LedRooms

Come when the world is a “post-LED Display” era is to find and cultivate new economic growth point, the strategic development of new industries, new era new round the world to take the strategic high ground of the most important methods. For China, the development of strategic and emerging industries, not only is our focus on the appropriateness of the current crisis is the future, focusing on long-term key strategic decision. Lighting is one of the few semiconductor gradually mastered the core technologies, the market demand prospects, availability of resources, low energy consumption, driven coefficient, employment opportunities, comprehensive benefits and good features of the new strategic industries. It brings not only the history of following the light bulbs, fluorescent lamps, after yet another revolution, and is an important way to conserve energy, the development of low-carbon economy play an increasingly important role.
First, the semiconductor light on saving energy, low-carbon economy is an important contribution to
Currently, LED rope light effect was higher than conventional lighting and display lighting, excellent energy-saving effects, such as traffic lights, lighting, landscape lighting and other special areas of energy efficiency shows over 80%, compared to conventional lighting, functional lighting such as LED Save Street lighting could be more than 30%, tunnel lighting can save 40% to replace LED Tube, lamps and other lamps with conventional halogen lamps can save fluorescent lamps 30% to 50% in 2009 year, the “City of ten thousand ten “pilot demonstration and application projects will be driven by the domestic technological progress much faster (hereinafter referred to as” city of ten thousand and ten “means). Current domestic power type LED chips are in some branch of the street and indoor lighting downlights been applied light on the lighting. The optical design, thermal, propulsion technology integration such as indoor and outdoor lighting luminous efficiency function for more than 80 lm / W. According to the 21 pilot cities in the preliminary statistics, as in the past more than 500,000 street lights, tunnel lighting, solar LED street lamps, LED Display fluorescent lamp, downlights, spotlights, stage lighting and other products are demo applications, more than 100 million kWh of electricity. In addition, the demonstration project by the Olympics, Shanghai World Expo and Guangzhou Asian Games will also be in the use of LED lighting landscape, interior lighting and some roads have also LED Lighting and application of semiconductor light sources are.
It is estimated that the light output 75lm / W LED lamp life-cycle energy consumption (240 kWh) is significantly lower than the incandescent lamp (1505 kWh), under the compact fluorescent lamps (327 kWh), energy consumption has been the availability of resources and low. Meanwhile, LED is not fluorescent, energy saving lamps and existing LCD TVs, LCD backlight with cold cathode fluorescent lamp (CCFL) mercury problem, you can significantly reduce the environmental impact of waste lamps and LED lamps with low voltage DC power supply, no infrared, ultraviolet radiation is really green and healthy lighting.
2009 a total of 3.6506 trillion kWh of electricity, lighting, electricity about 4300 billion kWh is 12% of total electricity consumption accounts for 5.9% of energy consumption, and 5% annual growth of 10%. predict according to our experts, that by the year 2015 600 billion kWh to achieve power for lighting (annual increase of 3% ~ 5%), LED indicators light output reaches 120lm / W, LED lighting, with 20% of the lighting market of each year 100 billion kWh of electricity conservation can CO2, SO2, NOx, dust emission to reduce 1.5 million tons, 100 million kilowatts can be slightly reduced Build 21 Power Plants to 30% of the new power plant (2015 expected to reach 100 kilowatts of power for about 63 add). Expected in 2020 will reach 720 billion kWh of electricity for lighting, LED lamp light output will reach 150lm / W, 50% in the lighting market, the annual saving 340 billion kWh, 100 million kilowatts can be little build 73 power plants that need by saving lighting no additional power plants in China.
Second, China’s semiconductor lighting industry entered a rapid development of the increase
Since the launch of semiconductor lighting project in 2003, the Ministry of Science and the scientific and technological plans, 863 plans in the field of new materials for semiconductor lighting technology innovation and industrialization of China’s semiconductor lighting industry and technology has made considerable progress support, initially formed from the upstream materials, preparation of the middle reaches of the chip in the device packaging and subsequent integration of comprehensive application of the R & D and industrial system, a rapid development.

1, the industry has great breakthroughs in key technologies. Companies as the mainstay of the rapid advances in LED manufacturing technology, the online business industry, the power-type chip package after the light yield achieved complete 80 ~ 100 lm / W power type white LED package reaches the international advanced level . With independent intellectual property rights of power type LED chip packaging of silicon substrate after the light yield 78LM / W, on the international advanced level.

2, beginning in the industry to take shape, to a complete industrial chain, walking in the international forefront of market applications. At the end of 2009, in China more than 3,000 LED business. Among them, the upper reaches of the extension and more than 40 chip manufacturers are packaging companies around 1,000 middle and lower reaches of the enterprise applications 2000th Private companies accounted for 85% of the total number of enterprises in 2009, China’s IC production value by 25% to 2.3 billion and in 2008 the growth rate of 26% was essentially flat. In 2009, China’s LED packaging production value of 20.4 billion yuan, compared with 18.5 billion in 2008 by 10%, production of 94 billion in 2008 increased by 10% to 105.6 billion euros, of which highlight the LED output value reached 18.6 billion accounting for 90% of LED sales. while the structure from the perspective of domestic products and the companies have greatly improved, LED Display rapid growth and high performance lighting packages. In 2009, the output value of China’s semiconductor lighting technique 600 billion yuan. Despite the financial crisis, China’s semiconductor lighting industry in 2009 is still displayed on an industrial scale upward trend contrarian rose to 82.7 billion yuan, up by almost 20%, is expected to reach 1,000 billion yuan in 2010.

