Semiconductor lighting industry scale and development prospects

Semiconductor LighTIng, a light-emit TIng diode (LED), is a semiconductor solid-state light-emitting device that uses a solid semiconductor chip as a light-emitting material to recombine excess energy through carriers in a semiconductor. It causes photon emission and directly emits red, yellow, blue, green, cyan, orange, purple, and white light. Semiconductor lighting products are lighting fixtures that use LEDs as light sources. Semiconductor lighting has the remarkable features of high efficiency, energy saving, environmental protection and easy maintenance. It is an effective way to achieve energy saving and emission reduction. It has gradually become a revolution in lighting history after incandescent lamps and fluorescent lamps.

1. International industry development enters a new round of growth

At present, the global semiconductor lighting technology is in a period of rapid development. In 2015, the luminous efficiency of cold white LED devices reached 168 lm/W. LED has become the mainstream light source device in the field of lighting, accounting for more than 30%; 108 lm/W, the application field is continuously expanding, the application volume of LED in the fields of automobile and agriculture is expanding year by year, the industrial scale is growing continuously, and the annual growth rate is maintained at over 20%. The market growth is oriented towards application demand, and is moving from energy saving to intelligent. And diversified transformation; more than half of the sales revenue of some multinational lighting companies comes from LED lighting products; the popularization of LED lighting products has played a significant role in energy saving and emission reduction. The United States expects the penetration rate of LED lighting market in 2030 84%, 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 voice to ensure its dominant position in the field of semiconductor lighting and its own interests.

Figure 1 Global LED device market size and forecast (Unit: Million Unites)

Source: Strategies Unlimited (2016)

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 departments and initiatives. During the "Twelfth 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.

China's power-type white LED industrial lighting effect

The scale of the industry continues to grow. In 2015, the overall scale of China's semiconductor lighting industry reached 424.5 billion yuan, a 21% increase over 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 About 2.8 billion, LED lighting products domestic market share of about 32%; LED lighting exports of 12 billion US dollars, an increase of 15%.

Scale and growth rate of all aspects of China's semiconductor lighting industry from 2006 to 2015

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 phases of energy efficiency in semiconductor lighting energy-saving industries. "System"; progress in the standardization pilot work of alliances and other groups.

The industrial competition pattern was initially determined. The number of listed companies with LED as their main business has increased from 2 in 2010 to 25 in 2015. The revenue has continued to grow, and the phenomenon of “increasing revenue without increasing profits” has eased. 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.

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 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 complete" to focus on "small and beautiful", from manufacturers to service integrators, innovation transformation and acceleration accelerate; global industrial structure is adjusting and changing, the original US, Japan, Europe Leading the way, the situation of catching up in South Korea and China has changed. China has become the largest producer, application and exporter of semiconductor lighting products in the world. 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 still faces 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” and “Made in China 2025”. Third, the growth rate of China's semiconductor lighting industry has changed from “super 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 "Thirteenth 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.

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