In terms of the status quo and expansion has LED industry through acquisitions or after way to solve the cost of trapped, faced with some problems at present stage is ignored. Some senior engineer said LED lighting technology, LED lighting is facing local investment repeat, shortage of core technology, lack of the lighting standards and fund chain tight four big difficult problem. The four major problem, is a domestic lighting giants called four mountain LED lighting on the road.
Repeated local investment industry is the "ripening"
Previously, regardless of national policy tilt, or market their own fire heat, laid the LED lighting is the "favored" status. Including China in October last year to ban incandescent lamp, is almost to the LED will pave the way for its share of the market instead. For a while, to do but I don't talk about the LED lighting, fang Buddha is not just a night back to before liberation, it will back to "medieval" which dark corners. However, both the industry and industry, truly understand the LED people not too much, with repeats ideas, follow the fashion of the potential, appearance also let the LED lighting market boom wrapped in layers of fog and piles of foam.
CEO said Wu Changjiang leishi lighting, LED industry blindly expanding capacity, terminal market demand has not kept pace. According to the research data analysis shows that in 2012 China's semiconductor lighting industry, although the overall growth of 23% on the previous year, but growth is slowing development speed and become a minimum of one year.
LED the market degree of maturity of heated debate, but there are LED application itself has broad prospects and it is not optimistic. As a new generation of green LED light source, the government to the application's strength, but could not "strong twist melon" also in coldly warn us of truth, the popularity of promotion on the subjective intention and objective fact, execution is often two different things. The so-called "days it's going to rain, niang want to get married", it should be at least "free love", and should not be "arranged marriage". To truly achieve universal significance, is to make the market gradually to the LED, the transgression and broken non-artificial the LED with a form of "prompt subscribe" model hard sell to the market and the public.
Core patent lack of industry control out of control
In recent 10 years, with the rapid development of semiconductor lighting market, LED the intellectual property rights become the focus of international semiconductor lighting industry competition. Around the world LED pattern of intellectual property rights, the core of the industry still by Japanese nichia patent company, Toyota company, sharp company, philips lumens companies in the United States and Germany osram and so on five big manufacturers. Although in recent years in mainland China LED patent application quantity sharp growth, filings has exceeded the United States listed 2nd in the world, but our country status in the structure of the global LED intellectual property was not so fundamental improvement. Instead, LED intellectual property rights are becoming the bottleneck restricting the development of LED semiconductor lighting industry in China, caused by the homogeneity of intellectual property rights competition is intensifying, and lack of industry control problem is increasingly serious, trade friction is also increasing risk. Breakthrough foreign enterprises LED patent containment, dissolve the LED industry crisis caused by intellectual property rights, become the key problems of the current LED semiconductor lighting industry development in our country.
And LED patent in our country are mainly concentrated in middle and lower reaches, middle reaches encapsulation, the downstream application of patent accounted for 64% of total application. In relation to the industry key technology link of long-term development, is still a lack of core patents.
Look from the evolution of the global LED patent process, LED to the patent application process of our country falls behind Japan, the United States, missed the early stage of the phase 1 of the patent technology research and development phase and the second phase of the patent technology cultivation incubation stage, and directly enters the application stage of the industrialization of the patent technology. The impact of its is imbalance in the development of LED patent in our country. Look from patent type, LED patent for utility model and appearance design patent in our country is given priority to, FaMingXing patent is low, the domestic LED the practical patent accounted for 59%, patent of appearance design accounted for 15%, and LED a patent for invention accounted for only 26%.
LED patent in our country are mainly concentrated in middle and lower reaches, middle reaches encapsulation, the downstream application of patent accounted for 64% of total application. The LED application filings largest, accounting for 43% of the total patent, LED encapsulation accounted for about 21%, extension and chip accounted for 18% and 18% respectively, substrate accounted for about 1%. Denotation, quantum well at home as well as buffer layer technology patents with foreign gap between the quality and quantity. Chips, the domestic chip shape, surface roughness and substrate stripping and bonding technology patents. Encapsulation, patented technology has developed rapidly in our country, but the base material patents and patent fluorescent material with foreign gap. Especially in relation to the key technology link of industry long-term development, our country is still a lack of core patents, such as blue LED stimulate phosphor hair white light, the substrate graphics technology, the vertical structure of LED chip technology, flip chip packaging technology and pulse width modulation PMW power drive technology, etc.
The lack of unified standard industry faces "premature"
Because most LED products go five-star building materials wholesale sales channels, the quality department is difficult to control. The quality department to use the general standard of general lighting inspection LED lighting products, it is difficult to filter the LED inferior product.
The products on the market the sham as the genuine, inferior products hurt consumer confidence. While facing hundreds of billions of dollars of huge market and lack of standard, the competition status of chaos, 22 mainland scientific research institutions, listed companies and leading enterprises were established formally signed the LED lighting "standard optical components joint research alliance".
The 22 units including national semiconductor lighting project research and development and industry union, industrial technology research institute, guangdong province, bdo embellish, tyco electronics, etc.
Because of a lack of unified norms and standards, there are many different kinds of LED lighting application products on the market at present, different performance, poor compatibility, brought serious challenges to the industry. And LED lighting standard optical element research alliance, is proposed to solve the LED lighting product intermediary software interface is not unified, swap difficult problems of poor performance.
On the other hand, under the pressure of energy conservation and emissions reduction, the push from national to local LED lighting, China LED lighting industry in 2015 is expected to reach RMB 500 billion. Therefore, all parties in the grab standards. Countries are formulating standard of LED lighting is mainly aimed at light effect and safety of end products.
At present, guangdong enterprises accounts for sixty percent of the national market share LED, LED more than 3000 enterprises in guangdong province, from personnel of course of more than 500000 people. LED street light industry in guangdong province in 2011 output value reached 150 billion yuan, has two years in a row, output this year is expected to reach 200 billion yuan, an increase of 30%.
Capital chain tight "run"
According to incomplete statistics, since July this year, only, in zhongshan and shenzhen have five LED business failures. The collapse of companies and get sucked into the hundreds of suppliers, so as to make the negative impact of outer-plane spread outward.
Latest collapse LeiXingGuang electric (shenzhen) co., LTD. Is an enterprise directly BeiQianKuan drag down. According to reporter understanding, the company was established in April 2010, before the collapse of a $1 million payment has failed to recover, and the upstream suppliers is constantly reminders, lead to capital chain rupture.
Capital chain issue has caused high alert on the part of the Banks. Have publicly reported that recently at a big bank guangdong branch has been an urgent notice subordinate branch agencies, warning the risk of the LED industry. The branch that, with the rapid development of LED industry investment scale, overcapacity situation, systemic risk.
In the LED industry, the relation between debt once a link in a problem, can produce a chain reaction. This chain reaction first performance in May directly down a supplier. The influence of the chain reaction is more than that. For example, a display screen business failures, then its suppliers may be very nervous. In addition to find failed businesses recover payment for goods, the supplier may also find other enterprises or customers will immediately money, causing other companies also appear nervous problem of capital turnover.
This chain itself is relatively tight, once there is a place is broken, the other may also break. When you stress to a certain extent, all have no money to earn, someone will always fall, once someone down, there will be a chain reaction.
LED is a involving upstream chip, middle encapsulation, the downstream application of multiple links such as systems engineering, and now each brand to compete the price, but LED lighting is a means of preemption market opportunities. Along the main road, the LED industry also needs to solve a series of problem such as the lack of standard and build the core competitiveness. Channel after the civil war and price war, the popularity of LED industry should step into everybody long-awaited era.
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