Continental LED development focus on terminal lighting profit space is limited

According to Chinese media reported in twenty-first Century, Chinese Association of lighting semiconductor lighting Specialized Committee director Tang Guoqing said that in the field of LED lighting, with chip, wafer technology and manufacturing capacity of enterprises, the industry chain profit accounted for 70%, chip packaging accounted for 20%, the remaining 10% made by the terminal lighting. However, in the development zone of national subsidies, low carbon performance, in command, has yet to develop core technology before it like a swarm of bees get into the LED industry, and more than 90% mainland enterprises are concentrated in the LED street lamp, landscape lamp terminal application.

Tang Guoqing pointed out that even if the upstream epitaxial wafer, chip manufacturers, not all manufacturers are able to have high profits, the core of the global LED technology mainly lies in the Cree, OSRAM (Osram), PHILPS (Philips) and other lighting manufacturers, mainly the firm can obtain excess profits. However, in the mainland with LED chip production capacity of only 62 companies, plus a large package with a large capacity of the enterprise, but also a hundred manufacturers, manufacturers with a good profit is not much.

But Tang Guoqing does not think outside the 90% LED enterprises are loss of the argument is correct, depending on the manufacturer to LED industry chain layout in the position of the chip package industry in mainland China, it should be 9 to make money, according to the rate and degree of profit decision. However, if the manufacturer for the end product manufacturers, most manufacturers do not make money.

LED, the enterprise is profitable, mainly depends on the position of the enterprises in the industrial chain and product layout, Tang Guoqing further example, to three? Q for example, when the company made the red light products, profit is very low, but instead of blue and green manufacturing products and car lighting, the profit will be to improve. In addition to Silan as an example, not only in the epitaxial wafer, chip production line, the profit is low; in the capital, the expansion of epitaxial wafer manufacturing capacity, to enhance profits.

LED widely used in World Expo, Hao Hao, Tongji University, pointed out that the Expo site uses 1 billion 50 million LED crystal =, of which 8 into indoor lighting using LED green light source, indicating that LED will be more widely used in the future. Cree vice president of business Christopher James said that in terms of industrial scale and application, the continent is already a big country in LED, but technically compared with Europe and the United States and other top companies, there is still a gap of 3~5 years.

For lack of change, enterprise technology on low order products, the national development and Reform Commission published the "opinions", the development of semiconductor lighting industry, encourage domestic equipment LED, hope that in 2015 reached a large metal organic chemical vapor deposition (MOCVD) equipment, key raw materials, domestic chip rate reached 70%, the upstream chip enterprises 3~5, backbone enterprise with market power of about 10. As to turn 9 into the enterprise into a profit dilemma of, I am afraid it will take some time to achieve.