Research on the market competition pattern of China's semiconductor lighting industry

"Whoever has will be given him redundant; does not have, even what he has will be taken away. "The Bible, the New Testament," matthew. In the face of the huge market cake 150 billion yuan, GE, PHILIPS, OSRAM, Cree, Lumileds, Nichia, ToyodaGosei as the representative of the global industrial chain giant multinational companies, more than 4000 domestic LED enterprise more than 10 thousand princes, the traditional lighting companies market competition pattern look at fiercely as a tiger does, now being further staged "the stronger the strong, the weak is the Matthew effect" weak "". LED industry market competition pattern:

Expected in 2010 MOCVD machine shipments is 662 units, is the sum of 2007, 2008, in 2009 for three years. And is expected to be able to maintain such a high 2011 shipments. Actual shipments may be higher, each MOCVD machine price of about $100-200, the highest subsidy 50%. At present, China set off a LED investment fever, crazy purchasing MOCVD machine, in 2010 alone in the development and Reform Commission registration of nearly 700 units, some manufacturers are not directly subsidized by the NDRC subsidies. The MOCVD machine is almost German manufacturers AIXTRON and the United States manufacturers VEECO monopoly (two MOCVD plant monopoly of the global MOCVD equipment market share of more than 90%), the two capacity is limited, orders have been discharged to 2012.

Two, LED chip manufacturer LED lighting chip as the core technology of the development of the upstream industry chain, will lead directly to changes in lighting market pattern, the current global LED chip market format is divided into three camps, its global sales ranking:

First camp: Japan, Europe and the United States as the representative of the manufacturers. Five of the world's largest LED giants are in this camp, including Nichia, TOYOTA, Lumileds, Cree and Osram synthesis. The camp also includes Toshiba, Panasonic and SHARP. This camp is a first-class technology, patent rich, in the field of ultra high brightness LED for many years, the target market is general lighting and automotive lighting. Japanese companies will take a small amount of consumer electronics backlight with LED, European and American companies have no interest in consumer electronics backlight LED. Second camps: South Korea and Taiwan, China as the representative of the manufacturers. This camp of consumer electronics manufacturers have a complete industrial chain, attention to consumer electronic products with LED backlight, the technology and the enterprise Europe Japan and the United States have gaps, especially in the field of general lighting, are currently enjoying a period of rapid growth. The third camp: Mainland China as the representative of the manufacturers. Chinese manufacturers are small, scattered, mainly engaged in the production of four yuan yellow green LED, mainly for outdoor landscape, decoration or advertising. In 2009 the total output value China LED chip industry was about 2000000000 yuan, according to the enterprise division number reached 62, of which 15 provinces / municipalities to enter the LED chip industry, Guangdong, the number of enterprises in Fujian significantly ahead of other regions, Guangdong has 10 accounted for 16.1%, Fujian accounted for 12.9% of the 8. 7 national semiconductor lighting industry base where the province / municipality, LED chip companies are in the number of 4 or more. 7 national semiconductor lighting industry base in the province / municipality of Guangdong, Fujian, Shanghai, Hebei, Jiangsu, Jiangxi, LED chip companies total 41, accounting for about LED of the total number of 2/3 chip companies. Shandong, Hubei, LED chip companies are also in the number of 4.

International LED chip manufacturers

The current international LED chip manufacturers: CREE [Cree], [SSC], [Nichia], Seoul semiconductor Nichia Osram, [BridgELux], Lumileds, [Smileds] Puri, Xuming TOYOTA synthesis (strain) [ToyodaGosei], [SDK], GELcore, Ishida acid, TOSHIBA, Agilent on the ocean, South Korea Epicon [Epivalley], Genelite, HP etc., which focus on the vendor profiles: 1. CREE (CREE) CREE is a market leading innovator and manufacturer of semiconductor, to significantly improve the solid state lighting, power and communications products for energy to improve their value. CREE's market dominance comes from the company's expertise in the field of gallium nitride (GaN) silicon carbide (SiC), the only material expertise to manufacture chips and complete sets of devices. These chips and sets of devices can be used in a very small space with greater power, while other than the existing technology, materials and products less heat. CREE energy regression solutions for a variety of purposes, including the light emitting diode light and adjustable backlight, more vivid display, high current switching power supply and optimal power management of variable speed motor, there are exciting alternatives and more efficient data and voice communications wireless infrastructure etc.. Cree customers are from innovative lighting manufacturers to defense related federal agencies. CREE's products include blue and green light-emitting diode chip, LED backlight, light emitting diode, light emitting diode as the power switch device, radio frequency equipment and radio equipment. OSRAM (Osram) is one of the world's two largest manufacturer of light sources, headquartered in Munich, Germany, R & D and manufacturing base in Malaysia, is a wholly owned subsidiary of SIEMENS. OSRAM customers in nearly 150 countries and regions around the world. With innovative lighting technology and solutions, Osram continues to develop new areas of artificial light source, the product is widely used in public places, offices, factories, homes and automotive lighting in various fields. OSRAM has a number of the world's leading patents, many of the world's leading projects have chosen Osram lighting products and solutions. From the world's tallest building, Taipei 101, to the luxurious Lugger Hotel Dubai