1, LED industry trends and market demand
Experts predict that the semiconductor lighting industry will be the biggest 21st century, one of the most active high-tech industry, in terms of economic competitiveness and national security is extremely important. As a light source, LED advantage is reflected in three aspects: energy saving, environmental protection and long life. LED light source does not depend on the filament to get hot, high energy conversion efficiency, in theory, only 10% of energy consumption incandescent, fluorescent energy consumption by 50%.
LED is a high purity compound semiconductor materials such as GaN (gallium nitride) made. The core technology is in the MOCVD (chemical vapor deposition furnace, also known as epitaxial furnace) in the growth of a layer of only a few microns thick compound semiconductor wafer. MOCVD is the most important LED production equipment, epitaxial growth technology is the most critical piece of technology, the total value chain (wafer - Chip - Package - Application) of 70%.
Now, as on the middle reaches of the wafer and chip technology, there are strict international technical barriers, only the United States, Japan and other countries of the few companies to master.
Currently, the worldwide production of MOCVD equipment to enterprises, mainly in Germany Articles strong (Aixtron, 70% international market share), the United Kingdom Tuomashiwen (ThomasSwan, acquired by Aixtron), the U.S. Veeco (Veeco, 20% international market share), the United States Emcore (acquired by Veeco), Japan Dayang Sanso (Sanso, 7% international market share, domestic sales only) and so on.
At present, the international research and production of GaN most successful companies in Japan Nichia Corporation (Nichia) and Toyoda Gosei (ToyotaGosei), were developed using self-MOCVD equipment. South Korean enterprises in the government's support, has been the technology through the introduction of the British ThomasSwan, reproducing MOCVD equipment and started selling. At present, the international market price of about 100-200 MOCVD Equipment million.
Japan, U.S., German companies and master the currently the most advanced epitaxial growth and high-brightness LED chips, packaging, white and applied technology, and have different characteristics, but all use their original core patents in the world the establishment of the patent network, only to have 4,000 GaN number of related patents, United States, Japan GaN blue and green LED patent number 500. For mobile phones and other handheld devices, automotive, display areas, lighting, traffic lights in the area of growth in sales of LED, LED will be poured into the now occupied by incandescent and fluorescent lighting market tradition. Expected, high-brightness LED will be a lot of worldwide sales, LED market will be the largest and fastest-growing, competition will become increasingly fierce.
Japan as the world's major producers of LED, LED manufacturers in Japan, Japan Asia, Roma Micro, Sharp, Toshiba, Panasonic representatives. Although in recent years because of Taiwan's LED production capacity continued to improve, so that the scale of Japan's industrial placing him second in the world, but because of Japan's high-end market product positioning, product price high, the overall output remains first in the world market share of 50%. Now , mobile phone manufacturers in Japan the main LED application market, but the future focus will be the automotive industry. South Korea LED industry later in Japan and mainland China, the early years only Samsung, LG and a few other companies producing LED, since 2002 system with extensive use of GaN as a mobile phone display backlight LED, LED industry, accelerate the development of the Republic of Korea, is expected to Korean LED market, key application areas for the next liquid crystal display with backlight module.
The development of LED industry in Taiwan for over 20 years of history, improving the industrial structure, industry focus is being shifted to high-brightness LED, blue LED and white LED, which is mainly white LED is growing rapidly.
2, LED industry in China's development
At the national and international giants such as industry support to promote the next, LED industry in China has a very large scale, has been formed from the wafer manufacturing, chip packaging device integrated application preparation to more complete industrial chain, key distribution enterprises in the Yangtze River, Pearl Triangle, Jiangxi, Fujian and Bohai Bay areas.
At present, China's semiconductor lighting industry conditions and trends are good, epitaxial silicon particular the rapid development of enterprises, hold a number of technologies with independent intellectual property rights. Package to maintain rapid development of enterprise scale, lighting applications made great progress. Rapid expansion in the industrial scale, while the domestic industrial structure has greatly improved in a gradual increase in the share of high-end products, such as the display chip, SMD and high power packages, street lamps and other lighting products have obvious improvement. According to statistics of the Ministry of Information Industry, China's LED packaging production value in 2007 reached 16.8 billion, compared with 14.8 billion in 2006, up 15%; production from 66 billion in 2006, an increase of 24% to 82 billion, of which high bright LED output to 120 billion yuan, accounting for 71% of LED sales. Meanwhile, from product and corporate structure, the country has greatly improved, SMD, and faster growth in high-power LED package, the current capacity of the national high-power packages have been to 10K / month or so.
