reach the field of application. "

In fact, some data also reflects the integrity of the LED lighting industry embarrassment. 2008 China's total output value of semiconductor lighting nearly 70 billion yuan, of which the chip output value of $1 billion 900 million, the package output value of 18 billion 500 million yuan, the output value of the application product is $45 billion. Chip production accounted for only a small part. Many domestic chip companies in the research and development of foreign direct mode. "The point of foreign companies is that, like Microsoft, it encourages domestic companies to use pirated products, so that other companies will be excluded from the market. But in the end, the whole market will be very dependent on them. Now, the domestic enterprises are basically imported chips. "Meyers Lighting Co., Ltd. vice general manager marketing year Qiu said," small chips in the field of domestic and foreign technology gap is not quite mature. In the epitaxial film, large chips in these two areas, the gap between the two sides is too large, it is impossible to catch up in the short term, even if it is not around to catch up with its patent. "

Tangled product quality

In addition to patent technology and containment capacity before faltering, another deadly obstacle comes from the quality of the products. The performance of domestic high brightness products is still lagging behind the world leading level, and there is a huge gap in the quality of products. Wu Chunhai, director of the planning and Design Office of Shenzhen environmental management center, said, LED street lamps in the main road can reach the standard level, but in this case, LED street lamps are not necessarily higher than the high-pressure sodium lamp. Due to the domestic LED street lamp brightness, light efficiency of the two parameters is far lower than similar products of foreign companies, so that the promotion of the government level encountered a bottleneck.

"Some manufacturers claim that their products for up to 50 thousand hours of life, 100 thousand hours, but in the end how the quality of products, we can not