Mazuva mashoma apfuura, yakaitwa mune yakakura bvudzi negotiable security sangano "mu 2011 LED indasitiri seminar" pamusoro, nyanzvi ichipinda musangano uye vatungamiriri vebhizinesi, nyika semiconductor lighting chirongwa chetsvakiridzo nekusimudzira uye mutevedzeri wemunyori mukuru weindasitiri, Mr GengBo nyika Yu Bin sea. nyeredzi yemagetsi director, mutevedzeri wemaneja mukuru, PhD, yakaoma sephotoelectric, mukuru wezvemari, munyori webhodhi Mr Ye Sunyi vakapinda musangano, uye 2011 LED indasitiri yakaenderera mberi nehurukuro. Izvo zvakakosha zvemusangano uye maonero akapfupikiswa pazasi:
1. mumakore mashoma anotevera LED indasitiri achachengeta kukurumidza kukura
Mumakore gumi achangopfuura 10 LED yekuvandudza gore rega rega, chiyero chemutengo wemwenje we LED wapfuura chinyakare mwenje sosi, mwenje uye mwenje wemutengo wakakwana wakaderera pane incandescent mwenje, halogen mwenje uye CFL chubhu mwenje, ichave yakaenzana 2012 magetsi ekuchengetedza simba. 2015 LED zvigadzirwa mutengo unogona kudzikiswa kusvika 1/5 yegore ra2010, apo mwero wekupinda mumusika wekuvhenekesa wakasvika pa50%, muna 2020 uchazvidavirira kupfuura makumi manomwe neshanu muzana emusika wemwenje.
Makwikwi epasi rose emaindasitiri epasi rose iUnited States neJapan, Europe, South Korea, China neTaiwan. Iye zvino nyika dzose mukugadzira nzira kutumirwa, sezvo Japan kuburikidza nehurumende subsidies kusimudzira LED chiedza, substantially inotarisirwa kutsiva 2015 mwero 50%, kutsiva mwero 100% muna 2020; South Korea muna 2015 kuve nechokwadi chekuti 30% yemusika wekuvhenekesa.
China LED indasitiri goho ukoshi yakasvika bhiriyoni 120 Yuan, anopfuura 4000 mabhizimisi, mumakore mashanu adarika avhareji kukura mwero 35%, kupfuura 40% muna 2010. Hunokosha Data statistics akati Guangdong LED goho ukoshi yakasvika 83,5 bhiriyoni Yuan. Indasitiri yekubuda kukosha inotarisirwa mumakore mashoma anotevera avhareji yekukura kweanopfuura 35%. China ikozvino yave mukutsvagisa tekinoroji uye budiriro yakaita zvinoshamisa, kunyanya maererano nekurongedza zvigadzirwa zvine hunhu hwazvo, maapplication ane budiriro huru. Patent application, application yepatent ye LED inopfuura 28912, kusanganisira encapsulation uye application patent yakaverengerwa inoda kusvika 70%; National test platform ine matanhatu uye matatu ari kuronga.
2. iyo LED indasitiri yekudyara ine katsika kune yemaitiro overheating
Chinyakare indasitiri yemwenje inobuda kukosha yakasvika 290 bhiriyoni yuan, 2010, 2010, LED general lighting inobuda kukosha 18 bhiriyoni yuan, 140% kuwedzera pamusoro 2009, 2009 yuan, accounting 21% ye LED application musika chiyero, kumusoro 14% pamusoro 14% muna 2009, kusanganisira LED mumugwagwa chiedza, mugero chiedza yakakura kupfuura 100%. Union statistics yemba ye LED mwenje mwenje ine anopfuura miriyoni 1.6. Kupinda kwemusika kwe LED kusingasviki 1% muna 2010, kunotarisirwa kusvika 30% muna 2015. Asi kunyatsotaura, musika wekuvhenekesa unonyanya kukoshesa hurumende, musika chaiwo hausati watanga, asi kutsiva mwenje wechinyakare ndiwo maitiro. yeThe Times.
Domestic investment scale ye20 bhiriyoni, 2009, 2010 kusvika 30 bhiriyoni, iyo investimendi yakanyanya kunyanya muindasitiri yechain link yehierarchical. Ikozvino mari yemumba yakakura kwazvo. Chikamu chemakambani emagetsi ezuva chakaisawo mari, poly (xin boka rakaisa madhora mazana maviri nemazana mashanu emadhora, mazana mashanu seti ekunze MOCVD akavaka LED base musuzhou.
Nhamba yeMOCVD michina 2010 mainland plan itsva 09 ye50% yepasi rose kupa MOCVD, chirongwa chemakore matatu chezvikamu zvitsva zve1466, kupfuura huwandu hwese 09 yepasi rose MOCVD michina, maererano nechirongwa, mushure memakore matatu epitaxial wafer kugadzirwa kwesimba kuchaita. ive ka10 kusvika ka15 pane ya2009. Pano zvakakosha kuziva kuti indasitiri inoda kuuya, iyo iri pamusoro pemidziyo nhamba inogona kunge ichiri kushomeka, asi isati yasvika pamusika panguva ino, zvakaoma michina iyi ichave. hapana chakasara. Investment ine tsika yekudzimisa kwemaitiro, inopfuura chikamu chimwe muzvitatu chebhizinesi rekuvhenekesa rechinyakare rakapinda kana kuronga kupinda.
