The development prospect of LED industry in China under the financial crisis from four aspects

The global financial crisis has had a negative impact on China's LED industry, especially for the export of solar energy LED and decorative lighting products. At the end of 2008, the industry had slipped, formed a comprehensive winter scene. But after the Spring Festival in 2009, China's LED industry is independent of many other industries continue to slump out of the contrarian rise in the market. In China's LED industry concentration of the highest in Guangdong Province, many LED related enterprise orders constantly, the rapid recovery of production capacity, the basic level of production back to the level of early 08, and began a large number of recruitment. In the face of this financial crisis, the industry boom, in the end is the winter in a flash in the pan, or the industry in the short term after the long-term development of the inevitable difficulties? In this regard, the author believes that the following four levels can be analyzed, the conclusion that China's LED industry will be long-term development.

A huge market potential is a strong driving force for the continuous development of China's LED industry

A large amount of China's lighting upgrade

China is the world's largest production and export of lighting appliances, but also a big consumer. 2007 sales of 200 billion yuan, exports of $13 billion, accounting for about 12% of the global market. Only China's annual sales of incandescent lamps reached 2 billion, the proportion of small and medium cities residents use incandescent lamp is about more than 50%, the proportion of rural incandescent lamp is greater. Under the impetus of the national policy of energy saving and environmental protection and the promotion of local governments, it is a big trend to upgrade or eliminate the existing backward energy consuming lighting appliances. Institutions predict that the next five years the average annual growth in the domestic energy-saving lighting industry rate will reach 27%, according to statistics and forecasts, R & D and Industry Alliance national semiconductor lighting project in 2010, in the field of general lighting market in China will be more than 12 billion only LED.

A variety of applications in the ascendant

At present, small and medium size backlight areas of domestic LED more mature applications for landscape architecture, large screen display, traffic lights, home appliances and digital display lights, car lights, special lighting, mobile phone, digital camera, computer, tv. According to the statistical distribution of the 2008 LED product sales in the main application field of view, the architectural landscape is still the largest application field in China LED; LED display and display appliances accounted for 27% market share, becoming the LED second application fields; mobile phone, notebook computer and other small and medium size backlight accounted for 22% of the market share and become the third largest class applications. Other such as traffic lights, car lights, special lighting and other applications of the market share is also steadily developing, these ascendant applications are the development of the LED industry to create a good market space.

Expected in 2010, the overall size of China's semiconductor lighting market will reach about 100 billion yuan, from 2010 to 2015, the average annual compound growth rate is expected to reach 40% in the industry in 2015 reached more than $500 billion.

National infrastructure to further expand demand

In the face of the financial crisis in the country under "expanding domestic demand and promote the growth of macro-control policies, the future China will accelerate the construction of affordable housing projects, accelerating the construction of rural infrastructure, accelerate railways, highways and airports and other major infrastructure construction, speed up earthquake reconstruction, the scale of investment will have greatly improved. According to the announcement of the two meeting of the eleven National People's Congress on the 6 day morning press conference held by the information, the water and electricity, gas, road, the main room of the rural livelihood projects will invest 370 billion; infrastructure construction in railway, highway, airport, water conservancy and other main will invest 15000 million; energy-saving emission reduction and ecological the project will invest 210 billion; structural adjustment and technological transformation will invest about 370 billion; disaster reconstruction investment $10000. These huge investment construction measures will increase the demand for a variety of LED applications, including display, special lighting, general lighting, landscape lighting, etc..

Two, broad technology development space is the best opportunity for China's LED industry from big to strong

There is a lot of room for improvement

The core of the GaN semiconductor lighting materials is considered to be a century in the development of the material, there is great potential for development, the highest light efficiency laboratory index of current devices have reached only 161 LM / W, the level of industrialization for 90-100 LM / W, and experts predict the index of 300 LM / W and theoretical value 400 LM / W there is still a big gap, industrial development is far from mature technology, light effect is still much room for improvement.

There is also a new breakthrough in the technical route

The long chain of LED industry, from upstream of the substrate materials, epitaxy and chip preparation, to the middle reaches of the chip package, the various aspects of the industry chain has some mature technology route, but the development of the whole industry of technology, from the theory of luminescence material system, device structure, the scope of application are likely to find new the method, even new technology route. A typical example is the Nanchang University Professor Jiang led the development of the "silicon substrate led to break the monopoly of Japan and other developed countries LED core technology situation, opened in China in technological innovation, achieve a major breakthrough in the technology industry LED.

New applications continue to be developed

With the development of semiconductor lighting technology in our country, there are three kinds of LED applications, such as indication, signal and display, backlight and lighting. At present, the more mature field of application package