In addition, in 2007 the output value of applications has more than 300 billion yuan, becoming full-color LED display, solar LED, landscape lighting and other applications, the world's largest producer and exporter, the emerging semiconductor lighting industry is taking shape. Domestic lighting in the area has a certain characteristics, including the fastest-growing outdoor lighting, LED lights have been hundreds of businesses and building roads, dozens of demonstrations, but the domestic large-size LCD backlight and automotive headlamp area remained behind.
From an investment point of view, the domestic semiconductor lighting industrial investment increased rapidly, from the upstream extension of the chip, downstream packaging and auxiliary materials applied to the investment industry, there are a lot of growth. According to incomplete statistics, China's semiconductor lighting industry in 2007 related to new investment nearly 40 billion, while planned investment is more than 15 billion yuan. At the same time, diversified financing channels for enterprises trend, the introduction of strategic investors, venture capital, overseas listing, backdoor listing, mergers and acquisitions and other capital works, will bring new changes in China's industrial structure.
At present, China LED upstream side of Shenzhen enterprises are large, blue Shanghai, Jiangxi joint creation, etc.; middle enterprises are Shenzhen Quantum, Hebei Xin Gu, Chong-yuan, Hangzhou; downstream production enterprises are Xiamen Hualian, Foshan and optoelectronics . Science and Technology has approved in Shanghai, Dalian, Nanchang, Xiamen, Shenzhen 5 LED industrial base established. Although most of them do semiconductor lighting purposes, but the industrial atmosphere has been formed.
Overall, China's LED lighting industry is still in its infancy. Compared with foreign enterprises, China's semiconductor lighting industry's international competitiveness is still far from enough. Facing the semiconductor industry R & D of distributed, the overall technical strength is not strong, small scale, on the downstream industry is not enough support and joint research and other issues, should be fully integrated use of existing resources, to strengthen the independent innovation.
Harbin is a LED R & D and production enterprises in Harbin Harbin Institute of Technology and Technology Development Co., Ltd., represented by Haig, formed by more than a dozen manufacturers producing LED composed of primary industrial scale. National Science and Technology approved in May was 21 in Harbin semiconductor lighting application engineering to carry out pilot cities, Harbin 3 years to promote the use of LED lamps 260,000. This is also the development of LED industry in Harbin has brought new opportunities.
3, China Merchants work how to deal with domestic and international development of LED and related changes in the industry
First, the need to understand the research LED related to the development of the domestic large enterprises plan, as well as provincial and municipal development of LED-related companies and the demand for business development activities targeted to carry out foreign investment, foreign enterprises docking, for technical cooperation, joint venture. Japanese, South Korean companies as a breakthrough, to expand a. LED industry chain and downstream projects around the integration of resources, upstream and downstream projects for investment, and ultimately form a local advantage of the photovoltaic industry chain with LED industry as a breakthrough project information, carry out investment activities. Tracking control outside the LED industry, technologically advanced enterprises, promote the province and foreign corporate joint venture for the project, focusing on sapphire and other raw materials needed in the local advantages, the bigger and stronger on the middle reaches of the industrial chain, resulting in economies of scale, thus downstream enterprises to attract the cooperation of industry chain.
Second, the combination of vertical and horizontal market product terminal project investment, the formation of LED industry chain beginning to take shape. Sapphire raw materials and other raw materials to manufacturers for the chain head, to raw materials, crude, processing, finishing, cutting-edge products for the chain, the end user for the chain end of the longitudinal chain investment. The focus on Japan, Korea, the domestic enterprises to start investment, such as Japan, Japan's Panasonic, Sony, Samsung, LG, Seoul Semiconductor and other enterprises.
Surrounding the application of LED technology in home appliances, street lighting, portable lights, computers, lights, decorative lighting, and other fields, on the phone screen, laser, sapphire silicon technology, complementary metal oxide semiconductor technology and the field of optoelectronic devices such as horizontal end-customers investment.
To center around the vertical and horizontal product project, through research and investment and, ultimately, form a complete industrial chain beginning to take shape, built of local characteristics of the semiconductor and optoelectronics industrial base.
