Why do Chinese LED chip companies compete for the upper reaches (on)

At present, domestic power-type lighting-grade LED chip products have made great progress in terms of light efficiency, life and reliability, and developed a series of key process technologies such as graphic substrate, transparent electrode and omnidirectional mirror. In terms of industrialization, domestic manufacturers represented by Sanan Optoelectronics broke through the technical barrier of 100 lm/W and successfully completed the objectives of the "863 Program". Domestic chips are expected to gradually infiltrate and eventually replace imported chips in the current “Ten Cities and Ten Thousand” pilot demonstration projects, large-size LCD backlights and indoor general lighting applications with superior performance and competitive price advantages.

In 2009, the yield of China's chip countries reached 52%, and the output value increased by 25% compared with 2008, reaching 2.3 billion yuan; the output value of LED packaging was 20.4 billion yuan; after the impact of the financial crisis, the application of semiconductor lighting increased by more than 30%. It has reached 60 billion yuan. In 2009, the total scale of China's LED industry totaled 82.7 billion yuan. From the analysis of the industrial environment, the major events affecting the industrial environment at home and abroad continued in 2009, and the connection between semiconductor lighting and the social and economic development of the world today is increasingly close, and opportunities and challenges coexist. From the perspective of the industry itself, domestic and foreign technologies continue to break through, new The application has developed rapidly, and relevant support policies have been gradually introduced. Industrial competition has seen new forms in technology, market and products. From the perspective of industrial development trends, the development opportunities of China's semiconductor lighting industry are obviously greater than the challenges, the overall industrial environment and industry. The competition is further improved and the prospects for industrial development are more clear.

In the development process of China's LED chip industry, early products are mainly based on ordinary brightness, and only a few manufacturers such as Nanchang Xinlei. After entering 2003, several chip manufacturers represented by Xiamen Sanan and Dalian Lumei were established. In response to the demand of the chip market, these manufacturers have focused their products on high-brightness chips, which directly led to the rapid growth of China's high-brightness chip production. For a time, China set off a climax of the development of the LED chip industry, and high-brightness chips have become the main driving force for the development of China's LED chip industry. In 2006, the output of China's LED chips was 30.93 billion, with an output value of 1.19 billion yuan. For high-brightness chips, it has been a high-speed development stage since 2003. In particular, with the release of the production capacity of a number of high-brightness chip manufacturers such as Xiamen Sanan and Dalian Lumei, domestic high-brightness chip production has experienced a blowout growth, after experiencing a rapid growth period of 100% output growth in 2003-2005. In 2006, the output of high-brightness chips continued to maintain a growth rate of 100%, with a growth rate of 101,4% and a growth rate of 45%.

Domestic LED chips are "latent"

According to the LED industry research institute LEDinside statistics until August 2009, there are 62 LED chip manufacturers in mainland China, which has shown rapid growth in recent years. 1999 was the beginning of the rapid development of China's LED chip companies. In 1998, there were only three related companies in China. In 1999, there were 6 more, and from 1999 to 2009, 2-7 companies entered the LED chip industry every year. .

In the seven years from 1999 to 2009, there were six or more new LED chip companies each year. Low Valley In 2002, only two companies entered the LED chip industry. The highest peak In 2009, only 7 companies entered the LED chip industry from January to August. The number of chip manufacturers increased from 3 in 1998 to 62 in August 2009.

Although enterprises entered the LED chip industry before 2000, the actual mass production of LED chip companies was after 2000. The enterprises established after 2007 have a large general investment quota and planned production capacity. Many of them are still in the construction period, and will be put into production in the next few years. After the release of their production capacity, the output of LED chips in mainland China will increase significantly. LED production capacity can be found in LEDinside related LED chip capacity research report.

By August 2009, 15 provinces/municipalities in mainland China had entered the LED chip industry. The number of enterprises in Guangdong and Fujian was significantly ahead of other regions. 10 in Guangdong accounted for 16.1%, and 8 in Fujian accounted for 12.9%. 7 countries In the provinces/municipalities where the semiconductor lighting industrialization base is located, the number of LED chip companies is four or more. A total of 41 LED chip companies in Guangdong, Fujian, Shanghai, Hebei, Jiangsu, Jiangxi, and Liaoning provinces with 7 national semiconductor lighting industrialization bases account for 2/3 of the total number of LED chip companies. Shandong, Hubei, Zhejiang The number of LED chip companies is also more than four.

