LED lighting market hot structure adjustment immediately

Lighting completes large-scale production preparation
At present, great changes have taken place in the structure of electric light sources. As a lighting source, LEDs have begun to enter the general lighting field, and the supply and demand of indoor and outdoor lamps are booming. China has also become a production base for LED lighting products. Many foreign brands of LED lighting products are produced in China.

In 2012, domestic LED lighting companies have a strong development momentum. After years of accumulation, there emerged a number of domestic enterprises comparable to internationally renowned brands, such as Yaming, Sunshine, NVC, Op, and Sanxiong. With the expansion of production scale, companies pay more attention to the quality and brand of products. In addition to a large number of OEM products, the exports from the main brands have apparently increased in recent years.

From the export situation, the economic situation at home and abroad since 2012 is not optimistic, but the export growth of LED lighting products is about 40%. Chen Yansheng, chairman of China Semiconductor Lighting/LED Industry and Application Alliance, said that LED lighting is the future direction of the lighting industry, but for a long period of time, traditional lighting products, especially high-efficiency lighting products, will co-exist with LEDs, and LEDs will occupy The share will increase year by year.

From the perspective of the most technologically advanced LED lighting industry chain, even though the operating rate of epitaxial chip companies is only 50%, some MOCVD equipments have not been commissioned since they were imported, or have not been put into production after the commissioning due to the oversupply of the market, but there are many autonomy. Technical breakthroughs in intellectual property. The ELEDE 330 ICP etching machine of the "Microelectronics High-Brightness LED Etching Machine R&D and Industrialization" project of Northern Microelectronics has achieved a market share of more than 50% as domestic high-end process equipment with completely independent intellectual property rights. . Sanan Optoelectronics S-45FBFUP GaN-based LED high-power blue chip, the white light efficiency of the package up to 120lm / W, the performance index is much higher than the country's 100lm / W of light efficiency requirements. Inspur Huaguang's "Reverse Polarity Red LED Technology" is further advanced in its original technological innovation achievements. The comprehensive index has reached the international advanced level and has achieved full-scale mass production; its street lamp will be undertaken with a Blu-ray high-power LED chip. The major project results of the “863 Project” “Semiconductor Lighting Project” have been successfully converted into products, and the white light efficiency of the package has reached 130 lm/W.

In the midstream of the industry chain, packaging companies also have insufficient start-ups due to supply and demand. Some packaging companies have developed downstream, engaged in the development and production of lighting products, and have invested in the production of LED lighting products. In the downstream of the industrial chain, companies engaged in LED lighting products face the end market, and only a few companies with orders and stable product quality have been relatively stable. The situation of the strong and permanent ones has not changed. It is worth mentioning that Lehman Opto's newly developed LED magnetic cold street lamps not only have interchangeable modules, but also have a revolutionary improvement in heat dissipation, and they weigh only 60% of the traditional LED street lamps. At present, the product has entered the stage of mass production and has begun to be applied in multiple sections.

In terms of industrial policy, national and local governments at all levels have given great support to the development of LED lighting. The LED lighting financial subsidy program of the National Development and Reform Commission and the Ministry of Finance will greatly promote the application of LED lighting in the domestic market. In addition, Guangdong Province has signed contracts with the cities and plans to change all public lighting to LED lighting in 3 years, and plans to adopt the EMC model. Currently, cities are working out plans.

So how should domestic LED companies respond to the upcoming blowout market? Chen Yansheng said that first, it is necessary to give full play to its own advantages, adhere to superior products in the field of traditional lighting, and adjust product structure according to changes in the market. Second, we must pay close attention to changes in the LED lighting market, LED lighting as the focus of future development, and strengthen market research and information feedback. From R&D to scale production, prepare for scale production. Third, it is necessary to combine government bidding projects with market operations. While paying attention to government bidding projects, pay attention to both domestic and foreign markets.

Display structure faces major adjustments

“The LED display industry will face major adjustments,” said Guan Jizhen, vice chairman of the China Optics and Optoelectronics Industry Association and chairman of the LED Display Application Branch. “The industry will focus on resource allocation, factor restructuring, and market leadership under the leadership of leading companies and listed companies. Adjustment."

At present, the overall development of the LED display application industry in China has reached a certain scale. The core key technologies have matured and formed standardized and serialized products. The overall product quality and reliability have been significantly improved, and the specialized division of labor and business collaboration model universal. Although product applications continue to expand, market growth has slowed. In the industry, large-scale enterprises have grown rapidly, and influential brand enterprises have developed rapidly, forming a batch of large-scale backbone enterprises and possessing strong comprehensive strength.

