Although the IT industry and the semiconductor industry were affected by the global economic downturn last year, China's LED industry (including substrates, epitaxy, chips, and packaging) achieved an output value of 22.02 billion yuan, an increase of 12.6% over the previous year. Growth.
From the perspective of industrial structure, last year's LED packaging industry accounted for 87.6% of the output value, but the government and venture capital also injected funds into the upstream extension, LED upstream manufacturing capacity to expand production capacity, continued to maintain rapid development, in the industry The proportion in China has also gradually increased. In 2009, China's LED epitaxial industry reached 700 million yuan, accounting for 3.2% of the overall industry; the chip industry reached 1.93 billion yuan, accounting for 8.8% of the overall industry. The substrate industry is limited by technical reasons, and the industry is developing slowly.
In the process of industrial investment in the near future, in addition to local enterprises, foreign-funded enterprises also showed an upward trend in investment. In the early stage, considering the many factors such as technology loss, industry support, and market demand, foreign-funded enterprises are more cautious about investing in mainland China, especially for upstream extension and chip links. Foreign-funded enterprises will hardly invest in China. However, with the gradual maturity of various factors, in recent years, some enterprises have begun to transfer the production of upstream links to the mainland. For example, Taiwan’s Dingyuan Optoelectronics invested in Yuanmao Optoelectronics, which is mainly based on chip production in Wuhan. In 2009, another A Taiwanese company, Yuanyuan Optoelectronics, also officially laid the foundation for the LED production base invested in Shandong Weihai. In the same year, Cree also announced the establishment of a chip production line in Huizhou. The Japanese company Nichia also plans to establish a production plant in China to expand its product line coverage. range. With the continuous presence of these foreign-funded enterprises, the development of China's LED industry will be further improved.
In recent years, the mainland's major extension and chip manufacturers have continuously expanded their production scale. In addition to the original Xiamen production base, Xiamen Sanan is also establishing a new LED industry base in Tianjin; Hangzhou Silan Mingxin is also expanding its epitaxial wafer and chip production capacity, and gradually increasing its self-supply ratio of epitaxial wafers; Jiangxi Jingneng Optoelectronics Co., Ltd. Relying on the technical support of Nanchang University has also achieved rapid development in recent years. At this stage, the development of China's LED industry is gradually getting rid of the mode of packaging and application as the main body of development in the middle and lower reaches, and presents a gratifying trend of simultaneous development of upstream and downstream industries. (Editor's note: to get rid of the downstream packaging, application-based development model, and tend to speed up the upstream construction, in the long run, this move has a certain significance, but it should not be an excuse for the Chinese LED industry is high and high. The chip production keeps up. The cost is down; if the application is not good, it still gives people a handle. After all, the application is closest to the end market, and the LED industry will mature to the maturity stage, and the value chain of the entire industry will change. Readers can read this article: "Module development illuminates the future LED industry chain")
The following points relate to the direction of future industrial development, and these favorable factors can play a finishing role:
â—† The product cost performance is increasing year by year, the production cost is decreasing at a rate of 30% per year, and the LED replacement cycle is shortening;
â—† LED backlights move from small to small sizes, and market demand continues to increase substantially;
â—† There has been a new trend in the global LED industry transfer, from Japan, the United States, Europe and even Taiwan, South Korea gradually turned to mainland China and Malaysia;
â—† Carbon emission reduction is a topic of the world, and the government must support the LED industry.
According to CCID Consulting's forecast, the LED industry will reach 24.63 billion yuan in 2010, with a growth rate of 11.8%. The growth rate of China's LED industry in the next three years will be more than 10%; in epitaxy, chip production scale and MOCVD equipment. There will be a breakthrough in the area of ​​autonomous production soon.
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