In the next three years, my country's LED lighting industry will enter a period of rapid growth. According to the "Twelfth Five-Year Plan for Semiconductor Lighting Technology Development" issued by the Ministry of Science and Technology in August this year, it is proposed that by 2015, the scale of my country's semiconductor lighting industry will reach 500 billion yuan, and the cost of LED lighting products will be reduced to 1/2 of 2011. 5, in the general lighting market share to reach 30%. Local governments continue to increase their support for the LED lighting industry.

However, the LED industry is currently facing the crisis of a vicious circle of overcapacity, homogeneous competition, and low-price competition, and the LED industry chain is in urgent need of development. Therefore, the research and development of new, fashionable and high-quality LED lighting fixtures will be a major research topic in the future, with high added value and output value, which should be paid attention to from now on.

LED industry development is divided into two stages

The luminous efficiency of products in the first stage of LED development is low, and the efficiency of products in the second stage continues to improve.

In 1962, Holonyak, who worked in the General Electric Company of the United States, invented the phosphor gallium arsenide light-emitting diode, and predicted: "The lamp in the future can be a piece of alloy the size of a pencil head, which is practical and not easy to break, and will never burn out. The conversion efficiency of light bulbs is at least 10 times larger." In 1968, Monsanto Company of the United States launched commercial LED products. Over the past 30 years, the luminous efficiency of LEDs has increased by 10 times every 10 years. Haitz et al proposed "another semiconductor revolution" in October 1999, which opened the prelude to the semiconductor lighting revolution.

In 2000, Holonyak published an article in JPS, Proceedings of the American Physical Society, titled "Are LEDs the final form of lamps?" and concluded that "LEDs are in principle the final form of lamps, and in fact they are. It is extremely important to understand that it will develop until all powers and colors are achieved.” So far, high-brightness LEDs of various colors have been produced, and the luminous efficiency of white light power LEDs has increased by 10 times by 2010.

The development of the LED industry is divided into two stages. The first stage is from 1968 to 1999, which is the growth stage of the LED industry. The products are characterized by relatively low luminous efficiency and are mainly used in signals and displays. The second stage is from 2000 to 2020, which is the stage of improvement and development of the LED industry, and the product efficiency continues to improve, from 15lm/W equivalent to incandescent lamps to 258lm/W, exceeding all existing electric light sources. Its application range extends to the field of lighting until it becomes the protagonist in this field. Due to the leadership of technological development and the gradual expansion of the market scale, the total size of the LED industry has grown tenfold or even a hundredfold.

Adjustment to the semiconductor lighting industry chain

Under the new situation, the LED industry chain must be adjusted to the semiconductor lighting industry chain.

In the first stage of the development of the LED industry, the structure of the industry chain is relatively simple, which is what we usually call the upstream, midstream and downstream industries of LED.

The LED upstream industry chain mainly refers to LED material epitaxy and chip manufacturing. Usually we refer to these companies as chip factories; the LED midstream industry chain refers to the LED device packaging industry, and the companies are called packaging factories; the LED downstream industry chain refers to LED display or The industry of signal application products mainly refers to LED display screens, LED signal lights, LED car lights, and LCD backlights.

In the second stage of the development of the LED industry, the luminous efficiency of LEDs continues to be greatly improved. In terms of application, in addition to further development in the original signal and display fields, the highlight is the gradual expansion into the lighting field. By 2012, the efficiency of LED devices will reach 130lm/W, which can not only replace incandescent lamps and tungsten halogen lamps, but also replace fluorescent lamps (including compact fluorescent lamps). A typical example is that Japan sold 20 million LED bulbs in 2010 and 35 million in 2011. The European spotlight and PAR light market started, the North American downlight and bulb light started, and the Chinese LED street light started. People said that 2010 is the first year of LED lighting. LED lighting applications will develop rapidly. Under the new situation, the LED industry chain will have to be adjusted to the semiconductor lighting industry chain.

The characteristics of the semiconductor lighting industry chain are mainly in three aspects:

First, take LED lighting application as the main application field;

Second, in addition to the application of LED light sources and LED lamps, the use of modern new technologies to develop lighting services and system solutions has become the largest industry in the industry chain;

Third, due to the expansion of the industrial scale, this requires the development of production equipment and testing instrument manufacturing industries with corresponding scales.

The structure of the semiconductor lighting industry chain has developed into an inverted triangle. From the comparison data of the global semiconductor lighting industry chain in 2010 and 2020, we can see the following five development trends:

First, the whole industry chain in 2010 was a diamond with two large ends and two small ends, which was extremely abnormal. A healthy industrial structure should be like an inverted triangle in 2020, and the export of an industry should be larger;

Second, the total output value of the entire industry chain in 2020 will increase by 53 times compared to 2010, and the growth rate is very fast;

Third, the biggest increase is the intelligent control LED lighting project, which is more than 700 times;

Fourth, the second largest increase is lighting fixtures, which will increase by 30 times in 10 years, and LED packages will increase by 25 times in 10 years;

Fifth, from the perspective of output value in 2020, the output value of lighting system is almost 4 times that of LED package devices

There are the following views on the development of the semiconductor lighting industry chain:

First, continue to develop the production of materials and devices on the basis of the initial establishment of a complete industrial chain, which is the foundation of the industrial chain, and its first growth will promote the sustainable development of downstream industries. Under the prospect of expanding the output value by more than 50 times, we will strive to develop, manufacture and test equipment, especially MOCVD equipment, and vigorously support the priority use and promotion of qualified products, and strive to use our own equipment in the next wave of great development.

Second, while initially addressing the quality, lifespan and market of LED light sources, increase the research and development of lighting fixtures. Combining energy-saving light sources, high-quality lighting and culture and art will be an eternal theme. Just like fabrics and fashion, fabrics will be eliminated and developed, and no matter what fabrics in fashion, they will keep pace with the times, prosper, and even rotate every 30 years. Providing high-quality LED lighting fixtures can be done now, and many advantages of LED provide greater innovation space for lighting fixture design.

Third, the biggest development should be lighting services and system solutions, or intelligent lighting system control engineering. Modern technology provides us with sensors, network technology, wireless communication, and other hardware and software conditions, and we can build this platform. LEDs can be dimmed and toned, and are compatible with integrated circuits in a system. The development of LED display technology and landscape lighting technology has provided us with a direction, and it can also produce secondary energy-saving benefits. A few years ago, we imagined using mobile phones or computers to switch on and off the lighting in the outdoors or control the lighting in the home. This year, we have seen experimental prototypes at the exhibition, and it is said that products will be sold soon. The energy saving, environmental protection and beautification of life of LED lighting will be carried out on a larger scale in a wider field.