|
|
|
| Domestic LED industry characteristics and analysis of key drivers |
|
Domestic and international situation and trend of LED industry showed the following significant features:
1, showing the global pattern of monopoly industries, mainly in Japan and Taiwan
Semiconductor lighting industry has developed in Asia, the United States, Europe, led by three regional distribution of the three pillars of industry competition. The global LED industry, mainly in Japan, Taiwan and the two regions, including Japan, the LED output value in 2005 reached 2.87 billion U.S. dollars, accounting for nearly 50% of global output LED; Taiwan (including Taiwan and the mainland production plants) LED output up to 2005 1.2 billion U.S. dollars, accounting for 21% of the global LED output in second.
2, the international companies leading the industry, take advantage of technological advantages of production of high value-added products
Japan's Nichia, Toyoda Gosei, the United States Cree, Lumileds, GelCore, Europe and other international companies Orsam LED represents the highest level, leads the semiconductor lighting industry. Japan and the United States, two major regional enterprises to take advantage of its new products and innovations in technical fields, mainly in high value-added products. In which a virtual monopoly on the global high-end Japanese blue and green LED market, the world's second largest packaging production, the output value of the first major production areas.
3, continue to increase industrial investment and international cooperation between leading companies to accelerate the pace to take a favorable market position
With the rapid development of the market, the United States, Japan, Europe, the major manufacturers have to speed up market share expansion. Japan's Nichia, Toyoda Gosei, the United States Cree, Lumileds and other international leading semiconductor manufacturers have increased the lighting investment.
As the LED industry division and competition, equity investments between international companies, and processing, sales agents, patent cross-licensing, strategic alliance, cooperation is increasingly accelerated pace. Such as Japan and Sumitomo Electric to become the U.S. sales agent in Japan, Cree, Cree and Osram to sign long-term supply agreement, there are indications that international manufacturers are accelerating the pace of cooperation, strategic alliance to jointly occupy a favorable market position.
4, China has become an important package base, to seize the domestic and overseas enterprises have invested a huge market
Since 2003, the implementation of semiconductor lighting project, China's LED industry has entered a period of rapid growth, China's downstream packaging has been achieved mass production, is becoming important in the low-end LED package base. Downstream applications by domestic manufacturing capacity and the huge consumer market to attract, in addition to active involvement of private capital, Taiwan, Hong Kong, Korea and Japan, many investors have been investing in China, China's semiconductor lighting to enhance the level of industrial technology and international competitiveness, but also intensified the battle to snatch the domestic market.
|
| |
|
| |
|
