1、Good is good, but better carries it.精益求精，善益求善。LED的發(fā)展前景中英文獻(xiàn)-ThedevelopmentprospectsofLEDAsthefurtherdevelopmentofdisplaydeviceandtechnology,screendisplaysystemhasbeenwidelyusedinnationaleconomy,LEDdisplayasacarrierfordisplayinginformationisoneofmajormedia.LEDdisplayiscomposedbyusingLEDlatticemoduleor

2、pixelunit.Ascomputertechnologydeveloped,LEDdigitalhasthecharacteristicsofhighreliability,longlife,highcostperformance,lowusingcost,stronglyadaptivecapacitytoenvironmentwhichcanbedirectlydrivenwithoutreducingdrive,therefore,ithasbeenplayingaimportanceroleinthefieldofflatdisplay.andforalongperiodoftim

3、e,thereareconsiderableroomfordevelopment.So,itwidelyusedinthefinancialmarkets,hospitals,stadiums,airports,terminals,stations,highwaysandotherpublicplacesforinformationdisplayandadvertising.Inrecentyears,ChinasLEDdisplayrelatedtechnologyhasalsobeenmadeafastandgreatdevelopment,BecauseofearlystageLEDma

4、terialandcomponentrestriction,LEDdisplayapplicationswerenotwidelyexpand.Theotherhand,displaycontroltechnologybasicallyisacommunicationcontrolmethodwhichobjectivelyaffectsthedisplayeffect.ThusresultingintheearlyLEDdisplaysinthecountryrarely,productbasedondoubleprimarycolorwhichisgreenandred,communica

5、tioncontrol,graylevelissinglepointoffourtonegray,highcost.Later,therapiddevelopmentofLEDdisplayinthenineties,theglobalinformationindustryisgrowingrapidly,informationtechnologycontinuetomakebreakthroughsinvariousfields,LEDdisplayintheLEDmaterialsandcontroltechnologyhasalsobeentheemergenceofnewresults

6、.ThesuccessfuldevelopmentofblueLEDlens,full-colorLEDdisplaytoenterthemarket;thefieldofcomputerandmicroelectronicstechnologydevelopmentinthefieldofdisplaycontroltechnology,thevideocontroltechnology,thescreendynamicdisplayeffectofgreatlyincreased.Inthisstage,LEDdisplayinChinahasdevelopedrapidly,LEDdis

7、playindustryturnintoanewhigh-techindustry.LEDdoomeditshugemarketwilldevelopintoahugeindustry.Overall,thedomesticindustryintermsofsizehasbeenunsatisfactory,thetypicalcaseistheintegratedcircuitindustryandtheLCDpanelindustry,thedomesticICindustryisnowtailbetweenitspeople,LCDpanelindustryisriddledwithil

8、lness,technologycomplex,largeinvestmentandaweakinfrastructureisthemainreason,whiletheLEDindustrywillbreakthecurse,andcanbringabouttheupgradingofindustries,suchasthedomesticindustryinLCDdriverchipssimplydonotdrive,becausetheLCDpanelindustryoutofthecountry,supportbecauseofhugemarket,LEDDriverICisexpec

9、tedtoflourishinthecountrytopromotedomesticenterprisesbiggerandstronger,whichinturnwillpromotethedomesticLCDdriverchiporotherchip-drivendevelopment.ChinasLEDindustryiscurrentlyadisadvantageliesinthefactthataLEDproductsofdomesticenterprisesandoverseastechnicallevelthereisacertaingapinthepursuitofhigh-

10、endcustomersatadisadvantage;Second,thedomesticICmanufacturingbasecomparedtoJapan,KoreaandTaiwan,thesestrongLEDweakareas,LEDepitaxy,chipmanufacturingcapacity,technologicallevelandpoorexternalsupportofsomematerials,thelearningcurvelongerwilltakesometimetocultivate;Third,thesizeofthedomesticLEDbusiness

11、isstillrelativelysmall,mostofthemdidnotexceed100kk/monthlyenergy(bluegreen),thisstateofaffairsinthenexttwoyearswillbeimproved;four,domesticR&Dconcentratedinuniversitiesandresearchinstitutes,productionintheenterprises,thelackofR&Dresultsoftherapidindustrializationoftheconversionmechanism,whichshouldb

12、elearnfromTaiwansIndustrialTechnologyResearchInstituteofthetechnicalachievementsthelicensingmechanismtospeeduptheconversionrateoftechnologicalachievementsandscientificresearchinstitutescannotbefortheirownindustryratherthantheoutcomeofthelatesttechnologyandtimelytransfertoindustry,theGovernmentshould

