Masiku angapo apitawo, unachitikira lonse tsitsi negotiable securities bungwe "mu 2011 LED makampani semina" pa, katswiri kupezeka pamsonkhano ndi akuluakulu a bizinesi, dziko semiconductor kuyatsa polojekiti kafukufuku ndi chitukuko ndi makampani Association wachiwiri mlembi wamkulu, Mr GengBo mayiko Yu Bin nyanja. star magetsi director, deputy general manager, PhD, dry as photoelectric, chief financial officer, mlembi wa board Mr Ye Sunyi anapezekapo kumsonkhanowo, ndipo a 2011 LED industry yachita zokambirana.Zomwe zili mumsonkhano ndi malingaliro awo afotokozeredwa mwachidule pansipa:
1. m'zaka zingapo zikubwerazi makampani LED adzakhalabe kukula mofulumira
M'zaka 10 zaposachedwa za LED kuti ziwongolere chaka chilichonse, chiŵerengero cha mtengo wa nyali za LED chadutsa gwero la kuwala kwachikhalidwe, nyali ndi nyali zamtengo wapatali ndizotsika kuposa nyali ya incandescent, nyali ya halogen ndi kuwala kwa chubu la CFL, zidzakhala zofanana ndi 2012 nyali zopulumutsa mphamvu.Mtengo wa zinthu za LED za 2015 ukhoza kuchepetsedwa kufika pa 1/5 ya 2010, pomwe msika wowunikira wamba wafika 50%, mu 2020 udzawerengera zoposa 75% ya msika wowunikira.
Mpikisano wamakono wamakampani padziko lonse lapansi ndi United States ndi Japan, Europe, South Korea, China ndi Taiwan.Tsopano maiko onse kupanga kutumizidwa njira, monga Japan kudzera m'boma thandizo kulimbikitsa kuunikira LED, zayamba chikuyembekezeka m'malo mlingo 2015 wa 50%, mlingo m'malo 100% mu 2020;South Korea mu 2015 kuonetsetsa kuti 30% ya msika ambiri kuyatsa.
China LED makampani linanena bungwe mtengo anafika 120 biliyoni yuan, oposa 4000 mabizinezi, pa zaka zisanu zapitazi avareji mlingo wa kukula kwa 35%, oposa 40% mu 2010. Ziwerengero zogwirizana deta anati Guangdong LED linanena bungwe mtengo anafika 83,5 biliyoni yuan.Kuchuluka kwamakampani akuyembekezeredwa zaka zingapo zikubwerazi kukula kwapakati pa 35%.China tsopano mu kiyi luso kafukufuku ndi chitukuko wachita bwino kwambiri, makamaka mawu a katundu ma CD ali ndi makhalidwe awo, ntchito amakhalanso ndi yojambula lalikulu.Kugwiritsa ntchito patent, kufunsira kwa patent kwa LED kuposa 28912, kuphatikiza encapsulation ndi patent yogwiritsa ntchito pafupifupi 70%;National kuyesa nsanja ali asanu ndi atatu akukonzekera.
2. LED makampani ndalama ali ndi chizolowezi kutenthedwa structural
Traditional kuunikira makampani linanena bungwe mtengo anafika 290 biliyoni yuan, 2010, 2010, LED ambiri kuunikira linanena bungwe mtengo 18 biliyoni yuan, 140% kuwonjezeka pa 2009, 2009 yuan, mlandu 21% ya LED ntchito msika lonse, mpaka 14% pa 14% mu 2009, kuphatikizapo kuwala kwa msewu wa LED, kuwala kwangalande kunakula kuposa 100%.Union statistics m'nyumba LED msewu nyali amene ali oposa 1.6 miliyoni.LED msika malowedwe ndi zosakwana 1% mu 2010, akuyembekezeka kufika 30% mu 2015. Koma mosamalitsa kulankhula, ambiri kuunikira msika komanso makamaka boma, msika weniweni sanayambebe, koma m'malo kuyatsa chikhalidwe ndi azimuth. ya The Times.
