Talking about the gap between Chinese LED companies and international big companies

The old saying goes: "The son of the tiger leopard has not eaten cattle, even though he has not written a saga, and the dragonfly's wings are not full and there is a universal heart." We borrowed this old saying well in the current status of China's LED companies. Since entering the LED industry, China's LED companies from the initial juvenile burdock to a small and well-advanced to today's remarkable, a short period of time witnessed the Chinese LED companies can sculpted support potential. Hong Hao has a big ambition and has a full understanding of the world. When the fledgling is over, he will step up cultivation. Similarly, compared with the international giants, China's LED companies are obviously incomplete, starting at a relatively late, the gap is clear, especially in key technologies, core equipment and other areas need to improve their own innumerable places. However, this gap is not a world of difference, aspirations are high, and later come first. As long as Shen Shen studies art, Chinese LED companies will surely shine.

Since it can be hoped for, the difference between China's LED companies and international big companies is in the face; the face of international big companies struggling to deploy the Chinese market, domestic LED companies how to proceed on the road; face short-term ability, how to effectively control the development of the machine ? In the face of many doubts, domestic LED companies must be clear about their minds and thoughts before they can be determined.

The world's largest companies are in the spotlight, and the domestic LED industry takes a long way to go. At the end of 2011, the 8th China International Semiconductor Lighting Exhibition and Forum activities, the collision and impact of major domestic and foreign famous enterprises, we truly and strongly felt the domestic enterprises and Differences between big international companies. According to the chairman of the International Commission on Illumination (CIE), in the overall marketing volume of the global LED industry, international giants such as Nichia, Cree and OSRAM have occupied the top few rankings and far exceeded their opponents. The LED companies in China are far from the internationally renowned big companies in terms of scale and technical strength. This is a fact, and it is also a problem that domestic LED companies must face. In summary, there are mainly bottlenecks in the following aspects.

First, on a macro level, the overall scale is smaller.

Compared with international giants, the overall size of China's LED companies is relatively small and their power is dispersed. Previous data shows that the average annual sales of LED companies in China is about 30 million yuan, and the annual sales revenue of the largest chip company is also less than 1 billion yuan, about 100 million US dollars, and the sales of the US company Cree in 2009 It reached 567 million U.S. dollars. The gap is obvious. With the acceleration of technological progress and the formation of a large-scale application market, the requirements for large-scale LED production capacity and product performance will be even higher. An urgent need has been put forward for LED companies to become bigger and stronger, and to accelerate the adjustment of product structure.

Second, on the production level, most of them are back-end products.

Since the main domestic LED production in mainland China has been carried out, "herders" level follow the trend of Europe and the United States, the production of mostly back-end products. Although China continues to introduce high-end equipment and advanced technology, there is still a considerable gap with leading international companies in terms of cutting-edge technology. Especially in chip manufacturing and high-quality packaging, although companies in China announced the establishment of R&D centers to develop chips, they still performed weakly. For high-end markets with cutting-edge technology requirements, most domestic companies are stunned and have turned to labor-intensive areas such as packaging and applications. Too many companies put the competition into the back-end products. The lack and immature channels and the lack of brands cause the low-end products to flood. The homogenization of products is serious and the market is confusing.

Third, from the perspective of intellectual property rights, core patents are scarce.

In terms of international LED high-end patent property rights, China's enterprises account for a very small proportion, so when it comes to product patents, the minefields are numerous and exceptionally flawed. According to industry-related authoritative experts, in terms of the global LED patent layout, Japan is the strongest with 28% of the world's patents, while China's mainland accounts for only 9.3% of the world's total, especially for applications involving epitaxial technology and chip manufacturing in the upstream industry. The difference in the amount is obvious. In the manufacture of LED chip substrates, nearly 90% of China’s companies have chosen to pay Japan’s Nichia Chemical a huge fee. Although in recent years, the number of LED lighting technology patent applications in mainland China ranks first in the world, in the original patent applications, the proportion of utility model patents is as high as 68.5%, and the ratio of invention patent applications is only 31.5%. The structure of patent applications needs to be optimized.

In light of these objective factors, if domestic LED companies want to occupy one side on the world stage, they must treat their own and their opponents' gaps seriously and seriously. Of course, we can't just ignore the gap and ignore our own advantages. The domestic market is not narrower than the market of any one region, and the semiconductor industry is a new high-tech industry. With regard to the current global technology, no one company has completely reached the mature and top technology level. Therefore, domestic LED companies have the opportunity to participate in global technology research and innovation and market competition.

