LED passion again wind up - start layout

The recent development and Reform Commission and other 6 departments jointly issued the" semiconductor lighting development views", for China's LED industry development outline of a bright future: 2015, semiconductor lighting industrial product market share through increase year by year, functional lighting to reach about 20%, LCD backlight achieves 50% above, landscape decorative products such as the market share of more than 70%.In the bright future of the calls, the LED industry passion again, investment, enlarge to produce close paragraph of time has become a trend. At the same time, the industry was the foreign industry core technology patent expired in succession and other news. Under this background, the reporters rushed to the recently held in Shenzhen fourth session of the LED Industry Summit Forum, aimed to explore deeply troubled LED industry technology will usher in a new opportunity for development?The upstream chip market dawn" The domestic LED enterprises, each 10 using large power chip companies have 8 home is the foreign production of chips, each 10 using low power chip business in about 5 of household is homebred chip." Engineering Online CEO, LED Industry Research Center Director Dr. Zhang Xiaofei said, at present was summarized in the upstream epitaxial wafer and chip area of domestic LED enterprises.Long-term since, upstream of LED epitaxial wafer and chip market core technology, by several major foreign industrial giants such as Toyota Japan Asia, synthesis, Lumileds, Cree, Osram monopoly. Several major foreign enterprises which have the core technology patent, occupy the entire industry chain around 70% of production value, this also makes China's LED industry chain's structure is very unreasonable. According to relevant statistics show that in 2008, China's semiconductor lighting total production value of nearly 70000000000 yuan, wherein the chip output value of only 1900000000 yuan, production value 18500000000 package, application products output value of 45000000000 yuan.LED industry chain upstream of the main technology includes the substrate, epitaxial wafer production design, the final formation of chip. According to the different requirements of the luminous efficiency, can be divided into chips with large power and low power chip. In application, low power chip is mainly used in mobile phone, laptop computer and television instruction on luminous efficiency requirements is not very high, large power chip is mainly used in the current market prospects of street lighting and other fields.Worked in the Institute of semiconductors technology expert Wu Xuming expresses to the reporter, small power chip epitaxial slice material quality is not high, so relatively easy to do, a lot of domestic LED enterprises currently have low power chip technology. Since this year, domestic enterprises in technology has made obvious progress, technology tends to mature. Wu Xuming points out, the high power LED for epitaxial material demand is very high, if the material growth quality is not high, will cause the chip conversion efficiency is not high, more heat.In addition to epitaxial material problems, large power chip main technical difficulties are: two optical design, thermal design and supply system design. But he said, large power market at present domestic and international leading technology gap is shrinking. In an optoelectronic [52.04-5.42% ] for example, now can produce luminous efficiency of 80lm / W level. International index is the luminous efficiency of 100lm / W, as the standard, an optoelectronic level and international level by 2-3 years. In addition, because foreign in core technology patent expired in succession, industry analysts also pointed out that, for the upstream enterprises will have to reduce the use of cost benefit.With the technical advance stage by stage photograph echo is companies are involved in the upstream market enthusiasm is rising. In the downstream applications demand expectations, many enterprises at the beginning of expansion, an optoelectronic three this year will be the 18 MOCVD equipment expansion to 33. In addition, in some small areas of the chip technology is relatively mature enterprise, also began to prepare for the large power chip project. Reporter in the LED Industry Summit Forum, met from Kin Lung semiconductor lighting limited company to develop high power chip projects for Xu Xin, he expresses to the reporter, at present the company's low power chip market development is very good, the company is preparing to enter the large power chip market.In the packaging business financing activityLED can be expected in view of the huge market demand, the LED company began to smell the industry development opportunities around looking for funding, VC / PE are looking to LED market.According to Bo Long Industrial Investment Company Industry Research Director Han Sonix, some of the domestic funds especially the venture capital has abandoned a wait-and-see attitude, start layout in LED enterprise funds invested, while LED enterprises