Ndalama zapakhomo zapakati pa 20 biliyoni, 2009, 2010 mpaka 30 biliyoni, ndalamazo zinakhazikika kwambiri mu ulalo wa mafakitale a hierarchical.Ndalama zapakhomo pano ndi zazikulu kwambiri.Gawo lamakampani amphamvu adzuwa ayikanso ndalama, poly (gulu la xin lidayika $2.5 biliyoni, ma seti 500 a MOCVD otumizidwa kunja adamanga maziko a LED ku suzhou.
Chiwerengero cha zida MOCVD 2010 kumtunda dongosolo latsopano 09 kwa 50% ya kotunga padziko lonse MOCVD, zaka zitatu dongosolo latsopano mayunitsi 1466, kuposa kuchuluka okwana 09 padziko lonse MOCVD zida, malinga ndi dongosolo, patatha zaka zitatu epitaxial yopyapyala mphamvu kupanga adzakhala kukhala 10 mpaka 15 nthawi ya 2009. Apa ndikofunika kuzindikira kuti makampani akuyenera kubwera, chiwerengero cha zida zomwe zili pamwambazi zikhoza kukhala zoperewera, koma simunayambe msika pakali pano, n'zovuta kuti zipangizozi zikhalepo. palibe chowonjezera.Investment ali ndi chizolowezi kutenthedwa structural, oposa gawo limodzi mwa magawo atatu a anthu chikhalidwe kuunikira ogwira analowa kapena kukonzekera kulowa.
3. China LED makampani onse mwayi ndi mavuto
Chifukwa cha China pamaziko a kuunikira kwachikhalidwe komanso ukadaulo wazinthu zodziwika bwino, mphamvu ikuyenera kukhala mafakitale a LED ku China.China pa mlingo wa dziko kulamulira msika ndi chikoka cha kusinthasintha n'zoonekeratu.
Mwayi wamakampani apanyumba a LED ndi zovuta zimakhalapo.Mwayi: 1, misika yachikhalidwe ndi yomwe ikubwera ili ndi mwayi waukulu wamabizinesi, 2 yamakampani owunikira, ntchito yomangamanga ndizovuta kwambiri, 3, komanso kusungitsa mphamvu ndi kuchepetsa mpweya ndi chitukuko chokhazikika kumapereka mwayi wabwino kwamakampani a LED, 4, ndi ndondomeko yomaliza mwamphamvu kulimbikitsa makampani kukula, chaka chatha mu makampani semiconductor chionetsero projekiti kuyitanitsa kumaimira tanthauzo lalikulu;Zovuta: 1, maiko otukuka ali kale ndi ndondomeko yotsatsira ziwonetsero, 2, mayiko otukuka apereka zoletsa zotsekera, monga kugwiritsa ntchito mphamvu kwa nyali zachikhalidwe ndi nyali, China ikuyeneranso kutsatira ndi 3, komanso nkhawa makampani kulimbikitsa mlingo boma kumakhudza ntchito ya chikhalidwe kuunikira makampani mofulumira kwambiri, koma kusintha kuyenera kuchitika mogwirizana ndi malamulo msika, ndondomeko akhoza kungotengeka mozungulira, 4, ndi chimphona mayiko amphamvu mu ntchito kunsi kwa nyanja amafuna. ife kufulumizitsa kaphatikizidwe, 5, ndi muyezo setifiketi wakhala cholinga cha mpikisano mayiko, asanu, makampani chuma kugawa si anasonkhana okha pamodzi, ndi China ndi chuma m'deralo, kuchepetsa chitukuko cha m'deralo n'zovuta;Mkhalidwe wakumtunda umakhala wazinthu zapakatikati, pakusokonekera kwa talente, 7, chithandizo chamakampani ndi kulumikizana sikokwanira.Thandizo laukadaulo, chilengedwe chachitukuko sichabwino mokwanira.Mulingo wa Investment ndi wotsika kwambiri, kuchuluka kwazinthu zofananira, misika yokhazikika ndi ziphaso monga kukonza njira yodziwira.