13、regulatethedevelopmentofrelevantpolicy-relatedbehavior;fivedomesticlackofcorepatents,inparticularrelatedtotheindustryinthelong-termdevelopmentoftheBlu-raycorepatentsandpatentlackofwhitelight,whichwillenablelong-termdevelopmentofdomesticindustriestofunction.Chinaslocalenterprisesatthisstageismainlyat

14、theinitialstage,smallercompanies,themanufacturersofthemasterdonotconstituteathreattothepatent,patentissuesisnotveryprominent.However,withthedevelopmentandexpansionofdomesticenterprises,oncethescaletoacertainextent,thegoingoutdevelopmentstrategy,willbecomeapotentialpatentissues.Atpresent,thedomestice

15、nterprisestogrowbigger,toimproveproductqualityandtechnicallevelofthemostimportanttaskistoimprovethefuturelicensingcompaniesaskingpriceatthetime,ortograduallybreakthroughthecoreofR&Dpatents.WebelievethattheLEDindustryinChinahasgoodprospectsfordevelopment,basedonthefollowingpoints:First,intermsofthete

16、chnology,LEDtechnologyhasthebottleneckofhighgrowth,low-thresholdcharacteristicsofthestudy,thedomesticlong-termaccumulationinthesemiconductorfieldofresearchresourcescanbeusefulwithagoodbasisforfurtherstudy.Althoughthemanufacturingofintegratedcircuitsbasedonweak,relativelylowtechnologicallevel,butsome

17、domesticenterprisestojoinoverseastechnicalpersonnel,continuetomakebreakthroughsintechnology,technologicallevelofdomesticenterpriseswithgoodcompanieswiththetechnologicallevelofTaiwanorlessthesameaswithinternationalcompaniesasawholehasbeennarrowingthegap;Second,LEDinvestedrelativelysmallinitialinvestm

18、entwillbe100millionplant,thedomesticenterprisestoenterthethresholdofthelow,easytoachievearollingdevelopmentandmanufactureofintegratedcircuitsandliquidcrystalpanelmanufacturerseasilytotensofbillionsofbillionsofyuanininvestmentitisinsignificanteasieraccesstothedomesticenterprisestoformindustrialcluste

19、rs,ofcourse,mayalsoleadtoviciouscompetitionandtoacertainstageofdevelopmentofmarketintegration;Third,thedomesticmarketgreat,LEDmarketisthenextmajorgenerallightingmarket,themarketcapacity,end-consumermarket,scatteredanddifficulttoformamonopoly,avastlivingspaceofdomesticenterprises;Fourth,somecompanies

20、haveacoreofintellectualpropertyrights,suchascrystallinesiliconphotovoltaicsubstratecanGaN-rayprojects,DalianRoad,theareaoftheUnitedStatesandthecoreofthechiptechnology,hasglobalcompetitivenessoftheseenterprisesontechnologydevelopmentinthedemonstrationeffecteasytoformandpromotethehealthygrowthofthedom

21、esticbusinessmarket;five,aftermaturityofthetechnology,LEDdownstreampackaginganddevicesarelabor-intensiveproduction,thedevelopmentofthemainlandwiththelaborcostadvantage.ThedevelopmentprocessfromtheLEDindustry,theglobalsalesofLEDaccordingtothemarketiscurrentlythelargestmobilephonebacklightmarket,withm

22、obilephonesalesgrowthslowingdown,aswellastheOLEDscreenonthemobilephoneTFT-LCDscreentoenhancethepenetrationoftheglobalgrowthrateoftheLED.Technologicalprogressasaresultofcostreductioninthecurrent(andevenpre-2010)isnotenoughtoallowfullaccesstogeneraluseLEDlightingmarket,globalgrowthwillbethenextnoteboo

23、k,LCDTVbacklighting,andautomotivemarketswiththecarinteriorlampbacklightmarket.AstheworldstopfiveLCDpanel(LGPhilips,Samsung,AUO,CMOandSharp)inahighlevelofLEDtechnology,largeproductioncapacityinJapan,TaiwanandSouthKorea,domesticonlyBOE,polishelectricityandtheFiveDragonPVpanelsofthreelines,the4.5-gener

24、ationShanghaiTianmaproductionlinewillbeabletoafterthedemandforLEDbacklighting,buttheoveralldemandisnotdominant,thedomesticenterprisestoentertheLCDpanelbacklightLEDsupplychainproceedsshouldnotbetoolargebacklitpanelwithmobilephonemarketisquitesimilar.ApplicationoftheChinesemarketatthisstagemainlyinthe

