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Special Guest
Fan Yuxi, Chairman of Xiamen Hualian Electronics Co., Ltd.
Guo Yuguo, President of Jiangsu Wenrun Photoelectric Co., Ltd.
Jiang Guozhong, Vice President, Jiangxi Lianchuang Optoelectronics Technology Co., Ltd.
General Manager of Guan Jizhen Beijing Sitong Intelligent Transportation System Integration Co., Ltd.
Tong Tongsheng, Chairman of Hangzhou Zheda Tricolor Instrument Co., Ltd.
Ding Chenglong, Deputy General Manager, Beijing Changdian Zhiyuan Optoelectronics Co., Ltd.
Peng Wanhua, Secretary General, Optoelectronic Devices Branch, China Optical Optoelectronics Industry Association
Lin Xiuhua, Professor, Xiamen University
Fang Zhilie, Professor, Fudan University
In the past two years, the LED industry has calmed down from the semiconductor lighting industry. The development of China's LED industry is becoming more mature and rational, and the LED chip industry has made a breakthrough. Our most advantageous packaging industry is developing well and is entering a period of scale and branding. LED applications are also becoming more rational and practical. How to scientifically develop the LE D industry chain, how to promote development by application, LED application companies, packaging companies, chip suppliers should conduct good communication and cooperation. This newspaper invites industry experts to express their views and pay attention to LED industry chain construction and attention. LED packaging companies grow and promote communication and cooperation between application companies and LED device suppliers.
Lack of self-developed weak support materials
What is the biggest problem that restricts the development of LED packaging companies? Is the chip supply, application disconnected or intellectual property, patents, brands, scales, etc?
Fan Yuxi has many problems restricting the development of LED packaging enterprises, but the most prominent ones, especially in the current situation, I think there are three aspects that need special attention. First, the scale problem: scattered, small and lack of competitive strength, not only restricts the healthy promotion of the market and the effective development of new markets, but also suffers severely in the market possession. Due to the limitation of scale, the ability to invest in technology is extremely poor, which seriously affects the progress of packaging technology. Second, the issue of independent intellectual property rights: We have already shown weaknesses in the operation of the international market, and even blocked. The third is the all-round communication problem between the packaging enterprise and the traditional lighting and application enterprises: including unified understanding, standardization, design, technology, and standards. Faced with the rapid advancement of LED technology, mutual recognition communication between packaging and application industry has become an urgent issue. This is very necessary for China's LED lighting products to truly enter traditional lighting, and to develop healthily and take less detours.
Guo Yuguo was firstly lacking in application-oriented development, weak self-development (universal problems); secondly, lack of strong support from domestic materials, the pressure of unequal competition has not been effectively alleviated (more serious problems faced by some high-end enterprises); Problems such as brands and brands also exist to varying degrees.
Jiang Guozhong China's LED packaging equipment, packaging materials, high-end chips all rely on imports, packaging companies are not large enough, packaging technology research is insufficient, the overall level of technology is not high, coupled with the shortage of LED packaging professionals, the principle of LED, structural design, materials There are too few people who understand the knowledge of optics and semiconductors. This situation seriously restricts the development of the industry. At the same time, the development of the LED packaging industry has also been hampered by foreign patent rights.
It is important to mention several aspects mentioned above. The most important thing at present is the expansion of large-scale application areas. As the scale develops and exports expand, intellectual property will become more and more important. At present, it is not the competition period of various packaging companies, but the mutually reinforcing development period of mutual cooperation, mutual cooperation and expansion of application channels, and expansion of LED application scale.
Peng Wanhua restricts the development of China's LED packaging industry. From the technical point of view: First, the key packaging materials: such as substrate materials, organic rubber (silica gel, epoxy resin), phosphors, etc., its performance needs to be improved. Second, the heat dissipation problem of high-power LED packaging technology has not been completely solved. Third, the package structure should be innovative for different applications. These technical problems need to be continuously improved by technical processes to overcome them. In addition, from the perspective of enterprise development, there are two key issues: First, the high-performance LED chips and power chips required for packaging cannot be purchased (except for some foreign companies), which comprehensively restricts the packaging production of high-end and high-power LED products. . Second, key packaging technologies often contradict foreign packaging patents, such as white light packaging technology, power LED package cooling technology. If you want to scale the package production and export a large amount, you will encounter patent disputes.
