The global financial crisis has had a negative impact on China's LED industry, especially the export of solar LED and decorative lighting products. At the end of 2008, the industry fell once and formed a comprehensive winter scenario. However, since the Spring Festival of 2009, China's LED industry has been independent of many other industries that continue to be depressed, and has gone out of the trend. In Guangdong Province, where the LED industry is the most concentrated in China, many LED-related enterprises have continually ordered orders, production capacity has recovered rapidly, production levels have basically recovered to the level of early 2008, and a large number of recruitments have begun. In the face of this industrial crisis under the financial crisis, is it a short-lived winter, or the industry's inevitable long-term development after experiencing short-term difficulties? In this regard, the author believes that the analysis can be carried out from the following four levels, and the LED industry in China will be The conclusion of long-term development.
First, the huge market potential is a powerful driving force for the continuous development of China's LED industry.
China's lighting upgrades are large and wide
China is a major producer and exporter of lighting appliances in the world, and a major consumer. In 2007, the sales volume was 200 billion yuan, and the export volume was 13 billion US dollars, accounting for about 12% of the global market. In China alone, the annual sales of incandescent lamps has reached 2 billion. The proportion of incandescent lamps used by small and medium-sized cities is more than 50%, and the proportion of incandescent lamps in rural areas is even greater. Under the national policy of energy conservation and environmental protection in China and the promotion of local energy-consuming lighting equipment, it is a big trend to upgrade or eliminate existing lighting equipment that is backward energy-consuming. Some institutions predict that the average annual growth rate of the domestic energy-saving lighting industry will reach 27% in the next five years. According to the statistics and forecast of the National Semiconductor Lighting Engineering R&D and Industry Alliance, by 2010, China's LED market in the general lighting field will be large. It will be more than 12 billion.
Various applications are in the ascendant
At present, the more mature application areas of domestic LEDs are architectural landscapes, large-screen displays, traffic lights, digital display and indicator lights for home appliances, automotive lights, special lighting, mobile phones, digital cameras, small and medium-sized backlights for computers and televisions. According to the distribution statistics of LED products in the above major application fields in 2008, the architectural landscape is still the largest application field of LED in China; LED display and home appliance display account for 27% of the market share, becoming the second LED in China. Large application areas; small and medium-sized backlights such as mobile phones and computer notebooks account for 22% of the market share, becoming the third largest category of applications. Other market share such as traffic lights, car lights, special lighting and other applications are also developing steadily. These emerging applications have created a good market space for the development of the LED industry.
It is estimated that in 2010, the overall scale of China's semiconductor lighting market will reach 100 billion yuan. The compound annual growth rate from 2010 to 2015 is expected to reach 40%. In 2015, the industry scale will reach more than 500 billion yuan.
National infrastructure to further expand bulk demand
In the face of the financial crisis, under the macro-control policies of the country to expand domestic demand and promote growth, China will accelerate the construction of affordable housing projects, accelerate the construction of rural infrastructure, accelerate the construction of major infrastructure such as railways, highways and airports, and accelerate the earthquake-stricken areas. After the disaster reconstruction, the scale of investment will be greatly improved. According to the information released at the press conference held on the morning of the 6th meeting of the Second Session of the 11th National People's Congress, rural people's livelihood projects based on water, electricity, roads, gas and houses will invest 370 billion yuan; railways, highways, and machinery. The infrastructure construction, such as water conservancy and other projects, will invest about 1.5 trillion yuan; energy conservation and emission reduction, ecological engineering will invest 210 billion yuan; restructuring and technological transformation will invest about 370 billion yuan; and disaster recovery and reconstruction investment in the disaster area will be 100 billion. These huge investment and construction measures will definitely increase the demand for various LED applications including display, special lighting, general lighting, and landscape lighting.
Second, the broad space for technological development is the best opportunity for China's LED industry from large to strong
There is still a lot of room for improvement in light efficiency.
The GaN material of the semiconductor lighting core is considered to be a material that has been developed for a century. There is still great potential for development. At present, the highest efficiency index of the light-efficiency laboratory achieved by the device is only 161 lumens/watt, and the industrialization level is 90- 100 lumens / watt, and experts predict that the indicator of 300 lumens / watt and the theoretical value of 400 lumens / watt is still a big gap, industrial development is far from reaching the maturity of technology, there is still much room for improvement in light efficiency.
There are still new breakthroughs in the technical route.
