"In the entire LED industry chain in the upstream areas of extension and chips accounted for 70% of the profits." July 7, Engineering Online CEO, LED Industry Research Centre Xiao-Fei Zhang told the "Daily News" reporter.
Unfortunately, this "70% of the profits" with no chance of most of the LED business. Status LED industry in China is still the most business applications focused on packaging and downstream industry chain, LED giant with overseas upstream core technology, seized most of the profits, the domestic enterprises can only compete for the rest of the cake.
The large number of small countries and Technology
In the industrial scale, China has undoubtedly become the LED power. According to statistics, in 2010, China's LED production value will exceed sales of 1,500 billion yuan, the data twice in 2008, and the rate of 30% per year to continue to grow. According to report, only one province of Guangdong is expected to scale of the industry in 2012 will reach 120 billion yuan in 2015 will have exceeded 3,000 billion yuan. China Full Color LED, LED traffic lights, solar LED lights and LED landscape lighting production are highest in the world.
Although the number of LED products in the advantage, but in the high-end technology is still controlled by others. Core technology of the world's major patents held by Nichia (Nichia), the United States Corey (Cree), Osram (Osram) and other giants in the hands, while epitaxial wafers and chips in the U.S. and Japanese companies have a monopoly advantage. In this fierce competition, China's thousands of LED companies, only dozens of companies involved in the extension and the chip can be few more bigger.
According to research firm LEDinside LED industry statistics, as of August 2009, the existing LED chip production in China only 62 enterprises, of which the real mass production of the enterprises are not many. Companies are mainly concentrated in areas of low-end low-power, high-power field as it involves many technical, technological issues, few enterprises are involved. Xiao-Fei Zhang told reporters that due to upstream investment, technical, personnel and patent requirements are high, only a few companies currently have this capability.
In the entire LED industry chain, extension and chips accounted for 70% of the profits, which means only 30% of lower profits, more than 90% of our LED business to the 30% of the profits in the competition for the market.
The plight of patents and technology
"Upstream do not lose money on the good", South China University of Semiconductor Lighting Technology Research Centre, Professor Wen Shang Sheng told the "Daily News" reporter, LED upstream business in China, especially the extended enterprise, to ensure this is quite good.
Wen Shang Sheng has revealed that a company has invested heavily into LED year extension area, but the end result was forced to stop production, the production equipment is also donated to a college in Guangzhou. Having regard to the immature technology and other factors, he also advised business owners, do not easily get involved in upstream areas of LED epitaxy.
Upstream of domestic enterprises can only be guaranteed to do and has to rely on luck, patents and technology behind the lack of shadows.
According to the text still wins, our country has not yet mastered the key upstream LED technology, product quality and performance than the foreign products have a certain gap in foreign companies under a strong attack, the survival of local enterprises to become very small, "the quality of customs, however, product nobody wanted. "
In the patent, the crystal Electronics (Guangzhou) Co., Ltd. Deputy General Manager Lin Xiaoning also expressed their own concerns. He told reporters that the current master of foreign companies more LED patents, foreign markets and therefore a monopoly state, local enterprises to go abroad is difficult. Even in many domestic bidding, are more popular in foreign chips.
The multiple roles of these factors, domestic enterprises can only LED technology and products are focusing on the relatively mature field of LED lighting and other downstream, eating leftover soup, and more profitable upstream, only hand over foreign enterprises.
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