Light-emitting diode (LED) epitaxial wafer and die production line
One of Guangdong's strategic emerging industry surveys
Guangdong LED industry is currently in the leading position in the country, LED packaging production accounts for about 70% of the country, accounting for about 50% of the world; some technical fields are synchronized with the world; in 2009, the province's LED lighting and related industries reached 31 billion yuan. Nearly half of the total domestic LED output value.
In the "Several Opinions on Accelerating the Transformation of Economic Development Mode" just released in Guangdong Province, the semiconductor lighting (LED) industry, together with the high-end new electronic information industry and the new energy automobile industry, has become the three strategic emerging industries in Guangdong. industry. This has injected new impetus into the development of the LED industry in Guangdong. Shenzhen, Dongguan, Foshan, Huizhou, Jiangmen and other places have also developed the LED industry as a pillar industry, and introduced a large number of support policies to encourage powerful enterprises to make breakthroughs in the upstream epitaxial wafers and chips, thus driving the Guangdong LED industry. Realize high-end breakthroughs.
Overall, Guangdong's LED industry is in a period of vigorous development, and initially formed a relatively complete industrial ecological chain. However, industry experts also pointed out that the Guangdong LED industry has had repeated investment problems. While vigorously promoting the development of the LED industry, local governments should strengthen scientific decision-making, identify the local industrial chain position in the development of the LED industry, and formulate corresponding development strategies to avoid low-level redundant construction.
Betting LED industry policy pushes hands
The LED application market has a very broad market prospect and it is expected that the total market size will reach several trillion yuan in the future. From a global perspective, under the impetus of energy conservation and emission reduction, governments have been vigorously promoting LED applications through subsidies, which has led to a spurt of LED demand. According to the Guangdong Science and Technology Department, in 2015, the market scale of the LED lighting industry in Guangdong alone will exceed 80 billion.
For Guangdong Province, which already has a fairly basic foundation in the LED industry, it is a legitimate opportunity to seize the opportunity of rapid development of the market, vigorously develop the LED industry, and achieve breakthroughs from low-end packaging to high-end chips and epitaxial wafers. Time.
Guangdong Province just released the "Opinions on Accelerating the Transformation of Economic Development Mode" (hereinafter referred to as "Opinions"), the province will focus on three strategic emerging industries in the near future: First, high-end new electronic information industry; second, new The energy automotive industry; the third is the semiconductor lighting (LED) industry, including the key to breakthrough in high-power semiconductor lighting chip manufacturing, packaging technology. According to the "Opinions", during the "Twelfth Five-Year Plan" period, the provincial finance will allocate an additional 2 billion yuan each year, totaling 10 billion yuan, and focus on supporting and guiding the development of strategic emerging industries in fiscal policy. Feng Shengping, executive deputy director of the Guangdong Provincial Survey and Research Center, pointed out that in the development of the LED lighting industry, Guangdong's policy drivers are playing an important role.
On the one hand, Guangdong is accelerating the revision and revision of LED lighting standards when international giants are laying down their patent networks. On July 1, 2009, Guangdong took the lead in releasing and implementing the local industry standard for LED street lamps in Guangdong Province. Since the implementation, "Guangdong Province LED Street Light Local Standards" has helped some enterprises gradually occupy the industrial commanding heights.
On the other hand, Guangdong is also vigorously promoting the close integration of government, industry, research and research, increasing scientific and technological research efforts, and striving for breakthroughs in the middle and high-end areas. Guangdong Province has incorporated LED into the scientific and technological research plan, and through the government's financial support, the company has invested billions of R&D funds and obtained a number of core technological achievements with independent intellectual property rights. In addition, Guangdong has also organized and implemented the “Ten Thousand Miles†high-power LED street lamp industrialization demonstration and promotion project, which has greatly stimulated market demand.
Guangdong LED formation of the three echelon cluster effect
Guangdong's development of the LED industry has already formed a situation of competition.