3. China LED indasitiri zvose mikana nematambudziko
Nekuda kweChina pahwaro hwekuvhenekesa kwechinyakare pamwe neyakajairwa zvinhu tekinoroji, simba rinogona kunge riri indasitiri yeLED muChina. China padanho renyika rekutonga kumusika uye pesvedzero yekuchinja kuri pachena.
Iyo yemumba LED indasitiri mikana uye matambudziko anogara. Mikana: 1, misika yechinyakare uye ichiri kusimukira ine mikana mikuru yebhizinesi, 2 yeindasitiri yekuvhenekesa, indasitiri yekuvaka yakaomesesa, 3, uye kuchengetedza kwesimba uye kuderedzwa kwehutsi uye kusimudzira kwakasimba kunopa mukana wakanaka kuindasitiri yeLED, 4, uye mutemo wekupedzisira kusimudzira nesimba indasitiri yekukura, gore rapfuura mune semiconductor indasitiri kuratidzira purojekiti kubhidha inomiririra zvinoreva yakakura; Zvinetso: 1, nyika dzakasimukira dzatove negwaro rekuratidzira rekusimudzira, 2, nyika dzakabudirira dzakapa zvirambidzo zvekuvhara, senge mashandisirwo emagetsi emwenje echinyakare nemarambi, China inodawo kuenderana uye 3, fungawo nezve. indasitiri yekusimudzira danho rehurumende inokanganisa kushandiswa kweindasitiri yemwenje yechinyakare nekukurumidza, asi shanduko inofanirwa kuitwa zvichiteerana nemitemo yemusika, marongero anogona kungotenderedzwa, 4, uye hofori yepasirese yakasimba kupinda pasi pemvura application inoda. isu kukurumidza kubatanidza, 5, uye mwero patent yava chinangwa chemakwikwi enyika, matanhatu, indasitiri zviwanikwa kugovera haina vakaungana pachavo pamwe chete, uye China ndiyo upfumi hwomunharaunda, kudzikamisa kukura yomunharaunda zvakaoma; Mamiriro ekumusoro anowanzo kune zvigadzirwa zvepakati, mukushaikwa kwetarenda, 7, rutsigiro rweindasitiri uye kurongeka hakuna kukwana. Tsigiro yehunyanzvi, nzvimbo yekusimudzira haina kukwana zvakakwana. Chiyero chekudyara chakaderera, chakakomba chigadzirwa homogeneity, chiyero uye zvitupa misika sekuvandudzwa kweiyo nzira yekuona.
4. 2011 ichava yekutanga LED general lighting market
Tarisiro nyowani yakafara yemusika, musika mutsva unoshandisa maledhi ane hupfumi hwepamusoro uye mabhenefiti ezvakatipoteredza ndeye 10 makore 8 maawa pazuva (30000 maawa) 2010-2015 fungidziro, photosynthetic kunyatsoshanda inosvika 60 2010 lm/w, 2015 inosvika zana lm/w, mutengo. paRMB 70, 2010, ne2015 inogona kuwira pasi pemadhora gumi. Inotarisirwa muna 2013 ndiyo yekuchinja inodhura pasi, kureva kuti, iyi poindi ndeye LED yakakura-kukwidziridzwa kweinflection point.
Kuvhenekera kwe LED mumusika weramangwana kuchava LED ne teknolojia uye kukurumidza kukura kwemutengo pasi pemavhiri maviri. Alliance inotarisirwa, LED general lighting musika muna 2011, yakatanga muna 2011-2012, mwenje we LED uchabva kune wekutengesa, indasitiri, hofisi uye veruzhinji nzvimbo yekuvhenekesa zvishoma nezvishoma kumwenje wemba.
Investment strategy:
1. tarisa kune angangoita mabhizinesi: kugona kwakasimba kwekubatanidza system, bhizinesi rine vertical yekubatanidza kugona panguva imwe chete; Mune imwe niche yakasarudzika bhizinesi; Iyo ine mukana weiyo brand nzira dzemabhizinesi; EMC ine hunhu hwemhando dzebhizinesi.
2. munzvimbo dzakakosha: maererano nechiedza chekutanga chevanhu, chiedza chekutengeserana uye chiedza cheimba nzira yekurongeka kwakarongeka.
3. nguva yekudyara: tevera kunze incandescent roadmap, gumi guta wan chiedza uye huimin mapurojekiti akadai national policy (zvinogoneka) muhafu yekupedzisira ye2011, tora LED chiedza kutanga mukana.
5. high-power LED packaging inoenda kune yakazara index
Nemaitiro ekusimudzira emakwikwi ekuita kwechigadzirwa che LED haasisiri paramende imwe chete, asi anowanzo funga nezve kupenya kwakanaka uye mavara ekupa index, senge hupenyu, mutengo, yakazara index. Kutungamira kweiyo yepamusoro-simba LED yekurongedza tekinoroji ndeye yakakwira ikozvino density, yakakwira kupisa kuramba, yakakwira color rendering index, kubatanidzwa kwepamusoro uye kupenya kwakanyanya.
