China's semiconductor lighting industry is on the road to healthy development - How will the "Opinions on the development of semiconductor lighting energy-saving industry" affect the development of the industry
On October 12, 2009, the “Opinions on the Development of Semiconductor Lighting Energy-Saving Industry†jointly issued by the National Development and Reform Commission and the Ministry of Science and Technology and other six departments were officially released, which clarified the development goals of China's semiconductor lighting energy-saving industry and the seven policy measures supported by the government to achieve the goal. Has caused great concern outside the industry. This also marks the road to healthy development of China's semiconductor lighting industry.
On October 13, 2009, Sanan Optoelectronics (600703), Lianchuang Optoelectronics (600363), Silan Micro (600460) and other major listed companies in China's semiconductor lighting industry rose sharply, which was the same as the previous day, the National Development and Reform Commission, etc. The official release of the "Opinions on the Development of Semiconductor Lighting Energy-Saving Industry" jointly formulated by the department (hereinafter referred to as "Opinions") is not unrelated. As the first guiding document issued by the state for the semiconductor lighting energy-saving industry, the "Opinions" clarified the development goals of China's semiconductor lighting energy-saving industry and the seven major policy measures to achieve the goal, which has aroused great concern of people inside and outside the industry.
"The introduction of "Opinions" is a major positive news for the semiconductor lighting industry, marking the official rise of the semiconductor lighting industry as a national strategy, which also means that China's semiconductor lighting industry will enter a stage of accelerated development." An industry authority pointed out. Under the financial crisis, semiconductor lighting has shown a trend of rising against the trend. The investment in the community has been enthusiastic. Some people are worried that the release of the "Opinions" will trigger a new round of investment boom, but in any case, it aims to "guide the healthy and orderly development of the industry." The "Opinions" have been regarded as the navigator of the industrial layout by local governments, enterprises and investment institutions.
Document.write();xno = xno+1; semiconductor lighting shoulders heavy responsibility
"As one of the important means to achieve energy conservation and emission reduction, industrial structure improvement, and domestic demand, social development requires LED to assume more responsibility. The rapid progress of LED also proves that it has the potential and ability to undertake these important tasks." Seniors pointed out that the heavy responsibility of this expert is the current climate issues and emerging industry development issues that are of concern to the world.
On December 7, the world-famous Copenhagen conference officially opened the power valve for the global low-carbon economy. Prior to this, China has officially announced its action targets for controlling greenhouse gas emissions, and decided to reduce its carbon dioxide emissions per unit of GDP by 40% to 45% by 2020. This is a very high goal and puts high demands on the upgrading of various industries.
On the other hand, under the background of global financial turmoil, governments of all countries will cultivate emerging industries and develop energy-saving and environmental protection industries as one of the important levers to incite economic recovery. On November 3, 2009, Premier Wen Jiabao pointed out the selection criteria for China's strategic emerging industries at the Capital Science and Technology Conference: First, the market needs for stable development prospects; second, good economic and technological benefits; It is necessary to drive the rise of a number of industries. LED is one of the few strategic emerging industries that meet the above requirements. Low-carbon economy and industrial adjustment provide a more stable and promising prospect for semiconductor lighting. From the perspective of the industry's own development, with the rapid development of technology, the semiconductor lighting industry has entered a growth stage. Due to the multi-faceted application requirements of semiconductor lighting, its development has the characteristics of the application of leading technology development, the more market participants The more you come. At the same time, powerful multinational companies have increased their competition for the Chinese market, and Chinese companies are facing tremendous pressure from technology and market.
"It is extremely urgent to improve the development level of the semiconductor lighting industry and accelerate the pace of industrial development. The introduction of the "Opinions" can be said to be timely, pointing out clear directions from key technical directions, standardizing industrial development, and improving the service system. It will definitely play an important guiding role in the development of the industry." Most people in the industry have a positive attitude toward the "Opinions".
Science leads social investment
As a green emerging industry, semiconductor lighting has developed rapidly in recent years. At present, blind investment and low-level construction have occurred in many places. Although the "Opinions" pointed out this issue as a key prevention and control task, it still caused many people to worry about the overheating of industrial investment.
