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The Vice Minister of Industry and Information Technology, Su Bo, stated at the 3rd Green Industry Conference held recently that he will accelerate the development of energy-saving and environmental protection industries from five aspects, promote the development of green industries, and promote the industrialization of semiconductor lighting as an important part of it. The "LED Industry Development Action Plan (2013-2015)" issued by the Ministry of Industry and Information Technology at the end of 2012 clearly proposes to promote key technological innovation and industrialization in all links of the LED industry chain.
At the 10th China International Semiconductor Lighting Forum that opened recently, Cao Jianlin, Vice Minister of Science and Technology, said that China has developed rapidly in the field of semiconductor lighting in the past ten years and has become one of the global semiconductor lighting research and development and production centers.
Policies boost the rapid development of the LED industry
According to the reporter's understanding, at the end of 2003, my country launched the major project of "Semiconductor Lighting Industrialization Technology Development" of the "Tenth Five-Year Plan" National Science and Technology Research Plan, which brought my country's semiconductor lighting project into a substantive stage of advancement. In the past ten years, driven by the national semiconductor lighting project and a series of favorable policies, China’s LED lighting has made rapid progress in the technical field. It has not only made major breakthroughs in key technologies for the industrialization of power-type white LED chips, but also in the core technologies of major equipment Progressing well. For example, the successful development of 48 production MOCVD prototypes, the production of power LED chips with good indicators; independent research and development of HVPE equipment suitable for nitride growth, using laser lift-off and self-separation technology to obtain high-quality 2-inch self-supporting GaN substrates . The development of some major core equipment with independent intellectual property rights has broken the monopoly of foreign equipment, which has greatly promoted the establishment and development of my country's semiconductor lighting independent intellectual property system.
At the same time, large-scale system integration technology research and major application effects have been remarkable. my country has become the world's largest producer and exporter of LED full-color displays, solar LEDs, landscape lighting and other applications.
Industry insiders admitted that the biggest benefit for the LED industry is industrial policy. Since the release of the "Roadmap to Eliminate Incandescent Lamps", China has gradually banned incandescent lamps and will completely phase out incandescent lamps in 2016. In the next 3-5 years, the state will subsidize the LED industry about 8-10 billion yuan, the terminal price subsidy rate is expected to be 30%-50%, and the total subsidy may be as high as 16-20 billion yuan.
According to relevant calculations, if all the incandescent lamps in use in our country are replaced with energy-saving lamps, it can save 48 billion kilowatt-hours of electricity each year, which is equivalent to reducing carbon dioxide emissions by nearly 48 million tons. If further replaced with LED lighting products, it will bring more The energy-saving effect. Under the increasingly severe situation of energy conservation and emission reduction, the promotion of LED lighting has become an important part of fine energy conservation.
Independent intellectual property rights are weak
The latest report of Winter Green Research in the United States stated that from the beginning of this year to 2019, the LED lighting market will grow at a rate of 45% per year. It is expected to grow from US$4.8 billion in 2012 to US$42 billion in 2019. The report believes that the driving force for growth comes from consumers' greater attention and quality improvement.
According to the relevant person in charge of the Software and Integrated Circuit Promotion Center of the Ministry of Industry and Information Technology, the current global LED industry can be divided into three camps, with Japanese, European and American manufacturers as the first camp, Korean companies as the second camp, and Chinese domestic companies as the third camp.
Some experts told reporters that although my country’s LED lighting market has formed a certain industrial scale, it is also facing insufficient technical support for sustainable development, industrial resources are not concentrated, the development environment urgently needs to be optimized, and the business promotion model needs to be further explored.
"China’s LED packaging equipment, packaging materials, and high-end chips are all dependent on imports. The packaging companies are not large enough, the packaging process research investment is insufficient, and the process level is generally not high. In addition, there are insufficient LED packaging professionals, and the principle, structure design, There are too few people with knowledge of materials, optics and the combination of semiconductors, and this situation seriously restricts the development of the industry." said a person in charge of an LED upstream company.
"China started late in the LED industry, and at the same time it is monopolized by foreign countries on the basis of LED core technology and patents. If we want to continue and develop healthily, we must solve the problem of independent intellectual property rights." The above-mentioned industry insiders explained, "such as white light packaging technology, Key packaging technologies such as power LED packaging and heat dissipation technology are often inconsistent with foreign packaging patents. If large-scale packaging production and large-scale export are required, patent disputes are likely to be encountered."
The strategic opportunity period is approaching
According to the "Semiconductor Lighting Energy-saving Industry Plan" issued by the six national ministries and commissions, during the "Twelfth Five-Year Plan" period, my country's LED chip localization rate will reach over 80%, and silicon-based LED chips have made important breakthroughs. The luminous efficiency of core devices and the quality of application products have reached the international advanced level in the same period; by 2015, all incandescent lamps for general lighting above 60W will be eliminated, the market share will drop below 10%, and the market share of LED functional lighting products will reach 20 The output value of the LED lighting energy-saving industry has increased by about 30% annually, reaching 450 billion yuan in 2015, including 180 billion yuan for LED lighting application products; forming 10-15 companies that master core technologies, have more independent intellectual property rights and well-known brands, Leading enterprise with strong quality competitiveness.
The person in charge of an LED company in Shenzhen told reporters that the next three to five years will be a period of historical opportunity for the upgrading of the lighting industry. The LED industry is expected to end the situation of mud and sand, and a large number of manufacturing companies will be eliminated. LED products will break through the technical and price bottlenecks, and the overall upgrade of the lighting industry is imperative. If this strategic opportunity can be seized, top international LED brands will emerge in China.
“It is necessary for the LED industry to strengthen the construction of the technological innovation chain, explore the research and development of LED industry products and new business models, broaden the application channels, and realize the optimization of the value chain. At present, relevant associations and departments are building platforms to focus on supporting the joint innovation of the industry chain. According to the situation and characteristics of industrial development, we will set up key support projects each year." Insiders disclosed.
The reporter learned from the Ministry of Industry and Information Technology that in order to further promote the development of the LED industry, the Ministry of Industry and Information Technology will also jointly explore financial support policies suitable for the characteristics of the LED industry with the China Development Bank.
