LED industry is dead for a lifetime! Who can become 10% after two sessions?

As the wind direction of China's economic policy, the annual national two sessions were held in Beijing from March 3 to March 15. The LED industry once again became a hot topic for delegates. On the one hand, the government is strongly supportive of the LED energy-saving industry, and the industry is also optimistic about the LED industry, but on the other hand, it is also mixed with doubts about the development of the LED industry.

[Two sessions. LED shuffle]

The LED industry has already faced a 'nine deaths' situation, 90% of companies will be eliminated in this knockout, only 10% can survive. On March 7, Liang Fengyi, deputy of the National People's Congress and chairman of Guangdong Zhaoxin Enterprise Group, pointed to the current large-scale reshuffle of the LED industry during an exclusive interview.

She believes that not only the LED industry, this situation will also occur in multiple industries. After entering the new normal, the wave of consumption has passed, and with the advent of the Internet era, the era of big data, consumer demand has changed. How can enterprises become 10% of the industry? Liang Fengyi believes that innovation-driven development is an excellent choice.

As the development of the enterprise enters a mature stage, the old model of self-development can no longer meet the development needs of the enterprise.

“Now the latest cooperation model among enterprises is integrated innovation and joint development. This model has broken the pattern of single-handedness in the past. It is also different from the coordinated development of the door-to-door. In this model, the circles play an advantage and can do big things. Big, can do small and small, you have me, I have you, integrated with a product." Liang Fengyi said.

In this integrated innovation model, multi-enterprise and even multi-industry cross-border integration, integration of resources, all parties can save costs, is conducive to the company's leapfrog development, to achieve a win-win situation. Liang Fengyi revealed that some leading enterprises in the industry have successfully applied this model, and the effect is very impressive. She believes that the LED industry will also move toward this kind of cooperation.

[Two sessions. LED industry]

Samsung, Osram, Toshiba and other international giants overtook on February 12, the US International Trade Commission voted to officially launch 337 investigations on some LED products and their similar components, including LED bulbs and LED chips. Industry insiders exclaimed that China's LED industry wolf is coming, and the pain of VCD may be repeated in China.

Recently, the academician Chen Lianghui of the National Academy of Engineering and the former chief scientist of the 863 program, Professor Chen Yuming, and other experts jointly proposed to the central government: foreign companies such as Samsung, Osram, Toshiba and other big companies are catching up. If they don’t hurry, they may start early in the morning. set. "Upgrading the silicon substrate LED technology with complete independent intellectual property rights to the national technology strategy has become an urgent need for the sustainable development of China's LED industry."

LED lighting is recognized as one of the most promising high-tech developments in the 21st century. Its status as a mainstream lighting technology has been laid and is triggering a revolution in the world's lighting industry.

The industrialization of silicon substrate LED was raised to the national strategy meeting. The Jiangxi delegation added a proposal for the conference to propose the promotion of the industrialization of silicon substrate LED to the national strategy, and proposed to promote the development of the silicon substrate LED industry. It is listed as a national strategy, and the relevant special funds are fully supported and promoted. Second, implement an innovation-driven development strategy. Third, accelerate the promotion and application of silicon substrate LED technology products. Fourth, strengthen the core patent technology protection and national standard construction of silicon substrate LED technology. 5. Encourage policy-oriented financial institutions to play a guiding role.

It is understood that the blue LED technology has three mainstream technical routes according to different growth substrates: sapphire substrate LED technology represented by Japan Nichia, silicon carbide substrate LED technology represented by Cree of the United States, and China Jingneng Optoelectronics Represented by the silicon substrate LE technology.

The first two technical routes have taken the lead in countries such as Europe, the United States and Japan. China's silicon substrate LED technology has avoided their technical barriers from the source, and has applied for or possessed 232 international and domestic patents, of which 127 have been granted invention patents. It realizes patent protection for each layer of epitaxial chip core components, breaking the monopoly sapphire substrate of Japan Nichia Corporation and the monolithic silicon carbide substrate semiconductor lighting technology of American Corey Company, opening up the space for independent development, for China The development of semiconductor lighting industry has great strategic significance and industrial value.

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