A complete industrial chain LED by several link form, from the upstream of the substrate, extension slice and chip manufacturing, to the encapsulation of the middle, and then to downstream of the application, technical features and capital very different features, industry into the threshold gradually reduced. According to media reports, our country LED Tube has the typical unbalanced industrial chain structure, 2008 chip, packaging and application of value for 1:9: than 22, industry development deformity.
In this background, the LED industry doggone also play on the imprint of the deformity. Although not an exact statistics data, but in the industry, it seems, the LED industry doggone weld in the industrial chain of downstream, a hierarchical too weak, the city can do underlay, and only in a semiconductor gallium, and in the upstream can realize mass production, is only the lucky electronic.
The personage inside course of the image of the parable: the tongue most LED industry but is, in "a porter". Dionysian future LED industry for it, to realize the large-scale development, how to from downstream to upstream, from low to high, the future development of the future of the decision.
Lack of "core" troubles
The doggone despite dominating river's Lake in the assembly field, but still humble abode downstream industry chain link, in production equipment, substrate, extension of chips and so on, ShangZhongYou link, doggone basically or blank. Even in doggone good at high power assembly field, the doggone face "outshine others not spring" awkward situation.
Strategic development manager frequently photoelectric LiangMingJuan said: "the tongue most LED enterprise is concentrated in small power assembly field, and involved in the high power does not see more."
In broad WeiGuangFei photoelectric chief said: "The doggone 90% of the enterprise is made of LED small power LED digital tube, LED lamp, the single production LED is only for the home appliance instrument, shows such as screen enterprise does accessories."
This kind of lighting field to rely on others accessories production order, has ChaoBuBaoXi risk. The 2008 financial crisis let this batch of enterprise unbearable. After doing this is WeiGuangFei fittings manufacture, in order to get out of AngRenBiXi the passive state, in 2005 he began to research and development organization technology of production LED lamp, to now, it has already started to quantify the production.
WeiGuangFei said: "but the doggone many enterprises in the financial crisis. Only after took into account by the package to the application are still hard exploration."
In the field, the doggone at present, only the lucky electronic material Co., LTD will be able to realize the volume production, but the old state-owned enterprises at present only small power chip supply, high brightness illumination field are difficult to do sth over and over again.
According to the lucky electronic assistant general manager xi introduces, at present the most power electronic chip lucky for 80 lumens/watts (lm/W), next year would be 110 lumens/tile, but it still had the very big disparity with foreign countries, foreign enterprise has reached 186 lumens/tile above, in the domestic sales of also only have 150 lumens/watts.
At present, our country formed a complete set of production, the chip LED the extension of preparation, chip packages and product application industry chain, but LED lighting field of chip and most rely on importing equipment. National Semiconductor lighting engineering and industrial union (CSA) survey statistics show that, by the end of 2008, China has become the third generation GaN chip production base, but LED chips localization rate reached 49% only, power type GaN chip only close to 20%.
WeiGuangFei said: "domestic chip production enterprise rarely in examen, three Ann MaShou, but for three Ann's chip for overseas, quality difference than many, we sometimes also used once, but most still use Taiwan."
On the other hand, has LED ShangZhongYou in domestic field still do not have too big achievement, also showed the innovation of the "core" LED the difficulty degree. The future road is not smooth. The media, the doggone a key LED industry says August launch independent research and development LED production equipment, but according to our newspaper reporter understanding, this production equipment has not yet been listed.
In the company's senior engineer gallium SunYongJian said, domestic several other production base, LED Par Light the production in the middle and lower reaches link all basic link up, and the tongue are completely focused on the downstream level of production. He thinks, doggone LED industrial development must transfer to upstream, downstream base is labor-intensive industries, low profit, no technical advantage, development prospects be will more and more narrow.
Industry is doing most LED "a porter"
Following the electronic information industry association senior engineer TanZhang personally agree with this idea, he even image to say, the doggone current LED industry or do most of the "a porter" of live, and didn't have the core technology, just doing the industry's downstream, reaches of chips, substrate, extension almost no involved. So the worst consequences from is, upstream resources are controlled, lost the pricing of the initiative.
"If the enterprise does not support, the enterprise and the production, will have to buy abroad." Xe said.
"Produce such results the primary reason is to make a brand, are a mere skeleton, no core technology, no core competitiveness in the industry, not the relevant project, so reaches the development direction in the future must be to do have to support brand." Tartar personnel said, the doggone LED High Bay Light there are very large potential of development and industry supporting, policy support is good, the key is that can attract enough money for investment. "if only by enterprises themselves invest millions of yuan, built a lab, is cannot solve the essential question".
He thinks that, from the whole industry chain perspective, the core technology accounted for half of the profits to the whole industry chain, and processed into the chip is half the profits of the half, is to say the profit is only processing chip the whole industry chain a quarter of profits, but for long time with this quarter of doggie is profit with others land, spelling, spell human spell environment. "The general assembly branch many such chips, doggone, do be' a porter ', and the future, enterprise or to grasp new and high technology, the core technology, with the advantage of talents, now in two aspects and funds to think of ways to find a breakthrough." Tartar personnel said.