4. 2011 idzakhala msika woyamba wowunikira wa LED
Chiyembekezo chatsopano cha msika, msika watsopano wogwiritsa ntchito ma LED uli ndi mtengo wapamwamba wazachuma komanso zopindulitsa zachilengedwe ndi zaka 10 maola 8 pa tsiku (maola 30000) zolosera za 2010-2015, photosynthetic dzuwa kufika 60 2010 lm/w, 2015 kufika 100 lm/w, mtengo pa RMB 70, 2010, pofika 2015 akhoza kugwera pansi pa $10 milingo.Chiyembekezero mu 2013 ndi kutembenuka mtengo pansi, ndiko kunena, mfundo iyi ndi LED yaikulu Kukwezeleza wa inflection mfundo.
Kuunikira kwa LED pamsika wamtsogolo kudzakhala LED ndi teknoloji ndi chitukuko chofulumira cha mtengo pansi pa magudumu awiri.Mgwirizano ukuyembekezeka, msika wowunikira wamba wa LED mu 2011, womwe unayamba mu 2011-2012, kuyatsa kwa LED kumachokera ku malonda, mafakitale, maofesi ndi kuyatsa kwa anthu pang'onopang'ono mpaka kuyatsa kwapakhomo.
Njira zoyendetsera ndalama:
1. Cholinga cha mabizinesi omwe angakhalepo: kuthekera kolimba pakuphatikizana kwadongosolo, mabizinesi omwe ali ndi kuthekera kophatikizana kokhazikika nthawi imodzi;M'mabizinesi ena apadera;Ili ndi mwayi pamakina amtundu wamabizinesi;EMC ili ndi mawonekedwe amitundu yamabizinesi.
2. m'madera ofunikira: molingana ndi kuunikira kwa anthu oyambirira, kuunikira kwamalonda ndi kuunikira kunyumba njira ya dongosolo ladongosolo.
3. nthawi ya ndalama: kutsatira njira incandescent msewu, khumi mzinda wan kuwala ndi huimin ntchito monga ndondomeko dziko (zotheka) mu theka lomaliza la 2011, gwirani nyali LED kuyambitsa mwayi.
5. Kuyika kwa LED kwamphamvu kwambiri kumakhala ndi index yokwanira
Ndi kachitidwe kachitukuko cha mpikisano wa magwiridwe antchito a zida za LED sikulinso gawo limodzi, koma amakonda kuganizira zowoneka bwino komanso zowonetsera mtundu, monga moyo, mtengo, index yokwanira.Chitsogozo chaukadaulo wamagetsi amagetsi amphamvu kwambiri a LED ndikuchulukira kwakanthawi, kukana kutentha kwambiri, index yotulutsa mitundu yayikulu, kuphatikiza kwakukulu komanso kuwala kowala kwambiri.
Chip chachikulu chotsatira, kulongedza chip, kachulukidwe kakang'ono kachulukidwe kachulukidwe kachulukidwe kamitundu yambiri ndizomwe zidzachitike.
6. Kutulutsidwa kwa MOCVD kudzalimbikitsa kuphatikiza kwamakampani
Panopa zoweta kupanga epitaxial chowotcha kumtunda MOCVD ndalama kutentha ndi mkulu kwambiri, 2011 zoweta unsembe wa zida kufika kwa katundu ayenera kukhala padziko 500 mayunitsi, 2 mpaka 3 kotala chaka chino, malinga ndi mphamvu kupanga adzakhala pang'onopang'ono anamasulidwa, zingachititse zina. Chikoka pamsika wapakatikati wapakatikati, chikuyembekezeka kuti mitengo yoyera yoyera itsika ndi 20 mpaka 30%.
