Orient Securities research report pointed out that, according to the production process of LED, the industry is divided into upstream epitaxial wafer production in chip manufacturing, three parts, downstream chip package, the higher the upper and middle reaches of technology, capital investment, the most intense international competition, the biggest risk management field. In the LED industry chain, LED epitaxial chips and chips accounted for about 70% of the industry's profits, LED packaging accounted for about 10-20%, while LED applications probably accounted for 10-20%.
Semiconductor lighting industry is one of the industry segments LED downstream applications. Under the tide of global low carbon economy, the future of semiconductor lighting industry is bright. The industry is expected in the next 5 years, the compound growth rate will be more than 30%. Chinese authorities at all levels are also planning the introduction of appropriate support policies to promote China's semiconductor lighting industry bigger and stronger.
It is reported that the future China semiconductor industry will enter a significant government support, enterprise Gexianshentong stage. According to the Ministry of industry and electronic information division deputy inspector Guan Baiyu introduced the relevant supporting policies, the Ministry of finance is brewing in the promotion of semiconductor lighting; this year, there are a number of semiconductor lighting related national standards and industry standards will be completed the approval process, and to the public, and many standards are being developed in research. In addition, given the long chain of semiconductor lighting industry, product related standards in the formulation process, involving multiple departments. Work for the good future in the implementation of standards, internal departments to implement joint ministries in between, take the production, learning and research, joint work, promote the development of semiconductor lighting industry overall.
According to industry sources, such as the Chinese authorities to emulate the developed countries abroad, increase subsidies, the Chinese semiconductor lighting industry will further speed. Data from Japan showed, because the Japanese government's subsidy policy, semiconductor lighting lamp in Japan share from 2009 0.01% to February 10% this year increased rapidly.
Local governments have begun to build a semiconductor lighting industry base, and accelerate the pace of promotion, procurement of semiconductor lighting. Taking Dongguan as an example, from the Ministry of science and technology was officially identified as the "ten city lights" semiconductor lighting demonstration project pilot city, Dongguan, 2011 40 thousand to promote the application of semiconductor lighting lamp light, the project from 2009 to 2011 were divided into 3 groups, a total investment of 150 million yuan. Chengdu also introduced the relevant subsidy policy, plans to 2012 from 2010, the city of Chengdu through the implementation of LED lighting products application demonstration project, using LED 400 thousand to promote the application of lighting lamp light, to achieve the demonstration project investment of 645 million yuan.
Many private equity funds have begun to bet on semiconductor lighting industry. Yan Yan, chief partner of the tournament Fund believes that China's energy-saving lamps occupy 70% of the global share, but only about 1% of the semiconductor lighting market. Taking into account the scale, technology and quality of China's semiconductor lighting industry, the semiconductor lighting industry has a competitive advantage in the future.
Orient Securities research report pointed out that, according to the production process of LED, the industry is divided into upstream epitaxial wafer production in chip manufacturing, three parts, downstream chip package, the higher the upper and middle reaches of technology, capital investment, the most intense international competition, the biggest risk management field. In the LED industry chain, LED epitaxial chips and chips accounted for about 70% of the industry's profits, LED packaging accounted for about 10-20%, while LED applications probably accounted for 10-20%.
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