Up to now, Shenzhen, Dongguan and Foshan have all listed the LED industry as a pillar industry development. Among them, Shenzhen issued the "Shenzhen LED Industry Development Plan". According to the plan, the annual output value of Shenzhen's semiconductor lighting industry exceeded 130 billion yuan in 2015, becoming an important demonstration base for China's LED industry technology innovation and an important global LED product research and development production base; In the implementation plan of Dongguan City to promote the development and application of LED industry, it is proposed that by 2015, some of the dry road lights in Dongguan will be newly installed or converted into LED street lamps. The annual output value of LED lighting industry will reach 15 billion yuan; Foshan will also be the new light source. As one of the key development industries, according to the plan, by the end of 2012, Foshan LED industry should realize an output value of 20 billion yuan, forming a relatively complete industrial chain from chip, package to application, and cultivating 3 to 4 internationally competitive A leading company with its own brand and core technology.
In addition, Guangzhou, Zhongshan, Huizhou, Jiangmen and other places are also vigorously developing the LED industry. Huang Yuhong, a professor at South China Normal University, said that at present, the LE D industry in Guangdong is a strong application in streetlights, indoor lighting, large-screen display, etc., and it is gradually expanding from the middle and lower reaches to the upstream. "If divided by three echelons, Shenzhen, Foshan and Huizhou ranked first in the echelon, followed by Zhongshan and Guangzhou Huadu District, and Qingyuan and Jiangmen were the third echelon."
Wang Dianzhen, president of the Shenzhen LED Industry Association, pointed out that the LED industry in Guangdong Province has shown a comprehensive flowering trend, and has formed a relatively complete industrial chain and supporting capacity. The cluster effect is emerging. More and more enterprises, especially the upstream chip giants who master core technologies, have settled in Guangdong. The settlement of these upstream chip giants has further stimulated the development of supporting industries in the middle and lower reaches. A private entrepreneur in Shenzhen who previously worked on M P3 production told Mr. Nan that he is currently transforming into the LED industry: "The LED industry is in a period of rapid development. Shenzhen's industrial support has been perfect, from the upstream epitaxial wafers and chips. , to the downstream packaging, to the market applications, are relatively complete. It is very convenient to buy production equipment and raw materials, ordering is also easy."
Repeated construction into hidden worries and defense against polysilicon
According to the relevant report of the Guangdong Provincial Research and Research Center, Guangdong LED enterprises are mainly located in the middle and lower reaches of the industrial chain, and core chips, especially high-power LED chips, mainly rely on imports. When the core components are in the hands of others, the ability to price enterprises is limited. Therefore, the shortage of the industry chain is the biggest constraint for the development of the LED industry in Guangdong.
In addition, another serious problem facing Guangdong is how to make scientific decisions and rationally plan the layout of the LED industry, and avoid the waste of resources caused by blind and low-level redundant construction. Nowadays, many cities in Guangdong have developed the LED industry as a pillar industry. Everyone wants to share a piece of LED on the LED. Most of the projects that have been launched are concentrated in the downstream packaging field, and repeated construction has begun to appear. In the field of upstream epitaxial wafers and chips, due to the lack of core technology, it is difficult to achieve major breakthroughs in the short term.
On May 1 this year, five LED standards formulated by the National Lighting Standardization Technical Committee began to be implemented. According to industry insiders, after the implementation of the national standard, the cost of each product will increase by 8-10 yuan, while the profit of some products on the market is only 3 yuan or less. This also means that if the standards are strictly implemented, a large number of LED companies will be eliminated. Li Xuliang, chairman of the Guangdong LED Industry Alliance, pointed out that there are more than 200 LED companies in Dongguan alone. With the market competition mechanism, those workshop enterprises that have no strength and unclear market positioning will be eliminated.
In the past few years, when the polysilicon boom, more than 100 cities in 18 provinces in China have regarded the solar crystal silicon project as the “top-ranking projectâ€. In 2008 and 2009, the solar industry suffered a heavy blow, and most of the polysilicon production lines were in a state of suspension of production and semi-discontinuation. Now, more than 100 cities have monopolized local LED public lighting as a bargaining chip.