LED industry chain is long, from upstream substrate materials, epitaxial growth and chip preparation, to midstream chip packaging, each industry chain has some mature technical routes, but for the technical point of the entire industry development, from the light From theory, material system, device structure to application range, it is possible to find new methods and even new technological routes. A typical example is the silicon-based light-emitting diode developed by Professor Jiang Fengyi of Nanchang University, which broke the monopoly of LED core technology in developed countries such as Japan and the United States, and opened up a major breakthrough in China's technological innovation and LED industry technology.
New application areas have yet to be developed
With the advancement of semiconductor lighting technology in China, hundreds of LED application products have been formed in three categories: indication, signal and display, backlight and illumination. At present, the more mature application areas in China include indicator lights, traffic lights, large-screen displays, backlights for small-sized digital products such as mobile phones, flashlights, miners' lights, stage lights, solar LED lawn lights, micro projector lights, architectural landscapes, etc. application. In addition, new application directions have emerged. Applications such as aerospace, medical, and agricultural fields are just beginning to sprout at home and abroad, and research and development are still to be continued.
Third, the resource advantage provides a solid foundation for the long-term development of China's LED industry
China's basic raw material resources are very rich
China has abundant non-ferrous metal resources, and gallium and indium are abundant in reserves, accounting for 80% of the world's reserves. In addition, China also has extremely rich silicon resources, and only the proven reserves in Jiangxi Province have reached more than 200 million tons. All these rich mineral resources provide a very stable raw material base for the development of China's LED industry.
China's labor force is very rich in human resources
Since the epitaxial chip link upstream of the LED industry is technology-intensive, and the middle and lower-end packaging and application links are typically labor-intensive, the development of the entire industry requires not only a large number of technical talents, but also many high-quality products. labor force. China is the most populous country in the world. At present, the per capita education period of Chinese citizens has reached 8.5 years. The average number of years of education for newly-added labor has increased to more than 10 years, and China’s annual university graduates reach 6 million. China has already grown from a populous country. Transformed into a human resource country. Therefore, both the ordinary labor force and the high-tech talents required for the development of the LED industry have sufficient sources and guarantees.
Fourth, policy, government support to create a good development environment for the development of China's LED industry
The development of LED industry has become one of the manifestations of China's national will
As a new generation of revolutionary lighting technology, semiconductor lighting has received strong support from governments at all levels due to its energy-saving and environmental protection advantages. The state and various cities have introduced policies to support the development of the semiconductor lighting industry. The application of semiconductor lighting has been closely linked with national strategic goals such as energy conservation, environmental protection and environmental protection. Promoting the development of semiconductor lighting industry has become the national will, especially in the industrial revitalization plan implemented in China for the global financial crisis. As one of the key areas for upgrading traditional industries and nurturing emerging industries, this provides an excellent opportunity for the development of the semiconductor lighting industry.
Adequate private capital provides the LED industry with a sustainable development of funds
With the development of reform and opening up for 30 years, China's economy has made remarkable achievements. The total amount has jumped to the fourth place in the world, and the total import and export volume ranks third in the world. China's economic strength has made the world look impressive. At the same time, a large amount of private capital has also been reserved. Because the LED industry has the characteristics of low investment threshold and low investment risk, it can increase employment. It is one of the few high-tech industries that are suitable for private capital intervention. Therefore, it is valued by venture capital, various funds and capital markets. The involvement and attention to the industry has laid the foundation for the LED industry's future development.
V. Conclusion
Through the above analysis, it can be seen that the rise of China's LED industry in the financial crisis is not only an accidental phenomenon, but the inevitable result of the long-term development of China's LED industry. Of course, the road to the development of China's LED industry will not be smooth sailing. There will be many difficulties and twists and turns in the development process. However, as long as we can see the long-term main line of industrial development and can unify the efforts of the whole industry, it will definitely Welcome a more beautiful industry spring.
2008 French solar equipment market rapidly expanded 2009-04-15
Shi Dacheng, the father of Taiwan Optoelectronics: optimistic about cross-strait cooperation 2009-04-15
Diligence on the development of optoelectronics: turning creativity into competitiveness 2009-04-15
09 lighting enterprises new trends: return to the domestic flagship design 2009-04-15
1
Electric Foot Warmer,Electric Heated Foot Warmers,USB Heated Foot Warmers,Office Electric Foot Warmer
Ningbo Sinco Industrial & Trading Co., Ltd. , https://www.newsinco.com