The development status and trend of LED industry at home and abroad
The development status and trend of the LED industry at home and abroad show the following notable characteristics:
1. Major international companies lead the development of the industry and take advantage of technological advantages to occupy the production of high value-added products
International manufacturers such as Nichia and Toyoda Gosei in Japan, Cree, Lumileds, GelCore, and Orsam in Europe represent the highest level of LED and lead the development of the semiconductor lighting product industry. Companies in Japan and the United States take advantage of their innovative advantages in new products and new technologies, and are mainly engaged in the production of the highest value-added products. Among them, Japan almost monopolizes the global high-end blue and green LED market, making it the second largest production area and the largest production value in the world.
2. The global industrial structure presents a monopolistic situation, mainly concentrated in Japan and Taiwan
The semiconductor lighting industry has formed a three-legged industry distribution and competition pattern dominated by the three major regions of Asia, the United States and Europe. The global LED industry is mainly distributed in Japan and Taiwan. The LED output value of Japan in 2005 reached 2.87 billion U.S. dollars, accounting for nearly 50% of the global LED output value; the LED output value of Taiwan (including the production in Taiwan and the mainland branch) reached in 2005 1.2 billion US dollars, accounting for about 21% of the global LED output value ranked second.
3. my country has become an important packaging base. Enterprises at home and abroad have invested to seize the huge domestic market. Since the implementation of the semiconductor lighting project in 2003, my country’s LED industry has entered a period of rapid development, and my country’s downstream packaging has achieved mass production and is becoming an important part of the world. The base of the low-end LED package.
Attracted by the huge manufacturing capacity and market consumption of domestic downstream application products, in addition to actively involved private capital, many investors from Taiwan, Hong Kong, South Korea and Japan have invested in my country, improving the technology level of my country's semiconductor lighting industry At the same time as the industry's international competitiveness, it also intensified the battle for the domestic market.
4. Industrial investment continues to increase, and the pace of cooperation between internationally renowned manufacturers is speeding up to occupy a favorable market position
With the rapid development of the market, major manufacturers in the United States, Japan, and Europe have expanded their production to accelerate their market share. Internationally renowned semiconductor lighting manufacturers such as Nichia and Toyoda Gosei in Japan, Cree and Lumileds in the United States have all increased their investment.
With the intensification of the division of labor and competition in the LED industry, the pace of cooperation among major international manufacturers such as equity investment, agent processing, agency sales, patent cross-licensing, and strategic alliances is accelerating. For example, Japan's Sumitomo Electric became the general sales agent of American Cree in Japan, and Cree and Osram signed a long-term supply agreement. Various signs indicate that the pace of cooperation between international manufacturers is accelerating, and strategic alliances are used to jointly occupy a favorable market position.
Key drivers of industry development:
1. Emerging markets continue to form and continue to promote industrial growth
With the continuous improvement and improvement of LED luminous efficiency and performance, LED has gradually penetrated applications from mature application fields such as indicator lights, mobile phone backlights, display screens, and traffic lights to emerging application markets such as medium and large LCD backlights, automobiles, and lighting. . From the perspective of market development, medium and large-size LCD backlights and LEDs for automotive lights are becoming the fastest growing application market. It is expected that the market for high-brightness LEDs will continue to grow at a rate of 14% in the next few years. The high-brightness LED market will continue to grow in 2009. Reached 7.2 billion US dollars.
2. The pace of technological innovation has been significantly accelerated, promoting the practical process of LED lighting
In the face of huge market opportunities, the world's major companies continue to make breakthroughs in new technologies, and the pace of semiconductor lighting technology innovation is accelerating. Following the launch of 100lm/W20mA white LED products in June 2006, Nichia of Japan developed a 150lm/W white LED for laboratory interior lighting in December 2006; Cree developed a luminous efficiency of 131lm in July 2006 /W20mA white light LED; In early 2007, Lumileds successfully developed a high-power white light LED with a luminous efficiency of 115lm/W350mA and a luminous flux of 136lm. It can be said that the dawn of white light LEDs entering the general lighting field has appeared.
3. Jointly formulate testing and safety standards to regulate and promote the development of the lighting market
LED developed countries such as the United States and Japan have extensively joined forces with relevant industry organizations and manufacturers to jointly negotiate and formulate technical standards for white light LED lighting. The formulation and promulgation of testing standards and safety certification will escort the consumption and use of LEDs. For example, in August 2006, the US Department of Energy and the North American Lighting Engineering (IESNA) jointly formulated industry rules and standards for solid-state lighting technology. These rules will be one of the foundations for bringing the solid-state lighting industry into the "Energy Star" program. The "Energy Star" standard program helps consumers recognize the energy efficiency and high performance of LED lighting products on the market, thereby promoting the use of LED lighting products.
4. Traditional lighting giants take the initiative, and vertical integration accelerates the formation of an LED lighting system
Traditional lighting giants Philips, Osram, GE, etc. are optimistic about the development prospects of LED lighting. They have established LED lighting business companies through external acquisitions or internal cultivation, and have formed an advantage system of vertical integration of LED and lighting technology. With the rapid development of the LED industry in the lighting field, traditional lighting giants also hope to make lighting products more innovative by introducing new light source designs. Therefore, the two fields of LED lighting and traditional lighting are gradually being merged into one, accelerating the formation of a new lighting business model, which is very conducive to the rapid promotion and use of LED lighting.