Cost and quality are always the key to competition
Some people think that China's LED packaging industry has reached a critical period of becoming bigger and stronger, what kind of development opportunities and challenges does China's LED packaging enterprises face? How to improve the competitiveness of the packaging industry?
Fan Yuxi has been widely concerned about the LED packaging industry in the middle of the development of the LED industry since the start of the semiconductor lighting project, perhaps because the packaging industry directly faces the application market, or perhaps because of the packaging industry and the international The L ED packaging industry has been rapidly developing due to the small gap in levels and the fact that its investment is still not large.
From the perspective of opportunity, it is a macro overall good situation, including the international environment, government policy guidance, awareness, etc. Since this is a well-known reason, it can be no longer commented. Secondly, in view of the characteristics of the packaging industry, due to the rapid advancement of LED epitaxial chip technology, including the rapid maturity of packaging and application technology, and entering the industrialization and driving the rapid development of the application market, this situation enables the packaging industry to develop faster. The most important opportunity factor. With the significant increase in the luminous efficiency of white LEDs, the application fields for high-brightness LEDs and white LEDs can be greatly expanded. At present, not only a series of special applications, military, aviation, landscape, table lamps, flashlights, miner's lamps, etc. are greatly improved, but in the field of updating, LCD backlight display, automotive applications, street lamps and other fields have also entered the practical application stage.
LED packaging industry not only has an excellent market development space, but also has a more healthy development of industrial platform support both domestic and foreign. It is not empty talk to build a first-class international leading domestic and large-scale leading packaging enterprise!
Of course, the challenge is very obvious. Objectively speaking, the technical level of large international companies still has obvious leading advantages, and the restriction of key patents is still a very important and prominent factor. From the government's point of view, compared with foreign countries, the support of major policies is still insufficient. This includes taxation policies, as well as the emphasis on and support for technological innovation, scale improvement, and accelerated scale management. As far as the actual level of development in the country is concerned, there is still a lack of ability to compete with the international level. However, since the launch of the semiconductor lighting project in China, we have recognized the gap and are not afraid of the gap. The Chinese are catching up!
The LED industry generally believes that the gap between the technical level of China's LED packaging industry and the international level is not too large, and it is entirely possible to catch up with the world level. As far as the current situation is concerned, the rapid development of the domestic application market has spurred more international capital to intervene in the Chinese market, how to promote the development of national industry, and to be in an invincible position and gain an advantage in the new round of competition? I personally believe that it is of the utmost importance to strengthen and strengthen the LED packaging industry, which is an important part of the application market. It is crucial to cultivate leading enterprises and large-scale enterprises to seize the opportunities and seize the market. In this regard, it should also attract great attention from the government and the industry. Of course, epitaxial chips, the speed of the new technology route must also accelerate development, otherwise China's LED industry can only be passive water, no roots.
It can be said that in the face of the current development of the actual situation, the LED packaging industry has reached a critical period of becoming stronger and bigger. We are pleased to see that it is the industry consensus to strengthen and expand the packaging industry. At present, the main domestic packaging companies are Foshan Guoxing, Xiamen Hualian, Zhenjiang Wenrun, Guangzhou Hongli, etc., in the National 15th and 11th Five-Year Plan. Under the impetus, a new round of expansionary technological transformation has been completed. Generally, there will be new achievements in 2007, and the scale, technical level and operational capability will be significantly improved. At the same time, in order to truly form a leading enterprise, truly create economies of scale, and create new brands, many domestic key enterprises, including packaging companies, extensions, and chip companies, are also exploring cooperation and expansion in different forms. As far as I know, including horizontal integration, including vertical integration, and even the integration between the L ED industry and the traditional lighting industry, there is room for discussion. In short, the common desire to shape leading enterprises, promote technological progress, and expand the scale of the market. Under the circumstance, the possibility of China's enterprise cooperation and integration is stronger and bigger.
