Liu Shiping: semiconductor lighting comments significant

In the construction of energy saving and environmental protection of low-carbon economy, China is bigger semiconductor lighting industry cake. Liu Shiping, director of the China Institute of lighting semiconductor lighting technology and applications, said, the introduction of the opinions, will lead to the rapid development of domestic LED matching lamps, drives, testing equipment industry. According to the relevant agencies, in 2010, China's LED industry output value will be more than 150 billion yuan, compared with the total output value doubled in 2008, the total output value of about $70 billion in 2008.

Semiconductor lighting industry is currently in good condition, Liu Shiping pointed out that the opinions will promote China's semiconductor lighting enterprises to extend to the upper reaches of the industrial chain, which is conducive to Chinese enterprises in the future competition to win. China is the world's largest producer of lighting and lighting, but the main production of low-end products, accounting for about 18% of the global market share. In the industry chain, LED epitaxial wafer with LED chips accounted for about 70% of the industry's profits, LED applications accounted for about 10%-20%; LED package is less than 10%.

Huatai Securities Research Institute, a lot of room for development. Electronic components analyst Sun Hua pays more attention to the relevant enterprises, "" development of opinions "put forward to support the leading enterprises, the industry leader in the future some enterprises will benefit from, such as the production of LED epitaxial chip and also has the ability to Sanan optoelectronics; or involved in the production of core technology equipment enterprises will also benefit, such as Tsinghua tongfang. "

China's semiconductor lighting industry in the positive, the U.S. stock market has touted the industry. NASDAQ listed CREE shares rose 5.36% on the day of 9, closing at $39.09, the highest closing price since December 31, 2004. For the production of light-emitting diode upstream chip of Cree company, America analyst Christopher Blansett quite good, the target price of $45, there are two reasons, namely the LCD panel backlight and lighting applications demand; Cree pioneered the use of 4 inch wafer manufacturing process technology, will lead to gross margin increased.