2012 is the most difficult year for China's LED chip industry. The production capacity is seriously oversupplied and the price continues to fall to become the industry's keynote. According to GLII data, as of the end of November 2012, the number of domestic mass production MOCVD equipment was 909, of which 106 were added in 2012, which is only 1/5 of the number added in 2011. At the same time, the new machines that were added in 2012 are mostly orders that have been signed in the past few years, and they are now basically in line.
In 2010 and 2011, China introduced a total of 680 MOCVD equipment. After more than a year, some machines were put into production. However, the actual market demand is far from expected, and most of the machines failed to put into production on time. The domestic 909 MOCVD has an average yield of less than 60% and a capacity utilization rate of only 30%.
The data shows that domestic LED chip companies are mainly small-scale, and the proportion of MOCVD companies under 20 units is 75%. For these SMEs, the shortage of funds is the most pressing issue currently facing. Many SMEs have the same technological innovation capability as large-scale enterprises, but they lack the financing ability. Such enterprises will be the main acquisition targets of large enterprises. For companies that have no financial support and limited technical strength, they will completely withdraw from the LED chip industry.
The future development of the LED lighting industry also requires the use of chip decryption technology. Chinese LED companies now rely heavily on foreign chips, just as children rely on their parents, and more than half of their core technology is occupied by a few large foreign companies. The cost of chip introduction is high, and with the decline in the price of LED lights, small and medium-sized enterprises can only obtain meager profits, and it is extremely difficult to survive.
In order to get rid of this embarrassing situation, Chinese LED companies must strengthen their independent research and development capabilities and master core technologies. Enterprises can strengthen the imitation and innovation by deciphering technology, digesting and absorbing foreign advanced technology, and improving their core technologies to achieve micro-innovation or comprehensive innovation and create their own core technologies. In the process of decryption, the original chip can be reverse engineered according to the requirements of the customer, and the existing problems of the original chip can be solved and improved, and a new chip can be designed. The SCM Decryption Studio has become the reverse research laboratory for IC and software decryption with the most professional strength and influence in China.
The latest market data shows that the retail price of LED bulbs in the United States has dropped to $8, while the price of energy-saving fluorescent lamps is about $5. Under this price difference, the preference of consumers to choose more energy-efficient LED lamps will be further enhanced. It is expected that by 2015, the LED lighting market will really take off.
At the same time, however, some industry insiders believe that the speed of LEDs entering the general lighting market may exceed expectations. Fang Lezhang, general manager of China Resources Weiwei Technology Co., Ltd. analyzed: "With the sharp decline in the price of LED lighting products, the home application market is about to take off. The market expects a growth rate of around 30%, but I think it is far more than that, especially The LED application market in mainland China may double. At present, the ex-factory price of LED lamps has dropped to 1.38 US dollars. There is no price barrier in entering the home market. In 2013, some consumers may try to use LED lighting products if they try. The results are good, and there will be a lot of purchases in 2014."
LED lighting is a big market that all semiconductor manufacturers cannot ignore. In the past, due to the lack of capital and design capabilities, local chip design companies have been restricted to enter a customized chip market, which has led to fierce competition in the standardized product market, and the gross profit margin has been declining. For customized chips for specific applications, That is to say, the gross profit of the ASIC chip market in the analog field is relatively high. In 2011, the market size of the entire analog chip was about 40 billion US dollars, of which more than 90% was the custom chip market. Therefore, customized chips for specific applications have become one of the main directions for the development of many chip manufacturers around the world.
For the special needs of LED lighting, chip manufacturers need to have a longer-term development plan, as well as strong design capabilities, constantly improve their service capabilities, and deep into the client, to help customers solve problems and provide practical solutions. And products.
In addition, the funding problem is another big bottleneck that many manufacturers often encounter. In this regard, Fang Lezhang said: "At present, the competitiveness of China's electronics manufacturing industry is obvious to all. It is not only strong in production capacity, but also complete in supporting facilities. The IC chip industry is very important.
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