Liu Zhen, general manager of Shenzhen Quantum Optoelectronics Co., Ltd. said that if the whole process continues, the national LED industry standards and product standards will not be implemented. All localities are stepping up the development of local LED standards. It is difficult for domestic LED companies to make a fuss about domestic demand. "Small enterprises use the local government's quick success and profit, install various LED products with quality defects and carry out unfair price wars, which directly leads to the phenomenon of 'bad money expelling good money'. The lessons of polysilicon are likely to be on LEDs. appearing again."
Supply chain is in a hurry
LED company racing expansion
With the help of the policy, the demand for LEDs has increased greatly. Facing the international and domestic double-blowout market, the process of investment and mergers at home and abroad has accelerated, and traditional lighting companies, state-owned capital, private capital and e-commerce providers have entered this market. LED investment frenzy. As a result, the LED supply chain has been in full swing in the near future. In addition to the fact that the die is seriously out of stock, the tension of polarizers, mirrors, optical films and light guide plates has led to a shortage of LED backlights.
Demand has increased LED 掀 investment frenzy
The World Expo, the Asian Games, and the “Ten Cities and Ten Thousand Cities†policy have been promoted, and the LED market demand has increased significantly. According to the person in charge of the LED Industry Alliance of Guangdong Province, China's outdoor lighting market took the lead in launching and driving the rapid development of the industry. The “Ten Cities and Ten Thousand Cities†project carried out by the Ministry of Science and Technology marks the third rapid development opportunity for the domestic LED industry. The market scale brought by the replacement of LED road lights in China's urban road lighting can reach tens of billions of yuan.
"Guangdong's LED packaging companies more than 1,000, the output value accounts for 60% -70% of the country", according to Wu Ling, secretary general of the National Semiconductor Lighting Engineering R&D and Industry Alliance, based on the optimistic outlook for the domestic LED market, domestic and foreign investment mergers and acquisitions The upstream and downstream enterprises have accelerated their progress, and traditional lighting companies, state-owned capital, private capital, and e-commerce providers have also entered this market.
In the first half of 2009 alone, China's LED production has exceeded 20 billion yuan, and its expansion trend is still continuing. Many listed companies that have never been involved in the LED industry have also joined. Sanan Optoelectronics, the largest LED manufacturer in China, set up an LED base in January this year. 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. In January this year, it plans to issue additional funds of no more than 600 million yuan for The expansion of high-brightness LED chip production line project and the replenishment of liquidity; “Half-way home†Dehao Runda started cooperation with the Wuhu Municipal Government on February 1 this year, and bet on the LED optoelectronic industry for 6 billion yuan.
In addition, Zhengtong Electronics, Han's Laser, Changjiang Communications and other listed companies that did not previously participate in LEDs have also announced their participation in the LED battle group.
Global capacity is falling into capacity bottlenecks
The global efforts to promote energy conservation and emission reduction have led to a significant increase in LED market demand, and the LED industry has fallen into a situation of insufficient capacity.
According to survey data from the High-tech LED Research Center, in the first quarter of 2010, China's LE D application output value was 19.9 billion yuan, a year-on-year increase of 42%. Among them, the surge in overseas market demand is an important factor. According to Zhang Xiaofei, CEO of Gaogong LED Research Center, in the first quarter of this year, foreign trade LED trading showed a multiplier growth trend. Many companies are working overtime to add new LED production equipment.
According to Li Zhijiang, chairman of Shenzhen Wanrun Technology, which produces LED bulbs, Wanrun’s sales in the first quarter of this year increased by 40% year-on-year. However, due to limited production capacity, it still faces a capacity gap of 500 million.
Shenzhen Eite Lighting Co., Ltd., which specializes in the commercial LED lighting market, is also dominated by foreign orders. In the first quarter of this year, the sales volume of E-Tech was three times that of the same period last year. E-Tele last year's sales of about 120 million yuan, is expected to exceed at least 200 million in sales this year. Feng Jun, chairman of E-Tech, said that an important reason for the outbreak of sales in the first quarter was the stimulation of subsidies in the European market. Last year, thousands of units were sold in one place, and now more than 100,000 units are shipped each month.