25、architecturallighting,indoorandoutdoordisplay,basedontheabovereasons,themainforceofthenextwavemaybepresentinthesemarkets,butinmobilephones,smallsizeLCDbacklight,automobilepenetrationwillincrease,andsomescatteredmarketssuchasspeciallightingwillopenupevenmore(thecostofspeciallightingrequirementsforgen

26、erallightingisnotsoharsh).Afterthereplacementofafewyearsago,LEDtrafficlightsisverypopular,astheLEDslifeislonger,theshorttermitisverydifficulttoreplaceintheeventoflarge-scalework,whichmakestheLEDtrafficlightsforaperiodoflowdemandperiod;alargedomesticsedanmarket,buthigher,certificationcyclelength,aslo

27、ngasthereisexcellentproductquality,domesticmotorvehiclelightsLEDbacklightingandaverylargemarketdemandandgrowthindemandinthismarketisrelativelystable;andLEDdisplayitseasytoassemble,lowpowerconsumption,highbrightness,etc.hasbeenwidelyappliedtothebanking,securities,squares,railwaystations,sportsvenues,

28、thefutureofthismarketthereisstillgreatpotentialforgrowth;intheOlympicGames,WorldExpo,anumberofcitynightdemonstrationeffectoftheproject,ledbyNationalSemiconductorLightingProject,aswellasthemanyfavorablefactors,suchasthepromotionof,thearchitecturallightingmarketisstillabroadprospect.Generallyspeaking,

29、anumberoflargeinternationalcompaniesfocusedonhigh-end,moreconcentratedtargetmarketsreadymarket,aswellasgenerallightingofthehugepotentialmarket,andsomeoftheproductswillberelativelylowtechnicalrequirementsthatthefuturecontrolofthedecentralizednatureofthemarketsoweakoutofhandbecauseofitslargenumberofpa

30、tents,donotworryaboutthefuturewasoutofthemarketatthisstagenottopursueproductioncapacity(permonthtoNichia500kk,ToyodaGoseiandCreewere350kkand300kk),andfocusontechnologytoleadthemarkettrend,Whenthetechnologyismatureenoughtobethesizeofthemarketintothegenerallighting,itisestimatedthatitsproductioncapaci

31、tywillberapidlyandatthesametimetoreduceexternallicensing.Thiscenter-peripheryofthecompetitionisexpectedtomaintainalongperiodoftime.Atpresent,themajormanufacturersintheMainlandmarket,ifthefearofchipexportswillencountertwochallenges:First,largeinternationalcompaniesinpatentlitigation(mainlyblueandwhit

32、e),infact,aslongasacertainsize,regardlessoftheexportandwhetherthepatentwillencounterchallenges,buttheexportofpatentlitigationismorelikelythatanumberof;Second,thecompetitivenessofotherexternalvendors,especiallymanufacturersinTaiwan,Taiwanstraditionalmanufacturersfollowedtheirstrategy-andtechnologytot

33、racktheinternationalcompanies,atthesametimestronglyimproveproductivity,reducecostsandproductioncapacityinTaiwantheworldsfirstchip,thereareanumberofotherindustriessuchasthegiantHonHai,theMau,thetotalbeinggoodtoenterthisarea,caninfluencethefutureofTaiwanLEDchipglobalmarketpricefluctuations.Giventhehug

34、edomesticmarketdemand,domesticchipplants,evenifitcanrelyonthedomesticmarketofthedevelopmentofanadequate,ifthephotovoltaiccompaniesoverseasunlimitedaccesstodomesticmarkets,domesticcompanieswillfacecontinuedcompetitivepressures,whichinthelong-termdomesticenterprisesisaverynegativestatement.LEDindustry

35、isgrowingatthisstage,butalsothelayoutoftheLEDmakersaviewofdomestic,foreigninvestmentintheMainlandtoenjoytaxincentives,domesticenterprisestocompeteinanunequalpositiontoenterthedomesticmarkettoforeigninvestorsshouldbeencouragedtosetupfactoriesinChinatoengageinoutreach,chipcoretechnology,suchasenterpri

36、ses,theseenterprisescanpromotepersonneltrainingandraisingtheoverallskilllevel;shouldbelimitedtothosepackagesinthecountry,epitaxial,chip,suchaspartofthecoretechnologyfortheoccupationintheforeignmarketfromtheenterprise,Oncesuchabusinesscardinallcoreareas,andlocalenterprisesdonotenjoythebenefitsoftechn

