LED: Three applications lead the growth of the packaging industry seeking to break through

In the past two years, the LED industry has calmed down from the semiconductor lighting industry. The development of China's LED industry is becoming more mature and rational, and the LED chip industry has made a breakthrough. Our most advantageous packaging industry is developing well and is entering a period of scale and branding. LED applications are also becoming more rational and practical. How to scientifically develop the LED industry chain, how to promote development by application, LED application companies, packaging companies, chip suppliers should conduct good communication and cooperation. This newspaper invites industry experts to express their views and pay attention to LED industry chain construction and LED attention. Encapsulate enterprise growth and promote communication and cooperation between application companies and LED device suppliers.

Lack of self-developed weak support materials

What is the biggest problem that restricts the development of LED packaging companies? Is the chip supply, application disconnected or intellectual property, patents, brands, scales, etc?

Fan Yuxi: There are many problems that restrict the development of LED packaging enterprises, but the most prominent ones, especially as far as the current situation is concerned, I think there are three aspects that need special attention. First, the scale problem: scattered, small and lack of competitive strength, not only restricts the healthy promotion of the market and the effective development of new markets, but also suffers severely in the market possession. Due to the limitation of scale, the ability to invest in technology is extremely poor, which seriously affects the progress of packaging technology. Second, the issue of independent intellectual property rights: We have already shown weaknesses in the operation of the international market, and even blocked. The third is the all-round communication problem between the packaging enterprise and the traditional lighting and application enterprises: including unified understanding, standardization, design, technology, and standards. Faced with the rapid advancement of LED technology, mutual recognition communication between packaging and application industry has become an urgent issue. This is very necessary for China's LED lighting products to truly enter traditional lighting, and to develop healthily and take less detours.

Guo Yuguo: First of all, the lack of application-oriented development, weak independent research and development (universal problems); secondly, the lack of strong support from domestic materials, the pressure of unequal competition has not been effectively alleviated (some serious problems faced by some high-end enterprises); knowledge Problems in property rights and brands also exist to varying degrees.

Jiang Guozhong: China's LED packaging equipment, packaging materials, high-end chips all rely on imports, packaging companies are not large enough, packaging technology research is insufficient, the overall level of technology is not high, coupled with the shortage of LED packaging professionals, the principle of LED design, structural design, There are too few people who understand the materials, optics, and knowledge of semiconductors. This situation seriously restricts the development of the industry. At the same time, the development of the LED packaging industry has also been hampered by foreign patent rights.

Tong Tongsheng: Several aspects mentioned above are very important. The most important thing at present is the expansion of large-scale application areas. As the scale develops and exports expand, intellectual property will become more and more important. At present, it is not the competition period of various packaging companies, but the mutually reinforcing development period of mutual cooperation, mutual cooperation and expansion of application channels, and expansion of LED application scale.

Peng Wanhua: The reasons for restricting the development of China's LED packaging industry are technically: First, the key packaging materials: such as substrate materials, organic rubber (silica gel, epoxy resin), phosphors, etc., need to be improved. Second, the heat dissipation problem of high-power LED packaging technology has not been completely solved. Third, the package structure should be innovative for different applications. These technical problems need to be continuously improved by technical processes to overcome them. In addition, from the perspective of enterprise development, there are two key issues: First, the high-performance LED chips and power chips required for packaging cannot be purchased (except for some foreign companies), which comprehensively restricts the packaging production of high-end and high-power LED products. . Second, key packaging technologies often contradict foreign packaging patents, such as white light packaging technology, power LED package cooling technology. If you want to scale the package production and export a large amount, you will encounter patent disputes.

Cost and quality are always the key to competition

Some people think that China's LED packaging industry has reached a critical period of becoming bigger and stronger, what kind of development opportunities and challenges does China's LED packaging enterprises face? How to improve the competitiveness of the packaging industry?

Fan Yuxi: For the development of the LED industry, the LED packaging industry in the middle position has received extensive attention since the start of the semiconductor lighting project, perhaps because the packaging industry directly faces the application market, or perhaps because of the packaging industry and The LED packaging industry has been rapidly developing due to the small gap in international level and the fact that its investment is still not large.
From the perspective of opportunity, it is a macro overall good situation, including the international environment, government policy guidance, awareness, etc. Since this is a well-known reason, it can be no longer commented. Secondly, in view of the characteristics of the packaging industry, due to the rapid advancement of LED epitaxial chip technology, including the rapid maturity of packaging and application technology, and entering the industrialization and driving the rapid development of the application market, this situation enables the packaging industry to develop faster. The most important opportunity factor. With the significant increase in the luminous efficiency of white LEDs, the application fields for high-brightness LEDs and white LEDs can be greatly expanded. At present, not only a series of special applications, military, aviation, landscape, table lamps, flashlights, miner's lamps, etc. are greatly improved, but in the field of updating, LCD backlight display, automotive applications, street lamps and Other fields have also entered the practical application stage. LED packaging industry not only has an excellent market development space, but also has a more healthy development of industrial platform support both domestic and foreign. It is not empty talk to build a first-class international leading domestic and large-scale leading packaging enterprise!

