2015 China LED Development Speed

Looking back on 2014, the long-awaited LED lighting era has finally arrived. Seemingly a feast, but because there are too many people to the feast, so the Matthew effect has occurred, bigger bigger, smaller smaller, better and better, poor worse. Someone claps for cheers, some people cry, some lose contact, and others say goodbye. When you do what I do, everyone rushes to do it, regardless of the order, regardless of business, as long as there are seams, they must drill holes. This is the Chinese-style LED market economy.

Regardless of the other, let's say the LED conference, 365 days a year, there are meetings almost every day, there are forums every day. This is the status of China's LED. Looking ahead to 2015, what kind of pattern will China's LED have? There are positive and negative aspects as well as opportunities and challenges. The LED industry is changing the world at the speed of China.

I. The growth rate of GDP has changed

The growth rate of GDP has changed from high-speed growth to medium- and high-speed growth. China's customary double-digit growth over the past 20 years has led to an exhaustion of consumption-style consumption patterns. Next year, according to the current trend, the growth rate of GDP will be around 7%. To know that this 7% on the global scale, is already commendable, such as Russia as long as 2%. In this context, how can we adjust our mentality, be bold in making innovations, and seize our own opportunities before we can move to a new height? As far as Hangzhou's remote optical and electrical equipment is sold to Europe, it is exactly what we should say. "There are brands that can go further and patents can go faster."

Two trillion trillion infrastructure projects were approved

From October 16, 2014 to November 5, 2014, the National Development and Reform Commission intensively approved 16 railways, 5 airports and other infrastructure projects, with a total investment of nearly 700 billion yuan. If it counts from October 1, 2014, it has approved 43 projects involving airports, railways, highways, urban construction, etc., with an ultra-trillion-mark mark, totaling 1.366 trillion yuan, and many local approvals. Items are not listed one by one. In a word, there must be lights on all roads, and all lights can be LED lights.

Third, the urbanization rate is high

Due to the process of urbanization in China, it is expected that there will be a golden period of 10 years. The rate of urbanization in the international developed countries is about 80%, while that of China is only about 53%. The United Nations Development Program released the “2013 China Human Development Report” pointed out that by 2030, China will add 310 million urban residents. By then, the total population of urban China will exceed 1 billion, and the urbanization rate in China will reach 70%.

Fourth, the United States economy has fired

The United States stock market, the exchange market is booming, has made new highs, and the economy has become even hotter. In 2013, GDP was 16.8 trillion U.S. dollars, 1.83 times that of China. On Christmas Eve 2014, the United States released a GDP growth of 5%, the Dow Jones index exceeded 18,000 points, the S&P index exceeded 2080 points, and the US dollar index exceeded 90 points, setting a new high in eight years. This depends on the growth mode pioneered by the United States. The Internet has revolutionized information technology. 3D printing has revolutionized the manufacturing industry. Shale gas has brought about an energy revolution. For the LED lighting industry, how to accelerate the pace of the US market and other international markets has become a major concern.

Five, LED broke

1. Front-end: Substrate material Three-foot-deep substrate material originally was mainly made of sapphire and silicon carbide. With the addition of silicon material this year, the competition has become fierce. Of course, the first two are still mainstream, but the rise of silicon materials can not be ignored. In 2015, silicon substrates will go even further, but it will take 2-3 years to see a tripartite situation.

2. Mid-end: chip structure

The chip structure is dominated by positive-fit chips, and the development of Flip-Chips has risen. This year's obvious feeling is that flip chip is particularly favored by the market, especially the single high-power LED, because it has no gold wire, and is considered more reliable by many manufacturers. In 2015, with the further improvement of the reliability, brightness, optical matching, anti-static capability, and production yield of flip chip, its application range will also be expanded.

3. Backend: Packaging, a variety of technologies leading the trend

(1) Straight type, still has a cone.

(2) SMD, currently the most widely used form of packaging, has a wide range of applications in the field of display and lighting.

(3) COB, latecomers are popular, especially in indoor lighting applications.

(4) CSP (Chip Scale Package), Xiao He exposed sharp corners. Borrowing the packaging technology of the IC industry, although there are still some deficiencies in light efficiency, once mature, it will be a disruptive innovation.

4. Application side: lighting products can be described as flourishing and competing

The above-mentioned links in the entire industry chain are full of vitality. LED lighting will enter a new era, from completely replaceable products to transcendental products. The concept of pan-lighting, LED-based 1+N may become the main direction of LED development.

Sixth, LED's speed in China

1. Maximum: If you look at the number of MOCVD machines, the largest chip production capacity may be the wafers in Taiwan, and the mainland in China is Sanan. The largest packaging capacity is none other than Zhongshan Linsen, with a monthly production of 20,000 KK, which can be described as a Guinness world record.

2. Most: The largest number of LED industry enterprises must be China. According to the statistics of CSA, there are about 20,000 LED companies in China, among which the number of Chinese LED companies registered on Alibaba alone exceeds 18,000, such as the number of Chinese street lamps. Township, Jiangsu Gaoyou area has claimed more than 1,000 companies.

3. Most comprehensive: Globally, the entire LED industry chain, whether viewed from the vertical or horizontal, can be said to cover every aspect of the industry chain, from substrates, extensions, chips, packages, to applications, all-inclusive. .

4. Most cattle: According to Brand Finance released in 2014 the world's top 10 most valuable brands: Apple, Samsung, Google, Microsoft, Verizon Telecom, General Electric, AT & T Telecom, Amazon, Wal-Mart, IBM. For example, China's Internet industry has BAT. What about the LED industry? Annual sales exceed 3 billion, and there may be NOL. What about 5 billion and 10 billion?

5. The most embarrassing: China is a global leader in the production of lighting fixtures, and also a major producer and exporter of LED application lamps. According to CALI data, in 2014, the domestic market for LED lighting in China was about 8.43 billion USD, and the export value was about 7.8 billion USD, almost each. Half of the country. The export of LED lighting products are mostly OEM-based, in the European and American supermarkets, almost no Chinese brands. The reason for this is the patent issue.

However, we still see that China's LED industry has gone through extensive development in recent years and has gradually stepped out of the country to become global. For example, Sanan’s acquisition of Luminus in the United States is largely for patents and more international discourse. For example, Jingneng Optoelectronics in Jiangxi has applied for more than 200 patents in the silicon substrate technology field. To sum up, 2015 is worthwhile and worth looking forward to. Although China’s LED has reached the top of the world, although it is still a step away, it is not expected to be out of reach. LED is the most promising direction in China's semiconductor industry. If we continue to develop at the speed of China, the future world will be even broader. Let us work together!