Since the Development and Reform Commission and other six departments jointly issued the "Semiconductor Lighting Energy-Saving Industry Development Opinions", the market share of semiconductor functional lighting has reached 20%, LCD backlights have reached more than 50%, and landscape decoration products have reached more than 70%. Stylish new energy industry.
Big handwriting
On February 1, Dehao Runda announced that it has signed a contract with the Wuhu Municipal Government for the cooperation of the chip project. The total investment of the project will reach 6 billion yuan. A large LED optoelectronic industrial base will be established within the next 18 months. The base will cover The LED lighting industry chain is in the middle and lower reaches. In addition, in order to solve the problem of the lack of core technologies facing the domestic LED industry, Dehao Runda also reached a cooperation agreement with South Korea's Epivalley.
On January 13, the Dazu Laser, which has invested in three LED projects, announced that it had decided to invest another 18 million yuan to acquire 26.5% of Shenzhen Yuanheng Optoelectronics Co., Ltd., and increased its capital by RMB 23.8 million to Yuanheng Optoelectronics. Han's laser indicates that it will gradually enter the field of packaging, system and component design and production of LED display and high-power lighting devices.
On January 12, Sanan Optoelectronics announced that it plans to invest about 12 billion yuan to build an LED industrialization base in Wuhu Economic Development Zone, and engage in research and development and manufacturing of LED epitaxial wafers, chips and packages, and application products. The person in charge of the company said that by then the company will become the world's largest LED manufacturer.
On January 4, Silan Micro has no more than 600 million yuan to raise funds for the expansion of high-brightness LED chip production line projects and supplement liquidity. After the project is implemented, 600 million new LED chips can be realized. The production capacity of epitaxial wafers is 47,500 pieces/month.
From the domestic LED industry leading company Sanan Optoelectronics to the expansion of the production capacity of Silan Micro to the small home appliance industry completely turned to Dehao Runda, LED industry investment boom has almost swept the entire industry.
Technology becomes the biggest obstacle
What is intriguing is that, like the polysilicon industry, domestic LED lighting manufacturers, despite having a large-scale market, face the dilemma of lack of core technology.
The upstream of the LED lighting industry is a chip supplier and a supplier of luminescent materials. The middle reaches are packaging companies, and the downstream is LED lighting application companies. Century Securities analysts said that LED lighting epitaxial wafers and chips accounted for about 70% of the industry's profits, LED lighting packaging accounted for about 15%, LED lighting applications accounted for about 15%. LED chips can be divided into high-power chips and low-power chips according to different requirements for luminous efficiency. In terms of applications, low-power chips are mainly used in mobile phones, notebook computers and TV indicators, etc., where the requirements for luminous efficiency are not very high, and high-power chips are mainly used in the field of street lighting. The low-power chip has low requirements on the material quality of the epitaxial wafer. Many domestic LED companies have mastered the low-power chip technology; high-power LEDs have high requirements for epitaxial materials. If the material growth quality is not high, the chip conversion efficiency will be low. More heat.
Jing Xingyu, executive director of Weissman Investment Consulting Co., said that the leading Japanese companies in the industry have strictly blocked the technology. Among them, the most successful NGO materials research, Japan Nichia Chemical and Toyota Synthetic MOCVD equipment are not sold at all, another The equipment of the more mature Japanese acid company is only sold in Japan. Chip manufacturing is a technology- and capital-intensive industry, and barriers to entry remain high. At present, the core technology is also in the hands of large enterprises, such as the United States HP, Cree, Germany Osram and so on. These companies rely on the construction of patent barriers and patent litigation to prevent other manufacturers from entering the market and compete with them, gaining high monopoly market interests and forming a strong patent alliance.
At present, Sanan Optoelectronics, a leading LED company in China, can produce a luminous efficiency of 80lm/W, while the international index is 100lm/W. As a standard, the level of Sanan Optoelectronics is still different from the international level for 2~3 years. about. In the two areas of epitaxial wafers and large chips, the gap between domestic manufacturers and foreign giants is too large, and it is difficult to catch up with them in the short term, even if they catch up, they cannot solve patent problems.
The technical gap directly leads to uneven quality of LED lighting products. According to LED inside statistics of industrial research institutions, among the 21 cities that implement the “Ten Cities and Ten Thousand Cities†program, only Weifang, Chongqing and Baoding have clearly proposed that the installation of LED street lamps should exceed 10,000 baht, mainly due to the standard of Chinese street lamps. Still not baked, and the quality of LED street lights remains to be verified by time. At the beginning of 2009, the market expects to have 800,000 to 1.2 million LED street lights, but by the end of 2009, the installed capacity is less than 300,000 baht, and in those cities that are "experimental", the promotion effect of LED street lights is not Do your best.
Dehao Runda’s Dongshou Deng Fei also told the “Red Weekly†that LED lighting should be used for civilian use, and there are still many technical problems to be solved in terms of heat dissipation and light decay. Therefore, whether it is Sanan Optoelectronics or Dehao Runda, after investing a lot of money in the LED industry, how to solve the technical problems of LED chips is the key to their success.
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