Of course, the challenge is very obvious. Objectively speaking, the technical level of large international companies still has obvious leading advantages, and the restriction of key patents is still a very important and prominent factor. From the government's point of view, compared with foreign countries, the support of major policies is still insufficient. This includes taxation policies, as well as the emphasis on and support for technological innovation, scale improvement, and accelerated scale management. As far as the actual level of development in the country is concerned, there is still a lack of ability to compete with the international level. However, since the launch of the semiconductor lighting project in China, we have recognized the gap and are not afraid of the gap. The Chinese are catching up!

The LED industry generally believes that the gap between the technical level of China's LED packaging industry and the international level is not too large, and it is entirely possible to catch up with the world level. As far as the current situation is concerned, the rapid development of the domestic application market has spurred more international capital to intervene in the Chinese market, how to promote the development of national industry, and to be in an invincible position and gain an advantage in the new round of competition? I personally believe that it is of the utmost importance to strengthen and strengthen the LED packaging industry, which is an important part of the application market. It is crucial to cultivate leading enterprises and large-scale enterprises to seize the opportunities and seize the market. In this regard, it should also attract great attention from the government and the industry. Of course, epitaxial chips, the speed of the new technology route must also accelerate development, otherwise China's LED industry can only be passive water, no roots.

It can be said that in the face of the current development of the actual situation, the LED packaging industry has reached a critical period of becoming stronger and bigger. We are pleased to see that it is the industry consensus to strengthen and expand the packaging industry. At present, the main domestic packaging companies are Foshan Guoxing, Xiamen Hualian, Zhenjiang Wenrun, Guangzhou Hongli, etc., in the national “10th Five-Year” and “Ten Under the impetus of the “Five-Five” plan, a new round of expansionary technological transformation has been completed. Generally, there will be new achievements in 2007, and the scale, technical level and operational capability will be significantly improved. At the same time, in order to truly form a leading enterprise, truly create economies of scale, and create new brands, many domestic key enterprises, including packaging companies, extensions, and chip companies, are also exploring cooperation and expansion in different forms. As far as I know, including horizontal integration, including vertical integration, and even the integration between the LED industry and the traditional lighting industry, there is room for discussion. In short, under the common desire to shape leading enterprises, advance technological progress, and expand market scale. The possibility of China's enterprise cooperation and integration is stronger and bigger.

Guo Yuguo: For LED packaging companies, the current pursuit of “bigger” may not be necessary. First, “strengthening” is fundamental. The basis for strengthening is to carefully analyze the market, select and do your own superior products and advantages. As for "bigger", the timing is not mature, and if you want to rely solely on the cooperation between packaging companies to grow bigger, the possibility is very small. In the future, LED packaging companies will need other strengths to expand or collaborate.

Jiang Guozhong: Domestic LED packaging companies can only develop their production scale and improve their technical level in order to achieve better development in the intensified market competition. Enterprises have indeed developed into a bigger, stronger, larger, and branded development period. Only by making the package bigger and stronger can we guarantee the market of extension and chip, and promote the development of the extension and chip industry, so that the entire LED industry chain can be better and faster. Restricted by regional interests, investment interests, and management trust, it is less likely that domestic companies will become bigger and stronger through cooperation. The capital increase and expansion of existing enterprises is one of the keys to the healthy development of the LED industry in the future and its true competitiveness. The state should provide necessary policy concessions and financial assistance for the financing, fund raising and investment of existing enterprises, and create an environment for corporate mergers and acquisitions. At the same time, it is necessary to limit small-scale and low-level redundant construction to concentrate resources on existing industrialized enterprises so that they can become bigger and stronger.

Peng Wanhua: China's LED packaging capacity is relatively large, about 40 billion / year, plus foreign companies, more than 50 billion / year. However, there are more packaging companies and smaller scales. It should be said that packaging companies should strengthen cooperation and integrate them to make enterprises bigger and stronger, which is a good time. However, LED packaging products and enterprises currently have the following characteristics: First, packaging companies are mainly low-end products. Secondly, there are too many package types and varieties, and most of them are non-standard package products. Third, the lack of ability to open up foreign markets. Fourth, many small package companies, although small in size, still profitable and have a good life. Due to these characteristics and institutional reasons, it is difficult to integrate LED packaging enterprises to make them bigger and stronger, and to expand the scale of the industry. However, it is necessary to work hard in this direction to integrate and enlarge the LED packaging enterprises. .

Ding Chenglong: The LED packaging industry has formed a scale in China. Local enterprises and foreign-funded enterprises have covered almost all varieties of the LED packaging industry. Of course, the scale of production of the varieties is uneven compared with the world's counterparts. The bottleneck is still the ability to develop capital and the world market. The old-fashioned concept of “Ning doing the chicken head improperly Fengwei” has affected the cooperation and asset portfolio of domestic enterprises.

Guan Jizhen: The opportunities for LED packaging companies are a good policy environment, strong market demand and broad development space. The challenges are from technological innovation, standardization, intellectual property and economies of scale. The scale is moderate, and the key is how to be stronger. Being big is one of the conditions for strengthening, not the most important condition, but also the formation of competitive advantage or core competitiveness. The core competitiveness is based on innovation and cooperation, especially the close cooperation between industry, academia and research.

