In the past year, the number of LED epitaxy and chip companies in China has grown rapidly, and overseas chip companies have accelerated their entry into the Chinese market. The production capacity of LED chip companies in China is expanding, and the LED chip industry is entering the era of Warring States. In this case, how to develop its own core technology, how to stand and rise in the market, China's LED chip industry is facing a test.
Technology: Mass production indicators move closer to the international level
China's sapphire substrate white LED has a great breakthrough, the light efficiency has reached 90 ~ 100lm / W.
The silicon substrate white LED with independent technology property rights has also reached 90-96 lm/W.
Zhou Li: Under the guidance of national macro-policies, China has not only made great breakthroughs in white LED technology for sapphire substrates, but more importantly, China adheres to the road of independent development, and has silicon-based white LED technology with independent intellectual property rights. A new situation that goes hand-in-hand with the traditional sapphire substrate LED technology. It is in this environment that China's LED chip manufacturing industry has ushered in a new world of Chinese people. At present, China's LED chip industry is developing in depth. Our technology is constantly maturing and the scale is constantly expanding. The traditional Chinese manufacturing model has quietly changed to the Chinese creation model, and the development momentum is rapid, which is unlikely to attract the attention of all countries in the world.
Jiang Zhongyong: At present, there is not much difference in China's small chips, and there is still a certain gap between power chips and foreign countries. Enterprises have little breakthrough in technology, especially in the electro-optical conversion efficiency, and there should be breakthroughs in this area in the future. In general, the LED industry is still somewhat impetuous, and basic research is not enough.
Zheng Tiemin: Although China's LED chip industry started later than the United States, Japan and Germany, there is still a considerable gap in technology. However, with the growth of domestic demand for high-end products, the investment in research and development has increased, especially the introduction of high-level overseas talents. In the past year, China's technological progress has been relatively fast. For example, Inspur Huaguang's 10×23 mil blue-light chip has been packaged into white light, and the light efficiency has reached 110 lm/W or more. The power efficiency of the power-type WB red light chip has also reached 50 lm/ W, is at the international level of vector production.
Kang Jian: The development of China's LED industry is indeed very fast. Not only has large-scale production developed, but also many bottlenecks have been broken in technology, so that indicators such as reliability and brightness are constantly refreshed. Technically speaking, it has reached and is close to the indicators of several famous manufacturers in the world. But at present, whether it is 90lm/W ~ 100lm / W of sapphire substrate, or 90lm / W ~ 96lm / W of silicon substrate, the light efficiency of LED has not been fully extracted, so this race is far from over.
Sanan: On the technical level, the domestic chip industry has indeed reached the research and development level of 90lm/W~100lm/W. However, the current enterprises that can mass produce such products are a minority. Technology is not the only key to determine the success or failure of a company. Enterprises must win in the fierce competition. The most important thing is to see their production yield, quality and cost control. Competitiveness.
After achieving the goal of 100lm/W, the current development problems of Chinese LED chip companies are how to industrialize, scale and maximize benefits. The development of non-mainstream routes outside the sapphire substrate is also facing the same problem.
Market: Focus on future demand changes
Overseas LED chip companies have entered, and the Chinese LED industry has attracted worldwide attention.
China's LED chip companies need to focus on future market demand changes.
Zhou Li: China's optoelectronics market is shifting from the past trade distribution center to deep processing and high-tech applications. China has a large number of cheap manpower, material resources and resource markets, and the guidance and support of national policies have attracted the attention of all countries in the world. International companies have seen China's future development, of course, will not let go of this business opportunity, and have accelerated into the Chinese LED market. It should be said that this is a good thing, which will greatly promote the development of China's LED chip manufacturing industry. Of course, we should also see that the entry of these internationally renowned companies will also intensify the competition in China's LED chip industry, and it is expected that this competition will be very fierce. But on another level, competition is inevitable, and backwardness must be eliminated. The key is how to deal with the industry as a national industry. How to protect our national industry while developing and learning from others' advanced technologies, develop our own core technologies, and strengthen Its own innovative ability, enhance the technical content and technical level, develop the stamina, and finally stand firm and compete with well-known enterprises. Of course, competition must be orderly, which requires macroeconomic regulation and planning by the state, government, departments and even the industry.
Jiang Zhongyong: The competition of enterprises is finally competing with themselves. The enterprise is not doing well. It is not that others have defeated you, but they have not done well. In the future, China is likely to have the world's leading companies in the LED industry. There are still many opportunities in the LED industry. LED products are short-lived and there are many places where they can be innovated. Chinese LED companies must base themselves on the world, and ultimately rely on their own technological innovation, management innovation and application innovation. At present, the development of the LED industry is too hot, a bit too much. The development of the entire LED industry has its own rules. It can be said that it is in the early stage of industrial maturity and will enter maturity in the next three to five years. But whether the current investment has a role in the future is worth considering. As time goes by, the value of investment will become lower. At present, LED chips are basically 2-inch technology, and will be mainly 4 inches after two or three years. At present, large-scale on-line expansion, I don't think it is a good thing. The future will be based on 4-inch technology, but now we are investing in 2-inch technology. At present, the LED market is somewhat overheated, and the industry needs to be calm. It is necessary to pay attention to changes in market demand after three or five years. It is reasonable to know this and then invest.
