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Analysis of the status quo and trend of semiconductor lighting industry development
As an emerging industry, semiconductor lighting has received widespread attention and attention from all over the world. Governments have been systematically deploying based on the national strategic level. The technological breakthroughs are changing with each passing day, the market scale is expanding, the application fields are expanding, the energy saving and emission reduction effects are remarkable, and the semiconductor lighting industry is welcoming. Come to a new period of opportunity. As an emerging industry, semiconductor lighting has received widespread attention and attention from all over the world. Governments have been systematically deploying based on the national strategic level. The technological breakthroughs are changing with each passing day, the market scale is expanding, the application fields are expanding, the energy saving and emission reduction effects are remarkable, and the semiconductor lighting industry is welcoming. Come to a new period of opportunity. (I) Development status 1. International industry development has entered a new round of growth period Currently, global semiconductor lighting technology is in a period of rapid development. In 2015, the international light-white LED device achieved 168 lm/W, and LED became the lighting field. The mainstream light source devices account for more than 30%; the overall luminous efficacy of LED lamps reaches 108 lm/W, and the application fields are continuously broadened. The application of LEDs in the fields of automobiles and agriculture is expanding year by year, and the industrial scale continues to grow, with an annual growth rate of 20%. Above; market growth is oriented towards application demand, and is transforming from energy saving to smart and diversified; more than half of the sales revenue of some multinational lighting companies comes from LED lighting products; the application of LED lighting products is popular, and energy saving and emission reduction has been Play a significant role, the United States is expected to reach 84% penetration rate of LED lighting market in 2030, lighting power will be reduced by 40%; developed countries have promoted energy-saving policies and standardization work to regulate product manufacturing and market applications, and seize the international standard discourse Right to protect its dominant position in the field of semiconductor lighting and its own interests. 2. China's lighting industry continues to rise. The Chinese government attaches great importance to semiconductor lighting technology innovation and industrial development, and promotes multiple sectors and initiatives. During the 12th Five-Year Plan period, China's semiconductor lighting industry has achieved fruitful results and laid a good foundation for the development of a strong semiconductor power industry. Key technologies form a breakthrough. In 2015, the power-based white LED industrialized light efficiency exceeded 150 lm/W; the power-based silicon substrate LED chip with independent intellectual property rights has an industrial light efficiency of more than 140 lm/W; the deep ultraviolet LED has an emission wavelength of 293 nm, and the output power is 20 mA. Up to 4.8mW; the overall luminous efficacy of LED lamps exceeds 85lm/W (enhanced statement); innovative applications step into the fast lane, new technologies such as intelligent lighting, visible light communication, agricultural lighting, ultraviolet LED, etc. emerge in an endless stream, such as Micro LED, QLED and other hot technologies Research follows the international, and technology convergence has also spawned new applications. The scale of the industry continues to grow. In 2015, the overall scale of China's semiconductor lighting industry reached 424.5 billion yuan, an increase of 21% compared with 2014. The growth rate has slowed down. The average annual growth rate of output during the 12th Five-Year Plan period is still close to 30%. China is a big lighting industry in recent years. LED functional lighting has grown rapidly. In 2015, China's lighting industry sales were about 560 billion yuan, of which LED functional lighting output value reached 155.2 billion yuan, a growth rate of 32.5%, domestic LED lighting products output of about 6 billion, domestic sales of about 28 Billion only, LED lighting products domestic market share of about 32%; LED lighting exports of 12 billion US dollars, an increase of 15%. Standard certification has achieved results. CSA Research pointed out that it has released a number of national standards and industry standards related to semiconductor lighting; actively participated in the standardization work of international organizations; gradually improved its testing capabilities; carried out energy-saving certification and quality certification for semiconductor lighting products; and implemented two energy-saving industry leaders in semiconductor lighting energy-saving industries Institutions; progress in piloting standards for groups such as alliances. The industrial competition pattern was initially determined. The number of listed companies with LED as their main business increased from 2 in 2010 to 25 in 2015. The revenue continued to grow, and the increase in revenue did not increase. M&A integration has become an important trend, and the galaxies group with the leading enterprises as the core has gradually formed. The industry began to shift from the coastal to the central and western regions, and the characteristics of regional development appeared. (II) Facing the situation At present, solving the problem of global ecological environment deterioration and energy shortage has become a major issue facing human society. Green, low-carbon and sustainable have become the key directions of economic and social development of all countries. The energy-saving and environmentally-friendly nature of semiconductor lighting has made it an important target for achieving energy-saving and emission-reduction targets. Under the new normal, China's semiconductor lighting industry has entered a new stage of development, facing new situations and needs, and development challenges and opportunities coexist. 