Iyo inotevera hombe chip, chip kurongedza, diki chip yakakwira density multichip module kurongedza ichave maitiro.
6. MOCVD kusunungurwa kuchapisa indasitiri kusimbiswa
Parizvino kugadzirwa kwemumba epitaxial wafer kumusoro kweMOCVD kwekudyara kupisa kwakanyanya, 2011 kugadzwa kwemidziyo yemumba kusvika pakusvika kwezvinhu kunofanirwa kunge kuri mayunitsi mazana mashanu, 2 kusvika ku3 kota yegore rino, maererano nekugadzirwa kwesimba kuchaburitswa zvishoma nezvishoma, zvinogona kukonzera zvimwe. pesvedzero kumusika wepakati-renji chip musika, inotarisirwa kuchena mwenje chip mitengo yakazara ichaderera ne20 kusvika 30%.
Kumusoro chip chikumbaridzo chakanyanya indasitiri yehunyanzvi, haingofanire kunge iine chitofu, chinonyanya kukosha kuve nechikwata chetarenda, tarenda razvino remumba munzvimbo iyi rakashaikwa. Naizvozvo, mukati memakore maviri anotevera indasitiri ichamhanyisa kubatanidzwa, senge makore gumi apfuura makambani eTaiwanese, yekupedzisira inogona kunge iri 6 kune 7 makambani, mamwe makambani haana kubvisa chitofu uye haakwanise kutanga, chitofu depreciation mutengo wakakwira zvakanyanya, anogona ' t kugadzira zvigadzirwa zvemhando yepamusoro bhizinesi zvinogona kutarisana nekubviswa.
7. munguva pfupi yapfuura chiedza che LED chichava muchimiro chemasimba makuru uye simba duku rinogara pamwe chete
Parizvino LED chiedza zvigadzirwa panguva inononoka kukurumidza, kunyanya kuvimba nehurumende chirongwa mukusimudzira, asi chiratidzo chakanaka kuti nzira dzichiri kusimukira dzakadai kuburikidza EMC, kuburikidza nekutanga bhengi, inishuwarenzi uye mamwe masangano zvemari, LED maindasitiri chiedza, veruzhinji chiedza nokukurumidza. development. Mamwe ekunze incandescent bulbs kudzima countdown, yenguva pfupi yekutengesa musika inogona kukura nekukurumidza.
Ikozvino mitengo yekuvhenekesa ye LED uye mitengo ichiri yakanyanya kukwira, cheni yekugovera haisati yanyatso vandudzwa, zvakare kune zvakawanda zvinoda budiriro pane tekinoroji link, inodawo kuenderera mberi nekuvandudza mashandiro anopenya. Nekuda kwemutengo, nguva pfupi yadarika zvigadzirwa zvemwenje zve LED zvine simba rakakura uye diki simba rakasanganiswa rinogara, asi neakakwira magetsi emagetsi anodhura zvakanyanya kuderedzwa, iwo akakwira magetsi e LED zvigadzirwa ndiyo nzira yekusimudzira.
8. kugadzira yakazvimirira patent ndiyo nzira huru yebudiriro yenguva refu
Dambudziko re LED patent ndechimwe chezvinhu zvakakosha zvekurambidza kusimudzira kweChina indasitiri ye LED, indasitiri ye LED muChina kuve nesimba munyika yose, iyi inyaya yekusatenderedza yapfuura, inofanirwa kukudziridza yakazvimirira patent. Asi dambudziko repatent haisi iyo yakakosha nyaya yechip level, kana epitaxial wafer, chip process yekugona kwemunhu kugadzirisa. Parizvino nzira kugadzirisa dambudziko patent ndiyo huru kana yakapoteredza patent yakaoma nzvimbo, kubhadhara royalties kuwana mvumo, etc. Parizvino Japanese patent zvakasimba, Europe uye United States, South Korea, Taiwan, mainland zvishoma akasununguka.
Patent nyaya inosanganisira chip zvinhu, chimiro chemudziyo, phosphor, yechipiri mwenje kugovera, chimiro dhizaini, senge mazinga akati wandei, chinonyanya kukosha ichiri fluorescent poda uye substrate zvinhu. Iyo phosphor patent main current mumakemikari maoko, yavanotora ndeye aluminate material, yazvino silika yemba uye nitrides iri r&d, asi ichiri kuda kuvandudza kuvimbika uye kugadzikana. Substrate zvinhu chikamu, nyika yedu mukusimudzira nesimba Si substrate zvinhu, mubatanidzwa nhume nanchang crystal inogona kuita capital ye60 miriyoni yuan investimendi mukutsvagisa nekusimudzira, ine kufambira mberi kukuru kusvika zvino, kana budiriro ichakwanisa kuita maindasitiri eiyo Integrated redunhu tekinoroji. inoshandiswa kune LED chip, ichaderedza zvakanyanya mutengo wechip uye tarisiro yeramangwana yakakura kwazvo.
Nguva yekutumira: Aug-10-2016