LED lighting industry "12th Five-Year" usher in new opportunities for development

2011 is the first year of China's "Twelfth Five-Year Plan". Recently, the government's relevant management departments have continued to increase their support for the LED industry and increase their development goals. It is reported that during the "Twelfth Five-Year Plan" period, the LED industry will focus on increasing the luminous efficiency of LED chips, strengthening the patented white LED layout and accelerating the development of LED lighting standards.

According to the relevant “Twelfth Five-Year Plan” objectives, by 2015 China's white LED luminous efficiency will reach the international advanced level in the same period, enter the 30% general lighting market, replace 70% imported bright chip, achieve MOCVD core equipment and key supporting materials Localization; Focusing on major strategic products such as backlights, automotive lighting, and strengthening technology integration to achieve large-scale demonstration applications, the industry scale will reach 500 billion yuan, and 500,000 new jobs will be created; the annual energy-saving rate will reach 140 billion kWh, and annual savings will be achieved. Coal 49 million tons, reduce CO2, SO2, NOx, dust emissions 140 million tons.

LED industry development trend optimistic

It is understood that China's LED industry has formed a complete industrial chain from epitaxial growth, chip manufacturing, packaging, application, testing, and standards. Products are widely used in landscape lighting, backlight sources and general lighting and other fields. As of the end of 2010, China's LED industry has a market size of more than 100 billion yuan. According to the relevant "Twelfth Five-Year Plan", by 2015 China's LED industry will reach 500 billion yuan, and huge business opportunities will be highlighted.

In recent years, with the continuous development of LED technology, China's LED lighting market, the mature application areas are also increasing, mainly in the architectural landscape, LED street lights, large-screen display, traffic lights, home appliances digital display and indicator lights, car lights, special Lighting, mobile phones, digital cameras, computers, televisions, small and medium-size backlighting and other fields. Among them, the architectural landscape is still the largest application area of ​​LED in China; LED display and home appliance display have occupied 27% of the market share, becoming the second largest LED application field in China; mobile phones, computer notebooks and other small and medium size backlights account for 22% of the market share. , becoming the third largest category of applications. The market share of other applications such as traffic lights, car lights, and special lighting is also steadily increasing.

Information from the Ministry of Industry and Information Technology also confirms the rapid development momentum of LED investment. This year's "1-2 months of fixed assets investment in the electronic information industry" shows that due to the construction of several high-end LCD panel production lines in China, the investment in the LED industry is booming, bringing the proportion of investment in the entire industry to 16.6%. It is not difficult to see from the data that with China's emphasis on the LED industry and the gradual improvement of industrial standards, the LED industry will enter a period of rapid development in 2011, and the Chinese market has attracted many well-known LED manufacturers.

The rapid development of LED technology has rapidly spawned and nurtured a large number of companies, which has played a huge role in promoting the development of China's LED industry. According to incomplete statistics, at present, there are 14 provinces and municipalities that have explicitly established semiconductor lighting industrial parks and developed the LED industry as an emerging industry in the region.

Core Technology and Standard Work Urgently Need to Break Through

At present, patented technology has become an important means for major global LED manufacturers to gain competitive advantage and maintain market share. Due to the imperfect domestic LED patent technology, most of the upstream patents are controlled by foreign manufacturers. More than 80% of high-end chips come from foreign countries or Taiwan regions of China. Enterprises cannot extend to the mid-to-high end profit segment. Products are patented due to the lack of original invention patents. Blockade, export restrictions. With the continuous advancement of LED technology, the field of application has been greatly expanded, and the market space has doubled. Foreign LED companies with advanced R&D technology and good brand image have taken a major role in the domestic market in recent years and have occupied a large market share. The domestic LED companies are facing the challenge of how to further improve their technological level and build their own patent defense system.

At present, some small and medium-sized enterprises that do not have strength often only pay attention to seizing the market and ignoring their own technological capabilities and product development. This not only affects the future sustainable development of the company, but also restricts the future development of the entire LED industry.

The healthy development of the LED industry cannot be separated from the relevant technology and product standards. However, the rapid development of emerging industry technologies has brought about common problems such as detection technology and standard formulation. At present, LED products lack a clear and complete industry standard, and their quality is uneven, which has greatly dampened consumer confidence and buying enthusiasm.

