Wu Ling: China's LED industry in 2009 than expected

National semiconductor lighting engineering research and Industry Alliance Secretary General Wu Ling at the 2009CHINASSL Conference on China semiconductor lighting industry development to do a report to the general assembly, to the whole photoelectric news network participated in this event, Wu Ling pointed out that the current Chinese LED industry has entered a stage of rapid development, "from 1-9 months of data, the entire industry performance this year than expected at the beginning of the year. "

At present, China's semiconductor lighting industry is the status quo: epitaxial chip industry is developing rapidly, and a large number of packaging enterprises, but generally smaller scale, application development is relatively fast, such as solar LED street lamps, etc..

Epitaxial chips have developed rapidly but are still very different from foreign countries

In the extension and chips, Chinese enterprises grow rapidly, and the impact of the high-end market, 2008 Chinese epitaxy and chip market value of 1 billion 900 million yuan, an annual growth rate of 26%, but from the fourth quarter of 2008 to the first quarter of 2009, affected by the global financial crisis, sales fell 30%, the average price of products fell by 40%. In terms of MOCVD, in 2008 added 135 new devices, and in 2009 is expected to add more than 100 units. 2008 GaN month production capacity of 1400kk/month, is expected to grow by 60% in 2009. At present, the domestic LED chip light efficiency has reached 90-100lm/w (mass production), R & D (Laboratory) level has reached 100-110lm/w. Of particular concern is that with independent intellectual property rights based on silicon substrate LED light efficiency has reached 70lm/w. "

From a digital point of view, although the performance of the domestic LED chip to improve a lot, but still a large gap with foreign advanced standards. At present, the high-end application 50% is used in the domestic chip, but in terms of high-power LED dependent on imports of 80%. "

China LED chip production statistics

Large number of packaging manufacturers but the lack of leading enterprises

In the field of packaging, packaging manufacturers in China has reached more than 1 thousand, but generally smaller, less than 80% of the output value of enterprises, the output value of only 100 million enterprises in the home of more than and 50. In other words, China is currently in the epitaxial chip, or packaging applications, the lack of leading enterprises.

Wu Ling pointed out that in 2008 the domestic LED packaging output value of 18 billion 500 million yuan, an increase of more than in 2007, of which HB LED accounted for 76% of the share of.

Growth curve of domestic LED packaging output value

Rapid development of application market

In contrast, the development of LED in the field of application is very compelling, especially in terms of architectural lighting and display. 2008 China LED application market size of 45 billion yuan, an increase of more than in 2007, indicating that the construction and lighting accounted for 66.6% of the total application market, the market value of. Because of the Beijing Olympic Games, in 2008 China LED application market has not been affected by the financial crisis. Wu Ling said.

In terms of functional lighting, the industry is constantly looking for a new breakthrough to LED street lamps, for example, there are already 200 thousand LED street lights deployed.

Although the China LED application the production capacity of the largest in the world, can provide ODM services for world famous enterprises in the world, but the name has not started, is still unknown to the public ". Wu Ling suggested that Chinese enterprises must build their own brand and build a global sales system plus a force.

China's LED industry faces many challenges

Although China LED industry develops very rapidly, but it must be pointed out that the Chinese LED industry still faces many challenges, including the lack of talent, especially the lack of high-end talent is the current important problem restricting the development of China's LED industry. According to statistics, currently more than 800 thousand employees in mainland China LED, but is expected to 2010-2012 new talent needs of up to 600 thousand, the gap is still very large.

One of the high-end technical personnel (or leader type) is very short, in addition to well-trained skilled technicians and engineers are also lacking, and the mobility of personnel is particularly high. Wu Ling pointed out that these factors are limiting the pace of development of the domestic LED industry.

In addition to the short board of personnel, other challenges currently facing China LED industry also includes the lack of intellectual property rights and patents, technology, capital and other venture capital intervention on the market challenges and challenges (LED lamp and energy-saving lamp). As of December 31, 2008, China has applied for a number of LED patents 26069, of which 50% concentrated in the packaging and application side. Epitaxy and chip patents represent only a small proportion, even as they grow. In the field of packaging and application, 57% of the current LED Application Patents in china. "

Of course, in recent years due to the promising prospects of LED, many venture capital began to focus on the LED industry, in the first half of 2009, the total investment amount of LED over 20 billion yuan. 80% of the funds come from private capital and joint ventures.

In addition, LED functional applications where the breakthrough? As a kind of revolutionary technology and new industry, the development of LED is not only a technical problem, but also how to cultivate the industrial development pattern and the sustainable development business model.

Opportunities outweigh challenges

Although faced with many challenges, but Wu Ling believes that China LED industry's future opportunities outweigh the challenges, which the government will play an important role in the national policy will provide great opportunities for the development of LED industry, in October 12th, the national development and Reform Commission and other 6 departments jointly promulgated the "opinions of the development of semiconductor lighting industry (hereinafter" referred to as the "opinions") ", which opened the curtain industry development localization. The introduction of the views aimed at LED