Spring nearly LED industry passion resurgence

The recent development and Reform Commission and other 6 departments jointly issued the "opinions" of the development of semiconductor lighting industry, for the development of China's LED industry out of a bright future: in 2015, semiconductor lighting industry market share by increasing year by year, functional lighting can reach about 20%, more than 50% LCD backlight, landscape decoration etc. the product market share of more than 70%.

Under the guidance of a bright future, LED industry passion resurgence, investment, expansion of the recent period of time to become a trend. At the same time, the industry broke the core technology patents in foreign countries have expired and other news. In this context, the reporter rushed to the fourth session of the LED industry theme forum held recently in Shenzhen, aims to explore the LED industry plagued by technical problems can usher in a new development opportunities?

Upstream chip market dawn

Domestic LED companies, each of the 10 companies using high-power chips in the home is the production of foreign companies in the chip, each of the 10 low-power chips used in the enterprise is about 5 of the domestic chip. Chief executive officer of LED, director of LED Industry Research Center, Dr. Zhang Xiaofei, summed up the current status of domestic and international companies in the upstream epitaxial chip and chip.

For a long time, upstream of the LED wafer and chip based technology is the core market, several major foreign industrial giants such as TOYOTA, Lumileds, Nichia, synthesis of CREE, OSRAM and other monopoly. Several large foreign companies have core technology patents, accounting for about 70% of the whole industry chain output value, which makes the structure of China's LED industry chain is very unreasonable. According to relevant statistics show that in 2008 the total output value of China's semiconductor lighting nearly 70 billion yuan, of which the chip output value of only $1 billion 900 million, the package output value of 18 billion 500 million, the output value of the application product of $45 billion.

The main technology of LED industry chain includes substrate design, epitaxial chip generation, and finally the formation of chip. According to the different requirements of luminous efficiency, it can be divided into high power chip and low power chip. In the aspect of application, low power chip is mainly used in mobile phone, notebook computer and TV indicating areas of luminous efficiency is not very high, high power chip is mainly used in the current market outlook for the better street lighting etc..

Wu Xuming worked at the Chinese Academy of Sciences, semiconductor technology experts told reporters that the low power chip epitaxial wafers of the material quality is not high, so relatively easy to do, many domestic enterprises currently have low power LED chip technology. This year, domestic enterprises have made significant progress in technology, technology tends to mature. Wu Xuming pointed out that high power LED material requirements are very high, if the quality of the material is not high, it will lead to the conversion efficiency is not high, more heat.

In addition to the epitaxial material, the main technical difficulties of high-power chips are: two optical design, thermal design and power system design. However, he said that the current domestic market power market and the gap between the international advanced technology is shrinking. The three optical [43.86 3.01%] for example, now can produce the luminous efficiency of 80lm/W level. The index is the luminous efficiency of 100lm/W, this standard, an optoelectronic three level and the international level is around 2-3. In addition, due to the gradual decline of foreign patents in the core of the basic technology, industry analysts also pointed out that the upstream enterprises will also bring to reduce the use of cost and other positive.

With the gradual advance of technology echoes the enthusiasm of enterprises involved in the upstream market is heating up. Under the downstream applications demand stimulus is expected, many companies at the beginning of the expansion, Sanan optoelectronics will be 18 sets of MOCVD equipment to expand to 33 units this year. In addition, some of the small chips relatively mature technology companies are also ready to start on Martha power chip project. Reporters in the LED industry forum, met from StrongBase for semiconductor lighting limited company to develop high power chip project a letter, he told reporters that at present, the low power chip market developed very well, the company is preparing to enter the high power chip market.

Midstream packaging enterprise financing activity

In view of the huge market demand can be expected LED, LED companies began to smell the opportunity for the development of the industry around looking for funding, VC/PE also have to look to the LED market.

According to Bolong Industrial Investment Co. Ltd. industry research director Han Songhan said that at present some domestic venture capital funds in particular have abandoned a wait-and-see attitude, began to invest in the layout of LED enterprise and LED enterprise funds, especially in the packaging industry also showed a strong demand for financing. According to him, the current domestic LED enterprises, many enterprises in the middle reaches of the packaging industry has been favored by venture capital.

The first batch of professional venture capital institutions Cowin partner Ding Baoyu told reporters, Cowin is currently in LED industry has selected 3 companies for investment, which in September 2009 and October, the continuous investment in Dalian Luming Polytron Technologies Inc and Shenzhen mosopower power Polytron Technologies Inc.

He said that although the current number of LED production enterprises, small scale enterprises, miscellaneous brands, the market is a bit confusing, but the LED industry is in the rising channel of the development of an industry, the country has a clear policy oriented support, the rigid demand of domestic portable computer, LCD TV, car lights, and other applications, will make the industry the rapid development of. In addition, it is worth mentioning that