37、ologicalprogress,developmentandlimitedspace,Iamafraidtheywillscrambletorelyonpricewar,notsohardtocurryfavorwiththeirownthing,sodealwithonlypartofthecurrentpackageinChinatolimitforeigninvestment,suchasimporttariffsleviedonthechip.Fromthepatentlitigationisconcerned,itsnotterrible,aslongasourmaincompet

38、itors,havetopay,westillcompeteinthesamestartingline,TaiwansmajorinvolvingtheblueandwhiteLEDchipfactoryinthegrowthprocesshaveexperiencedlitigationLED,reachedasettlementintheproceedingstoobtainpatents,continuetogrow.Thebestresponseistodoatthisstagealarge-scale,accesstopatents,whileatthesametimestrengt

39、henitsownR&Dtoimprovethepatentlitigationinthebargainingpowerforcross-licensing.Domesticenterprisesintermsofsize,XiamenSananmayusherinthegrowthofthefirstbaptism.Thefutureindustrialcompetitivenesswilldependontwoaspects,firstly,technology,includingtoimprovelight-emittingefficiencyandlowerthecostoftechn

40、ologytoimprovepowerdevicetechnology,thedirectionoftheroadthereisanextensionofexistingtechnology,butalsopossibleroutesofnewtechnologies;alsoincludingaccesstohigh-qualitytechnologyproducts,aswellasexternalsystemssuchaslightingdesignandtechnology-drivenchipdesign;Second,thescale,ontheonehand,duetolarge

41、scaletoreducecosts,themarketstrongbargainingpower;Ontheotherhand,compoundswithICwafermanufactureofsiliconusedisverydifferent,evenifanextensiononthesameproductionoutofthechipperformancemaybequitedifferent,whichrequirerelativelyhighconsistencyofapplicationareas(suchasatypicalLCDbacklight),theextension

42、ofanThereisonlyapartoftomeettherequirements,butlarge-scaleenterprises,thenumberoflevelsofmarketstructure,canbeinconsistentwiththerequirementsofaparticularmarketdeploymentofchipproductstoanothermarket,thecompanystotaloutputtoincreasetheefficiencyofthefull.LEDindustryabrightfuture,butonlyintheabove-me

43、ntionedtwoaspectsoftheindustrysleadingenterpriseisthefutureking.Conclusion:Companycommented,domesticenterprisesshouldbeconcernedaboutwhat?IntheentireLEDindustrychainandwhichbusinessconcern?Fromtheoveralldevelopmentprocess,thefivecompaniesmostinvestmentvalue.Aclassofintellectualpropertyrightsisacoreb

44、usiness.Roomforthedevelopmentofsuchenterprisesinthemostbroad-baseddomestictoNanchangUniversityestablishedajointprivateequityfundisthecrystalcanbeatypicalrepresentativeofphotoelectric,photoelectriccrystalcanbemadeofsilicon-basedGaNepitaxialBlu-raytechnologytotheworldstopthreeblueLightoneprocesstechno

45、logytobreakthroughforeignpatentsNichiaandCreeblockade,thecompanyissetupnearthecurrentleveloftheindustryneedtobeinspected;anotherLumingforDalian,thecompanythroughtheacquisitionofAmericanLEDchipmanufacturerstomakechipsAXTtechnologyincreases,accesstomorethan40patentedcoretechnologies,aswellasthetechnic

46、alteam.Inaddition,DalianLumingengagedinrareearthsincetheoriginallight-emittingmaterial,whiteinthesynthesisoffluorescentpowderusedintheproductionofanedge,isoneoftheworldproductionofonlyafewcanproducelight-emittinglight-emittingmaterialscanchipbusiness.Moreover,thepossibilityofR&DLumingnewrare-earthfl

47、uorescentpowder,breakthroughNichia,Osramwhitelighttechnology,suchaspatents,forthedomesticindustryintothegeneralLEDlightingbreakthroughinthelastbarriers!WhiteLEDlightingaslongasthetwomajorstumblingblock-Blu-raypatentandwhitepatenttomakeabreakthrough,thedomesticLEDindustryabrightfutureaheadfortheresto

48、fthedomesticindustryistotesttheabilityoftheindustry.Otherenterprisesinthechipindustryandtechnologytotrackmoresuccessfuldoingbusiness.AbilitytocarryouttheactualchipdesignandprocessingofgreenextensionofacertainsizeandmainlyconcentratedintheSamanXiamen,DalianRoad,UnitedStates(Lumingsubsidiaries),severa