1. Global industry development presents a new pattern With the acceleration of global climate governance, the advancement of technology and the driving of market demand, the global semiconductor lighting industry has entered a new round of rapid growth. Technological breakthroughs far exceed expectations, from the pursuit of light efficiency to the improvement of quality, the hotspots change; the industry shifts from technology-driven to application-driven, cross-disciplinary acceleration, industry frontier extension; application areas broaden, innovative applications will become new growth after the replacement stage Point, innovative applications will become the new growth point and long-term growth momentum after the replacement stage. Semiconductor lighting will enter from the alternative lighting to the era of on-demand lighting and beyond the lighting era; the dominant resources will gradually gather in the industry giants, and the integration direction will gradually gradually merge from the industry. Turning to cross-border integration; enterprises from the pursuit of big and all to focus on small and beautiful, from manufacturing to service integrators, innovation transformation and acceleration accelerate; global industrial structure is adjusting and changing, the original US, Japan, Europe leading, South Korea, The situation of China's catch-up has changed. China has become the world's largest producer, application and exporter of semiconductor lighting products. The global semiconductor lighting industry is changing. 2. China's industrial challenges and opportunities coexist Under the fierce international competition, the development of China's semiconductor lighting industry is still facing challenges. First, the semiconductor lighting industry is still developing rapidly. The market-oriented institutional mechanisms and business models need to be explored, and the systemic nature of policies needs to be strengthened. Second, the original innovation and high-end technology innovation ability is weak, the enterprise-based innovation system has not yet formed, the public R&D platform still needs to be explored, and the independent innovation capability needs to be improved. Third, most of the enterprises are small and medium-sized enterprises. The industrial concentration is not high. The middle and low-end products are mainly manufactured. There is homogenization competition phenomenon, and the structural overcapacity appears. The competition of domestic enterprises is intensified, and the export products are OEM, ODM and other OEMs. Mainly, the international famous brand has not yet been formed, and the national manufacturing brand is in urgent need of establishment. Fourth, the quality, energy efficiency standards and application specifications of semiconductor lighting products have not been systematically established; product specifications are disorderly, quality is uneven; standard specifications are lagging, laboratory test data consistency needs to be improved, some products are not included in the certification system; lack of tracking of standard implementation effects Evaluation and evaluation of lighting effects; lack of effective market quality supervision mechanism, low-quality counterfeit products flooding the market and disrupting the competition order. At the same time, the development of China's semiconductor lighting industry faces important historical opportunities. First, China's energy-saving demand is urgent, and semiconductor lighting is a realistic choice for China to achieve its green development goals. Second, the semiconductor lighting industry is a typical technology and labor-intensive industry. It has strong industrial relevance and is an important entry point for the implementation of national strategies such as the Belt and Road Initiative and China Manufacturing 2025. Third, the growth rate of China's semiconductor lighting industry has shifted from ultra-high speed to medium-speed, and the transformation and upgrading of enterprises has accelerated. Fourth, the integration of semiconductor lighting and other technical fields has continually spawned new applications, which is the perfect embodiment of cross-disciplinary integration. Fifth, the global semiconductor lighting industry is reshaping. China has made breakthroughs in some core technologies, and the huge production capacity formed at the production end will support China's important time window for semiconductor lighting and even the third-generation semiconductor field. initiative. During the 13th Five-Year Plan period, it is the most critical period for the development of China's semiconductor lighting industry. We should seize the opportunity and meet the challenges, so that China's semiconductor lighting industry will be traced and surpassed, and finally become a leader in the semiconductor lighting industry.