Zheng Tiemin: Due to the many advantages of LED and in line with the national industrial policy, the development of "her" can't be blocked by anyone or any organization. The development of "her" can't avoid from disorder to order and from many melee. To the main situation of the overall situation, the survival of the fittest is the natural law of economic development. Competition can improve quality, lower prices, promote the improvement of corporate management, and accelerate the expansion of the market. Government guidance, practical cooperation within the industry alliance, and the formulation and implementation of standards are important measures for the orderly development of China's LED chip industry.
Kang Jian: In addition to optimistic about China's consumer market, international big companies investing in China are more optimistic about China's stable investment environment and relatively low manufacturing costs. I have always advocated competition for development. In the future, the LED chip industry will become more and more detailed in the division of labor, such as the factory specializing in LED indoor and outdoor lighting, specializing in street lamps, and specializing in display screens. Of course, there will be some LED companies that will be eliminated for various reasons, which is not uncommon in any industry.
Recently, major manufacturers have been building new factories and expanding production capacity. There should be more than ten factories in the country under construction and planning.
Our LED companies are facing increasing market demand, and they are also faced with the need to continuously increase R&D investment, which highlights the shortage of talents.
It is recommended to be able to scientifically plan industrial parks and clearly define the division of labor. Because there are LED lighting (indoor and outdoor), engineering lighting, display screens, backlights and other applications in this industry, the technical routes for each application are different. It is almost impossible to think of a company taking all of the above work.
Sanan: In a sense, foreign big companies are stationed in China for cost reasons, and the market in mainland China is also a big incentive. Although foreign big companies are currently leading the technology level temporarily, their manufacturing costs are much higher than those of mainland enterprises. Therefore, in a short period of time, the entry of international big companies will not have a big impact on domestic enterprises. In the long run, with the improvement of the technical level of domestic enterprises and the close gap with international manufacturers, the cost advantage of Chinese enterprises will be brought into play.
Recently, with the improvement of technology level, the LED application area has been greatly expanded, and the market demand has grown exponentially. It is a rare growth opportunity for Chinese companies with long manufacturing experience. The expansion of scale can attract more talents, capital, enhance the competitiveness of enterprises, and even the opportunity to form an international strategic alliance. This is a good opportunity for the first-come, first-served. To develop China's LED chip industry, it must have reasonable guidance and policy support from the government to avoid duplication of investment and unfair competition. Let the market decide if the company can survive in the competition.
Application: Lighting is a development opportunity
Chinese LED chips are already available for indoor lighting and small to medium size backlights.
The LED indoor lighting market will exceed 78 billion yuan in the next two years.
Zhou Li: China's LED chip manufacturing started late, and we only started to get involved in LED chip manufacturing at the end of the last century. It should be said that we have spent more than ten years walking away from others for thirty or forty years. The development is quite fast. Especially in recent years, with the advancement of technology, China's LED manufacturing industry has developed even more. Mastering the traditional manufacturing technology, more importantly, China has a silicon substrate blue and white light technology with independent intellectual property rights and a large number of academic leaders, high and intermediate technical experts, and China's LED chip manufacturing is moving towards medium and high-end migration. And began to cover the entire series. I believe that in the near future, China's LED chip manufacturing industry will occupy a dominant position in the world. With the continuous expansion of LED market applications, especially for large-size backlights, street lamps, and indoor lighting applications, LEDs will replace traditional lighting to lead to new changes and promote the advancement of human technology. Our LED business opportunities will be used in the market. Expanded.
Jiang Zhongyong: From the application point of view, the development of LED in recent years is driven by the application of back light, which has led to the tight supply of LED chips. In the future, as the price decreases, the application of LED will expand to the field of lighting. The LED market is global, so the LED chip industry will face a global competitive landscape. LED backlights will have a large market capacity in the next two or three years. Now the supply of LED chips is mainly due to the start of the backlight market. The next round should be lighting applications to drive industry development.
Zheng Tiemin: We can't do that the LED chips produced are all high-end products, but some of them can meet the needs of high-end products. China's LED chips can meet indoor lighting and small and medium size in terms of reliability and light efficiency. The need for backlights. China is the world's largest LED indoor lighting market in the future. It is estimated that there will be 1.2 billion LED indoor lamp demand in 2012, and the market share will exceed 78 billion yuan. This is also an opportunity for lighting manufacturers and an opportunity for Chinese LED chip manufacturers.