Experts predict that the semiconductor lighting industry will be the biggest 21st century, one of the most active high-tech industry, in terms of economic competitiveness and national security is extremely important. As a light source, LED advantage is reflected in three aspects: energy saving, environmental protection and long life. LED light source does not depend on the filament to get hot, high energy conversion efficiency, in theory, only 10% of energy consumption incandescent, fluorescent energy consumption by 50%.
LED is a high purity compound semiconductor materials such as GaN (gallium nitride) made. The core technology is in the MOCVD (chemical vapor deposition furnace, also known as epitaxial furnace) in the growth of a layer of only a few microns thick compound semiconductor wafer. MOCVD is the most important LED production equipment, epitaxial growth technology is the most critical piece of technology, the total value chain (wafer - Chip - Package - Application) of 70%.
Now, as on the middle reaches of the wafer and chip technology, there are strict international technical barriers, only the United States, Japan and other countries of the few companies to master.
Currently, the worldwide production of MOCVD equipment to enterprises, mainly in Germany Articles strong (Aixtron, 70% international market share), the United Kingdom Tuomashiwen (ThomasSwan, acquired by Aixtron), the U.S. Veeco (Veeco, 20% international market share), the United States Emcore (acquired by Veeco), Japan Dayang Sanso (Sanso, 7% international market share, domestic sales only) and so on.
At present, the international research and production of GaN most successful companies in Japan Nichia Corporation (Nichia) and Toyoda Gosei (ToyotaGosei), were developed using self-MOCVD equipment. South Korean enterprises in the government's support, has been the technology through the introduction of the British ThomasSwan, reproducing MOCVD equipment and started selling. At present, the international market price of about 100-200 MOCVD Equipment million.
Japan, U.S., German companies and master the currently the most advanced epitaxial growth and high-brightness LED chips, packaging, white and applied technology, and have different characteristics, but all use their original core patents in the world the establishment of the patent network, only to have 4,000 GaN number of related patents, United States, Japan GaN blue and green LED patent number 500. For mobile phones and other handheld devices, automotive, display areas, lighting, traffic lights in the area of growth in sales of LED, LED will be poured into the now occupied by incandescent and fluorescent lighting market tradition. Expected, high-brightness LED will be a lot of worldwide sales, LED market will be the largest and fastest-growing, competition will become increasingly fierce.
Japan as the world's major producers of LED, LED manufacturers in Japan, Japan Asia, Roma Micro, Sharp, Toshiba, Panasonic representatives. Although in recent years because of Taiwan's LED production capacity continued to improve, so that the scale of Japan's industrial placing him second in the world, but because of Japan's high-end market product positioning, product price high, the overall output remains first in the world market share of 50%. Now , mobile phone manufacturers in Japan the main LED application market, but the future focus will be the automotive industry. South Korea LED industry later in Japan and mainland China, the early years only Samsung, LG and a few other companies producing LED, since 2002 system with extensive use of GaN as a mobile phone display backlight LED, LED industry, accelerate the development of the Republic of Korea, is expected to Korean LED market, key application areas for the next liquid crystal display with backlight module.
The development of LED industry in Taiwan for over 20 years of history, improving the industrial structure, industry focus is being shifted to high-brightness LED, blue LED and white LED, which is mainly white LED is growing rapidly.
2, LED industry in China's development
At the national and international giants such as industry support to promote the next, LED industry in China has a very large scale, has been formed from the wafer manufacturing, chip packaging device integrated application preparation to more complete industrial chain, key distribution enterprises in the Yangtze River, Pearl Triangle, Jiangxi, Fujian and Bohai Bay areas.
At present, China's semiconductor lighting industry conditions and trends are good, epitaxial silicon particular the rapid development of enterprises, hold a number of technologies with independent intellectual property rights. Package to maintain rapid development of enterprise scale, lighting applications made great progress. Rapid expansion in the industrial scale, while the domestic industrial structure has greatly improved in a gradual increase in the share of high-end products, such as the display chip, SMD and high power packages, street lamps and other lighting products have obvious improvement. According to statistics of the Ministry of Information Industry, China's LED packaging production value in 2007 reached 16.8 billion, compared with 14.8 billion in 2006, up 15%; production from 66 billion in 2006, an increase of 24% to 82 billion, of which high bright LED output to 120 billion yuan, accounting for 71% of LED sales. Meanwhile, from product and corporate structure, the country has greatly improved, SMD, and faster growth in high-power LED package, the current capacity of the national high-power packages have been to 10K / month or so.
