Coping with repeated investment LED industry seeks a breakthrough model

"From the current domestic market situation and the number of companies, the LED industry has been the problem of repeated investment." Zheng Haowen, director of the LED Professional Committee of the Chinese high-tech enterprises, expressed concern about the status of the domestic LED industry.

Public data shows that in 2010, the listed company’s LED investment plans exceeded 30 billion yuan. Due to the high cost of LED manufacturing, it is difficult to enter the home lighting market in the short term, and most of them are still used in architectural lighting and engineering lighting. However, as the industry continues to heat up, and the government strongly promotes, the LED investment market is still hot. In the LED investment announced in 2010, 52% of the funds were invested in the application field, and 37% of the funds were invested in the chip field. In 2011, will China's LED industry be able to break away from the shackles of traditional application modes in the past and truly create new applications for LED new light sources, bringing new vitality to the LED industry?

The emergence of LED backlights in new applications for LED new light sources brings LED applications into a new field. The LED backlighting industry is only just starting. According to experts' forecast, the demand for lighting and backlighting LEDs will increase to 21.17 billion and 55.06 billion in 2012 and will increase to 36.87 billion and 55.2 billion in 2013, respectively. It will reach 60.44 billion, 54.2 billion. Demand for LED backlight applications will peak in 2013.

In addition, OLED lighting will also usher in the fourth revolution for the world lighting industry. OLED lighting combines the advantages of LED and traditional fluorescent lighting. It has attracted attention as soon as it comes out. However, no enterprise has achieved mass production so far. This is a good opportunity for investors to step in. "World OLED lighting industry alliance" is being brewed in Nanjing, Guangdong is a step ahead, put forward a grand scale OLED development strategy.

The packaging industry needs to cultivate its own brand as the LED packaging business in the LED industry chain. It plays an important role in the entire industry chain. The supply of chips, including the falling chip prices, will trigger lighting application expectations, and the back-end packaging and application will become even more worthy of attention. However, most of the investors have invested capital in the chip field. At present, there are only a small number of LED packaging companies in the Chinese market, and most of the packaging companies have started to develop and produce LED lighting products.

According to Li Mantie, general manager of Lehman Optoelectronics, LED packaging is an important part of the LED industry. Currently, there are no listed packaging companies in China and there is a huge market space. The encapsulation of intellectual property barriers is small, and the midstream packaging companies are conducive to expansion from upstream to downstream. At the same time, he also pointed out the risks faced by the investment packaging industry: Some LED packaging companies are small in size, and operations are not standardized; some LED packaging companies lack core technologies, technologies, formulations, and low product positioning. Experts suggest that China's LED packaging industry urgently needs to cultivate its own brands in order to break the monopoly of foreign brands in high-end applications. At the same time, it is necessary to increase the R&D investment in the LED packaging technology research field. At present, the gap between China's LED packaging industry and foreign countries is mainly in the brand and R & D investment, and it needs to invest a huge amount of R & D costs to support the world recognized brand.

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