49、lcompaniessuchas士蘭微,thecurrentscaleofproductionwithLED-rayonlySamanXiamen.Xiamen,TaiwanMOCVD12Saman,redchipspermonthcan1000kk,bluechip200kk/month,technologyinthedomesticleadinglevel,withfull-colorultra-highbrightnessLEDchipproductioncapacity,salesrevenuein2006nearly300million,themarketwaswellreceive

50、d;Moreover,TaiwansoptoelectronicsandinformedEpistartosetupfactoriesinXiamen,thelocalformationofindustrialclusterstoenhancethecapacityofindustryandtechnicalpersonnelsupportingtheflowoftheimportanceofthedevelopmentofthethreealsohaveanimportantroleinpromoting.士蘭微capacityofthecurrentblue-chip100kk/month

51、s,thelevelofadvancedchiptechnology,thecompanywillbeinAugusttwonewMOCVD,intotwonextyear,capacitywillbeblue-chip300kk/months,whenavailablebrightredandgreenandblueLEDchips,LEDchipsalesin2007expectedtoreach200million,withacertainscaleinthemarkethaveacertainbrand;士蘭微Anotheradvantageliesinitstraditionalin

52、tegratedcircuitdesigncompaniesinLEDDriverICdesignandmanufacturecanmakeadifference,thecompanysproductshavebeenlaunchedinthisregard,it士蘭微alsooptimisticabouttheprospectsforthedevelopment.DalianRoadintheindustrializationoftheUnitedStatesalsomadeawell-known,bothintellectualpropertyandthesuccessoftheindus

53、trializationofthecharacteristicsoftwotypesofdevelopment.Theformertwocategoriesofenterprisesarethecoreadvantageofmoreconcentrated,theinvestmentvaluewillfirstappear.Thethirdtypeofenterpriseisthebestpackageofdownstreambusinesses,suchasXiamenHualian,FoshanStateStarselectricity.Thedevelopmentofdomestic-s

54、caleintegratedcircuitsisamajorfeatureoftheareaoflocalenterprisedevelopmentpackageisbetterinthefieldofdesignandmanufacture,itisestimatedthatinthefieldofLEDpackagingcompanieswillalsobeagooddevelopmentopportunities,orevenfasterthantheupperandmiddlereachesofepitaxialchipbusinessdevelopment,becausethepac

55、kagecanbepurchasedforeignchipcompaniestomeetdomesticmarketdemand,whiledomesticenterpriseswillfollowtheroadmapchiptechnologyprogress.ThefieldofLED,whiteLEDlighteffectthroughthepackagetoachievesomeothercolorlightsourcemustalsobepackagedintoadevicefortheterminalmarket,thelevelofpackagingtechnologywilld

56、irectlydeterminetheoveralldevelopmentofLEDmarket!Atpresent,mainlyconcentratedinthelowerreachesofLEDpackagingindustry,butthemajorityoflowlevelsofenterprisepackage,leadingtofiercecompetition,withtheescalationofendmarkets,excellentdownstreampackagingincreasinglystrongbrand,technologybecomingmoreadvance

57、d,itisboundtocometothefore,theinvestmentvalueofatoembody.ThefourthtypeofenterpriseswillriseinthefutureofLEDlightingincommonareas,suchaslightingdesign,professionalbranddevelopedawhiteLEDgeneralilluminationlightandlampmanufacturers,andso,asthelargestmarketforLEDapplications,high-investmentvalueofsomee

58、nterprisesamatterofcourse,onlyamatteroftimeratherlong.ThefifthtypeofLEDindustrychaininoutlyingareasofelectronicmaterials,suchassilicon,siliconresin,leadframepackaging,coolingmodule,etc.;aswellasthefieldofLEDdriverIC,currentintheseareasisstillrelativelyweak,itisnecessarytoexperiencealong-term,driverc

59、hipsareexpectedtogrowfasterthanotheroutlyingareas.LCDDriverICdomesticindustrializationquitesuccessful,tobenefitsmall,mainlyduetothelowerreachesofthemarket(panelmanufacturers)thelackofdesignandmanufactureofintegratedcircuitsbasedonrelativelyweak,andnowaverybroadsemiconductorlightingtodomesticdownstre

60、ammarket-drivenindustrialdevelopmentchiptheopportunitytogrow,itisbelievedthatcometotheforeanumberofenterprises.Inrespectoflistedcompanies,士蘭微prospects,anditsextensioninthehighlightedbluechipindustries,suchasacorevalueofthetechnologytomakeabreakthroughinpowerLEDdriverIC,thereisalsothelaunchoftheirpro