Avoid product homogenization LED industry bottleneck breakthrough analysis
At the 7th China International Semiconductor Lighting Exhibition and Forum, Li Xinghua, director of the Science and Technology Department of Guangdong Province, revealed a set of data. Last year, the output value of LED in Guangdong was 39 billion yuan, accounting for 50% of the country. In the first half of this year, it was over 350. 100 million yuan, an increase of 80% year-on-year, it is expected that the output value of Guangdong LED will exceed 80 billion yuan this year.
It is gratifying that the output value of LED has doubled in successive years. However, how much profit has the company been behind the output value? Tang Guoqing, director of the Semiconductor Lighting Professional Committee of China Lighting Association, said that the core technology and manufacturing companies such as epitaxial wafers and chips occupy the entire chain. 70% of the profits, and this part of the company is mainly based on foreign companies.
Faced with this problem, for Foshan, which has LED as the leading development industry in the future, this is a core issue that has to be faced. If this problem is not solved, the industrial development will be bigger and the industrial chain will be more complete. After all, it will only be able to linger on the periphery of the LED, and it will not be able to grab huge profits.
Of course, this is not only a problem faced by Foshan Nanhai, but also a problem that the Pearl River Delta and even many domestic enterprises that are flooding into LEDs and local governments should think together. In this process, whoever first realizes and breaks through this predicament is likely to preempt.
Li Jinxi, dean of the Institute of Semiconductors of the Chinese Academy of Sciences, said that among the products displayed at the exhibition, there are too many homogenizations and too few innovative products. Obviously, this is an urgent problem to be solved in the development of the domestic LED industry, and it is also the opportunity of the industry.
Every industry needs a process to be accepted by the market. The development trajectory of LED can also be roughly divided into the alternative acceptance stage, the utility model stage and the final intelligent popularization stage. At present, the country is still generally in the stage of substitution and acceptance, while some countries in Europe and America have already reached the stage of utility model.
The rapid growth of the market and the demand will inevitably drive the development of this technology. Although the core technology of LED chips is basically concentrated in the hands of several foreign giants, we are already delighted to see that companies such as Zhaoxin have begun to break through barriers. It is foreseeable that when LED products are gradually popularized, technological monopoly will be Breaking, and more profits will be among the vast practical products.
For Foshan and Nanhai, in addition to the need to start regional brands and improve the industrial chain, we must pay attention to product innovation, avoid homogenization of products flooding the market, some companies with innovative design concepts, testing centers, industry standards and professional Talents must be predictive.
One advantage is that the National Semiconductor Lighting Engineering R&D and Industry Alliance (CSA) has already entered the new light source industry base in Guangdong Province in Luohai, Nanhai. How to use the resources of the alliance and combine the local advantages, is also the Foshan Nanhai can be in the domestic LED A trump card to win under the tide.
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