In addition, in 2007 the output value of applications has more than 300 billion yuan, becoming full-color LED display, solar LED, landscape lighting and other applications, the world's largest producer and exporter, the emerging semiconductor lighting industry is taking shape. Domestic lighting in the area has a certain characteristics, including the fastest-growing outdoor lighting, LED lights have been hundreds of businesses and building roads, dozens of demonstrations, but the domestic large-size LCD backlight and automotive headlamp area remained behind.
From an investment point of view, the domestic semiconductor lighting industrial investment increased rapidly, from the upstream extension of the chip, downstream packaging and auxiliary materials applied to the investment industry, there are a lot of growth. According to incomplete statistics, China's semiconductor lighting industry in 2007 related to new investment nearly 40 billion, while planned investment is more than 15 billion yuan. At the same time, diversified financing channels for enterprises trend, the introduction of strategic investors, venture capital, overseas listing, backdoor listing, mergers and acquisitions and other capital works, will bring new changes in China's industrial structure.
At present, China LED upstream side of Shenzhen enterprises are large, blue Shanghai, Jiangxi joint creation, etc.; middle enterprises are Shenzhen Quantum, Hebei Xin Gu, Chong-yuan, Hangzhou; downstream production enterprises are Xiamen Hualian, Foshan and optoelectronics . Science and Technology has approved in Shanghai, Dalian, Nanchang, Xiamen, Shenzhen 5 LED industrial base established. Although most of them do semiconductor lighting purposes, but the industrial atmosphere has been formed.
Overall, China's LED lighting industry is still in its infancy. Compared with foreign enterprises, China's semiconductor lighting industry's international competitiveness is still far from enough. Facing the semiconductor industry R & D of distributed, the overall technical strength is not strong, small scale, on the downstream industry is not enough support and joint research and other issues, should be fully integrated use of existing resources, to strengthen the independent innovation.
Harbin is a LED R & D and production enterprises in Harbin Harbin Institute of Technology and Technology Development Co., Ltd., represented by Haig, formed by more than a dozen manufacturers producing LED composed of primary industrial scale. National Science and Technology approved in May was 21 in Harbin semiconductor lighting application engineering to carry out pilot cities, Harbin 3 years to promote the use of LED lamps 260,000. This is also the development of LED industry in Harbin has brought new opportunities.
3, China Merchants work how to deal with domestic and international development of LED and related changes in the industry
First, the need to understand the research LED related to the development of the domestic large enterprises plan, as well as provincial and municipal development of LED-related companies and the demand for business development activities targeted to carry out foreign investment, foreign enterprises docking, for technical cooperation, joint venture. Japanese, South Korean companies as a breakthrough, to expand a. LED industry chain and downstream projects around the integration of resources, upstream and downstream projects for investment, and ultimately form a local advantage of the photovoltaic industry chain with LED industry as a breakthrough project information, carry out investment activities. Tracking control outside the LED industry, technologically advanced enterprises, promote the province and foreign corporate joint venture for the project, focusing on sapphire and other raw materials needed in the local advantages, the bigger and stronger on the middle reaches of the industrial chain, resulting in economies of scale, thus downstream enterprises to attract the cooperation of industry chain.
Second, the combination of vertical and horizontal market product terminal project investment, the formation of LED industry chain beginning to take shape. Sapphire raw materials and other raw materials to manufacturers for the chain head, to raw materials, crude, processing, finishing, cutting-edge products for the chain, the end user for the chain end of the longitudinal chain investment. The focus on Japan, Korea, the domestic enterprises to start investment, such as Japan, Japan's Panasonic, Sony, Samsung, LG, Seoul Semiconductor and other enterprises.
Surrounding the application of LED technology in home appliances, street lighting, portable lights, computers, lights, decorative lighting, and other fields, on the phone screen, laser, sapphire silicon technology, complementary metal oxide semiconductor technology and the field of optoelectronic devices such as horizontal end-customers investment.
To center around the vertical and horizontal product project, through research and investment and, ultimately, form a complete industrial chain beginning to take shape, built of local characteristics of the semiconductor and optoelectronics industrial base.