especially in packaging enterprises also demonstrated a strong financing demand. Disclose according to him, at present domestic LED enterprises, in the industry in many packaging companies have gained favor wind.The first batch of professional venture capital institutions create Albert partner Ding Baoyu expresses to the reporter, Tongchuang Albert CHAN already present in the LED industry chooses 3 investment in the company, which in 2009 September and October, continuous investment Dalian Lu Ming luminous Technology Company Limited and Shenzhen Moso power science and technology limited liability company.He says, although at present LED production enterprises, small scale of enterprises, the brand is miscellaneous, market confusion, but the LED industry is in the development of the industry of a rising channel, the state has a clear policy support guide, domestic notebook computers, LCD TV, lamp, automobile and other applications of rigid demand, will make this industry develop rapidly. In addition, it is worth mentioning that, some of the domestic enterprises also begin to pay attention to through its own development, or other access to technology patents. As of Dalian Lu Ming in LED LED technology is patented technology.Reportedly, the current LED enterprise financing scale is relatively small, basically a project does not exceed $50000000, funded mainly is the venture capital funds. Korea Sonix discloses to the reporter, because LED enterprises small in scale, in the bank loan financing basic work, so LED enterprises hope to appear on the market financing, but at present the enterprise listed is also facing the immature technology, development is heavily dependent on the upstream enterprise, market competition and business model to the problem such as innovation, therefore the listed financing short term it is difficult to get through.Although must face these risks, Han Sonix expresses to the reporter, many venture capital companies are willing to invest, because at present Chinese LED enterprise development condition is very similar to the 2000 to 2001 Taiwan, enterprise development prospects are very bright, but the enterprises need to enhance the scale of financing through, reduce the cost, so as to promote market demand rises and obtain the overall industry advance and development.Downstream applications in face of an outbreakIn the LED Industry Summit Forum, vice mayor of Shenzhen city Chen Yingchun pointed out, Shenzhen's LED industry in the development of the peak. Industry popular reason is belongs to the field of new energy, energy conservation and environmental protection, has a policy to encourage; in the technology, technology has very big breakthrough, brought broad market prospects; in addition, the attention of local government as well as industry development opportunity.Societe Generale Securities analyst Liu Liang pointed out, the second half of the year LED backlight LCD TV sales, exceeding market expectations. This year LED backlight LCD TV shipments estimated at more than 5000000, a conservative estimate of the next LED backlight LCD TV shipments in the 15000000 station.In addition, to attract enterprise concern and LED lighting market. According to Ministry of science and Technology launched a "ten city lights" plan, LED lighting market contains great business opportunities. In these visible target driven, LED enterprises are save, ready to go to war. Even some lamps, electric company, and LED industry chain enterprises are very concerned about the market, trying to share a cup of a thick soup. From Guangdong Zhongshan lighting company head Guo Changchang expresses to the reporter, the industry is in the front of opportunities, and if there is a chance, they also hope to get involved.In addition to business, government investment in strengthening. Jiangmen high-tech zone is now in the country to promote their industrial park LED. " We very much hope to preferential policies to attract LED enterprises settled in our industrial park, which is an emerging market, we will provide the most preferential policy support." Jiangmen High-tech Zone deputy director Fei Weidong in the industry forum on LED company issued an invitation." The LED industry spring will come, need a timely rain, namely the government support." Science and technology of China Merchants Group industrial platform and director He Lin thinks, look from long-term development, the lighting industry is in transition, many countries put out incandescent lamps, energy-saving lamp program, the semiconductor lighting industry as a new economic growth point. Along with our country's industrial structure adjustment, transformation of development mode to speed up the process, semiconductor lighting industry as the important energy-saving emission reduction measures, welcomed new development opportunity. In the early stages of enterprise development, government to give LED enterprise enough funding, regulations on the market more standardized, can help enterprises through the development of the initial difficulties, in the high speed growth of industry.