Observation: the effect of the development of semiconductor lighting industry opinion still questioned

October 12th, the national development and Reform Commission and other 6 departments jointly announced the development of semiconductor lighting industry opinion (hereinafter referred to as the opinions), thus opening up the development of the industry's big screen.

However, due to the existence of a clear gap with foreign competitors, the industry in a happy, but also in 6 years by the lower rate of localization to improve the ability to achieve the target of doubt of 70%.

Foreign monopoly core technology

Semiconductor lighting and solid-state lighting, refers to the use of solid light emitting device as a light source of the lighting industry, the rise of the momentum already.

Li Ke, director of the China Semiconductor Industry Association, said in an interview with reporters, in recent years, China has launched a green lighting engineering, semiconductor lighting project. Huge energy theme, so many companies and capital rush. Data show that in recent years, the rapid development of semiconductor lighting industry, the annual growth rate of global output remained at 20% or more, in 2008 the total output value of China's semiconductor lighting nearly $70 billion.

LED lighting industry prospects for a beautiful, domestic and foreign enterprises have layout.

According to the reporter, PHILPS has built a complete industrial chain, including from the chip manufacturing, packaging and other aspects of lighting applications. Panasonic, Toshiba and other six major lighting giants have announced the entry into the field of LED lighting.

NVC photoelectric technology limited company spokesman Shi Yongjun said in an interview, the company has a production base in Guangdong, Chongqing, Zhejiang, Shanghai and other places layout, which in Zhejiang in 2009 to invest up to 1 billion yuan.

However, due to the gap in the core technology, China's semiconductor lighting enterprises in a significant disadvantage. According to Li Ke introduction, semiconductor lighting core technology lies in semiconductor components, and Chinese enterprises in this regard, the yield compared with foreign companies, so far, so that domestic enterprises rely heavily on imports on the chip.

From the opinion of the data show that China's semiconductor lighting production enterprises more than 3000, of which 70% concentrated in the downstream industry, and the technical level and product quality uneven. Domestic LED epitaxial materials, chips in the low - based, more than 80% of the power of LED chips, devices rely on imports. In 2008, China's semiconductor lighting output value of nearly 70 billion yuan, the chip output value of only $1 billion 900 million.

10 a few people, spend money to buy equipment can be packaged. A lighting company CEOs such as each reporter described. Shi Yongjun also said that at present there are many manufacturers are trying to enter this field, but a lot of brands is still extensive product development, simple appearance of structural design and production, and even a pure oem.

Shi Yongjun admits, because foreign companies monopolize the core technology and high-end products, leading to the domestic industry is facing a huge challenge.

As a result, the Opinions also focus on the realization of the goal of large-scale MOCVD equipment, key raw materials and more than 70% of the chip to achieve localization in 2015. In the opinion of the current more than 80% of the power LED chip, the device relies on imports to calculate, to achieve the localization of the next 70% years, the proportion will be increased by half in the next 6 years.

However, Li Ke believes that due to the main body of our country's lighting products market and full competition, resulting in the promotion of domestic work is not easy, to achieve this localization rate is quite difficult.

Research and development and Application

"Energy-saving lamps have just begun to promote and popularize, and now strongly encourage LED lights. Li Ke believes that the country is now supporting the semiconductor lighting industry a little bit of the meaning of walking, it is understood that the European region is only in 2011 to stop the use of incandescent lamps.

But compared with other lamps, LED lamps are generally high prices, and the luminous efficiency is not very good, so the industry experts said, to try to achieve the goal of industrial revitalization process, rely solely on the role of the market itself will experience a long.

Li Ke said that the relevant departments should seize the market to increase efforts to support the two, that is to encourage the development and application of subsidies.

It is understood that, due to the high cost and price, LED lamps are still mainly used for LCD backlight, and landscape lighting, while the home side is less and less. Opinions also proposed that by 2015 the market share of LED lighting products to achieve functional lighting up to 20%, LCD backlight reached more than 50%, landscape decoration and other products market share of more than 70%.

Thus, Li Ke believes that if there is no policy support and subsidies, domestic enterprises are difficult to digest the high cost of the product, the market is unfavorable.

"The lack of basic research on the application of LED in China, we have their own separate exploration, resulting in a decentralized technical route, is not conducive to the establishment of a unified product specifications and interchangeability. Shi Yongjun said that the national regulatory authorities should establish standards for lighting industry alliance, to reduce the level of the industry and disorderly competition.

Opinions also said it would continue to increase the intensity of semiconductor lighting technology innovation, and promote the semiconductor lighting products into the government procurement list of energy-saving products. When the conditions are ripe to be included in the scope of financial subsidies".

Industry experts said, opinion is just a framework, the introduction of specific standards still need time.