It has been approved by the China Securities Regulatory Commission, and Foshan Guoxing Optoelectronics Co., Ltd., the top three LED packaging companies in the Mainland that will be listed soon, also hopes to raise capital through listing. "Now we have insufficient capacity, the next step will be to find a new base to expand capacity to support the company's development in the next 5-10 years." Wang Xing, director of Guoxing Optoelectronics pointed out.
According to iSuppli statistics, the total consumption of LE D in 2009 reached 63 billion, which is higher than the 57 billion in 2008. Due to the sharp increase in consumption, the overall LED consumption last year dangerously approached the overall capacity of the entire industry - 75 billion, indicating that the capacity utilization rate of many LED manufacturers is close to 100%, and demand clearly exceeds supply. iSuppli warned that global LED supply is in short supply in 2010, and there may be a serious shortage of supply at the end of the year, unless the capacity of such demanding devices is improved.
The tight production capacity has led to the expansion of production capacity of upstream LED chip suppliers such as OSRAM, Cree and Samsung, and increased procurement of MO CV D (LED chip core manufacturing equipment). It is understood that the current two OC VD equipment factories in Germany A ixtron and the United States V eeco monopolize the market share of more than 90% of the global MOCVD equipment. They choose to give priority to the supply of multinational giants, making many domestic enterprises have money to buy goods. At present, the equipment order queue must be at least half a year.
Observed
Patent, cost, standard China's LED industry three shortcomings
Many companies and analysts in the interview believe that China's LED industry still has three shortcomings of patents, costs and standards. Faced with the huge domestic LED market space, the production scale of China's LED enterprises is relatively lagging behind. The number of MOCVD equipment for LED chip production is currently counted. At present, the number of MOCVD equipment in domestic enterprises has reached 135 (more than 100 units are planned to increase this year). The total number of devices worldwide is 8%, while LED chip production accounts for only 3% of global LED production capacity.
Patented technology is an important means for major LED manufacturers around the world to gain competitive advantage and maintain their market share. Since 2000, the world's top five LED manufacturers (Japan, Philips, Cree, Osram, Toyota Synthetic) litigation and reconciliation of patent rights continue to occur, Xiangcai Securities analysis pointed out that the five major LED manufacturers dominate the development trend of the LED industry. LED manufacturers through research and cross-licensing for research and development and production, forming an alliance between companies, thereby increasing barriers to entry.
Among the patent-related countries in LED applications, Japan accounts for 27.9% of global patents, while China only accounts for 9.34%. The domestic LED patent technology is not perfect, and it is basically concentrated in the middle and lower-end industrial chain of low-margin LED packaging and LED applications, and the number of epitaxial growth and chip manufacturing patents is small, and most of them are controlled by foreign manufacturers. According to the National Semiconductor Lighting Engineering R&D and Industry Alliance statistics, 50% of China's small and medium power LED chips can be supplied by domestic manufacturers, and 80% of high-power chips are supplied by foreign countries. "In the future, the LED industry will basically replicate the development history of the integrated circuit industry, that is, technology upgrades, cost reductions, and product penetration rates will be adjusted for the future development of the industry." Xiangcai Securities emphasized in its analysis report.
Wang Donglei, chairman of Dehao Runda, believes that cost and price are also a roadblock in the process of LED popularization. Since the high-performance chips used by LEDs are imported from abroad, one LED lamp is at least 20 yuan, and the ordinary light bulb is only 1 yuan. A LED desk lamp is 300 yuan, which is five or six times that of a common desk lamp. The cost saved by energy saving is not very attractive to ordinary consumers. Although the government has vigorously promoted LED technology and has begun to enter the field of outdoor lighting, for the general lighting market with more market space, the price is too high is still an urgent problem to be solved.
We manufacture printed circuits with one to 52 layers with the most advanced digital technology, which allows us to offer PTH, HDI printed circuit boards, laser-drilled microvias, buried vias, Rigiflex and Rigiflex PCB Assembly, impedance certification, and special materials, all of the highest quality.
Semiflex Boards Assembly,Printed Circuit Boards Assembly,Rigiflex Circuit Assembly
Hemeixin Electronics Co.,Ltd. , http://www.rigidflex-pcb.com