The "Opinions" clearly pointed out that the National Development and Reform Commission, the Ministry of Finance, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, the Ministry of Housing and Urban-Rural Development, and other local governments should increase investment and actively guide social investment. This will drive more industrial investment. "LED industry is currently mostly private enterprises, directly facing the market, and can adjust itself according to the laws of the market. The most lacking of private enterprises is funds. From this perspective, it is undoubtedly a good thing to drive investment." Guo Lihong, a researcher in the Department of Technology and Economic Research at the Development Research Center, pointed out.
However, in response to the phenomenon that local governments are blindly launching LED projects for their performance, the Opinions point out that the competent authorities should strengthen guidance on the development of semiconductor lighting energy-saving industries, strictly implement national industrial policies and project management regulations, scientific planning, rational layout, and avoidance. Blind expansion and low-level redundant construction, continuously improve industrial concentration, and promote regional industry specialization, specialization, and cluster development. Strengthen the demonstration work of urban road lighting, landscape lighting construction and reconstruction projects, and unify planning and design to avoid blind replacement and excessive lighting. This has given the local government a macro direction.
Low-level redundant construction is a dysentery in the development of many industries in China. "This can only be adjusted by the market itself, and ultimately achieve the survival of the fittest. The government must do a good job of guiding, establish a good market mechanism, create a good business environment, and allow enterprises to fully develop in a fair business atmosphere." Guo Lihong pointed out.
The environment is getting better
For a new technology, it is very important to promote its application. The "Opinions" pointed out that it will promote the inclusion of semiconductor lighting products and key equipment in the catalogue of energy-saving and environmental protection products, and enjoy corresponding encouragement policies. Promote the inclusion of semiconductor lighting products in the government procurement list of energy-saving products. The "Opinions" also pointed out that the selection of relatively mature semiconductor lighting products in the fields of roads, industrial and mining enterprises, commercial buildings and households should be included in the scope of financial subsidy policy support when conditions are ripe. "The subsidy policy is expected to be announced in 2010, and the application speed of the products will be further accelerated," said Yan Jun, deputy secretary-general of the National Semiconductor Lighting Engineering R&D and Industry Alliance.
From the market point of view, the development of China's semiconductor lighting industry has been driven by the export of applied products. Under the influence of the financial crisis, China's export-oriented enterprises have reduced orders, while the higher growth of domestic market demand has enabled enterprises to start. Rethink the focus of business development. As an emerging consumer, how to prevent game rules from being held in the hands of competitors and local companies being marginalized is the biggest challenge. This game rule is exactly the standard and product testing. To this end, the "Opinions" also clearly proposed to actively promote the development of semiconductor lighting standards, product testing and energy-saving certification.
"The service system has also been listed as a key development area, which means that service businesses related to semiconductor lighting, such as various semiconductor lighting product testing platforms, energy-saving diagnostics, contract energy management, etc. will be able to expand opportunities simultaneously. In addition, the "Opinions" Policy measures have been put forward in terms of policies, talents, and international cooperation. It should be said that it has created a good development environment for enterprises." Industry insiders pointed out.
"The development speed of China's LED industry has been very fast. Under the increasingly favorable environment provided by the government, it is expected that the development of China's semiconductor lighting industry will maintain a growth rate of around 30% in the next six years, and the growth rate will be higher than the global market." Yan Jun predicted.
[1] [2] [3] Next
Highlight the importance of a common research and development platform
As we all know, the core part of the semiconductor lighting industry is epitaxial chips, and the production of epitaxial chips is mainly controlled by its core equipment MOCVD (metal organic source chemical vapor deposition equipment). At present, the mainstream technology patents for semiconductor lighting are mostly controlled by developed countries, and the patent risks faced by enterprise development are increasing. Some insiders pointed out that with the large-scale application of LEDs, China's semiconductor lighting industry has hidden dangers of paying huge patent fees. The lack of core technology has become the weakness of the industry. China's MOCVD also relies on imports. Only by breaking through existing patents and realizing the localization of equipment can we truly grasp the initiative of industrial development.
