After years of development, China’s LED industry chain has become increasingly complete. However, Wang Ying, an analyst at CCID Consulting’s Semiconductor Industry Research Center, told reporters a few days ago that looking at the LED industry chain, due to the high technology and capital requirements of the upstream industry, few domestic companies are involved. Therefore, there are few companies in the upstream industry. Features of small scale. In contrast, downstream packaging and applications have relatively low capital and technical requirements for companies, which match the characteristics of domestic companies’ low capital and weak technology. Therefore, the number of domestic companies engaged in packaging and applications is relatively large. This situation has led to the fact that the domestic LED industry is mostly low-end products, and companies are facing severe price pressures for a long time.
According to the reporter’s understanding, at present, with the start of the National Semiconductor Lighting Project, the status of the LED industry is changing. The LED upstream industry has developed rapidly, and the development of the chip industry is the most eye-catching. But from the perspective of industrial scale, packaging is still the largest industrial chain link in the LED industry. In 2016, the total output value of my country’s LED industry reached 10.55 billion yuan, of which the output value of the packaging industry reached 8.75 billion yuan. Wang Ying analyzed that the ever-expanding market demand and the government’s strong support are favorable factors to ensure the development of the LED industry. In recent years, LED application markets such as display screens, landscape lighting, traffic lights, automotive applications, and backlights have emerged rapidly. The continuous improvement of LED luminous efficiency requirements in emerging application markets has spawned the demand for mid-to-high-end products. With the increase in market demand, the upgrading of LED chip industry products is gradually accelerating, and LED chip products will move towards high-end as a whole. On the other hand, the rapid development of the LED packaging industry also provides a broad market demand for LED chips, which in turn provides a good external environment for the development of the LED industry.
The state has also given strong support to the development of the LED industry. In 2016, in accordance with the development status of my country’s semiconductor lighting industry, relevant departments formulated the semiconductor lighting industry development plan and the technology development roadmap for 2016 proposed that the investment in LED chips will account for 20% of the LED industry investment, and the research focus will be on GAN chips. Production and power chip research and development.
Although there is great market demand and strong support from relevant departments, it is undeniable that the LED chip industry still has development difficulties such as lack of core technology, shortage of professional talents, low product quality, and weak equipment independent production capabilities. How to solve the above problems is the key to the sustainable, healthy and rapid development of my country’s LED industry.
Wang Ying believes that the rapid development of the LED chip industry will boost the overall upgrade of the LED industry. In the development process of the LED chip industry, the early products were mainly ordinary brightness chips, and there were only a few manufacturers such as Nanchang Xinlei. After 2013, chip manufacturers represented by Xiamen San’an and Dalian Lumei have focused their products on high-brightness chips in response to the needs of the chip market, directly driving the rapid growth of high-brightness chip production. For a time, the domestic LED chip industry has set off an upsurge of development, and high-brightness chips have become the main driving force for the development of the LED chip industry. In 2016, the output of LED chips in my country reached 30.93 billion, and the output value reached 1.19 billion yuan.
With the continuous increase of LED chip production enterprises, the growth rate of LED chip output value has been higher than that of the packaging link, resulting in the continuous increase of chip output value in the output value of my country’s LED industry, from 5.4% in 2012 to 2016. 11.3%. It can be seen that my country’s LED industry is moving from low-end to high-end, and is moving towards higher value-added and more core-valued chip links.