Analysis of the gap between China LED manufacturer with big international enterpriseson March 29th, 2012 at 2:03 AM
International prices in power, the domestic LED industry a long way to go
The end of 2011, the 8th China International Semiconductor Lighting Exhibition and Forum activities held in Guangzhou. International industry events, not only brings together a number of LED at home and abroad famous enterprises, and members of the General Assembly of the First International Semiconductor Alliance also extend our warmest convened. Collision and the impact of major domestic and foreign enterprises, we are true and felt a strong sense the difference between domestic enterprises and large enterprises. Introduced to the President of the International Commission on Illumination (CIE), in the amount of the overall marketing of the global LED industry, Nichia, Cree, OSRAM these international giants have occupied the top of the charts, and far more than the opponent. LED manufacturers in China falls far short of internationally renowned and large enterprises from the size and strength, it is true, but also domestic LED manufacturers have to face problems. To sum up, the main bottlenecks in the following aspects.
First, from the macro level, the overall smaller.
Compared with the international giants, the overall size of the LED manufacturers is relatively small and scattered strength. Earlier data show that the average annual sales of our LED manufacturers in about 30 million yuan, the largest chip enterprises with annual sales revenue of 10 billion yuan, about $ 100 million, Career fiscal 2011 (ended June 26) revenue record of $ 987.6 million, $ 867.3 million compared to fiscal year 2010, an increase of 14%. In addition, in the fourth quarter of fiscal 2011 revenues of $ 243 million to achieve the company target income range ($ 225 million -2.45 million) high. The gap is obvious. With the technological advances faster and the formation of large-scale application of the market, LED large-scale production capabilities and product performance requirements will be higher, the LED supplier bigger and stronger, accelerate structural adjustment of the pressing needs.
Second, from the point of view of the level of production, mostly for back-end products.
Since the major domestic mainland China LED production, has been to carry forward the “cottage” level, follow the trend of Europe and the United States, production is mostly back-end products. The country continue to introduce high equipment, advanced technology, but still exists a considerable gap between cutting-edge technology and international prices. In particular, although there are companies announced the establishment of R & D center chip on the chip manufacturing and high-quality package, but still weak. State-of-the-art technical requirements of high-end market, domestic enterprises mostly look prohibitive, have turned to the package, the application of labor-intensive areas. Excessive business competition are put into the back-end products, the lack of channels and immature, and the absence of the brand is flooded with low-end products, product homogeneity serious, the market is a bit confusing.
Third, from the intellectual property rights, lack of core patents.
Patent property rights in the international high-end LED, the proportion of China’s enterprises is extremely small, which involves the product patent minefield heavy, exceptionally awkward. Authoritative experts in the industry pointed out that the global LED patent portfolio the strongest, the proportion of the number of patents accounted for 28 percent of the world, while China accounted for the proportion of only 9.3% of the world, especially the extension of the upstream technology and chip manufacturing applications the amount of gap is obvious. LED chip substrate manufacturing, nearly 90 percent of companies have chosen to pay a lot of money royalties to Nichia Chemical of Japan. Although in recent years in mainland China LED lighting technology patent application rate of the first in the world, but in the original application for a patent, utility model patents, the proportion is as high as 68.5%, the ratio of invention patent applications accounted for only 31.5%, the structure of the patent application to be optimized.
These objective factors, the domestic LED manufacturers in order on the world stage occupied a party must be serious and seriously the gap between themselves and opponents, its essence, the ship of its essence, a long way to go. Of course, we can not just only see the gaps while ignoring their own advantage. Than any one geographic market, the domestic market is not small, the semiconductor industry is emerging high-tech industries, global technology point of view, there is no any companies have reached a mature, top technical level. Thus, the domestic LED enterprises have the opportunity to participate in global R & D and innovation, and market competition.
New concept was born of the opportunities and challenges of the new era of collaborative innovation
National Development and Reform Commission, Central Information Secretary, Deputy Director Xie pole raised in the forum, China is a developing country, but also a particular developing countries, the Chinese nation is a love of learning nation. Miss Wu Ling, Chairman of the International Semiconductor strategic alliance also pointed out that at this stage, China in the development of LED road will encounter many challenges, for example, the unit cost of the luminous efficiency is not high as well as technical aspects, but also many opportunities. Thus, such an opportunity and challenges of the macro backdrop, China’s LED manufacturers is the starting point than later, but a good opportunity, they can feel free to make a big fight.
The actual situation of China’s LED industry, the semiconductor lighting Union proposed the concept of Joint Innovation, Science and Technology Department of Guangdong Province have brought forward the concept of collaborative innovation, both stressed the innovative new meaning. According to Li Xinghua, Director of the Guangdong Province Science and Technology Agency, 2011 LED scale of the industry in Guangdong Province reached 150 billion yuan output value and the scale continues to rank first in the country. Domestic LED industry is currently facing two problems, first, core technology and key equipment controlled by others, the second is the difficulty of marketing and applications. As soon as possible to resolve these two bottlenecks, we must establish a new mechanism for collaborative innovation.
The so-called collaborative innovation, the innovation is to focus on the goal, all forces work together, complement each other, with the collaboration of innovative behavior. New mechanism, a new model of collaborative innovation, collaborative research and market applications, LED domestic enterprises in the new era of a new initiative and new ideas.
First, collaborative innovation is the effective integration of technology resources. LED is a multidisciplinary field, should work together to overcome the LED core technology, the enterprise needs, research institutes, government departments, cooperative interaction, to be able to achieve industry objectives. Second, collaborative innovation has contributed to the multi-linkage. As the emerging green technology, the LED also faced with higher prices, lower awareness of traditional enterprises have met with resistance problems, Guangdong Province has been carried out and the establishment of the Cooperative institutions, joint implementation of LED products to promote demonstration projects continue to expand the size of the market; open organizational structure to absorb the advantages of resources to systems integration.
In the specific implementation, Guangdong Province, also played an exemplary role. In August 2011, the Guangdong Province Science and Technology Department of the lead organization of 21 research institutions and leading enterprises jointly set up the Guangdong Province joint innovation center of the semiconductor industry, lighting industry. The center as a link, the industry chain downstream or complementary technology companies, universities and research institutions join forces to overcome a number of LED core and key technologies. At present, Guangdong LED license number of patents for 1270, ranked first in the country. Open cooperation in collaborative innovation, accelerate the pace of independent innovation of the LED industry.