With 500,000 high-power LED bulbs, 37,000 sets of LED lighting fixtures, and 50,000 square meters of light-emitting area, in the 2008 Olympic Games, the Ambilight, a water cube transformed by lights to create tens of thousands of expressions, has created one of the highest in the world: , The world's largest LED landscape lighting architecture. As a result, this high-tech lighting began to enter the sight of the people.
Although the LED market is very large, the market share of the largest domestic companies is still less than 3 billion yuan, "which is 2% of the market" National Semiconductor Lighting Research and Development and Industrial Union Deputy Secretary-General Jun Jun held in the recent "First LED ordinary "Lighting Products and Technologies Seminar" said. How to promote the development of the industry and promote domestic enterprises to participate in market competition has become a hot topic of discussion.
As a new type of light source, LED lighting is not only used in landscape lighting, but also in tunnel lighting, television, automotive, indoor lighting and more. "Common TV: The panel is the most important device in TV manufacturing, but the cost of the backlight source accounts for 1/3 of the whole machine; because LED light source has a low temperature, power saving, life expectancy up to 50,000 hours, no infrared Secondary pollution, etc., are also suitable for protecting books and cultural relics in libraries and other buildings; LED's greatest feature is the ease of dimming, which can adjust the light intensity and color temperature according to changes in the surrounding environment." Jun Jun said, "Like tunnels and street lights, When there are few vehicles at night, LED lighting can regulate the light source. This can also be used for indoor lighting, people come to the lights to brighten, the light is automatically dimmed after people go.†At present, some Japanese companies have already done this. a little.
It can be seen that LED lighting has a wide range of applications and is easily accepted as a low-carbon, energy-saving lighting. However, for many domestic enterprises that have just started, it may not be as wonderful to see. On the one hand, industry standards still need to be established; on the other hand, foreign enterprise giants are intervening; in order to obtain a certain market share, from the patent, industrial chain It will obviously take longer to gain an advantage.
“The blue and green light of the Water Cube wanted to use domestic chips at the time. We also did a lot of research and experimentation, but in the end we did not dare to use it. In the current application market, 80% of the chips are still imported.â€
At the seminar, Deputy Secretary-General Jun Jun also revealed that in the “Twelfth Five-Year Plan†industry planning, “LED standards and testing will be a key point, followed by doing a 'hard and soft' and 'one on another'. Hard-fingered localization of core equipment and key equipment, and a soft referent for talent reserve;one refers to the upstream intellectual property, the latter refers to piloting and demonstration of downstream lighting, and achieves full localization in the 13th Five-Year Plan. ".
“Like Philips, it was originally invested in Hewlett-Packard. Now it is acquiring SK. It is in the upstream and downstream industries of the acquisition industry. It is trying to open up these industrial chains. Also like GREEN, it was originally a chip company. Now it is also acquiring Huagang Steel. The LF chip companies are also integrating the industry. These large multinational companies are trying their best to open up the industrial chain and technology chain.†Jun Jun said that there is still much work to be done for Chinese companies in the integration of the industry chain. .
On the other hand, cross-industry restructuring is also intensifying. "Because LED belongs to the branch of semiconductor optoelectronics, but now many giants of the semiconductor industry have begun to enter the LED market, such as Taiwan's Niandian and other large companies. Many electronic manufacturers have also begun to intervene, like Japan, it is obvious, such as before Panasonic did lighting Everyone knows that Sharp didn't do it before, but since last year, Sharp began to intervene, especially its light bulbs have greatly promoted the market." Jun Jun said that the rapid development of industrialization, LED prices have dropped quickly, " In Japan, it started at 10,000 yen, and then it dropped to 3,000 yen. Now it is less than 2,000 yen and it is more than 100 yuan.†In South Korea, companies such as Samsung are also strongly entering the industry.
"From the perspective of the current state of development of domestic enterprises, the current situation is mainly a decentralized situation and a small enterprise share, but more and more companies are entering this field." The status quo is not optimistic, but in the past few years, the localization of LED has achieved certain Progressively, "On the grand anniversary of the 60th anniversary of the founding of New China, two of the four large screens in Tiananmen Square have already been made in China." And some companies have also begun to actively explore with international companies in this process. Technical cooperation, such as Shenzhen Zhongming Semiconductor and Osram and other companies have conducted technical cooperation; while some traditional enterprises in the western development, LED has also become an important direction.
“From the industrial upstream, we have many problems and few patented products; at present, many large companies have begun to pay attention to the downstream applications of patents, which will be a direction of development, domestic enterprises in the patent applications in recent years, the growth rate is very fast "There is a certain foundation for the manufacture of machinery for domestic enterprises, but there is still much room for technological upgrading. “In the downstream industry chain, the Olympic Games and the Expo have brought a good boost to the application market, but they have yet to be more widely developed in television, landscape, automotive, and tunnels.â€
Jun Jun said that traditional companies should use the sales channels to do a good job of connecting with LED companies, and in the downstream, companies should segment the market and make good products and specialty products.
At present, the output value of the LED industry is 80 billion yuan, and more and more traditional enterprises are turning to the LED market under the prospect of solid-state lighting as a light source gradually replacing traditional lighting within 5 to 10 years.