According to GLII's forecast, the LED display market in 2012 will increase by about 10% year-on-year to 24.1 billion yuan. Among them, the market size of full-color LED display screens increased by 15% to 20% year-on-year, and shipments increased by more than 30% year-on-year. Even so, the current LED display industry still presents a situation of excessively low consumption, and fierce competition forces manufacturers to voluntarily lower prices and scramble for orders.

In 2012, the domestic LED display market showed a situation of sales and price cycles. The decline in prices caused sales to increase rapidly. The economies of scale brought about by the increase in sales volume further contributed to the decline in prices. The annual decline in LED display prices was approximately 15%. ~20%. However, the current domestic LED display industry competition is still in the early stage of product competition, the key indicators of competition in price, quality, delivery time, after-sales service and other aspects, and at this stage in particular the most prominent price elements. Therefore, LED display companies fight price wars. Large manufacturers with strength hope to eliminate some small and medium-sized manufacturers through price wars. However, the price war has greatly affected the revenue performance of LED display manufacturers. It is expected that at least 30% of the vendors' revenue will fall back in 2012.

“The LED display industry will face major adjustments,” said Guan Jizhen, vice chairman of the China Optics and Optoelectronics Industry Association and chairman of the LED Display Application Branch. “The industry will focus on resource allocation, factor restructuring, and market leadership under the leadership of leading companies and listed companies. Adjustment."

In the overall LED industry chain, the leading manufacturers of LED devices and the backbone manufacturers of display products may redefine the division of labor in the upstream and downstream industries, highlighting the specialization of division of labor and collaboration. Guan Jizhen said that in the LED display application industry, the enterprise groups in the industry will be appropriately classified, gradually form technology development enterprises with key control system technology research and development, and product manufacturing enterprises focusing on large-scale and standardized production. Market-based application-based technology-based service companies and specialized application-oriented enterprises that meet the needs of specialized markets.

LED observation is always after the storm

In 1962, the American scientist Nick Helenak invented the first visible light emitting diode (LED). In 2012, when LED celebrates its 50th anniversary, Helenak believes that the development of the LED industry is still in its immature period of rapid development. From the country’s “Twelfth Five-Year Plan” to the investment boom triggered by policy subsidies, to the event of an LED company’s vision of hundreds of millions of yuan in the closing of electronic optoelectronics, NVC lighting disturbance, and Foshan lighting trading insider, the LED industry has experienced Not calm in 2012.

2012 was the most difficult year for China's LED chip industry. The serious overcapacity and the continuous decline in prices have become the keynote of the industry. According to the GLII data, as of the end of November 2012, there were 909 mass-produced MOCVD equipment in China, of which 106 were newly added in 2012, only 1/5 of the new volume added in 2011. At the same time, the newly-added machines in 2012 were mostly orders signed in the past few years and are now basically in place.

In 2010 and 2011, China introduced a total of 680 MOCVD equipment. After more than one year, some of the machines were put into production. However, the actual market demand for helplessness is far from expected, and most of the machines have not been put into production on time. The domestic 909 MOCVD, the average investment rate of less than 60%, capacity utilization is only 30%.

The data shows that domestic LED chip companies are mainly small-scale, and the proportion of MOCVD companies with less than 20 units accounts for 75%. For these SMEs, the shortage of funds is the most pressing issue currently facing them. Many small and medium-sized enterprises have the same technological innovation capabilities as large-scale enterprises, but unfortunately they lack financing capabilities. Such enterprises will be the main targets of mergers and acquisitions of large enterprises. For enterprises that have no financial support and limited technical strength, they will completely withdraw from the LED chip industry.

It is expected that there will be a substantial increase in demand for LED chip market in 2013. At the same time, the domestic chip industry will usher in a large area of ​​M&A and withdrawal. Therefore, the problem of overcapacity of LED chips will be alleviated to some extent. Profitability will also be improved.

Enterprises Direct North Microelectronics Independent Innovation High-end Equipment to Fill Domestic Blank

As the first domestic equipment manufacturing company to apply high-end equipment for autonomous integrated circuits to large-scale production lines, Northern Microelectronics won the “Development and Industrialization of High-Capability High-Brightness LED Etching Machine” project completed in April 2012. Second prize for science and technology. The industrialization of the project ELEDE 330 ICP etching machine is widely praised by LED users for its excellent product process performance. As a domestic high-end process equipment with complete independent intellectual property rights, it has obtained more than 50% of the domestic market share and become an LED. Industry customers preferred equipment for PSS process and GaN etching process.