By August 2009, 31 cities in mainland China had entered the LED chip industry, and the overall distribution from the city was relatively scattered. 7 national semiconductor lighting industrialization bases Xiamen, Shanghai, Shenzhen, Dalian, Shijiazhuang, Nanchang, Yangzhou LED chip companies accounted for a total of 25 accounted for 40%. Other Wuhan, Beijing, Dongguan LED chip companies in the number of 3 or more, also developed good.

Guangdong's 10 LED chip companies are mainly distributed in Shenzhen, Dongguan, Guangzhou and Jiangmen. They are Shenzhen Century Jingyuan, Shenzhen Fangda Guoke, Shenzhen Audelun, Shenzhen Dingyou, Dongguan Fudi, Dongguan Zhoulei, Dongguan Gao. Hui, Guangzhou Puguang, Guangzhou Jingke, Jiangmen Heshan Yinyu Lighting (Zhen Mingli). The number of LED chip companies in Guangdong is the largest in the country, but it does not leave the impression of the LED chip province in the market. It is the development direction to provide more high-quality chips to the market by taking advantage of the many LED packaging application companies in the Pearl River Delta.

Fujian's eight LED chip companies are mainly distributed in Xiamen, Quanzhou and Fuzhou, namely Xiamen Sanan, Xiamen Anmei, Xiamen Mingda, Xiamen Ganzhao, Xiamen Jingyu, Quanzhou Jinglan, Quanzhou Harmony and Fujian Fuike Branch. Fujian is the production base of China's LED chips. Xiamen Sanan, Xiamen Anmei, Xiamen Mingda, Xiamen Ganzhao, and Xiamen Jingyu have all been mass-produced. Fujian Fuike is mainly engaged in packaging in Fuzhou, and its chip factory is located in Beijing. Quanzhou Jinglan and Quanzhou Harmony all plan to invest 550 million US dollars in the LED industry base. Fujian will continue to play a leading role in the field of LED chips.

Typical enterprises in other regions include Nanchang Xinlei, Jiangxi Jingneng, Dalian Lumei, Shanghai Lanbao, Shanghai Dachen, Shanghai Blu-ray, Hebei Huineng, Hebei Lide, Hangzhou Silan Mingxin, Shandong Huaguang, Wuhan Di Source, Wuhan Huacan, etc.

Among the 62 LED chip companies, 29 of them accounted for 46%, 14 of them accounted for 23%, and 19 of them were 31%. A total of 34 foreign and Sino-foreign joint ventures accounted for more than half of the total of 54%. Foreign and Sino-foreign joint ventures In total, there are 7 in Guangdong, 6 in Fujian, 3 in Jiangxi, 3 in Liaoning, and 3 in Jiangsu. The number of LED chip companies related to foreign investment in these five provinces is 3 or more, which is the main province of foreign-invested LED chip companies. It can also be seen that these areas are doing a good job in attracting investment from LED chip companies.

The number of LED chip companies in mainland China has grown to 62 in just a few years. In recent years, the number of companies entering the country has been 6 or more. In the first 8 months of 2009, it has entered 7 new companies, and there will be More companies are entering the LED chip industry. The market is showing a booming scene, indicating that the market is very optimistic about the prospects of the LED industry. The planned production capacity of these 62 LED chip companies is expected to exceed the output of 2008. If all of them are released, China will be the world's leading LED chip production base, but it is necessary for these companies to survive in the market. Breakthrough in quality and how to deal with intellectual property issues is a difficult problem in the future.

There are not many enterprises that are actually mass-produced in 62 LED chip companies in mainland China, and the epitaxial wafers mainly rely on Taiwan, the United States and other regions to import, and LED chip production is also more concentrated in low-power chips. Domestically, Wuhan Diyuan, Guangzhou Jingke, Xi'an Huaxin Lihua and other manufacturers focused on high-power chip production, but from the current situation, high-power chips mainly rely on imports.

At present, the local LED chip companies in mainland China have not exerted their capacity due to problems in technology and equipment. Except for a few of the capacity utilization such as Xiamen Sanan, Wuhan Huacan, Nanchang Xinlei, Dalian Lumei, etc., the capacity utilization rate of most enterprises has not been high. Foreign-funded enterprises are mostly Taiwanese and Hong Kong enterprises. Some enterprises have already mass-produced, and many of them are under construction or expansion. After mass production in the next year or two, they will directly increase the output of LED chips in mainland China. As the industry continues to mature, the actual production capacity of LED chips in mainland China will continue to ferment, and the boom in the LED industry will attract more companies to enter the LED chip industry.

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