Guo Yuguo is not necessarily necessary for LED packaging companies to pursue big growth. It is fundamental to be strong first. The basis for strengthening is to carefully analyze the market, select and do your own superior products and advantages. As for being big, the timing is not mature, and if you want to rely solely on the cooperation between packaging companies to grow bigger, the possibility is very small. In the future, LED packaging companies will need other strengths to expand or collaborate.
Jiang Guozhong's domestic LED packaging enterprises can only develop their production scale and improve their technical level in order to achieve better development in the intensified market competition. The enterprise has indeed developed into a bigger, stronger, larger-scale and brand-oriented development period. Only by making the package bigger and stronger can we guarantee the market of extension and chip, and promote the development of the extension and chip industry, so that the entire LED industry chain can be better and faster. Restricted by regional interests, investment interests, and management trust, the possibility that domestic enterprises want to become bigger and stronger through cooperation is one of the keys to the healthy development of the LED industry and the true competitiveness in the future. The state should provide necessary policy concessions and financial assistance for the financing, fund raising and investment of existing enterprises, and create an environment for corporate mergers and acquisitions. At the same time, it is necessary to limit small-scale and low-level redundant construction to concentrate resources on existing industrialized enterprises so that they can become bigger and stronger.
Peng Wanhua's scale of LED packaging in China is relatively large, about 40 billion / year, plus foreign companies, more than 50 billion / year. However, there are more packaging companies and smaller scales. It should be said that packaging companies should strengthen cooperation and integrate them to make enterprises bigger and stronger, which is a good time. However, LED packaging products and enterprises currently have the following characteristics: First, packaging companies are mainly low-end products. Secondly, there are too many package types and varieties, and most of them are non-standard package products. Third, the lack of ability to open up foreign markets. Fourth, many small package companies, although small in size, still profitable and have a good life. Due to these characteristics and institutional reasons, it is difficult to integrate LED packaging enterprises to make them bigger and stronger, and to expand the scale of the industry. However, it is necessary to work hard in this direction to integrate and enlarge the LED packaging enterprises. .
Ding Chenglong's LED packaging industry has formed a scale in China, and local enterprises and foreign-funded enterprises have covered almost all varieties of the LED packaging industry. Of course, the scale of production of the varieties is uneven compared with the world's counterparts. The bottleneck is still the ability to develop capital and the world market. Ning’s stereotypes of improper chicken heads have affected the cooperation and asset portfolio of domestic companies.
The opportunities for Guanjizhen LED packaging companies are a good policy environment, strong market demand and broad development space. The challenges are from technological innovation, standardization, intellectual property and economies of scale.
The scale is moderate, and the key is how to be stronger. Being big is one of the conditions for strengthening, not the most important condition, but also the formation of competitive advantage or core competitiveness. The core competitiveness is based on innovation and cooperation, especially the close cooperation between industry, academia and research.
The reduction of the cost of Tongsheng and the improvement of quality are always the key issues to be solved by packaging companies. To solve these two problems, it is necessary to increase the scale of production capacity, strengthen product technology research and development, and increase investment in production equipment and quality assurance equipment.
The application of LED is very wide. It does not mean that all products are done, but it is aimed at the areas that the company is good at and has its own characteristics. It is working hard on the depth of technology and the breadth of scale.
Industrial development is maturing, technological progress is accelerating
What are the new characteristics of China's LED industry development in the past two years? What is the development of LED epitaxial chips, packaging, applications, etc? What new changes are there?
According to the statistics of China Optoelectronics Optoelectronic Devices Branch, Peng Wanhua has seen a significant increase in LED production and sales value in the past two years, especially for high-brightness LED devices with a growth rate of 50% and high-brightness LED chips with a growth rate of over 100%. In the technology, new technologies and new processes have been used to achieve gratifying results. For example, epitaxial growth of GaN on silicon substrates, power LED chips can enter industrialization, solve 1W LED packaging technology problems, improve internal quantum efficiency, external quantum efficiency and packaging. Good results have been achieved in terms of light extraction efficiency and so on. In the past two years, the application and promotion of LED has been carried out in all directions. Almost all the equipments, devices and components of light source and information display, L ED products will enter the test and gradually develop into new LED application products. However, there are still more serious problems. LED high-performance chips and power chips have not yet broken through, relying on imports. At present, domestic LED products are mainly in the middle and low-end, and the scale is biased.