Based on the accumulation of advanced PVD technology in the integrated circuit field, Northern Microelectronics also launched the iTops ITO sputter-transparent electrode sputtering deposition equipment in 2012 to provide high-quality ITO thin-film deposition processes for chip production lines and improve LED chip light extraction efficiency. Compared with the traditional evaporation process, the northern microelectronic magnetron sputtering device can increase the output efficiency of the chip by 5% to 10%. The high utilization of the target material can also significantly reduce the material consumption in production.

Sanan Optoelectronics upgrades new light source technology

As a leading domestic semiconductor lighting industry leader, in 2012 Sanan Optoelectronics insisted on enhancing the ability of independent innovation as a strategic base point for the development of the company. The nine new products introduced demonstrated the absolute value in terms of product performance, technical indicators and product stability. The leading advantages, especially outstanding new products are: S-45EBMUP GaN-based LED power blue chips, luminous flux >45Lm, widely used in LCD backlighting and lighting over 40 inches, product performance has reached the international advanced level; S-45FBFUP GaN-based LED high-power blue chip, white light efficiency up to 120lm/W after packaging, this performance index is far higher than the national street lamp 100lm/W requirements; S-42R6MUXGaAs high-brightness LED red chip, wavelength 660nm (@350mA), can Used in plant lighting to relieve food shortages caused by the drastic changes in the global climate.

The 9 new products introduced by Sanan Optoelectronics have not only enhanced the company’s core competitiveness, but also further narrowed the gap between China’s LED new light source industry and foreign advanced countries or regions, but also helped to promote energy saving, emission reduction and emission reduction in the entire society, and led the LED industry. The development of the chain will promote the overall international competitiveness of China's LED industry.

Inspur Huaguang insists on the steady growth of technological innovation

In 2012, facing the competitive pressures of the market and the survival of the industry, Inspur Huaguang adhered to the path of technological innovation and differentiated products and took a unique “Huaguang Road”. The company's performance has maintained a steady and sustainable growth: the scale of LD's industry is 2 to 3 times larger than that in 2011, and its market share ranks first in the country. LED production capacity is twice that of 2011, with an annual output of 1 million pieces of LED and LD epitaxial wafers. 26 billion chips.

The seven major projects at the national and provincial levels undertaken by the company passed the inspection and acceptance smoothly, and the construction of scientific research platforms has reached a higher level. The technical level has reached the leading domestic and international advanced level. Won the honor of China's "LED industry annual influence enterprise award" and "LED innovation product and technology award", 2011 Shandong Province technological invention second prize and dozens of industry honors, the industry status and brand awareness continue to increase, becoming one of China's few The strength of the company, laid the international status of the domestic LED industry.

Liad's small pitch LED TV monopolizes the domestic market

Riyadh has developed 1.6mm small-pitch LED TVs. Although it is currently not energy-produced, it is technologically advanced. The small-pitch LED TV has the advantages of ultra-high definition, high display consistency, high refresh rate, higher image hierarchy, light and easy installation and disassembly, and is suitable for high-end conferences and studios, mainly for replacing DLP and LCD TVs. The demand is huge. In China, Riyadh can basically monopolize the 2.5mm LED display project, which has been widely recognized by the market.

In 2012, demand for small-pitch LED displays was strong, especially in the area of ​​traffic display. At present, the company's products occupy more than 50% of the market share of railway passenger special stations in China, and the market share of the ATC system's roof guide signs and TVM status indicators in rail transit is more than 60%.

Lehman Opto-Electronic Engineering Leads to the Emergence of "Strong and Strong"

Since its establishment, Lehman Optoelectronics has been through the past 10 years. On January 13, 2011, Lehman Optoelectronics successfully landed on the Shenzhen Stock Exchange's Growth Enterprise Market and became Shenzhen's first listed national LED high-tech enterprise. Successful listing of Lehman Optoelectronics not only means that the brand and financial strength across the promotion, but also a strong driving force to help companies stand out from the many competitors in the LED industry. In 2012, the global economy slumped, the European and American markets tightened, and Lehman Optoelectronics' performance bucked the trend and steadily increased. After successfully winning the bid for the LED display project of the Shenzhen Stock Exchange Building in 2012, Lehman Optoelectronics successively won the bid for the People’s Congress. Church lighting renovation project, Daya Bay nuclear power station LED street light project and Guangzhou Metro LED lighting demonstration project, the largest bid and other major projects. In the face of adversity, wise men, Lehman Optoelectronics's breakthrough has written a magnificent chapter of “strong and strong”.