Who will become the main force of China's LED market development?

At present, the application market in China is mainly in architectural lighting and indoor and outdoor displays. Therefore, the main force of the next wave may still be these markets. However, the infiltration of mobile phones, small-size LCD backlights, and automobiles will increase, and the development of other scattered markets such as special lighting will be even greater (special lighting does not require as much cost as general lighting). After a few years of replacement, LED traffic lights have become very common. Due to the long service life of LEDs, it will be difficult to replace large-scale replacements in the short term. This will make the demand for traffic lights for LEDs appear at a low tide. The domestic car market is huge, but the requirements are high, and the certification cycle is long. As long as there is excellent product quality, the LED market for domestic car backlight and car lights is in great demand, and the demand for this market is relatively stable; LED display screens With its advantages of easy assembly, low power consumption, high brightness, etc., it has been widely used in banks, securities, plazas, stations and stadiums. In the future, this market still has great growth potential; demonstrations at the Olympics, World Expo and some urban night projects. Driven by the effects and the promotion of many favorable factors such as national semiconductor lighting projects, the architectural lighting market still has a bright future.

The professional research institute NextGenResearch pointed out that in 2011, China's LED output value will exceed 150 billion yuan. Based on the following points, it can be considered that China's LED industry has a good development prospect in the country:

1 As far as technology is concerned, LED has a high technological growth bottleneck, low threshold, and long-term accumulation of domestic research resources in the semiconductor field, and has a good research foundation. Although the manufacturing base of domestic integrated circuits is relatively weak and the level of technology is relatively low, some domestic companies continue to make breakthroughs in technology through hiring overseas technicians, and the overall gap with international manufacturers is also continuously narrowing.

2LED investment is relatively small, the initial investment of 100 million to build a factory, domestic companies to enter the threshold is low, easy to achieve rolling development, which with integrated circuit manufacturing and LCD panel manufacturing from a few billion to 10 billion yuan of investment seems to "Insignificant", domestic enterprises can easily enter the formation of industrial clusters. Of course, it may also result in vicious competition. To a certain stage, it needs market integration.

3 The domestic market is huge. The future major market for LED is the general lighting market. With large market capacity, the end consumer market is relatively fragmented, and it is not easy to form a monopoly. Domestic companies have a vast living space.

4 Some domestic companies have core intellectual property rights, such as the silicon substrate GaN blue light project of Jingneng Optoelectronics, and the core technology of Dalian Lumei's chip field, all of which are globally competitive. These enterprises are easy to form demonstration effects in technology development and promote domestic The corporate market grows healthily.

5 After the technology is mature, LED downstream packaging and device production is labor-intensive, and domestic companies have the advantage of developing labor costs.

In the long run, in the next few years, with the prevalence of global energy conservation and emission reduction, environmental protection and energy conservation will become hot spots in the market, and the LED industry will also begin to heat up. After more than 30 years of development, China's LED industry has achieved independent production of devices, chips and epitaxial wafers. However, the production of self-produced LED chips, epitaxial wafers is still limited, its products are mainly in the middle and low-grade, industrialization scale is small , Can only meet the domestic packaging companies demand for 20% to 30%, most of the high-performance LED and power LED products have to rely on imports. With the vigorous promotion of the government and the transfer of global industries, it is estimated that by 2011, the output value of LED industry in the entire Chinese mainland will exceed 150 billion yuan. LED industry chain, LED epitaxial wafers and LED chips account for about 70% of the industry's profits, LED applications are about 10% to 20%. In 2015, the industrial scale will reach 500 billion yuan. The number of enterprises entering the LED industry in China is increasing day by day, and the competition in the industrial market will become more intense.