Urgent need to expand the core technology LED industry chain

In the concept of energy saving and low-carbon economy, driven, LED has become a hot industry, attracting investors keen sense of smell thermal sought after. A study by Goldman Sachs noted that the global LED market from 2008 to 2010 compound annual growth rate estimated at 18%.
LED industry chain blowout loss
As the world watched a new generation of green light, LED with its high brightness, low heat, long life, etc., is known as the most development in the 21st century green lighting. At present, semiconductor LED lighting has been included in the long-term technology development plan, has now been formed wafer production, chip preparation, package integration, LED application industry chain.
Driven by the favorable policies, the domestic LED industry trend to the rapid development of blowout. According to statistics, in 2009, China's LED lighting industry, the upstream companies, nearly 60, middle device package has more than 1,000 enterprises, more than 2,000 enterprises downstream applications, employed more than 80 million people. 2009 on the lower semiconductor lighting industrial output value of 827 billion.
LED Industrial Engineering Research Institute report shows, and now, LED lighting as LED backlight has gone beyond the fastest growing market applications. By 2015, LED lighting market in the domestic output value of penetration will reach 1 / 4.
At the same time, many institutional investors are also optimistic about the bright future of the LED industry. "Just like the film instead of digital products, LED lights will replace the traditional incandescent incredible speed." Shenan Beijing Investment Group Chairman Zhuangshen An said, "attracted by the market, many companies want to place. At present the South many system pharmaceutical companies, wineries are doing LED lighting. "
As of the end of 2009, China had more than 3000 LED Enterprises, of which only the annual output value of 140 million. However, in 140 enterprises, no one company's products with annual sales exceeding 10 billion yuan, more than 500 million yuan of only a few companies, most of the 100 million -2 billion. Can be seen, although the large number of LED business, but the scale is generally small.
In addition to a smaller scale, the current domestic LED industry chain is not complete, the key missing link is often the face of Germany, Japan, the U.S. patent issues, domestic enterprises had to detour LED, a different approach.
At present, the development of optoelectronic companies mainly in the downstream areas of application, in the upper and middle reaches of the R & D investment is relatively small. This is mainly due to large foreign companies and Taiwan companies have a monopoly of some most LED core technology, domestic enterprises can only be turned to low-tech downstream applications.
Despite the lack of core technologies such high expectations, but at this stage, the blind development of LED lighting industry in China reveals a lack of core technologies, lack of innovation, market disorderly competition and other issues. One side is the rapid development of LED industry, while technology and equipment is inadequate. This is the current development of LED industry.
An industry analyst said, "from Japan, the United States, Europe and representatives of five international players the highest level of today's LED, has a significant impact on the industry. This influence is not reflected in the products and income, is more important is technology monopoly, more than 50% of the core patents are held by the hands of the top five vendors. "
Currently, LED wafer production technology mainly uses metal organic chemical vapor deposition (MOCVD) method, while the MOCVD equipment mainly by two oligarchs - AIXTRON companies in Germany and the United States VEECO monopoly. Data indicated that the two companies combined market share of more than 92%. And, United States and Europe hold the upper wafer and chip manufacturing sectors of the core technology from the United States, Japan and Europe LED industry chain enterprises have 85% -90% of area original patent.
Related survey, the package is our main area of ​​research and development and application of patent applications accounted for 39% of total, and in the extension of the upstream and chip industry, the research and production in China started late, have fewer patents.
Feng-Yi Jiang, Vice President of Nanchang University, said: "In terms of overall level, China and the world-class gap is still about two years."
Strengthening R & D-patent
Under the pressure of market competition, LED industry in order to truly break through the bottleneck in the market to grasp the right to speak, we must have a strong technological advantages, and have their own independent intellectual property rights and core technologies to be able to have development potential. Meanwhile the case of funds to focus on new product development, patent applications and to establish and perfect quality system, and seize every opportunity to seize the market to adjust the company's market and product positioning, highlighting your advantage, with other upstream and downstream enterprises to establish a strategic alliance to jointly develop and expand markets.
TCL Group Co., Ltd. develops and licenses proprietary intellectual property licensing center Minister Wang Huajun, said: "In the face of foreign companies 'eyeing', domestic enterprises should train hard 'internal strength', increase innovation, focusing on research and development can be widely accepted and recognized by the new technology, and on this basis, with foreign companies on licensing and cooperation. "
For patent research and development, Development Research Center of State Intellectual Property Office said Mao Jinsheng, director, "you can digest and absorb foreign advanced technology, based on strengthening imitative innovation, the core of the patent by competitors to improve and enhance its technical effect, improved application patent, which is to avoid the risk of patent infringement is an effective way. "
In addition, enterprises and research institutions to strengthen research cooperation is also to promote the rapid development of China's LED industry, an effective way. Mao Jinsheng, said some domestic institutions has a research and development capabilities, and some companies will have a strong manufacturing capacity, enterprises and between enterprises and research institutions to strengthen the cooperation between the awareness of scientific research institutions to promote innovation to business transfer, efforts to foster a number of innovative intellectual property rights "leading" companies.