In order to fundamentally change the status quo of "technical dependence" on industrial development, "Opinions" listed technology and equipment as the first priority of development, pointing out the key to support MOCVD equipment, new substrates, high-purity MO sources (metal organic sources) Research and development of equipment and materials; carry out basic research and development of gallium nitride materials, OLED materials and devices; support basic theoretical research of semiconductor lighting applications, including photometry, colorimetry, measurement, etc.; overcome key technologies common to semiconductor lighting industrialization, Including high-power chips and devices, drive circuits and standardized modules, system integration and application technologies.
"The basic research and the breakthrough of key technologies need to be solved jointly by the industry and the scientific research community. It is not a business that can be done. Only the government-led and common technology research and development platform for industrial applications can solve this problem." Guo Lihong said. "Investment fever is inevitable and the government can't dominate. One thing the government can only or must do is to establish a common technology research and development platform."
Through the common technology research and development platform, the scientific and technological achievements have been rapidly transferred to the industrial production field, and the development of high technology has been led. The Institute of Industrial Technology of Taiwan has made a good demonstration. A major feature of ITRI's technology transfer is that science and technology personnel carry technology directly to serve enterprises or start businesses, forming the most effective way of technology transfer, and also cultivating a large number of technical leaders for the industry. "In the overall promotion system of the Trinity of the Institute of Civil and Public Studies, the official is in the central position and is responsible for planning, leadership and implementation support. In addition to undertaking major scientific research projects, the Institute also acts as a bridge to transfer technology to the business community. It is the ultimate demander of technology. It has signed a contract with the Industrial Research Institute to jointly develop new products and new technologies, which has solved the problem of the combination of production, study and research." Guo Lihong said. It is under such a mechanism that Taiwan has successfully achieved industrial transformation, especially its semiconductor industry has jumped into the forefront of the world.
"Common technology platform is a very important thing. It should be solved at the national level. The state will allocate a part of the funds and convene a large number of powerful enterprises to make a part of the funds, and strive to improve its position in the industrial chain and avoid the end. This common technology research and development. The platform must be oriented towards the common technology of application products, and it is necessary to move forward from the application side. Like Taiwan’s development of the semiconductor industry, the OEM will gradually move to the high end of the industrial chain.†Guo Lihong suggested that only under the strong support and effective guidance of the government, The scientific research force leads to the main battlefield of economic construction, making it the leading force of technology commercialization, and the common technology research and development platform can really work.
Document.write();xno = xno+1;
For the localization of MOCVD, the development idea of ​​"Opinions" is to introduce absorption and re-innovation. "The premise of this development idea is to establish a platform for independent development and to form a corresponding innovation mechanism. Otherwise, it can only be transferred in the strange circle of introduction and absorption." Guo Lihong said, "The localization of equipment is a must, but also It must be the core of the enterprise, and at the same time find the main body of the equipment. This main body should be an electromechanical or equipment enterprise. Of course, the process lead design is the main reason for the immature technology and rapid progress at this stage. In the future, localized funds can be established, but It depends on the power of the market to develop."
Previous [1] [2] [3] Next
The real drive is the market
It should be said that the "Opinions" pointed out the correct direction for industrial development and also created a better development environment for enterprises. However, we must also see that the real control of industrial development is the invisible hand of the “market mechanismâ€. Therefore, for enterprises, the most realistic consideration is how to comprehensively consider talents, capital, technology and future development. As soon as possible to form their own core competitiveness, can truly control their own destiny, to be a winner in the market.
“Semiconductor lighting is a sunrise industry, but the key is now the price. If it can compare with incandescent lamps, fluorescent lamps and energy-saving lamps in terms of cost performance, there must be a promising future. For enterprises, 'innovation' is not necessarily technical. Advanced, BYD's battery can beat the Japanese battery, relying on its price of a quarter, rather than technologically advanced equipment. At present, the semiconductor lighting industry needs a breakthrough of 'BYD'." Guo Lihong said, "Select advanced, The right technology, especially low-cost technology, is very important."
In addition to improving the cost performance of products, for domestic enterprises, according to the characteristics of semiconductor lighting, select the product development that can best exert its advantages, expand industrial applications, avoid product homogenization, rather than blindly follow up, but also differentiated development of enterprises. Another way to enhance core competencies.
The protagonist of industrial adjustment, transformation and upgrading can only be entrepreneurs. Driven by the government, we are more looking forward to the performance of the company.