Tong Tongsheng: Cost reduction and quality improvement are always key issues for packaging companies to solve. To solve these two problems, it is necessary to increase the scale of production capacity, strengthen product technology research and development, and increase investment in production equipment and quality assurance equipment. The application of LED is very wide. It does not mean that all products are done, but it is aimed at the areas that the company is good at and has its own characteristics. It is working hard on the depth of technology and the breadth of scale.

Industrial development is maturing, technological progress is accelerating

What are the new characteristics of China's LED industry development in the past two years? What is the development of LED epitaxial chips, packaging, applications, etc? What new changes are there?

Peng Wanhua: According to the statistics of China Optoelectronics Optoelectronic Devices Branch, LED output and sales value have increased significantly in the past two years, especially for high-brightness LED devices with a growth rate of 50% and high-brightness LED chips with a growth rate of over 100%. In the technology, new technologies and new processes have been used to achieve gratifying results. For example, epitaxial growth of GaN on silicon substrates, power LED chips can enter industrialization, solve 1W LED packaging technology problems, improve internal quantum efficiency, external quantum efficiency and packaging. Good results have been achieved in terms of light extraction efficiency and so on. In the past two years, the application of LED has been promoted in all aspects. Almost all the devices, devices and components of light source and information display will enter the “test” and gradually develop into new LED application products. However, there are still more serious problems. LED high-performance chips and power chips have not yet broken through, relying on imports. At present, domestic LED products are mainly in the middle and low-end, and the scale is small.

Fan Yuxi: From the current development situation, we have noticed some new features of the LED industry development: First, the development of the LED industry is more mature and rational. Second, whether from the global perspective or from China, the speed of LED technology advancement is faster than expected, and the main indicators seem likely to be realized ahead of schedule. Third, the new maturity of the new technology of GaN-based LED based on silicon substrate in China will enter into mass production, which will have a new impetus to the development of white LED industry. Fourth, the speed of the application market is fast, and the role of the base construction demonstration project is large. The scope of the project has been exceeded, and it has exceeded expectations. It has put forward higher requirements for the scale of the LED packaging industry. Fifth, the intensity of foreign and Chinese Hong Kong and Taiwan capital and private capital's involvement in the LED industry has increased significantly. Sixth, the R&D and industry alliances, the role of LED and related industry associations, and the role of a group of management and technical elites from the whole industry can not be ignored. Seventh, the actual construction of the standard construction, patent construction, and inspection platform construction necessary for the development of the industry has also played a major role.

Guo Yuguo: I am very much in favor of the opening of this topic: "In the past two years, the LED industry has calmed down from the sturdy semiconductor lighting, and the development of China's LED industry has become increasingly mature and rational." There is an inevitable connection. The overheating of semiconductor lighting for a period of time, especially the narrow positioning and understanding of semiconductor lighting, has adversely affected the development of the domestic LED industry. From the perspective of doing market, I have been very disapproving of the ultimate goal of semiconductor lighting and even the LED industry in home lighting (or functional general lighting). Let's talk about the application of LEDs in terms of indications and displays, and do not talk about the independent implementation or attachment to the landscape projects of bridges and parks. We will talk about the application of semiconductor lighting in architecture. In addition to the future general lighting goals, there are: Landscape or decorative lighting outside the building and landscape and decorative lighting inside the building (including the home). The technology in these two markets is more mature, the advantages of LED applications are more obvious, and the market space is not necessarily smaller than general lighting, they neither will nor need to be replaced by LED general lighting.
The prospects for semiconductor lighting are limitless. Among them, LED high-power white light technology, which is the basis of "universal lighting", is very important. Many of its technical problems require the joint efforts of the industry elite to overcome it. This is also a very valuable technology. But you can't position it as the ultimate technology because it's the hardest.

From the upstream, the investment of newcomers is more rational, and there are few ideas like investing in high-tech industries to get a quick return. The plans and behaviors of early-invested companies in terms of expansion direction, coverage, etc. Mature, generally adopting a strategy based on its own foundation and based on mature technology. At present, the cost-effective competitive advantage in some sub-sector products has been reflected. This is not only the basis for a stable development of a company, it should be said that the domestic LED upstream industry can continue A foundation for benign development. Although the coverage is not enough, at least there are products that we can truly participate in the market competition. In the packaging and post-application industries, more companies have emerged from the low-end price competition, and have generally improved their market segmentation and established their own differentiated advantages. They have also achieved greater gains in the international market. say.

Jiang Guozhong: Generally speaking, China's LED industry pattern has a high degree of industrialization in the south, while the north relies on many universities and scientific research institutions, and its product research and development strength is strong.
With the launch of the national semiconductor lighting project, the LED upstream industry has developed rapidly. The LED industry structure in China is shifting from the lower-end packaging to the chip with higher added value and more core value. However, from the perspective of industry scale, packaging is still the largest industrial chain in China's LED industry. In addition, with the continuous improvement of LED lighting efficiency requirements in the LED application market, China's LED products are also going to the high-end overall, and China's LED packaging industry is also developing rapidly.

