The crux of the development of domestic LED upstream

LED semiconductor related industry belongs to the high-tech industries in the upper reaches of the chip is often the key to the entire industry, this is not only reflected in the upstream chip performance and price decision in the middle and lower reaches of the product's performance and price, but also reflected in the chip suppliers tend to control the patent and standard of the whole industry. The performance of LED chip determines the performance of the whole product to a great extent. More importantly, the Chinese LED industry, the chip level competition is differentiated competition, and packaging and application level of competition more biased homogenization of competition. In addition, the semiconductor industry through micro processing technology, the entire product technology core as much as possible in the upstream chip, and left to the middle and lower reaches of the technical space is very small. Driven by this trend, in the middle of the LED package will be difficult to be spared, and will become a natural extension of the upstream chip and the vassal.

After the global financial crisis, with the Chinese government's massive expansion of domestic demand plan, in the majority of other high-tech industries under the impact of the crisis, the LED industry appears to be a good side of the landscape". However, while China's LED industry is so beautiful, we should calmly consider the fundamental problems that are covered by the prosperity:

1, Chinese domestic chip manufacturers in the high-power chip program is dismounted. A loan of 300 million yuan Dalian road Mingyuan plan for R & D chip due to the government's reluctance to guarantee can not be implemented, resulting in chip R & D program dismount, plus facing the second batch of "337" survey and the global financial crisis, the company's current situation is bad, has been unable to invest development plan. After the blue light in Shanghai Rainbow Group Holdings, the rainbow group for the amount of large and high risk chip research and development plan to maintain or even negative attitude. Hangzhou Silan under the second batch of "337" after the investigation, the chip R & D program seriously hindered enterprises. Under the pressure of the shrinking market and the rising cost of Shenzhen's major powers, it has abandoned the huge investment in the research and development of the chip, and turned to the downstream packaging and application. Although the Xiamen three intends to enter the high power chip development, but under the influence of the financial crisis, the capital market positioning and other factors, has suspended the project. Jiangxi LIAN's report has shown its financial situation is worrying, is facing the risk of mergers and acquisitions, is no longer possible to chip research and development. However, at this time the trend of foreign LED chip giant monopoly of the Chinese market has gradually strengthened.

2, the introduction of technology are also varying degrees of problems. Dalian Lu Mei and other domestic manufacturers, is known as the American technology, is the introduction of the LD extension company AXT bought an American inflow, technology source is HP, but because of the left HP for many years, miss HP, Agilent at LED upstream of the stage of rapid development, so Dalian road beauty technology no breakthrough. In recent years, China has a lot of Taiwan's technical team, but technology does not break, Taiwan team on the red and yellow, from HP and Agilent, but the Blu ray technology is generally not strong. Some companies use and domestic well-known institutions, the inbreeding coefficient company into graduate school, and internship places, the company only had a professor of brain, no technological breakthroughs, not suitable for the operation of the market.

Why domestic LED upstream will be reduced to such a point? The reasons behind the upstream of LED in where? We invited a lot of experts, technology or not. Some people say that this is a patent, "337" in the United States in terms of proper running out to you don't succeed the excuse, but we think, is not we learn technology, just can not use it, no, I don't see domestic companies or universities to commercialize the technology international advanced level, that is to say let you copy the patent or not. Where is the reason? I'll come up with some targets for everyone to fight:

(1) -- introduction of expert introduction of experts in order to keep the patent involved, deliberately bypassing the patent detours, but we have a lot of colleges is not commercialized, why haven't learned; the introduction of experts have a strong sense of national protection, not willing to lead, but our technology, we introduce talent many might not be rewarded under the introduction of experts are not brave; master the core technology personnel, I understand the foreign semiconductor industry division of labor is very small, only a few have comprehensive knowledge, and such a person is we can't afford to pay the price, so the domestic advocate the introduction of team, but this has become a man the collective money game, and not for the comprehensive and configuration technology.

(2) to buy equipment and raw materials from abroad to buy -- some of the key parts of the equipment configuration and use of foreign equipment is not the same, because of the protection of national or political factors, the best equipment is not allowed to sell Chinese, or key components cannot be sold, it is possible, on the other the industry is already an open fact in the LED industry seems to have no conclusive evidence to try, but think of the upstream large foreign companies in key sectors Chinese added with special approval, some parts must be dedicated to selling, not abandoned, whether there is a possible limitation; the purity of raw materials for China, especially high purity China materials on the limit, such as graphite, is bound to have such high quality epitaxial effect.

(3) process control. The quality of the technical personnel caused by process control is not strict, this may have implications for mass production