From the current development situation, we pay attention to some new characteristics of the development of the LED industry: First, the development of the LED industry is more mature and rational. Second, whether from the global perspective or from China, the speed of LED technology advancement is faster than expected, and the main indicators seem likely to be realized ahead of schedule. Third, the new maturity of the new technology of GaN-based LED based on silicon substrate in China will enter into mass production, which will have a new impetus to the development of white LED industry. Fourth, the speed of the application market is fast, and the role of the base construction demonstration project is large. The scope of the project has been exceeded, and it has exceeded expectations. It has put forward higher requirements for the scale of the LED packaging industry. Fifth, the intensity of foreign and Chinese Hong Kong and Taiwan capital and private capital's involvement in the LED industry has increased significantly. Sixth, the R&D and industry alliances, the role of LED and related industry associations, and the role of a group of management and technical elites from the whole industry can not be ignored. Seventh, the actual construction of the standard construction, patent construction, and inspection platform construction necessary for the development of the industry has also played a major role.
Guo Yuguo, I am very much in favor of the opening of this topic: In the past two years, the LED industry has calmed down from the sinister semiconductor lighting. The development of China's LED industry is becoming more mature and rational. There is indeed a certain between the phenomena and conclusions in this sentence. contact.
The overheating of semiconductor lighting for a period of time, especially the narrow positioning and understanding of semiconductor lighting, has adversely affected the development of the domestic LED industry. From the perspective of doing market, I have been very disapproving of the ultimate goal of semiconductor lighting and even the LED industry in home lighting (or functional general lighting). Let's talk about the application of LEDs in terms of indications and displays, and do not talk about the independent implementation or attachment to the landscape projects of bridges and parks. We will talk about the application of semiconductor lighting in architecture. In addition to the future general lighting goals, there are: Landscape or decorative lighting outside the building and landscape and decorative lighting inside the building (including the home). The technology in these two markets is more mature, the advantages of LED applications are more obvious, and the market space is not necessarily smaller than general lighting, they neither will nor need to be replaced by LED general lighting.
The prospects for semiconductor lighting are limitless. Among them, LED high-power white light technology, which is the basis of general illumination, is very important. Many of its technical problems require the joint efforts of the industry elite to overcome it. This is also a very valuable technology. But you can't position it as the ultimate technology because it's the hardest.
From the upstream, the investment of newcomers is more rational, and there are few ideas like investing in high-tech industries to get a quick return. The plans and behaviors of early-invested companies in terms of expansion direction, coverage, etc. Mature, generally based on its own base-based strategy based on mature technology, the current cost-effective competitive advantage in some sub-area products has been reflected, this is not only a basis for a stable development of a company, it should be said that the domestic LED upstream industry can continue A foundation for sound development, although the coverage is not enough, at least there are products that we can truly participate in the market competition.
In the packaging and post-application industries, more companies have emerged from the low-end price competition, and have generally improved their market segmentation and established their own differentiated advantages. They have also achieved greater gains in the international market. say.
Jiang Guozhong Generally speaking, China's LED industry pattern has a high degree of industrialization in the south, while the north relies on many universities and scientific research institutions, and its product research and development strength is strong.
With the launch of the national semiconductor lighting project, the LED upstream industry has developed rapidly. The LED industry structure in China is shifting from the lower-end packaging to the chip with higher added value and more core value. However, from the perspective of industry scale, packaging is still the largest industrial chain in China's LED industry. In addition, with the continuous improvement of LED lighting efficiency requirements in the LED application market, China's LED products are also going to the high-end overall, and China's LED packaging industry is also developing rapidly.
In the past two years, Ding Chenglong has accelerated the development of China's LED industry. Some epitaxial wafer and chip companies led by Xiamen Sanan have begun to make profits. More private capital is optimistic about this 21st century industry, increase investment and enter the high end of this industry. -- Epitaxial wafers, chips. Application areas: landscape lighting, decorative lighting, LED Christmas lights exports, etc. gradually formed scale, and even formed large-scale; LED street lamps, mining lamps research and development, production units increased, a considerable number of local government departments interested in this, there is a trend of scale.