In the new era of coexistence of opportunities and challenges, the new concept of collaborative innovation was born. Xie, Deputy Director of the Department of Central Resources Development and Reform Commission of the National Development and Reform Commission proposed in the forum that China is a developing country, but it is also a special developing country. The Chinese nation is a Love to learn the nation. Ms. Wu Ling, Chairman of the International Semiconductor Strategic Alliance also pointed out that at this stage, China will face many challenges in the development of LED, such as low efficiency of unit cost lumens and technical problems, but there will be many opportunities. Therefore, under the macro background of such an opportunity and challenge, although China's LED companies are starting at a later point, they have a good chance to open their hands and work hard.

In light of the actual situation of China's LED industry, the Semiconductor Lighting Alliance puts forward the concept of joint innovation. The Science and Technology Department of Guangdong Province also put forward the concept of collaborative innovation in due course, both of which emphasize the new meaning of innovation. According to Li Xinghua, Director of the Department of Science and Technology of Guangdong Province, the LED industry in Guangdong Province reached 150 billion yuan in 2011, and its output value and scale continue to rank first in the country. At present, the domestic LED industry mainly faces two problems. First, the core technology and key equipment are subject to the people, and the second is the difficulty of market promotion and application. To solve these two bottlenecks as soon as possible, we must establish new mechanisms for collaborative innovation.

The so-called collaborative innovation is to revolve around the goal of innovation, achieve the joint cooperation of all forces, and complement each other, cooperate, and cooperate in innovative behavior. The new mechanism, new model, collaborative technology and market application of collaborative innovation are a new initiative and new ideas for domestic LED companies in the new era.

First, collaborative innovation effectively integrates technological resources. LED is a multi-disciplinary field. To jointly overcome the core technology of LED, it needs the cooperation and interaction of enterprises, research institutes, and government departments to achieve industrial goals. Second, collaborative innovation has led to multiple linkages. As an emerging green technology, LED is also faced with problems such as high product prices, low awareness, and resistance to the development of traditional enterprises. Guangdong Province has launched and established cooperative institutions for production, research, and research to jointly implement LED product demonstration projects. Expand market scale; through open organizational structure, absorb system integration of superior resources.

In terms of specific implementation, Guangdong Province also played an exemplary role. In August 2011, the Guangdong Provincial Science and Technology Department took the lead in organizing 21 research institutes and leading companies to jointly establish the "Guangdong Province Semiconductor Industry Lighting Industry Joint Innovation Center." With the center as a link, upstream and downstream industrial chain or complementary technology companies, relevant universities and research institutes, etc. have jointly tackled a number of core LED key technologies. At present, there are 1,270 LED patents in Guangdong, ranking first in the country. Collaborative innovation in open cooperation has accelerated the pace of independent innovation in the LED industry.

The LED industry currently has problems with higher product prices, lower awareness, and greater resistance in the original interest chain. To this end, Guangdong has established a joint conference system for the entire province, and relevant departments have jointly organized the implementation of the “1,000 Miles” high-power LED street lamp industrialization demonstration and promotion project and the green lighting demonstration city special action. The construction of a new expressway LED lighting demonstration project has been initiated in Guangzhou (Changzhou) Lechang (Changzhou) and Bo (Luo) Shenzhen (Shenzhen), etc. The province has installed more than 260,000 LED street lights and more than 2,500 kilometers of demonstration road sections. The forefront of the country.

At present, experts from universities, research institutes, LED companies, and industry associations have jointly drawn up the LED industry technology roadmap of Guangdong Province so that the government and industry can more clearly grasp the mainstream products, industry goals, and core technologies of the LED industry. The direction is to integrate production, education and research into practice, and scientific innovation is more targeted and efficient.

Guangdong Province's positive attitude and high-efficiency actions in the LED industry's innovation and development are worthy of the status of the nation's largest LED industry, and its positive attitude in the LED industry is worth learning from provinces and companies across the country.

Looking back at the status of major international enterprises and earnestly creating the status of LED state-owned enterprises In the opening speech report of the forum, Cao Jianlin, Vice Minister of Science and Technology also announced the national goal of the “12th Five-Year Plan” LED energy-saving plan: By 2015, LED industrialization luminous efficiency Lumens should reach 150 lumens/watt, research and development level should reach 200 lumens/watt, lifespan should reach 50,000 hours, and market size should reach 500 billion yuan; semiconductor lighting innovation application, product development, system solutions, etc. must reach the world's advanced level, and establish a world class Joint laboratories and contribute at least one to two international standards.

For domestic LED companies, we must build on our own brand and product development. We must solidify our established goals, collaborate with each other, and catch up.

First, cultivate the market. At present, the domestic LED display market has reached a mature stage to some extent, and the lighting market has not yet fully grown up. As we all know, the real infinite space for LED future is in the lighting market. "The 12th Five-Year Plan" is the key period for the development of LED. Whether or not the lighting market can be opened will also depend on the development of domestic LED in this period. Therefore, the cultivation of the market is particularly important. In August 2011, the National Development and Reform Commission released the “China's Phase-out Incandescent Light Path Map Consultation Draft” to propose a roadmap for the phase-out of incandescent lamps. By 2016, China will ban the import and sale of incandescent lamps in five steps.