Kumtunda Chip pachimake ndi mkulu kwambiri luso makampani, osati ayenera kukhala ndi chitofu, chofunika kwambiri ndi kukhala ndi talente gulu, panopa luso m'banja m'derali akusowa kwambiri.Choncho, m'zaka ziwiri zikubwerazi makampani adzafulumizitsa kugwirizanitsa, monga zaka khumi zapitazo makampani aku Taiwan, otsiriza angakhale makampani 6 mpaka 7, makampani ena sanatulutse chitofu ndipo sangathe kuyamba, mtengo wa chitofu ndi wokwera kwambiri, sangathe ' t kupanga zinthu zamabizinesi apamwamba kwambiri zitha kuthetsedwa.
7. posachedwapa kuunikira kwa LED kudzakhala mu mawonekedwe a mphamvu zamphamvu ndi mphamvu zazing'ono zimakhala pamodzi
Pakali pano LED kuunikira katundu pa liwiro pang'onopang'ono, makamaka kudalira ntchito boma kulimbikitsa, koma chizindikiro chabwino kuti akutuluka njira monga kudzera EMC, mwa kukhazikitsidwa kwa banki, inshuwalansi ndi mabungwe ena ndalama, LED kuunikira mafakitale, kuunikira anthu mofulumira. chitukuko.Mababu ena akunja akunja kuti aletse kuwerengera, msika wogulitsa kwakanthawi ukhoza kukula mwachangu.
Tsopano mtengo wowunikira wa LED ndi mitengo ikadali yokwera kwambiri, mayendedwe operekera akadali osasinthika, palinso zambiri zomwe zimafunikira pakulumikizana kwaukadaulo, ziyeneranso kupititsa patsogolo luso lowala.Chifukwa cha mtengo, posachedwapa zida zowunikira za LED zokhala ndi mphamvu zambiri komanso mphamvu zazing'ono zophatikizika zimakhalira limodzi, koma ndi zida zamphamvu zamagetsi zotsika mtengo kwambiri, zida zamphamvu za LED ndizochita chitukuko.
8. Kupanga patent yodziyimira pawokha ndiyo njira yoyambira chitukuko chanthawi yayitali
LED patent vuto ndi chimodzi mwa zinthu zofunika poletsa chitukuko cha makampani China LED, makampani LED ku China kukhala ndi chikoka mu dziko lonse, ndi nkhani osati m'mbuyomo, ayenera kukhala patent palokha.Koma vuto la patent si vuto lalikulu la chip level, kapena epitaxial wafer, chip process yomwe munthu amatha kukonza.Pakali pano njira yothetsera vuto la patent ndi waukulu kapena kuzungulira patent amphamvu m'dera, kulipira malipiro kupeza chilolezo, etc. Pakali pano patent Japanese mosamalitsa, Europe ndi United States, Korea South, Taiwan, kumtunda ndi lotayirira.
Nkhani ya patent imakhudza zida za chip, kapangidwe ka chipangizo, phosphor, kugawa kwachiwiri kwa kuwala, kapangidwe ka mawonekedwe, monga magawo angapo, chofunikira kwambiri ndi ufa wa fulorosenti ndi zida zapansi panthaka.Phosphor patent yayikulu yomwe ili m'manja mwamankhwala, amatenga ndi aluminate, silicate zapakhomo ndi nitrides ndi r&d, komabe zikufunika kuwongolera kudalirika komanso kukhazikika.Gawo laling'ono zinthu mbali, dziko lathu molimba kulimbikitsa Si gawo lapansi zakuthupi, mgwirizano nthumwi nanchang galasi akhoza kuchita likulu la 60 miliyoni yuan ndalama kafukufuku ndi chitukuko, ali patsogolo kwambiri mpaka pano, kamodzi bwino adzatha mafakitale a Integrated dera luso. imagwiritsidwa ntchito pa chipangizo cha LED, chidzachepetsa kwambiri mtengo wa chip ndipo chiyembekezo chamtsogolo chimakhala chotakata kwambiri.
Nthawi yotumiza: Aug-10-2016