In the past two years, Guanjizhen has achieved a good overall development of the LED industry. The market continues to grow. It can be said that it has entered a new period of development, mainly in the following aspects: First, semiconductor lighting has received extensive attention and attention, and has brought out a good environment for the development of the LED industry. LED chip development and device packaging research and development and industrial investment have increased, forming a group of strong backbone enterprises, the industry scale and output have significantly improved. Second, the National Science and Technology Innovation Fund, 863, and plans have given support and guidance to LEDs. LED devices and display applications have developed rapidly, technology exchanges are active, and standardization progresses positively. Various LED application products and typical project projects have emerged, which has enriched the LED display application market. The LED display market is the main application product of LED. Expand year by year. Based on the traditional LED display, the LED display application products are rapidly improving. The scale of companies in the LED industry continues to increase. According to the statistics of the LED Display Application Branch of China Optical Optoelectronics Industry Association, the number of enterprises with sales of 100 million yuan or more in the LED display industry in 2006 reached 11 and their sales accounted for more than 40% of the total industry sales.
In the past few years, the domestic LED industry has developed rapidly in the field of packaging and application products, especially in the application of products, has been applied to a wide range of fields, including signal lights, night lighting, LED display, liquid crystal display backlight, automotive lighting Street lamps, miner's lamps and plant lighting. LED product performance, especially luminous efficiency and longevity, have been significantly improved in recent years, and the types of application products are more abundant.
In the past two years, Lin Xiuhua has ushered in a new round of development opportunities in the national semiconductor lighting industrialization project. The enterprises distributed on the upper, middle and lower levels of LE D not only have a new increase in the total number, but also the scale of the industry has expanded to varying degrees; both the capital investment and the research and development strength have been further strengthened, and the new product development and technical level have been improved. There is a new expansion in the scope of the application. The overall presentation of the following main features: First, LED application promotion, the concept of energy conservation and environmental protection has gradually penetrated the hearts of the people; Second, the technical level of research and development has improved, basic research and application technology has been strengthened, and the application of LED lighting applications has been solved. Substantive issues; third, attach importance to the joint research of industry, academia and research. LED lighting involves a wide range of technical disciplines, such as LED chips, substrate materials, packaging and circuit drive, secondary optical design, etc. covering semiconductor materials, microelectronics, computer-aided design, optics, electricity, thermals, etc. In particular, promoting the industrialization of semiconductor lighting requires not only the cooperation of various disciplines, the collaboration of various professional talents, but also the technical support of research institutes, and joint research with universities and research institutes. In particular, the LED package is no longer limited to the traditional way of filling the vertical package, but based on the customer's new product development, new market requirements, a variety of innovative packaging (such as surface mount, dot matrix, cluster combination, etc.) development . From the structural design and pressure welding process, the chip selection or substrate use is new and practical, and it is easy to match with the lamps. It aims to obtain a new generation of solid light source that meets the special patterns, multi-variety, high power and high quality. .
Fang Zhilie In recent years, there are two new features in the development of China's LED industry: First, a complete industrial chain has been initially established, and with a certain scale, there are certain developments from extension, chip, package to application. It is also basically complete. In addition to packaging, the main problem is to be big. At the same time, we must pay attention to becoming stronger when we are bigger. We must increase investment in research and development, develop new products, and develop high-end, high value-added products. It is not too difficult to make the packaging industry bigger, just pay attention to be strong when you are big or big. Second, the biggest problem that restricts the development of LED packaging enterprises is that they only pay attention to the production of mature products. They have not made great efforts in the research and development of new devices required for new application fields and the research on improving the quality of existing devices. The 863 project has given certain support, but as an enterprise initiative to set up a new product or upgrade an old product to a certain level in a short period of time, reaching the new indicator height is often not the first consideration of the enterprise. In fact, developing new products and improving the quality of old products. This is an effective measure to enlarge and strengthen the packaging enterprise.
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