Ding Chenglong: In the past two years, China's LED industry has accelerated its development. Some epitaxial wafer and chip companies led by Xiamen Sanan have begun to make profits. More private capital is optimistic about this 21st century industry, increase investment, and enter this industry. High-end - epitaxial wafers, chips. Application areas: landscape lighting, decorative lighting, LED Christmas lights exports, etc. gradually formed scale, and even formed large-scale; LED street lamps, mining lamps research and development, production units increased, a considerable number of local government departments interested in this, there is a trend of scale.

Guan Jizhen: In the past two years, the overall development of China's LED industry is good, and the market continues to grow. It can be said that it has entered a new period of development, mainly in the following aspects: First, semiconductor lighting has received extensive attention and attention, and has brought out a good environment for the development of the LED industry. . LED chip development and device packaging research and development and industrial investment have increased, forming a group of strong backbone enterprises, the industry scale and output have significantly improved. Second, the National Science and Technology Innovation Fund, “863”, and plans have given support and guidance to LEDs. LED devices and display applications have developed rapidly, technology exchanges are active, and standardization progresses positively. Various LED application products and typical project projects have emerged, enriching the market for LED display applications. Third, the LED display market, the main application product of LED, has expanded year by year. Based on the traditional LED display, the LED display application products are rapidly improving. The scale of companies in the LED industry continues to increase. According to the statistics of the LED Display Application Branch of China Optical Optoelectronics Industry Association, the number of enterprises with sales of 100 million yuan or more in the LED display industry in 2006 reached 11 and their sales accounted for more than 40% of the total industry sales.

Yan Tongsheng: In recent years, the domestic LED industry has developed rapidly in the field of packaging and application products, especially in the application of products, has been applied to a wide range of fields, including signal lights, night lighting, LED display, liquid crystal display backlight, automotive Lighting, street lights, miner's lamps and plant lighting. LED product performance, especially luminous efficiency and longevity, have been significantly improved in recent years, and the types of application products are more abundant.

Lin Xiuhua: In the past two years, the LED industry has ushered in a new round of development opportunities in the national semiconductor lighting industrialization project. The number of enterprises distributed on the LEDs, in the middle and the bottom has not only increased in total, but also the scale of the industry has expanded to varying degrees. Both the capital investment and the research and development strength have been further strengthened, and the new product development and technology level have been improved. The scope of the new development. The overall presentation of the following main features: First, LED application promotion, the concept of energy conservation and environmental protection has gradually penetrated the hearts of the people; Second, the technical level of research and development has improved, basic research and application technology has been strengthened, and the application of LED lighting applications has been solved. Substantive issues; third, attach importance to the joint research of industry, academia and research. LED lighting involves a wide range of technical disciplines, such as LED chips, substrate materials, packaging and circuit drive, secondary optical design, etc. covering semiconductor materials, microelectronics, computer-aided design, optics, electricity, thermals, etc. In particular, promoting the industrialization of semiconductor lighting requires not only the cooperation of various disciplines, the collaboration of various professional talents, but also the technical support of research institutes, and joint research with universities and research institutes. In particular, the LED package is no longer limited to the traditional way of filling the vertical package, but based on the customer's new product development, new market requirements, a variety of innovative packaging (such as surface mount, dot matrix, cluster combination, etc.) development . From the structural design and pressure welding process, the chip selection or substrate use is new and practical, and it is easy to match with the lamps. It aims to obtain a new generation of solid light source that meets the special patterns, multi-variety, high power and high quality. .

Fang Zhilie: In recent years, there are two latest features in the development of China's LED industry: First, a complete industrial chain has been initially established, and with a certain scale, there is a certain development from extension, chip, package to application. The types are also basically complete. In addition to packaging, the main problem is to be big. At the same time, we must pay attention to becoming stronger when we are bigger. We must increase investment in research and development, develop new products, and develop high-end, high value-added products. It is not too difficult to make the packaging industry bigger, just pay attention to be strong when you are big or big. Second, the biggest problem that restricts the development of LED packaging enterprises is that they only pay attention to the production of mature products. They have not made great efforts in the research and development of new devices required for new application fields and the research on improving the quality of existing devices. The "863" project has given certain support, but as a company's initiative to set up a new product or upgrade an old product to a certain level in a short period of time, reaching the new indicator height is often not the first consideration of the enterprise. In fact, developing new products and upgrading the old Product quality, this is an effective measure to enlarge and strengthen the packaging enterprise.

Establishing an interactive platform for industry-university-research interaction

There is a disconnect between China's LED industry and downstream applications. Some application companies do not understand some of the technical indicators of LED. How to strengthen communication and cooperation with downstream applications, so that China's LED packaging enterprises can develop faster and better?

Guo Yuguo: This problem is indeed quite universal. Although the LED industry has developed rapidly in recent years, it is essentially a small industry. Application companies often have few people specializing in LEDs, usually just according to the technical indicators provided by LED manufacturers. Use conditions to apply. In the original instruction and display application field, LED companies have decades of technology and market foundations. Relatively, application-oriented technical analysis and research are relatively complete, and some applications have been rapidly expanded in recent years because of rapid changes. Some reasons such as less experience accumulation, there is a great lack of application-oriented technology research, often regardless of the specific use of downstream companies, only based on their own understanding to recommend "the most reasonable conditions of use."