Previous[1] [2] [3]
On October 12, 2009, the “Opinions on the Development of Semiconductor Lighting Energy-Saving Industry†jointly issued by the National Development and Reform Commission and the Ministry of Science and Technology and other six departments were officially released, which clarified the development goals of China's semiconductor lighting energy-saving industry and the seven policy measures supported by the government to achieve the goal. Has caused great concern outside the industry. This also marks the road to healthy development of China's semiconductor lighting industry.
On October 13, 2009, Sanan Optoelectronics (600703), Lianchuang Optoelectronics (600363), Silan Micro (600460) and other major listed companies in China's semiconductor lighting industry rose sharply, which was the same as the previous day, the National Development and Reform Commission, etc. The official release of the "Opinions on the Development of Semiconductor Lighting Energy-Saving Industry" jointly formulated by the department (hereinafter referred to as "Opinions") is not unrelated. As the first guiding document issued by the state for the semiconductor lighting energy-saving industry, the "Opinions" clarified the development goals of China's semiconductor lighting energy-saving industry and the seven major policy measures to achieve the goal, which has aroused great concern of people inside and outside the industry.
"The introduction of "Opinions" is a major positive news for the semiconductor lighting industry, marking the official rise of the semiconductor lighting industry as a national strategy, which also means that China's semiconductor lighting industry will enter a stage of accelerated development." An industry authority pointed out. Under the financial crisis, semiconductor lighting has shown a trend of rising against the trend. The investment in the community has been enthusiastic. Some people are worried that the release of the "Opinions" will trigger a new round of investment boom, but in any case, it aims to "guide the healthy and orderly development of the industry." The "Opinions" have been regarded as the navigator of the industrial layout by local governments, enterprises and investment institutions.
Document.write();xno = xno+1; semiconductor lighting shoulders heavy responsibility
"As one of the important means to achieve energy conservation and emission reduction, industrial structure improvement, and domestic demand, social development requires LED to assume more responsibility. The rapid progress of LED also proves that it has the potential and ability to undertake these important tasks." Seniors pointed out that the heavy responsibility of this expert is the current climate issues and emerging industry development issues that are of concern to the world.
On December 7, the world-famous Copenhagen conference officially opened the power valve for the global low-carbon economy. Prior to this, China has officially announced its action targets for controlling greenhouse gas emissions, and decided to reduce its carbon dioxide emissions per unit of GDP by 40% to 45% by 2020. This is a very high goal and puts high demands on the upgrading of various industries.
On the other hand, under the background of global financial turmoil, governments of all countries will cultivate emerging industries and develop energy-saving and environmental protection industries as one of the important levers to incite economic recovery. On November 3, 2009, Premier Wen Jiabao pointed out the selection criteria for China's strategic emerging industries at the Capital Science and Technology Conference: First, the market needs for stable development prospects; second, good economic and technological benefits; It is necessary to drive the rise of a number of industries. LED is one of the few strategic emerging industries that meet the above requirements. Low-carbon economy and industrial adjustment provide a more stable and promising prospect for semiconductor lighting. From the perspective of the industry's own development, with the rapid development of technology, the semiconductor lighting industry has entered a growth stage. Due to the multi-faceted application requirements of semiconductor lighting, its development has the characteristics of the application of leading technology development, the more market participants The more you come. At the same time, powerful multinational companies have increased their competition for the Chinese market, and Chinese companies are facing tremendous pressure from technology and market.
"It is extremely urgent to improve the development level of the semiconductor lighting industry and accelerate the pace of industrial development. The introduction of the "Opinions" can be said to be timely, pointing out clear directions from key technical directions, standardizing industrial development, and improving the service system. It will definitely play an important guiding role in the development of the industry." Most people in the industry have a positive attitude toward the "Opinions".
Science leads social investment
As a green emerging industry, semiconductor lighting has developed rapidly in recent years. At present, blind investment and low-level construction have occurred in many places. Although the "Opinions" pointed out this issue as a key prevention and control task, it still caused many people to worry about the overheating of industrial investment.
