[High-tech Conference] Hua Can Optoelectronics Wang Jiangbo: From technology to market, look at the new pattern of China's chip industry

"If you want to achieve a limit light effect of a luminaire, you can increase the efficiency of the entire luminaire to 220 lm / w, which requires efforts in the efficiency of the entire LED device, including the efficiency of the drive. From the point of view of the epitaxial chip, it is necessary Focusing on several aspects: First, the material efficiency of the material itself is improved, especially after the four-color light mixing scheme is adopted, the green light efficiency needs to be improved; secondly, regarding the reaction of the gallium nitride material, it is necessary to solve the red light.” Vice President Wang Jiangbo raised the high-tech LED annual meeting.

From December 21st to 22nd, 2017, the 2017 High-tech LED Annual Meeting and Golden Globe Awards Ceremony hosted by Gaogong LED was held at the Baoding Dunxi Road in Shenzhen Baoan. The big hotel opened.

As the annual year-end event of the LED industry chain, the 2017 High-Tech LED Annual Meeting will once again bring together the LED LED industry leaders, and the on-site 400+ industry elites will fully look forward to the LED industry landscape, market, capital, technology trends and trends, deep integration and Excavate new opportunities and strategies under the current industrial situation, and jointly solve the "decisive victory" of industry and enterprises.

On the afternoon of December 22, the "Closing Conference: New Patterns and Strategic Opportunities for Deep Integration Period", which was named by Hongli Zhihui, Wang Jiangbo published "From Technology to Market, Looking at the New Pattern of China's Chip Industry" Keynote Speech.

Wang Jiangbo, Vice President of Huacan Optoelectronics

In the past 15 years, China's LED industry has experienced a period of rapid development, especially during the “Twelfth Five-Year Plan” period, with an average annual growth rate of 30%.

According to the data of the High-tech Research Institute LED Research Institute (GGII), the overall demand for the LED market in 2017-2020 is upward, and the growth rate is slightly slowing down. Among them, the lighting market continues to increase with the penetration rate of about 15%, the backlight to undertake international industrial transfer, domestic demand increased slightly.

Small-pitch displays have become the main driving force behind the growth of the display market. At present, small-pitch LED displays have entered the market growth period. According to statistics, the output value of the small-pitch market is expected to increase at a compound annual growth rate of 21%, from $300 million in 2016 to $800 million in 2021.

Next, what else will promote the further development of LED market?

Wang Jiangbo said, "It is the relatively hot Micro-LED market. It is predicted that Micro-LED will be applied from the original small-sized smart wear, AR, VR, and then to large-size flat panels and TVs, and will eventually be widely used on smartphones. Whether Micro-LED can be used on smartphones depends mainly on breakthroughs in technology and cost reduction, which will greatly increase the demand for epitaxial chips."

In fact, in addition to the traditional lighting and display markets, there are still some emerging markets that are growing, including bactericidal UV, infrared, plant lighting, and optical communications, which will also drive the further development of the LED industry.

“In the past 10 years, whether it is display or lighting, we have established a relatively complete industrial chain, achieved a good growth rate, and also achieved a better cost-effective ecological light source. In the next ten years, we may need to pursue Quality, new structure, new forms, new fields, and even beyond the direction of lighting, such as the Internet of Things, third-generation semiconductors, etc." Wang Jiangbo said.

For the whole development trend of LED lighting, everyone is pursuing more cost-effective, price, how to replace incandescent lamps, energy-saving lamps, and more is an alternative lighting. With the further development of LEDs and the further improvement of light efficiency, everyone is paying more and more attention to the chroma quality of light and how to further save energy. When high-quality light sources appear, everyone will pay more attention to smart lighting, to achieve more functions, truly reflect the characteristics of the LED itself, not just alternative features.

Regarding the development trend of the chip market, Wang Jiangbo said frankly that the entire mainland China has become the most important LED chip manufacturing base in the world. In 2017, it accounted for 53% of the global scale. It is expected that the manufacturing scale in mainland China will reach 70% in the next three years.

As we all know, as early as 2010, there were a lot of epitaxial chip manufacturers, but as the competition intensified, the industry continued to gather and the market concentration became higher and higher. At present, the market share of the top three manufacturers has exceeded 50%. Next, as several major manufacturers continue to expand and their technological capabilities continue to increase, it is believed that the proportion of concentration will continue to grow.

In terms of the global market, except for OSRAM's establishment of a new plant in Malaysia, other expansions are concentrated in China. On the one hand, the industry itself has a certain growth every year; on the other hand, with the improvement of the capabilities of domestic and foreign chip companies, domestic manufacturers have undertaken the transfer of international industries.

“As the industry continues to gather, there will be a batch of three- or four-line production capacity concentrated in the first-line and second-line factories. Next, the pattern of the entire mainland chip will be 2+X, the first echelon 2-3, the second 3-5 teams, the rest may be merged." Wang Jiangbo finally mentioned.


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