This has been very bad performance in LED display applications, landscape engineering applications, including traffic light applications in previous years: LED manufacturers claim that their device life can reach more than 100,000 hours, but the actual engineering results are almost up to Less than this goal, device manufacturers and engineering manufacturers blamed each other, and also caused the adverse effects of "LED technology name is not true" among the people.

The same applies to the field of application of power LED devices. For example: because everyone knows that LEDs are more expensive than other light sources, so in general, everyone wants to allow LED products to maximize their brightness within the allowable range. Wrong, so almost all LED technicians and sales people recommend the extreme working conditions of their products to customers. However, in solar-powered applications, it has now been proven that if the LED's rated power is used, it will be very detrimental to the total cost of the working system, because there are three problems: First, although LEDs are mostly It seems very expensive, but in the solar lighting working system, it accounts for a very low cost ratio; second, all LED products so far, within the rated working range, as the working power increases, the brightness will increase, but corresponding to The "light efficiency" of the unit operating power is degraded; the third is that the solar lighting system is the most expensive in terms of solar energy, and the most expensive solar energy configuration is not the highest brightness that the light source can achieve, but the light efficiency of the light source. Therefore, in the application for solar lighting, what LED manufacturers need to do is not to recommend the use conditions of the "brightest" state of the LED, but to tell the manufacturer the LED effect value corresponding to different current values. The advantage of this is that the engineering manufacturer is targeting the same system, and may need to increase the LED order by more than 1 time, but at the same time its total system cost is reduced, because more than twice the LED is used as the light source, each LEDs operate at unsaturated currents, light efficiency increases, and more expensive solar configurations come down. Similar problems exist not only in solar-oriented applications.

Fan Yuxi: We know that the LED manufacturing industry only refers to the manufacturer of LED lamps from the traditional concept. From a historical perspective, little is known about the lighting market application and technical requirements; and the traditional lighting business habits It is a historical fact to choose traditional light sources to meet the requirements of lighting fixtures, but not to understand the performance characteristics of LED products.
When LED technology advances to the point where it can emit white light and enter the semiconductor lighting era, we must realize that, in view of the structural characteristics and lighting characteristics of LEDs, the application requirements are different from traditional incandescent lamps and fluorescent lamps. Therefore, traditional lighting companies need to understand LEDs in order to design products that are suitable for the market in terms of targeted innovation. Only by understanding the practical application needs of the lighting market can LED companies make adaptive and innovative designs and innovative products, which is a must for entering the semiconductor lighting market. This has been the consensus of the two industries after a period of setbacks.
Of course, strengthening upstream and downstream communication is not only a slogan, but must make substantial efforts to really make a difference. At present, there are many ways.

Jiang Guozhong: Because there is no unified testing standard and reliability assessment index, LED products often appear in the market to be inferior and price chaotic, which has led to the application enterprises have a sense of distrust of LED products. The application market is the biggest driving force for the development of the LED industry, so this situation should be highly valued.

Peng Wanhua: At present, LED application product development and production have the following characteristics: First, LED application promotion is carried out in all directions, with a wide range of applications and a wide variety of application products. Second, there are hundreds of new LED application product development and production companies in the past two years. Third, many companies that originally developed LED products and lighting products have developed and produced LED application products. Fourth, most of the newly developed LED applications are LED products with non-standard package structure. LED packaging products and application products are closely integrated, not out of touch, but in practice, some new application product development companies and landscape lighting design and installation companies have insufficient understanding of LED performance, bringing LED application development Less impact and trouble. But this is a contradiction that can be overcome.

Guan Jizhen: Some application companies don't know much about LED's technical indicators, but they can't explain the difference between upstream and downstream. Objectively speaking, for products with certain technical level and high technical requirements for devices, such as LED display screens, application companies are very concerned about and understand the technical indicators of the devices; for landscape lighting and some common high-volume application products manufacturing. Manufacturers, relatively little understanding of the technical specifications of the device, this is normal. For the promotion and strengthening of upstream and downstream cooperation, the following measures can be taken: First, the relevant government departments should actively build a platform for the integration of industry, education and research, and upstream and downstream interactions to strengthen mutual technical exchanges and cooperation. Secondly, establish a LED standardization system, strengthen the technical exchange between upstream and downstream, standardize industry standards, and promote cooperation and development through joint preparation and publicity of common standards. Third, in the relevant science and technology plan, priority should be given to the projects of industry, academia and research, upstream and downstream integration, and the implementation of demonstration projects covering the comprehensive application of upstream and downstream industrial technologies and products.

Yan Tongsheng: China's LED industry and downstream applications are somewhat out of line, mainly because the upstream and downstream application industries of LEDs are often different industries, and they do not know each other enough. The awareness of new bright spots and new problems arising from the application development of LED products needs to be improved. In addition, related to the prevailing crises in China, the vicious competition among enterprises, blindly pursuing the scale of development, makes them have greater caution. The upstream and downstream enterprises must closely communicate and cooperate, and this cooperation requires the adjustment role of the industry and the government. I think that when the industry and the government should reflect on it, many local governments advocate that enterprises become bigger and stronger. In actual implementation, they often only seek a big and comprehensive mentality. As long as the scale is large, the output value is high. Everyone is saying that China will be the world's manufacturing power. This is a good thing, and it is also very worrying. It brings a lot of resource consumption and environmental problems. Therefore, the industry and the government should play a role in the hierarchical and coordinated development of the LED industry.