LED Lighting industry is seen as most likely to trigger a new industrial revolution in strategic and emerging industries, in the scale of investment in China is seeing a sign of the blind, and even part of the investment overheating. Such factors and enterprises are facing financial bottlenecks superimposed, resulting in most of the emerging industry has shown a grasp core technology is the trend of foreign companies. Investment Advisor in Senior Fellow in China, said He, a new industry can not develop without the support of national policies, see the LED industry, precisely because the prospect of incalculable future, governments in the policy support is not lost each other, but today, China The LED Tube industry has not achieved the desired effect, because it is extremely complex. First, China’s investment environment prone to the government under the guidance of the investment boom, which in photovoltaic, wind power investment can be slightly miniature.

Second, we can compare the development model other countries, U.S. core is “market driven by technological breakthroughs, accelerate the market penetration rate” through the control of core technology, stable market Lirun grip flow, about 获得 80% of industry profits. At this point, the United States and the largest producer of LED Japan’s first coincide, and both are chosen based on technology R & D focus, and this is sorely lacking in the development of an attitude or a point.

Remove the United States and Japan, South Korea is still another major competitor of China, a large domestic market is more consistent with the direction of China and South Korea, it is obvious, South Korea opened up by the whole mobile phone backlight LED’s domestic market, even better than China . According to forecasts, China is the LED Display street light power, if we can use LED lights turn on Led Display‘s sales market is also worth trying, even as an entry point to the semiconductor lighting, to capture a new generation of semiconductor technology, information technology, optoelectronics.

According to the Investment Adviser’s “2010-2015 China’s semiconductor lighting (LED) industry, investment analysis and forecast report” shows that in 2010 to 2015, semiconductor lighting in special lighting applications can be accumulated saving 400 billion degrees. In 2008, the scale of the global shipments of LED lamps 900,000, while in 2010, this figure is expected to exceed 2.3 million, is expected to more than 1% penetration rate.

Investment Advisor in the Research Director Zhang Yan Lin pointed out that the macro-planning simply is not enough, the Korean government at this point, select and banks together, strongly support the formation of large-scale foreign trade enterprise backbone, the core of the entire power industry. In contrast, although local governments in China on a grand scale in the LED industry base campaign, but financial support as well as financing the expansion and obviously stretched, it is difficult for the industry, paving the way for future development, therefore, the current bottleneck of Led Display industry, we also need to address funding .

Led Display illumination of the gap between cost and fluorescent lamps have less than 5 times. 10 times the cost per watt is still commonly used in fluorescent lamps and other light sources and efficient, but because of one-way LED light source characteristics, and detailed product design and high efficiency driver circuit, the illumination of less than 5 times the cost. The illumination corresponds to the number of lumens in a particular area, is the user really care indicators. Costs and cost per watt illumination significance of the differences, LED lights will be more fluorescent lamps, which are about 50% of the energy-saving effect.

Cool white LED lights in the current non-residents already have lighting in the area economy. Estimates take into account the effect that saving LED lights use about 10,000 hours to recover the cost, and product life is already significantly exceed this level. In order to consider the impact of time value, we use a discount rate of 20%, still found in current prices, 10 hours / day, 250 days / year has been the use of occasions, has a positive economic value, which will include most of the non-resident lighting applications.

There is still a huge decline in the cost of space, including light, increase efficiency, economies of scale and industry return to reasonable profits. Chip prices have started, the end of 2011 the cost of LED Tube illumination will fall 30-40% lower than the current, we believe that this price will start after the warm white light, or 4-6 hours / day applications, including most of the non-resident lighting applications , and home lighting in 2012 will start.

November LED lighting demonstration application engineering will change the characteristics of the user’s understanding of LED products, pre-competition and non-regulated market is difficult to identify the user experience of 20,000 hours of long LED life. Demonstration and application projects shortlisted companies are Zhejiang Sunshine (35.51, -0.75, -2.07%) and NVC.

Mass of the LED market, LED lighting involving chip packaging, thermal materials, antireflective optical materials, such as different areas of the drive. About 20% of global electricity consumption is lighting, LED Display will save more than half of the electricity consumption, which is a potential market for LED capacity.

Back-end packaging and application of the 2011 area of more concern, because the chip supply chain, including chip prices, and is expected to trigger lighting applications; LED lamp lighting the entire chip is currently only about 15% of the price, great value-added products After the paragraph in the manufacturing and channel links; and TV backlighting market before the Chinese enterprises is difficult to cut into the different global lighting manufacturing capacity has been concentrated in China, Chinese enterprises will become the dominant force. Focus on country star power (40.80,0.19,0.47%), Zhejiang Sunshine, attention Fu Jing Technology (18.74,0.88,4.93%).

Chip area of focus Hangzhou Silan Microelectronics (23.03, -0.35, -1.50%), Great Wall development (12.78, -0.07, -0.54%). While LED Lighting chip prices in the short term decline, but the lighting needs will ultimately improve the supply and demand pattern. Hangzhou Silan Microelectronics graphics chips less affected by the decline in value, the blue and green chips are first class; the Great Wall of management development for large-scale manufacturing capabilities, in light of the wafer and the support of billion is expected to become the leading vertically integrated manufacturer .