Chinese mainland LED industry after 30 years of development, has realized independent production device, chip and wafer. According to the China Association of optoelectronic devices branch of statistics, in 2007 the whole nation in the number of LED industry amounted to more than 5people, more than 20research institutions, engaged in extension, chip development and production units have more than 30, packaging enterprises around 600, the application of LED products and supporting enterprises have more than 1700, has initially formed a relatively complete industrial chain. In the "national semiconductor lighting project" drive below, already formed in Shenzhen, Shanghai, Dalian, Nanchang and Xiamen national semiconductor lighting industrial base.
As of 2007December, China's MOCVD ( Metal-Organic Chemical Vapor Deposition, metal organic chemical vapor deposition equipment ) the total has more than 80Taiwan, including the production of type GaNMOCVD50multiple, production of four yuan of MOCVD10retinue. According to the manufacturer's investment plan,2008is expected to add MOCVD of more than 40 Taiwan, epitaxial chip production scale will have bigger promotion, packaging capacity of up to 60000000000years.
Chinese mainland LED chip and packaging industry has shown a trend of rapid development. According to statistics,2003 ~2007, China LED chip production from11600000000increase to38000000000, the annual compound growth rate is high up to 34.5%; LED encapsulation yield from26000000000increase to82000000000, the annual compound growth rate of 33.3%. It is expected that in 2008, the LED chip and the package output will grow by more than 20%, respectively 45600000000and 99000000000.
At the same time, as a result of recent years in mainland China LED product performance, especially in the luminous efficiency and the service life are improved obviously, application of product category more abundant, including lighting, LED display, signal lamp, liquid crystal display back light source, automotive lighting, street lamps and other. Therefore, Chinese mainland LED application scale from8870000000 yuan in 2003increased to17130000000 yuan in 2007, the annual compound growth rate of 18.2%, LED market demand from11560000000, increased to 39000000000 in 2007, the annual compound growth rate of 35.7%.
According to the China Association of optoelectronic devices branch of statistics, in 2007China LED product sales revenue reached16800000000 yuan, an increase of 15.1%; output value reached 33000000000 yuan, especially the landscape lighting, full-color display, solar LED output ranked first, become the world's largest production and export country. In addition, outdoor lighting development soon, hundreds of LED road lamp enterprises to build dozens of demonstration road.
According to the State General Administration of customs import and export data analysis, the same year in mainland China LED export delivery value of about 11400000000yuan, accounting for about68% of the total sales revenue. Can see, Chinese mainland LED most products are for export, and grows very fast; but to import large quantities of used products needed in high-grade LED,2007, LED import already amounted to $1800000000, this year first half of the year with the speed of 30% above continues to grow.
Chinese LED enterprises are faced with opportunities for development
First, although the mainland China in the upstream of LED epitaxial wafers, chip production with the United States, Japan, the European Union 's production technology has a certain gap, but because domestic and international market application demand is very huge, and terminal consumer market with a plurality of dispersed structure, is not easy to form the market monopoly, and thus give the LED downstream manufacturers bring tremendous development opportunity, especially for the relatively backward technology enterprises in mainland China, there is a larger space for the existence and development of.
The second is due to the Chinese government on LED industrialization actively. In 2003 established the interagency national semiconductor lighting coordination leading group, launched the" national semiconductor lighting project". The national "863" plan to relevant enterprises and research institutions into the corresponding fund, to support basic research and technology research and development, and the establishment of a five semiconductor lighting industrial base, start a number of demonstration projects.
Once again, China has abundant resources of nonferrous metals, gallium, indium rich reserves ( total world reserves of 80% ), and low labor costs in China, have the ability to undertake international semiconductor lighting industrial transfer, therefore LED industry in China is facing many rare development opportunity.
Development trend and the main challenges
At present, high brightness, full-color LED has been the international LED technology research topics. The industry is more variety, higher brightness, wide application range and lower cost direction, industry competition focus on white LED, blue / violet LED and high-power high-brightness LED chip.
At present, LED is still in the semiconductor lighting applications in the early, with the LED luminous flux and luminous efficiency, will soon enter the general interior lighting, large size LCD display back light source and other broad market. As the LED industry technology and capital intensive one, the United States, European Union, Japan, Korea and Chinese Taiwan, increase investment ceaselessly, guide the research institutions and enterprises to focus on research and development of semiconductor lighting high-end technology and new products, to seize the commanding elevation of industry. The expert is forecasted, according to the present technical level and development trend of semiconductor lamp, common market start time of about in the next five to ten years.
But with the development of technology, to continuously reduce costs, LED is gradually to the special lighting / Universal Lighting two areas develop in depth, the global countries and regions have attached great importance to the semiconductor lighting industry, and make relevant development plan, the United States of America plans in 2010to replace 55% incandescent and fluorescent lamps, Japan put forward 2006began large-scale semiconductor lamp replacement for incandescent lamp, the EU Commission of 6 big companies,2 University, in 2000July started the " rainbow project". While the Chinese government recently in the promotion of energy-saving emission reduction policies, the development of semiconductor lighting is also given great support.
Chinese mainland most chip manufacturer basically is Taiwan area purchases from abroad as well as epitaxial wafer, and then processed into chip. Production of the chip quality is general and foreign difference is bigger, production can only meet the domestic packaging business demand30% the left and right sides. With the rapid growth of LED application, LED packaging factory on LED chip still need a large number of imports.
Mainland China both materials, equipment, chip or package, application technology, has yet to achieve the true sense of the breakthrough, but the industry has not yet formed the scale, in the international market share is very low, in cheap product are less, high-end products, new product development ability should be strengthened, developed with independent intellectual property rights LED products have become a pressing matter of the moment.
Restrict LED packaging enterprises to develop the most outstanding problem is small and dispersive, technical investment is little; the lack of independent intellectual property rights, and in the international market operation again. Packaging enterprises and traditional lighting and application of enterprises in the unified specification, design, technology, and other aspects of the standard of the lack of communication. In technology, packaging raw material properties should be improved; high power LED packaging technology heat dissipation problems still need to be further solved; according to different applications, packaging structure needs innovation. And so on the problem to Chinese mainland LED industry development has brought severe challenges. |