Fang Zhilie: Regarding the disconnection between the packaging enterprise and the application industry, relevant learning associations, associations and centers can carry out some learning training activities. From the device packaging factory, it is necessary to provide the product performance data and knowledge in detail in the description, and also hold a product promotion introduction meeting, and the application factory should also understand the device performance and use the LED device reasonably as the application product development and production. Premise, and effectively carry out product performance measurement and life test, expose and solve problems in the production enterprise, do not shoddy, the product often has problems after the user's hands, so that users suffer losses, and even affect the reputation of LED application products.

Backlight, car, lighting are the three most worthy of attention

There is a disconnect between China's LED industry and downstream applications. Some application companies do not understand some of the technical indicators of LED. How to strengthen communication and cooperation with downstream applications, so that China's LED packaging enterprises can develop faster and better?

Fan Yuxi: Grasping the application opportunities in the future is very important for the current development of the company, and the application opportunities for the future are generally considered to be: general lighting sources, LCD backlights and automotive lighting sources. Of course, entering the field of general lighting, everyone has been recognized for some time, but the speed of technological progress exceeds expectations, which means that entering the general lighting field is no longer on paper. The related preparation and trial work has in fact been carried out on a large scale. As far as automotive lighting is concerned, international high-end cars such as Cadillac, Mercedes-Benz, BMW, Audi, Toyota and Ford have launched new cars with LED lamps, and it is estimated that the application of LEDs in car headlights is expected in 2007 and 2008. In the year, it is possible to enter the market. There are also some models in China that use LED lamps one after another.

LCD backlights will continue to evolve not only in mobile applications, but also in new spaces, and more importantly, the rapid growth of flat-panel LCD TVs and notebook display applications, as well as the maturity and emergence of large-size LED backlight technologies. Advantages, such as environmental protection, longevity, good color reproduction, fast response, etc., all tell us that once the cost of LED backlights is reduced to a wide range of applications, it means that the era of highly energy-efficient LCD display really comes. . Of course, we must also take the lead in grasping the current opportunities. The application of LEDs in special applications will continue to increase, and the application field is still expanding.

Guo Yuguo: Semiconductor lighting applied to buildings includes: first, landscape or decorative lighting outside the building. In the initial stage of urban development, the landscape lighting of buildings is generally limited. However, the economy has developed and people's way of thinking about life has changed. In today's cities, no nightscape lighting is unimaginable. Therefore, the city's public buildings and landmark buildings almost all bear the mission of night landscape lighting. The application advantages of LED in this field are almost irreplaceable. Second, the landscape and decorative lighting inside the building. Is the interior lighting of a building a market for general lighting or a market for decorative lighting? If the question is 20 years ago, the answer is certain, because in that era, people's requirements for home lighting were basically limited to functional requirements - bright. But now, let's look at the lights at home. How many of them are functional and illuminating? Meeting rooms and office space are mainly based on such requirements. In addition, nowadays, a set of ordinary renovated houses, the most numerous of which are probably lamps such as spotlights and chandeliers, which are more decorative than the meaning of illumination.但人们平时用得很少，因为动辄十几个灯泡，太费电了，再说也根本不需要它那么亮。那么有没有一个解决这个问题的两全其美的方案呢？有，答案就在LED身上，它可以用很小的耗电来实现对装饰、美观更高的需求。再比如，家庭中的夜灯照明，它起的作用是夜间指个路，太亮了反而不是我们所需要的，而且也不经济，但传统技术做不出很低功耗的东西，LED可以，只要需要，0.01W都可以，所以现在有些技术人员在家里用电话线上的微电流来接LED做夜灯，一分钱电费都不花。再有，在室内照明中，对功能性照明和装饰性照明的界定是很模糊的，比如镜前灯，我们通常认为它是功能性的，但它是否真的对发光亮度有那么高的要求？做成装饰灯时兼顾功能需求是否也可以？而在其他的公用性建筑里，如大厦、酒店、宾馆，这类装饰性照明应用也非常多，像灯柱、射灯之类。

这还不是最根本的问题，因为我们现在谈的只是对传统光源的替代应用，现在的建筑物设计的时候本身是以传统照明技术为基础的，而在未来，半导体照明会是一个建筑设计师开始设计时首先要考虑到的一个核心或者说基础。到那个时候，人类对照明的概念和认识跟现在相比会有一个翻天覆地的变化，所以说，LED技术是一项在未来要颠覆建筑设计师设计理念的技术。

