Semiconductor Lighting Industry Data Release

In 2013, China's semiconductor lighting industry got rid of the impact of the post-2012 financial crisis and became another rapid development and change year after 2010: market penetration rate continues to increase, chip country yields hit new highs, and industrial integration continues to deepen... Industries The signs of warming gradually emerged.

Increased industrial scale, outstanding application performance

A few days ago, the National Semiconductor Lighting Engineering R&D and Industry Alliance released the 2013 China Semiconductor Lighting Industry Data and Development Profile. The report pointed out that in 2013, the overall scale of China's semiconductor lighting industry reached 257.6 billion yuan, an increase of 34% compared with the RMB 1920 billion in 2012, becoming the fastest growing year for the domestic semiconductor lighting industry after 2010. Among them, the scale of upstream epitaxial chips reached 10.5 billion yuan, the scale of mid-stream packaging reached 40.3 billion yuan, and the scale of downstream applications exceeded 200 billion yuan, reaching 206.8 billion yuan.

In 2013, the overall scale of semiconductor lighting applications reached 206.8 billion yuan. Although the price continues to fall, it is still the fastest growing link in the semiconductor lighting industry chain, with an overall growth rate of 36%. Among them, the general lighting market developed rapidly in 2013, the growth rate reached 65%, the output value reached 69.6 billion yuan, and the application market share also increased from 28% in 2012 to 34% in 2013.

In addition, LED automotive lighting, medical, agricultural and other emerging lighting applications growth is also very obvious. Driven by these applications, other emerging applications in addition to general lighting, backlighting, landscape lighting, display, and signal indicator applications have grown by more than 25%. Optical communications, wearable electronics, and applications in aerospace and other areas have become the highlights of LED applications in 2013.

Increased technological level and huge room for innovation

In 2013, the gap between the key technologies and international level of the semiconductor lighting industry in China has further narrowed, the luminous efficiency of the power-based white LED industry has reached 140 lm/W, and the industrialized luminous efficiency of power-based silicon-based LED chips with independent intellectual property rights has reached 130 lm/W; 48 pieces of 56 production MOVCD equipments were put into production trials. China has become an important production and export base for global LED packaging and application products.

In 2013, the localization rate of China's chips reached 75%. Small and medium-power products have a strong competitive advantage at the application level, but there are still technical gaps in high-power lighting applications such as street lamps. The largest number of these application areas is imported chips.

At present, the semiconductor lighting technology is still in a high-speed development stage. Which technology route will be adopted above 200lm/W in the future has not been determined. In addition, glass substrate LED epitaxial technology, package-free white chip technology, soft board packaging technology and other new technologies are also emerging; LED products are still unfinished, LED product specifications interface, accelerated testing and other technologies are also in the development.

With the development of information intelligence technology, innovative application products such as LED optical communication and wearable electronics that surpass illumination have emerged. As the first breakthrough of the third generation of semiconductor materials, semiconductor lighting technology will drive related materials to achieve new development in the areas of energy conservation, emission reduction, information technology and military defense.

The price continues to decline, market penetration speeds up

In 2013, LED product prices continued to decline under the combined efforts of increasing technology and fierce market competition. The "2013 China Semiconductor Lighting Industry Data and Development Overview" pointed out that the average price drop of packaged devices reached 20%. Among them, medium-power devices have become the most cost-reduced areas, taking 0.2W devices as an example. The price at the beginning of the year was about 0.15 yuan, and the current price was 0.1 yuan, a decrease of more than 30%; and high-power devices of 1W and above were due to intense competition. Compared with power devices, the power devices are slightly better, so the price reduction is relatively small and is about 15% for the whole year. For small power devices of 0.1W or less, the price reduction space is small, and the reduction is also less than 20%.

From the perspective of the relevant price index, the prices of LED finished lamps and lanterns also appear some declines in consumer terminals. The current price of lamps and lanterns has approached the critical point that the mass market can accept.

In 2013, China's domestic LED lighting product output exceeded 810 million, domestic sales of about 400 million, LED lighting domestic market penetration rate reached 8.9%, an increase of nearly 5 percentage points from last year's 3.3%, especially the growth of commercial lighting More obvious. According to incomplete statistics, at present, the penetration rate of LED lamps in the field of commercial lighting has exceeded 12%.

At the same time, after the semiconductor industry in China experienced a low investment in 2012, investment in 2013 showed a picking up trend. In 2013, the total investment in the semiconductor lighting industry in China has reached 20.82 billion yuan, an increase of 15.9% year-on-year. From the perspective of investment distribution, LED investment in Jiangsu ranks first with investment accounting for more than 30%. From the perspective of the scale of investment for the whole year, small- and medium-scale investment is still the mainstream. The number of medium-sized investment projects with 100 million yuan is about 45.2%, and the number of small-scale investment projects with the cost of 100 million yuan or less is about 43.5%.

In 2014, China's LED industry will continue its upward trend in 2013 and usher in a new round of growth. It is estimated that in 2014, the growth rate of domestic semiconductor lighting industry will reach 40%. In the epitaxial chip segment, with the full launch of the application market, the accumulated investment capacity will be gradually released, and the epitaxial chip output and output value will be significantly increased, and the growth rate of output value is expected to reach 35%. In the packaging industry, competition will become more intense, and it is expected that the growth rate will be around 20%. In terms of lighting applications, in 2014, with the further implementation of the plan to phase out incandescent lamps in various countries, LED lighting will achieve explosive growth, lead the Chinese LED application market, penetrate the speed, and the overall penetration rate of LED lamps is expected to reach 20%. Intelligent lighting will also shine with the construction of smart cities.