In addition, there is still an embarrassing situation in which LED product standardization and quality evaluation methods lag behind, and product technology development and market application do not match. How to solve the status quo and open up the bottleneck of industrial development is not only a new task of standardization research work, but also a new task within the scope of technical quality supervision.

Experts stated that the LED market needs a perfect supervision system, and the government management department should formulate corresponding standards as soon as possible so as to provide a sustainable development environment for the entire LED industry.

Faced with many problems, Guan Baiyu, Director of the IC Division of the Electronic Information Department of the Ministry of Industry and Information Technology, stated: "At present, China's LED industry and market are in a rapidly rising channel. In perfecting the industrial development environment, the Ministry of Industry and Information Technology is stepping up coordination and formulating corresponding standard."

In order to promote the orderly development of the market, at the beginning of this year, the Ministry of Industry and Information Technology released nine industry standards. The National Standardization Management Committee promulgated six LED-related standards, plus two previously imposed mandatory national standards, a total of 8 item. The new standard sets a threshold for enterprises entering the LED field in the future, and some small and medium-sized enterprises with weak technical capabilities will be struggling with the implementation of new standards, and it will be difficult to survive. In order to survive in this industrial jungle where the survival of the fittest and the fittest, these SMEs only have to catch up, improve their own hardware and software, and upgrade their technological capabilities.

Planning industrial development to speed up the process of industrialization

During the "Eleventh Five-Year Plan" period, the state launched the demonstration project of "Six Cities and Ten Thousand Peoples" semi-conductor lighting application, which played a role in promoting LED lighting products. However, from the current status quo, LED lighting is still limited to the government demonstration projects and lighting landscape applications and other public areas. The main reason for the difficulty in marketing is the high price of LED lighting products and the limitations of civilian applications, which cannot be quickly promoted on a large scale. The appeal to ordinary consumers is not enough, and the commercial application promotion is slow.

Driven by 13 national LED lighting industry bases, a large number of LED companies have emerged in China and overall progress has been made. However, as far as the size of a single company is concerned, there is still some distance from becoming an international leader. As most of the LED manufacturers have delivered the product's pre-research and development and major module production to the planners, LED access thresholds have been significantly reduced and market competition has become more intense. In order to compete with foreign giants in a fiercely competitive market, and to stand out, accelerating the construction of independent brands has become an urgent task for domestic LED companies.

With the demonstration and application of large-scale events such as the Shanghai World Expo and the Asian Games and the promotion of demonstration projects such as Ten Cities and Ten Thousand Fighting, the demand for LED products in the Chinese market has greatly increased. A number of cities have developed the LED industry as a pillar industry. The domestic LED market has an optimistic outlook. Domestic and overseas investment and mergers have accelerated the integration of upstream and downstream enterprises. Traditional lighting companies, state-owned capital, and private capital have also entered the industry and there has been an upsurge in industrial investment.

However, since LEDs are all emerging companies, enterprises themselves have done their own, they have not formed a complete industrial chain and cannot form a competitive enterprise cluster. LED industry upstream supporting equipment is not perfect, equipment development is slow, can not keep up with the speed of product updates, although some of the technology has reached the international advanced level, it is difficult to achieve large-scale development, an important factor restricting the development of the industry.

The next five years will be a crucial period for LED lighting transition from R&D and demonstration stage to complete marketization. Industry support policies need to be more in line with the current state of industrial development, and from the perspective of consumption reduction, purchase subsidies, government procurement, and R&D level government. Funding and concessional loans are refined.

The development of LED lighting industry and its application in the market are very important for the country's strategic significance of energy conservation and emission reduction. Looking back at the “Eleventh Five-Year Plan”, we have seen some problems in the development of the LED industry, but what we have revealed to us is the bright future of this new industry. Liu Qiyan, deputy director of the Research Office of the Ministry of Science and Technology, said in an interview that there are at least two major special projects related to the LED industry in the 12th Five-Year Plan of the Ministry of Science and Technology. In the application of LED products, we are formulating corresponding support plans and policies to accelerate the transformation of LED results and expand its application in the market.

According to Lu Guangfeng, inspector of the Environmental Protection Department's Environmental Assessment Department, the LED lighting industry will surely become a green economy industry that promotes China's economic development and lays a solid foundation for the development of energy conservation and green recycling economy.