The "Opinions" clearly pointed out that the National Development and Reform Commission, the Ministry of Finance, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, the Ministry of Housing and Urban-Rural Development, and other local governments should increase investment and actively guide social investment. This will drive more industrial investment. "LED industry is currently mostly private enterprises, directly facing the market, and can adjust itself according to the laws of the market. The most lacking of private enterprises is funds. From this perspective, it is undoubtedly a good thing to drive investment." Guo Lihong, a researcher in the Department of Technology and Economic Research at the Development Research Center, pointed out.
However, in response to the phenomenon that local governments are blindly launching LED projects for their performance, the Opinions point out that the competent authorities should strengthen guidance on the development of semiconductor lighting energy-saving industries, strictly implement national industrial policies and project management regulations, scientific planning, rational layout, and avoidance. Blind expansion and low-level redundant construction, continuously improve industrial concentration, and promote regional industry specialization, specialization, and cluster development. Strengthen the demonstration work of urban road lighting, landscape lighting construction and reconstruction projects, and unify planning and design to avoid blind replacement and excessive lighting. This has given the local government a macro direction.
Low-level redundant construction is a dysentery in the development of many industries in China. "This can only be adjusted by the market itself, and ultimately achieve the survival of the fittest. The government must do a good job of guiding, establish a good market mechanism, create a good business environment, and allow enterprises to fully develop in a fair business atmosphere." Guo Lihong pointed out.
The environment is getting better
For a new technology, it is very important to promote its application. The "Opinions" pointed out that it will promote the inclusion of semiconductor lighting products and key equipment in the catalogue of energy-saving and environmental protection products, and enjoy corresponding encouragement policies. Promote the inclusion of semiconductor lighting products in the government procurement list of energy-saving products. The "Opinions" also pointed out that the selection of relatively mature semiconductor lighting products in the fields of roads, industrial and mining enterprises, commercial buildings and households should be included in the scope of financial subsidy policy support when conditions are ripe. "The subsidy policy is expected to be announced in 2010, and the application speed of the products will be further accelerated," said Yan Jun, deputy secretary-general of the National Semiconductor Lighting Engineering R&D and Industry Alliance.
From the market point of view, the development of China's semiconductor lighting industry has been driven by the export of applied products. Under the influence of the financial crisis, China's export-oriented enterprises have reduced orders, while the higher growth of domestic market demand has enabled enterprises to start. Rethink the focus of business development. As an emerging consumer, how to prevent game rules from being held in the hands of competitors and local companies being marginalized is the biggest challenge. This game rule is exactly the standard and product testing. To this end, the "Opinions" also clearly proposed to actively promote the development of semiconductor lighting standards, product testing and energy-saving certification.
"The service system has also been listed as a key development area, which means that service businesses related to semiconductor lighting, such as various semiconductor lighting product testing platforms, energy-saving diagnostics, contract energy management, etc. will be able to expand opportunities simultaneously. In addition, the "Opinions" Policy measures have been put forward in terms of policies, talents, and international cooperation. It should be said that it has created a good development environment for enterprises." Industry insiders pointed out.
"The development speed of China's LED industry has been very fast. Under the increasingly favorable environment provided by the government, it is expected that the development of China's semiconductor lighting industry will maintain a growth rate of around 30% in the next six years, and the growth rate will be higher than the global market." Yan Jun predicted.
[1] [2] [3] Next
Highlight the importance of a common research and development platform
As we all know, the core part of the semiconductor lighting industry is epitaxial chips, and the production of epitaxial chips is mainly controlled by its core equipment MOCVD (metal organic source chemical vapor deposition equipment). At present, the mainstream technology patents for semiconductor lighting are mostly controlled by developed countries, and the patent risks faced by enterprise development are increasing. Some insiders pointed out that with the large-scale application of LEDs, China's semiconductor lighting industry has hidden dangers of paying huge patent fees. The lack of core technology has become the weakness of the industry. China's MOCVD also relies on imports. Only by breaking through existing patents and realizing the localization of equipment can we truly grasp the initiative of industrial development.
