How hot is the LED? At the Guangzhou International Lighting Exhibition held last week, the exhibition area of ​​135,000 square meters, the LED exhibition area exceeded 70,000 square meters; most of the more than 1,800 companies participating in the conference were LEDs. In the past, the main incandescent lamp manufacturers participated in the exhibition, almost disappeared.
Everyone is optimistic about this market, hoping to quickly enter the market and introduce brands. Zhang Yajun, the operation manager of Jihua Optoelectronics, told the newspaper at the lighting exhibition that the LED market is huge, but domestic enterprises are still mainly concentrated in downstream areas such as packaging and application. Several core technologies of LED are still in the hands of foreign companies: one is big Power chip, the United States Career is one of the most important LED chip manufacturers; the other is the phosphor, we basically use Japan's Nichia's products.
LED: Looks beautiful?
At the international lighting exhibition, foreign giants GE, Osram, and Philips all focused on the LED area.
GE has launched a G LSLED lamp that is planned to be available in the second half of the year. GE calls it a truly LED replacement for indoor 40W incandescent lamps.
GE Lighting Asia Pacific President and CEO Gao Si stressed that GE is very optimistic about the market prospects of indoor retail and outdoor road applications, the Chinese market is our top priority.
And domestic companies have also smelled the business opportunities of LED---At the end of last year, Midea established Lighting Electric Manufacturing Co., Ltd. Meng Ling, director of the lighting brand planning department of the United States, said that the lighting of the United States should be the solution for the whole series of lighting solutions for home, office, engineering, electrician and light source.
In the TCL exhibition hall, the products on display are also mainly LED, including light source, indoor and outdoor lamps. Li Yimin, general manager of TCL Lighting Electric Business Unit, revealed that TCL Lighting will further concentrate its advantageous resources on LED development, and LED is our future.
Some experts predict that in 2010 China's LED output value will reach 150 billion yuan, twice as much as in 2008.
It looks beautiful, but LED still faces problems such as lack of core technology, lack of industry standards, and high prices.
Zhang Kaiming, director of Foshan lighting market, said frankly that since the LED front-end technology is in the hands of some big foreign companies, the LED product project is still high in China. Zhang Kaiming said that in the LED investment, Foshan Lighting hopes to seek cooperation with foreign companies.
Jiangmen Jihua Optoelectronics has been producing LED lighting products since last year. For example, the LE D ordinary spherical bulb is priced at about 60-80 yuan. Ordinary consumers may find this price a bit high, but in fact, our profits are not high. Zhang Yajun said that because the core patents are basically monopolized by foreign companies, the cost of purchasing epitaxial wafers and chips by downstream manufacturers is very high, and optical chips account for more than half of the cost.
In fact, in the upstream segment, the core patents for LED lighting are basically controlled by Japanese companies such as Nichia, Toyota Synthetic, Toshiba, Cree, and Osram, Germany, and these companies use their own core patents to adopt a combination of vertical and horizontal The expansion method has a strict patent network arranged around the world.
Zhang Yajun also pointed out that LE D has not yet issued specific industry standards, such as luminous flux, luminous efficiency, light intensity, etc., and no specific parameters have been released.
There are also companies that do not want to be named to tell the reporter that due to defects in the production process, the temperature of the LED chip is too high, which accelerates the attenuation of the chip. Now the LED light source generally has a problem of light decay, and some LED street lamps are installed in less than one year. Attenuation phenomenon. The theoretical life of LED street lamps is more than 5 years, but with the current technology, it is definitely necessary to change in less than two years.
Climbing upstream
Data from the China Lighting Association show that in the LED industry chain, epitaxial wafers and chips account for 70% of profits, while LED packaging and applications account for only about 30% of profits. At present, the production of epitaxial wafers is basically controlled by foreign companies; in terms of chips, domestic enterprises are mainly concentrated in the low-end, low-end fields, and there are still problems in technology, mass production and quality in the high-power high-end field.
From the perspective of industrial layout, the development of China's LE D industry is also extremely uneven. According to the statistics of the National Development and Reform Commission, the total output value of China's semiconductor lighting in 2008 was nearly 70 billion yuan, of which the output value of the chip was 1.9 billion yuan, the package was 18.5 billion yuan, the output value of applied products was 45 billion yuan, and the ratio of chip, package and application value was 1:9: twenty two.
Fortunately, it can no longer be reduced to the downstream assembly workshop has become the consensus of domestic LED companies. In January of this year, Sanan Optoelectronics invested 12 billion yuan to establish an LED base. Sanan Optoelectronics currently has an annual production capacity of 450,000 pieces of epitaxial wafers and 15 billion chips. It has completed the construction of five LED production lines, and plans to issue additional funds of no more than 600 million yuan for high-brightness LEDs. Expansion of chip production line projects and replenishment of working capital.
Wang Lianghai, vice president of Tongfang Co., Ltd., said that one of the bottlenecks in the current development of LE D is high-power chips. At the same time, the production of high-brightness LED blue and green chips is still blank in China, and Tongfang Optoelectronics has broken through the technical levels in these areas. .
The price of LED chips varies greatly, and the difference is up to 100 times due to different quality. Tongfang Optoelectronics has mastered the core technology of industrial production of high-power chips and epitaxial wafers. In the future, we will focus on developing high-end chips and then supply them to domestic downstream packaging plants. Wang Lianghai said that in the future, with the government's introduction of a series of support policies, Tongfang will also launch relevant civilian products and enter the family market with broader market prospects.
According to reports, Tongfang's future investment in the LED optoelectronic industry will reach 3 billion yuan, mainly concentrated in the chip field, and strive to become the country's largest and the world's top three chip suppliers.
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