[High-tech LED reporter Zhao Hui Guangzhou report] 1. The 2nd CEO Conference of the 3rd G20-LED Summit was successfully held in Guangzhou on November 24, 2013. We discussed the theme of "Drive the Future of Lighting".
2. This CEO conference is a milestone meeting in the LED lighting industry. At the same time, I would like to thank the member companies, Hongli Optoelectronics, for their thoughtful work and support during the whole process of participating in the conference.
3. In 2013, the demand for LED lighting terminal market has entered a rapid improvement channel since the beginning of the year, and the general utilization rate of lighting enterprises is close to saturation. At the same time, it also drove the rapid utilization of the capacity utilization rate of the middle and upstream chips and packaging links, and the overall market trend of the industry is improving.
4. According to the report released by G20-LED Summit Think Tank, Gaogong LED Industry Research Institute (GLII), the overall output value of LED industry will increase by about 20% in the fourth quarter of this year, while the annual output value of LED indoor lighting will increase by 110%. %. It is expected that next year, although the LED indoor lighting output base will increase year by year, the output value growth rate will remain at around 60%.
5. In this CEO conference, the leaders and representatives of the participating members made in-depth exchanges and discussions on the market performance, pattern changes and industrial development trends in the first three quarters of their respective segments.
6. At this CEO conference, the leaders and representatives of the participating companies also formed an “invisible†norm on the terminal lighting market through the self-discipline of the industry and the full use of the CLEAR program.
In the field of upstream chip equipment, market competition has gradually shifted from the past price competition to performance and technology competition. For enterprises, new technology and differentiated equipment positioning will become the main trend of market differentiation in the equipment field.
Domestic equipment must compete in the competition, and its advantages can not only be reflected in the price, but also must be competitive in terms of technology and product quality. At present, North Microelectronics has become one of the few high-end equipment manufacturers in China that can achieve profitability.
High-end epitaxial and chip devices such as ICP etching machines and ITO-SPUTTER sputtering equipment are gradually becoming the breakthrough point for domestically produced equipment, from being able to achieve continuous tracking of leading technologies, to continuous introduction of new products, to achieving company profitability and achieving sustainable development. .
In the field of LED sapphire substrates, the market has gradually stepped out of the oversupply situation in which prices have continued to fall over the past two years, especially due to the rapid increase in capacity utilization of the downstream epitaxial chip industry. The price of sapphire substrates is gradually picking up in the first three quarters of this year.
At the same time, the equipment and process requirements based on the high-end PSS substrate process are very high, while the hardware processing conditions of most domestic enterprises are limited, and the polarization of the sapphire market will become more obvious next year. In addition, as LED epitaxial chip companies gradually shift from the previous 2-inch process to the larger size of 4 inches, the sapphire substrate market will be driven by this, and market opportunities and competition will gradually shift to large-size fields.
The sapphire industry is still in the stage of more market volatility factors. Sapphire substrate companies should be cautious in expanding production, stabilizing the performance and quality of their products, and grasping the market rhythm.
In the field of LED epitaxy and chips, domestic chip companies have gone very hard in the past two years. The overall market has improved this year, and the market prospects will be better and better in the future.
In terms of technology, domestic chips have gradually reached the level of Taiwanese chip factories, but there is still a certain distance from the technology of Japanese and Korean chip companies, mainly reflected in the reserves of next-generation epitaxial chip technology.
In terms of market structure, the market positioning of domestic chip manufacturers is basically determined. From the past, following the foreign manufacturers, and now gradually pay attention to the accumulation and innovation of their own technology, especially the research and development of the new technology of epitaxial chips. But at the same time, the direction of the next-generation epitaxial chip technology is not clear, but also brings some uncertain factors to the future market competition. The upstream epitaxial chip industry is still in the stage of driving new markets and new processes.
In terms of enterprise competitiveness, with the gradual connection between LED and traditional semiconductor technology in recent years, chip efficiency will be gradually rising, and unit cost control becomes more and more critical. In particular, the trend of continuous decline in chip prices has become an inevitable background. How to properly control production and manufacturing costs and improve the efficiency through the cooperation of new materials and new processes will be the key factors.
The era of competition for the comprehensive strength of chip companies has arrived. At present, Tsinghua Tongfang is also strengthening internal cost control, reducing staff and increasing efficiency to improve overall operating efficiency. At the same time, the future chip industry will continue to be in a state of continuous market segmentation, and there are still opportunities for second-tier chip companies whose economies of scale are not outstanding.
The chip size will become smaller and smaller, and the light efficiency will continue to increase, especially the medium power lighting market will become the mainstream.
The participating member companies agreed that:
1. Members of the G20-LED Summit's industrial chain are in urgent need of effectively transmitting end-market demand from the bottom up, and based on supply chain strategy considerations, forming stable and deep cooperation in upstream and downstream supply chains.
2. G20-LED Summit members will make full use of the G20-LED lighting product specifications and CLEAR's two invisible hands to establish market benchmarks at the channel, owner and consumer levels. And from chips, devices to key components and materials, to lighting products, redefining the hidden "standards" of products that the market can trust.
3. Leading by the lighting companies within the members, using the upper and middle reaches supporting products of the member companies (chips, phosphors, devices, substrates, drive power, etc.), before the December 31, 2013 in the bulb, straight tube lights, spotlights , the downlights, the panel lights category to make the G20-LED lighting product specification level 1 model lamps.
The list of members of the 3rd G20-LED Summit (before and after the ranking):
Philips Lumileds
Shandong Inspur Huaguang Optoelectronics Co., Ltd. Guangzhou Hongli Optoelectronics Co., Ltd. Hubei Yutong Electronics Co., Ltd. Hangzhou Zhongwei Optoelectronic Technology Co., Ltd. Zhejiang Sunlight Lighting Group Co., Ltd. Shanxi Guangyu Semiconductor Lighting Co., Ltd. Jiangxi Lianchuang Optoelectronics Co., Ltd. Technology Co., Ltd. Hengdian Group Debang Lighting Co., Ltd. Zhejiang Yuanda Electronic Development Co., Ltd. Fujian Wanbang Optoelectronics Technology Co., Ltd. Tongfang Co., Ltd. Huacan Optoelectronics Co., Ltd. North Microelectronics Shenzhen Ruifeng Optoelectronics Co., Ltd. Infineon Electronics ( Hangzhou) Co., Ltd. Sichuan Xinli Light Source Co., Ltd. Dongguan Qinshang Optoelectronics Co., Ltd. Shenzhen Juzuo Lighting Co., Ltd. Tiantong High-tech Group Co., Ltd. Foshan Jiamei Times Lighting Co., Ltd.
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