In addition, the LED industry is also rumored that the National Development and Reform Commission and the Ministry of Finance are expected to initiate the first round of LED lighting product subsidies at the earliest by the end of November 2011, amounting to approximately 8 billion yuan, while giving priority to launching product subsidies for indoor lighting and commercial lighting, and then Then gradually expand the intensity and scope of subsidies. A series of favorable policies in the terminal market made it appear that lighting companies have seen vitality. With the continuous decrease in the cost of LED and the continuous advancement of technology, the downward adjustment of prices is an inevitable trend, and the biggest problem that hinders market promotion is bound to be further relieved. When the advantages of LED high-efficiency, environmental protection, energy saving and health are fully demonstrated, the cultivation of LED lighting market will be much simpler.

Second, technological innovation. "In theory, the life of an LED chip can reach 100,000 hours, which is not a false statement. Such a slogan is not an ideal big story when one person has a lamp for a lifetime. In general, all aspects of the LED need to maximize the performance of the chip as much as possible. Come out to be able to reach a more ideal state." Industry experts say so. The method of ensuring the maximum realization of this theoretical level is technological innovation and progress. The time for large foreign companies to research and develop is relatively early, and strength, talent, and the environment all occupy advantages. Domestic LED companies, even listed companies, have no strong operational strength in key technologies and core equipment. Technological innovation is mainly reflected in two aspects. First of all, in the invention patent section, key patents are in the hands of a few large companies in Japan, the United States, Germany, and a few other countries. The number of patent applications in China is small, and most of them belong to peripheral technologies, and new patents with indefinite efficacy cannot form a patent network. Secondly, in terms of personnel training, domestic universities and colleges did not have corresponding professional settings. This led to the shortage of management talents, engineers, and production line talents of most new light source related companies. Technology determines the fundamentals of products. Without technological advancement, there will be no progress in the industry, and there will not be capital for external competition. Therefore, the domestic LED companies to strengthen technological innovation is urgent and important.

Again, the standard is established. The standard day is not established and the market is not standardized in a day. At present, China's LED industry standards related issues are mainly reflected in: First, the standard is relatively scarce; Second, although the national and local standards have been introduced and regulations, but because all localities, departments, and links have not fully unified standards, Thus there are repetitions and even contradictions. The establishment of a technical standard system for LED and its application products and the development of relevant standards can provide support and guarantee for the healthy and orderly development of the LED industry to guide production and application, provide testing and inspection methods, and standardize market operations. China has now fully recognized the importance of LED industry standards, is speeding up the formulation and establishment of relevant unified standards, and has achieved effective results. On July 29, 2011, the National Standards Committee officially issued the "Performance Requirements for Reflective Self-ballasted LED Lamps", "Method for Testing the Performance of Reflective Self-ballasted LED Lamps," "Performance Requirements for LED Downlights," and "Performance of LED Downlights." Test method "4 project standards. Other standards are also being developed. In addition, the unity of the standard should also pay attention to international communication and collaboration, especially the export market, and effective integration with foreign companies, which is more conducive to the long-term development of domestic LED companies.

Finally, the scale of production. Scale production is a necessary stage and result for any industry to mature. The large-scale application of ordinary people's home is a broad space for China's LED industry to do more than foreign markets. Once China's LED lighting market is opened, the prospects are bound to be inestimable. This is a long-foreseeable future for many domestic and foreign companies. Large-scale production can not only stimulate enterprises to implement large-scale procurement of raw materials, reduce costs, and establish a good long-term cooperation, but also can implement large-scale production, large-scale supply, bring price benefits to the market and end consumers. Lee, improve product market competitiveness and brand influence. In short, large-scale production can effectively reduce the capital costs of the upper and lower industrial chain, which is the ultimate choice for domestic LED companies to form economies of scale.

At present, domestic LED companies are facing a very harsh environment, while the relative shrinkage of foreign markets, on the one hand, is the risk of domestic financial inflation; on the other is that international large enterprises are prosperous, and take the initiative, while domestic enterprises are competing with each other. With the crisis, the burden of Chinese LED companies has become increasingly prominent. Correspondingly, the National Development and Reform Commission drafted and introduced a planning and development route conducive to semiconductor lighting, and increased support from the dual channels of economy and policy. The road is long and long-distance. No matter how difficult it is to go before or now, we have always believed that local LED companies can only catch up with or surpass international companies if they are willing to be practical, willing to work hard, and willing to forge ahead. Style.

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