蒋国忠：未来我们可以关注：第一，LED全彩显示屏。凭借着亮度高、寿命长等独特优势，目前LED显示屏已经广泛应用到车站、银行、证券、医院。随着LED发光效率的提高及平均价格的下降，LED全彩显示屏将广泛应用在体育场馆、市政广场、演唱会、车站、机场等场所，呈现强劲的增长态势。第二，中大尺寸LED背光源。LED背光源具有色彩还原好、省电、寿命长、污染小等优点，而且能够表现更加鲜艳的颜色，色域达108%，越来越多的厂商开始研制大尺寸的LED背光源。随着大尺寸LED背光源的亮度、散热、光的均匀分布等问题的解决及价格的下降，加之欧盟环保标准陆续出台实施，大尺寸LED背光源将取代大尺寸液晶CCFL背光源，其市场需求将远远超过其他领域对LED的需求，应用前景相当广阔。第三，特种照明。特种照明领域有汽车灯、室内装饰灯、景观照明等。第四，通用照明。目前功率白光LED进入通用照明市场，不仅面临着发光效率低、散热不好、成本过高等问题，还面临着光学、结构与控制等的结合以及LED照明产品通用标准的制订。但随着芯片发光效率及封装技术的提高，功率白光LED将逐步进入酒店、商务会馆、高档商用写字楼等商用场所。

彭万华：由于LED应用面很广，在未来一段时间里，主要还是在背光源、汽车用灯及显示、半导体照明三大领域开展推广应用。具体来说：背光源方面重点开发9英寸～20英寸显示器的LED背光源，并尽快产业化，大面积的LED背光源也要相应开发。汽车用的LED灯及显示部分应全面进入开发及应用阶段。

关积珍：在半导体通用照明到来的前夕，特种照明的市场发展会加快，城市亮化、景观显示以及节能类的产品会有发展；LED显示屏市场将持续保持增长，全彩色LED显示屏产品成本下降、技术成熟，将会普及性发展，同时，满足不同行业需求的专项应用产品会有增加；其他LED显示应用产品的市场未来增长空间非常广阔。

牟同升：首先要对LED产品的性能特点必须有充分认识，不能完全依照传统照明产品来考虑。如：LED本身为定向发光的点光源，如果按传统灯泡概念设计照明光源，则抹杀了LED光源原有的特点。所以在传统照明领域，我们应结合照明的本质要求、LED的特点，做隐藏式、环境友善型、艺术化照明产品的设计，尤其在数字照明应用上，LED将具有非常广阔的前景，相信在未来的照明中，LED产品将大有作为，而且从理念上将改变人们的传统照明观念。

其次，更应关注照明的高效、节能、安全、环保、健康、舒适以及数字化控制等方面的应用。在显示领域更应关注在LCD背光源中的应用，这不仅将改变目前传统LCD显示质量，同时也将形成LED产业较大的应用领域。随着未来的发展，LED显示技术和传统LED照明领域的很多技术将互相融合，形成更多新型的显示和照明产品。

第三，特种照明领域。尤其是LED植物照明光源将与目前传统的植物照明光源有很大不同。可利用LED的光谱特性与植物光合作用的光谱作最佳匹配；利用LED脉冲调制控制方式与植物的光合作用或呼吸过程在时域上最佳的匹配；利用LED的照明灯的光色成分(红蓝比)与植物生长需求作最佳匹配，有效地控制植物的生长形态。这些方面均可通过LED技术实现高效、节能的照明目的，为未来的高效精品农业的发展发挥重要作用。在医疗领域上，LED也将有很大的发挥空间，尤其与数字照明技术结合，改变人类生活环境的气氛，调节人的情绪和内分泌等都有积极的作用。

方志烈：最近有三个产品领域应予关注。一是汽车灯。高位刹车灯、方向灯以及车内照明灯等车灯已趋成熟，目前已有国内外多种生产企业在新型号上采用，市场正在迅速扩大中。二是液晶屏的LED背光。手机上应用已具很大规模，目前正在扩展7英寸-21英寸车载屏和监视器屏，正向26英寸-50英寸电视屏扩展。去年6月，三星公司已有40英寸电视机在欧洲销售，价格3000美元。随着器件效率的提高，所用器件数量将成倍减少，散热问题也将随之解决。国内京东方等已有一定基础，应加强开发力度，争取尽早进入大屏幕生产阶段，扶植两三个企业，做大做强，因为我国有很强的彩电生产能力和巨大的LCD平板电视市场。三是LED路灯异军突起。随着功率LED的进展和太阳能电池的配套使用，使LED路灯的节能、环保效果实现。近期，已有几万套的订单出现，LED路灯照明的示范道路和示范景区或住宅区成批呈现，配合驱动电路智能控制深夜关灯或亮度减半等办法，节能效果明显，应用推广速度加快。制订各种规格LED路灯的标准的议题，应提上日程，以避免质量差、寿命短的LED路灯出现，造成不必要的损失。这一市场将是诱人的。
此外室内装饰灯、过道灯和台灯也可开始启动研发。

企业动态

江苏稳润：努力完成“一体两翼”设想

稳润的特点是在LED封装领域的产品做得比较全，覆盖了LED数码管、平面显示、直插式发光管、CHIP LED、TOP LED到食人鱼、大功率LED各类封装产品，因为我们有一块很大的市场在国外，向客户提供“一站式”采购服务是我们近年一直努力的一个目标。总的来说，这些年LED封装产品各个分支领域的增长都比较稳定，不过增长最明显、对效益支撑也最明显的还是面向装饰类照明的产品。