In order to fundamentally change the status quo of "technical dependence" on industrial development, "Opinions" listed technology and equipment as the first priority of development, pointing out the key to support MOCVD equipment, new substrates, high-purity MO sources (metal organic sources) Research and development of equipment and materials; carry out basic research and development of gallium nitride materials, OLED materials and devices; support basic theoretical research of semiconductor lighting applications, including photometry, colorimetry, measurement, etc.; overcome key technologies common to semiconductor lighting industrialization, Including high-power chips and devices, drive circuits and standardized modules, system integration and application technologies.
"The basic research and the breakthrough of key technologies need to be solved jointly by the industry and the scientific research community. It is not a business that can be done. Only the government-led and common technology research and development platform for industrial applications can solve this problem." Guo Lihong said. "Investment fever is inevitable and the government can't dominate. One thing the government can only or must do is to establish a common technology research and development platform."
Through the common technology research and development platform, the scientific and technological achievements have been rapidly transferred to the industrial production field, and the development of high technology has been led. The Institute of Industrial Technology of Taiwan has made a good demonstration. A major feature of ITRI's technology transfer is that science and technology personnel carry technology directly to serve enterprises or start businesses, forming the most effective way of technology transfer, and also cultivating a large number of technical leaders for the industry. "In the overall promotion system of the Trinity of the Institute of Civil and Public Studies, the official is in the central position and is responsible for planning, leadership and implementation support. In addition to undertaking major scientific research projects, the Institute also acts as a bridge to transfer technology to the business community. It is the ultimate demander of technology. It has signed a contract with the Industrial Research Institute to jointly develop new products and new technologies, which has solved the problem of the combination of production, study and research." Guo Lihong said. It is under such a mechanism that Taiwan has successfully achieved industrial transformation, especially its semiconductor industry has jumped into the forefront of the world.
"Common technology platform is a very important thing. It should be solved at the national level. The state will allocate a part of the funds and convene a large number of powerful enterprises to make a part of the funds, and strive to improve its position in the industrial chain and avoid the end. This common technology research and development. The platform must be oriented towards the common technology of application products, and it is necessary to move forward from the application side. Like Taiwan’s development of the semiconductor industry, the OEM will gradually move to the high end of the industrial chain.†Guo Lihong suggested that only under the strong support and effective guidance of the government, The scientific research force leads to the main battlefield of economic construction, making it the leading force of technology commercialization, and the common technology research and development platform can really work.
Document.write();xno = xno+1;
For the localization of MOCVD, the development idea of ​​"Opinions" is to introduce absorption and re-innovation. "The premise of this development idea is to establish a platform for independent development and to form a corresponding innovation mechanism. Otherwise, it can only be transferred in the strange circle of introduction and absorption." Guo Lihong said, "The localization of equipment is a must, but also It must be the core of the enterprise, and at the same time find the main body of the equipment. This main body should be an electromechanical or equipment enterprise. Of course, the process lead design is the main reason for the immature technology and rapid progress at this stage. In the future, localized funds can be established, but It depends on the power of the market to develop."
Previous [1] [2] [3] Next
The real drive is the market
It should be said that the "Opinions" pointed out the correct direction for industrial development and also created a better development environment for enterprises. However, we must also see that the real control of industrial development is the invisible hand of the “market mechanismâ€. Therefore, for enterprises, the most realistic consideration is how to comprehensively consider talents, capital, technology and future development. As soon as possible to form their own core competitiveness, can truly control their own destiny, to be a winner in the market.
“Semiconductor lighting is a sunrise industry, but the key is now the price. If it can compare with incandescent lamps, fluorescent lamps and energy-saving lamps in terms of cost performance, there must be a promising future. For enterprises, 'innovation' is not necessarily technical. Advanced, BYD's battery can beat the Japanese battery, relying on its price of a quarter, rather than technologically advanced equipment. At present, the semiconductor lighting industry needs a breakthrough of 'BYD'." Guo Lihong said, "Select advanced, The right technology, especially low-cost technology, is very important."
In addition to improving the cost performance of products, for domestic enterprises, according to the characteristics of semiconductor lighting, select the product development that can best exert its advantages, expand industrial applications, avoid product homogenization, rather than blindly follow up, but also differentiated development of enterprises. Another way to enhance core competencies.
The protagonist of industrial adjustment, transformation and upgrading can only be entrepreneurs. Driven by the government, we are more looking forward to the performance of the company.
Previous[1] [2] [3]
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