Kang Jian: I don't think China's LED chips are at the low end. For a lot of technical parameters, we are not losing to some international companies.
But we must be soberly aware that we still lack experience in application, such as the cooling design of street lighting, the solution of light and other issues, including some aesthetic design. If China's LED enterprises want to stand out from the crowd, they must continue to focus on leading enterprises, increase investment in research and development, and master independent intellectual property rights.
Internal efforts should be made to strengthen management, control and reduce costs, and introduce and update equipment. LED gives us the same opportunities as the world.
Sanan: LED is a relatively special industry. So far, there is no unified standard in the world. The so-called high and low end are more differentiated from the manufacturer's brand, market price and application. In recent years, with the advancement of the domestic LED industry, the gap between China and foreign major manufacturers is shrinking, and some domestic LED chips can be applied to the mid-to-high-end market. With the gradual maturity of technology and the reduction of manufacturing costs, the extension and penetration rate of LEDs in large-scale backlights, street lamps, indoor lighting and other fields will increase sharply in the next few years. At the same time, China's huge market, government support and policy guidance, etc. The existence of many favorable conditions is a rare opportunity for Chinese LED enterprises, especially mature and large-scale enterprises, to usher in a leap-forward development. A strong Chinese LED company must seize the opportunity to participate in competition and compete with international companies.
Review
Sanan: The advantage of expanding production will appear
Sanan Optoelectronics is one of the largest LED chip companies in China with the largest production capacity and the highest level of technology. With the completion and commissioning of Tianjin Sanan in 2010 and the completion and commissioning of Wu'an Sanan in 2012, Sanan Optoelectronics will become the world's largest LED product manufacturing and R&D base. This year, the company will focus on developing two series of products: large-size backlight chips and high-efficiency red-light chips. In addition to strengthening traditional applications (mobile phones, digital, display screens), the company will focus on large-size LCD backlights and general lighting. In the future, based on the existing LED epitaxy and chip management, the company will form a self-expansion-based capacity expansion pattern; take the vertical integration of the industry as an opportunity to move closer to the international business model; and actively cultivate the future of the solar energy product. Growth point; based on the current research and development strength, establish an international research and development platform.
Xin Lei: The industry chain is complete
As the first banner of the domestic LED chip manufacturing industry, it should be said that Xinlei people have made due contributions to the development of China's LED industry. At present, the company is based on traditional GaP chips, and its production capacity is maintained at 1 billion/month. In recent years, through technological transformation and increased investment, the company has formed a complete industrial chain of upstream (LED liquid phase epitaxy), midstream (chip manufacturing), downstream (device packaging, LED display and its applications). The core of the enterprise is in chip manufacturing. As far as the entire chip manufacturing is concerned, the company's products focus on the application of dot matrix, digital and infrared remote control, while covering a full range of single lamps. The advantages of the company are mainly reflected in large-scale production and low-cost effects.
Silan Mingxin: Focus on the display
At present, the products of Silan Mingxin are basically used in the field of display screens, and the areas of concern are also the field of landscape lighting related to display screens. In addition, Silan Mingxin believes that the lighting market should have a big development after three years. The advantage of Silan Mingxin is the experience in the production of integrated circuits. The recent private placement of the head office will be invested in the company's LED chip field. Silan Mingxin believes that from a national perspective, research on MOCVD equipment should be supported, and it is important to break through the core equipment.
Inspur Huaguang: Red light has obvious advantages
The key products of Inspur Huaguang are red, yellow, blue and green LED epitaxial wafers, chips and LD chips and devices. The application areas that focus on are white lighting, backlights, display market and stage lighting, laser display, laser processing, laser pointing and other fields.
Inspur Huaguang has undertaken two national “863†projects. The luminous efficacy of the red light chip has reached 50lm/W. The blue light chip has entered the white light lighting market, and its light efficiency index has reached 110lm/W or more. In the future, Inspur Huaguang plans to invest a total of 5 billion yuan. With Jinan, Weifang and Linyi as the core, it will build a number of R&D, production and sales bases at home and abroad. Through coordinated division of labor and supporting construction, 90 sets of MOCVD epitaxial wafers and supporting facilities will be established. The die production line has an annual production capacity of 4 million pieces of LED and LD epitaxial wafers, 80 billion cores, 10 billion devices, 300 sets of application products, and 300,000 SiC substrates.
Lumei: Phosphors have accumulated technology
Lumei is a wholly-owned subsidiary of Dalian Luming Group, which mainly produces LED full-color display chips, white light high-power chips and white light medium and small power chips. Lumei is the earliest company involved in the research and development of LED chips in China. It has many years of technical accumulation and dozens of technical patents, especially in phosphors. Over the years, it has formed a close cooperative relationship with downstream customers. The output value of the company has entered a new high with the rise of the LED industry. Since last year, Lumei has also expanded its production capacity to cope with the rising demand for LEDs. (Editor: Cheng Xiang)
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