稳润对下一步的发展有一个“一体两翼”的设想，“一体”是在封装领域面上做全、局部做特、利润基础做实；“两翼”一是选择适当时机有步骤涉足芯片领域(也并不一定是自己做)，二是有选择地做一两个产业门槛相对高一点、但是有较长远发展前景的应用产品(这个如果做的话，一定是自己做。产业联合或重组也是稳润可以考虑的方向，不过这个方向有较大的不确定性，所谓可遇不可求。

厦门华联：推进应用产品开发和市场建设

厦门华联经过多年发展的积淀，在产品方面已形成如下两大系列：一是LED和照明应用产品；二是微电脑控制器、汽车电子等。目前公司在厦门思明光电园区的华联电子新区内新落成的第一栋光电大楼将大大提升公司运营规模，公司在功率LED、白光LED方面装备和工艺技术水平有了大幅提升。

目前在光电器件方面，除了功率LED、白光LED、红外LED外，还有在国内居于前列的光电耦合器、光-MOS继电器、红外接收放大器等产品；在新兴的LED应用灯具方面，除夜景装饰产品外，还包括各种投射灯、路灯、台灯、矿灯等等产品。

基于发展需要，公司在微电脑控制方面已打造形成了一个国内一流的企业规模和水平，目前正立足于打造世界级微电脑控制器制造企业，目前主要在冰箱、空调、热水器、汽车电子、通讯器材等领域进行软件开发和硬件开发制造，主要客户均为国际国内一流企业，包括伊莱克斯、开利、松下、LG、长虹、海尔、TCL、美的、AO史密斯等。

公司目前正积极推进LED应用产品开发和市场建设。针对上述产品发展构思，公司正以三个事业部的运作模式积极推进其发展。公司的股东方江西联创光电科技股份有限公司、联发集团有限公司和佛山华联兴电子有限公司达成共识，共同增资，推动公司LED产品的规模、技术和市场的快速发展。

江西联创：功率型LED器件和芯片形成规模

目前公司以LED外延材料、芯片、器件及LED应用产品为重点发展方向，以应用促发展，在发展中提升技术，形成具有国际竞争力的支柱产品。抓住国家实施半导体照明工程产业化的机遇，以功率型等新型高亮度LED器件封装和特种照明、景观照明等应用产品研发为突破口。公司研发生产的PLCC系列TOP LED器件，side light侧发光器件，手机、GPS、移动电视用全彩背光源，家用电器专用全彩显示模块，功率型LED器件和LED芯片已形成规模。

四通智能交通：积极推进交通信息显示业务

北京四通智能交通系统集成有限公司在LED交通信息显示产品领域具有良好的市场基础和专业技术基础。公司开发的新型交通诱导系列LED显示屏(牌)，专业化程度高，具有满足不同要求的全点阵、嵌入式、复合式等产品，产品针对交通使用环境和要求，具备远程网络控制、故障自动监测、亮度自动调整、兼容无线、有线通信并具有安全保密机制，在北京和全国城市交通领域得到广泛应用。公司为北京公安交通管理局提供的从信息显示到控制系统的全套产品，建设了目前国内技术、规模均居领先地位的城市交通诱导系统。

对于未来发展，公司将充分发挥在交通信息采集、处理、发布领域的技术优势，立足智能交通系统领域，积极推进交通信息显示领域的业务。在现有产品的基础上，创新提高，积极开发和推广道路交通诱导、机场航班动态发布显示、车站旅客引导显示以及公众多媒体信息发布等专业化、智能化的交通信息服务、信息显示系统产品。

浙大三色：光电分析设备有优势

目前，浙大三色主要瞄准照明和显示领域的光电分析设备，产品定位于中高档层次，以提供LED应用产品的整体解决方案为重点。除传统光、电、色等十几种测量仪器外，最新又开发成功了LED热性能综合分析系统，可为LED照明产业提供光电色与热性能的一体化解决方案；面向当前产业界最关注的LED可靠性和寿命评价和测试问题，推出了LED可靠性和寿命的加速设备，该设备同时可对40个样品进行加速测试，试验过程中的光、电、色、热参数全程电脑记录，并作失效率和预期寿命分析。

在LED照明灯具的测量仪器方面，三色推出的GMS-2000旋转反光镜式分布光度计，是继德国LMT，在国际上开发成功的一款大型灯具配光光学测试设备；在显示屏测试领域，参与了IEC国际标准和国内几乎所有相关测试标准的制定，新推出的大屏幕显示屏测量设备应用于Cree公司在上海的华刚光电有限公司，在很多方面“浙大三色”拥有具有自主的知识产权。

企业下一步目标：
进一步加强研发力度，瞄准LED产业发展中出现的各种新的检测问题，研发具有自主知识产权的光电检测设备，不断提升产品的性能，在国际上树立“三色”品牌。另一方面，加强产业化步伐，包括浙大三色在德清生产基地的建设，完善德清1.6万平方米工业园区的基础设施，加强人员培训，提高产品的制造能力，不断降低成本，瞄准市场化和国际化的发展目标而不断推进。此外，加强与国内外相关领域的企业合作，包括同行的合作，在共赢的基础上发展中国半导体照明装备产业。

Editor: China Lighting Network Liu Li

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