Low-carbon energy-saving advocates vigorously, LED lighting is surging, and “Ten Cities and Ten Thousand Cities” has made China a testing ground for global LED street lamps. Under the idea of ​​creating a low-carbon economy that is energy-saving and environmentally friendly, China is making a big semiconductor lighting industry cake. According to the analysis of relevant institutions, in 2010, the output value of China's LED industry will exceed 150 billion yuan; double the total output value in 2008, the total output value in 2008 is about 70 billion yuan. Such a tempting market big cake has promoted the coexistence of nearly 3,000 enterprises in China, 70% of which are concentrated in the downstream of the industry. The domestic LED epitaxial materials and chips are mainly in the middle and low grade, and more than 80% of the power LED chips and devices depend on it. import.

China is the world's largest producer of lighting sources and lamps, but mainly produces low-end products, accounting for about 18% of the global market share. In the industrial chain, LED epitaxial wafers and LED chips account for about 80% of the industry's profits, LED applications account for about 10%-20%; LED packaging is less than 10%.

The key to the development of the LED industry is light efficiency

At present, LED packaging costs account for 50%. In order to reduce the overall cost of LEDs, we must choose a more suitable package structure. Therefore, changing the existing package structure and achieving reasonable packaging cost will be the most effective LED lighting market acceptance. The most direct way. Of course, with the increase in process and shipments, and the adoption of larger-scale wafer fabrication processes, LED chips are also continually reducing costs. In recent years, they are declining at a rate of 20% per year, if the current cost of packaging can be reduced from the total cost. The 50% reduction to 20% to 30%, LED lighting applications will reach a new order of magnitude market size.

In the lighting market, the penetration rate of LED lighting has expanded rapidly, and the market price war is brewing in 2010. However, it is worth noting that if foreign companies that control LED core technology are not eager to lower the cost of LEDs, Chinese LED manufacturers who are stuck downstream of LEDs can only achieve low prices at the expense of their own profits and let the market heat up, but there is no technical support. Downstream products, even if the price is cheaper, how many people dare to use it. However, only LED manufacturers who have mastered product differentiation and cost will have a chance to win. The advantages of traditional brand lighting manufacturers and the advantages of diversified product lines are beyond the reach of new or smaller LED lighting manufacturers. Once the large-scale and strong wind power manufacturers fight the price war, these small factories will be difficult to survive, and they will fall into the fate of being merged or eliminated.

The light effect of LED light source is the starting point and driving force of LED industry development, which directly affects the energy saving rate, and also affects the government's determination, and affects the investor's recycling cycle and operating profit. Chen Daqing, director of the Tianjin Cityscape and Garden Management Committee, believes that promoting the improvement of light efficiency is the key to technological development. He stressed: "As a person in the LED industry, we must clearly understand that the key to the development of the LED industry is light efficiency."

In addition, in addition to its own technology, specifications, heat dissipation and price factors, CFL energy-saving lamps and fluorescent lamp technology are also developing. The luminous efficiency of T5 lamps in office lighting systems has reached the level of 100lm/W. CFL energy-saving lamps also have 3W ultra-small products. From the current cost-effectiveness of LEDs and energy-saving lamps, the popularity of LED lighting still has a long way to go.

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