Giants grab the Chinese LED lighting market to break 1% strange

Text / "High-tech LED" special commentator Xiao Yuan

On June 11th, the last day of the Guangzhou Lighting Exhibition, the rainstorm fell into the city, but it did not affect the enthusiasm of exhibitors.

“Samsung LED lighting officially entered the Chinese market at the beginning of this year. I missed the exhibition time of this Guangzhou Lighting Exhibition. As a result, there is no suitable booth in the exhibition hall, so we have to set up the booth in the Shangri-La hotel next to it.” Samsung LED China Tang Naibin, Director of LED Lighting, Sales Department explained to the magazine a bit embarrassedly that this year's Guangzhou Lighting Exhibition has become the world's largest exhibition in the lighting industry, including all international LED giants such as Nichia, Toyota Synthetic, Cree, Philips Lumileds, and Osram. Knowing the exhibition, "Samsung LED certainly does not want to miss this best display and investment opportunities."

"Samsung LED hopes that Tianjin Samsung LED factory will generate 5 billion US dollars of output value within three years, of which, China's lighting market is the top priority." Tang Naibin said.

Zhang Xiaofei, president of Zhejiang Higher Industrial Research Institute, pointed out that the global LED and lighting market giants have turned their research and development and market focus to the LED lighting market. Eight of the world's top ten LED giants have set up production bases in China, just to be firmly Control the upstream of the LED lighting industry --- LED chip market (light source market), in order to change the pattern of lighting manufacturers in China's traditional lighting market is difficult to exceed 1%.

"Now it is the eve of the dawn of LED lighting. Once the deadline for incandescent lamps arrives in 2012, the lighting market may turn into LEDs overnight." Zhang Xiaofei said.


LED lighting highland

“At present, Tianjin Samsung LED Factory has invested 240 million US dollars, but this is only the first investment. In the next two or three years, the total investment of Tianjin Samsung LED Factory will rise to 700 million US dollars.” Samsung LED Shanghai Branch LED Lighting The senior executives revealed that although Samsung LED is still in the early stage of testing the LED lighting market, it is also in the process of selecting whether to focus on the outdoor lighting market or the indoor lighting market. “Once there is customer demand, the corresponding lighting samples can be designed and delivered to Chinese customers in South Korea within half a month. In the future, the products in the Chinese lighting market will all be produced in the Tianjin plant.”

Lightning layout China lighting market is also the Japanese giants such as Nichia, Cree, LG, Seoul Semiconductor, Taiwan Jingdian and Taiwan Everlight. The giants have transferred their production bases to the mainland in the past two years.

Li Jiannan, deputy director of Everlight's Greater China Lighting Business Division, pointed out that last year, Everlight's operating income reached US$527 million, and LED lighting business accounted for 7% of revenue; it is expected that Evergreen's revenue will rise to US$1 billion this year, LED lighting business The proportion of revenue will rise to 12%, and the growth momentum is mainly from the Chinese lighting market. According to the above figures, Yiguang Electronics' LED lighting business revenue will increase by 225% year-on-year.

In mid-May, Futian Tuoba, general manager of Shanghai Nichia Electronic Chemical Co., Ltd. revealed that sales of LED chips in Japan and Japan increased by 66% year-on-year. This year, it is expected to increase by 80%. By 2015, the demand for LED chips in the global lighting market will reach 12 billion. Nichia (according to the 1W LED chip), Nichia is expected to occupy 30% of the share, "So Nichia's LED factory in Songjiang, Shanghai is still expanding."

In fact, the LED giant's confidence in the Chinese lighting market comes from its patent network organized for many years. Chinese lighting manufacturers must purchase LED giant chips as their product source, otherwise the market competition will be full of uncertainty.

Liang Bingwen, a researcher at the Suzhou Institute of Nanotechnology and the chairman of Suzhou Najing Optoelectronics, pointed out that most of the invention patents of domestic LED companies are not original. They are all repaired on the basis of the original patents of international LED giants, and their patents are also greatly reduced. If it is really a patent lawsuit with the international LED giant, nearly 70% of domestic enterprise LED invention patents may be invalid.

Global LED chip giant Philips Lumileds chief scientist (former CTO), Huang Guang LED inventor George Craford told the magazine at the Guangzhou Lighting Exhibition that Chinese LED companies are now developing their own LED chip products and lighting applications, which certainly infringe some The patent of the international LED giant. However, for international LED manufacturers, such as Philips Lumileds, they generally do not warn in advance, but will continue to collect evidence of infringement from the other company. When the time is ripe, they will directly take patent litigation and other actions.

"At that time, the patent litigation faced by Chinese LED lighting companies will not only come from Philips Lumileds, but also the prosecution of other LED giants," said George Craford.

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