Chip farashin fadi, LED masana'antu yadda za a layout?

Bayan 'yan kwanaki da suka wuce, da aka gudanar a fadi da gashi negotiable Securities kungiyar "a cikin 2011 LED masana'antu taron karawa juna sani" a kan, gwani halartar taron da kuma kasuwanci shugabannin, kasa semiconductor lighting aikin bincike da ci gaban da kuma masana'antu kungiyar mataimakin babban sakataren, Mr GengBo kasashen Yu Bin Sea. star Electric director, mataimakin babban manaja, PhD, dry as photoelectric, babban jami'in kudi, sakataren hukumar Mr Ye Sunyi ya halarci taron, da kuma LED masana'antu na 2011 ya ci gaba da tattaunawa. An takaita muhimman abubuwan da taron ya kunsa da kuma ra'ayi a kasa:

1. a cikin 'yan shekaru masu zuwa LED masana'antu za su kula da m girma

A cikin 'yan shekarun nan 10 LED don inganta kowace shekara, rabon farashin fitilun LED ya wuce tsarin hasken gargajiya, fitilu da fitilu na farashi mai mahimmanci ya fi ƙasa da fitilar incandescent, fitilar halogen da hasken wutar lantarki na CFL, zai zama daidai. 2012 fitulun ceton makamashi. Farashin samfuran LED na 2015 na iya raguwa zuwa 1/5 na 2010, lokacin da yawan shigar kasuwar hasken wutar lantarki ya kai 50%, a cikin 2020 zai yi lissafin sama da 75% na kasuwar hasken wuta.

Gasar masana'antu ta duniya a halin yanzu ita ce Amurka da Japan, Turai, Koriya ta Kudu, China da Taiwan. Yanzu duk ƙasashen da ke yin jigilar dabarun, kamar yadda Japan ta hanyar tallafin gwamnati don haɓaka hasken wutar lantarki, ana sa ran za ta maye gurbin ƙimar 2015 na 50%, canjin canji na 100% a cikin 2020; Koriya ta Kudu a cikin 2015 don tabbatar da cewa kashi 30% na kasuwar hasken wutar lantarki gabaɗaya.

Matsakaicin karuwar masana'antar LED ta kasar Sin ya kai yuan biliyan 120, fiye da kamfanoni 4000, a cikin shekaru biyar da suka wuce, matsakaicin karuwar da ya kai kashi 35%, fiye da kashi 40 cikin 100 a shekarar 2010. Alkaluman bayanan da suka dace na nuna cewa darajar fitilun Guangdong ta kai yuan biliyan 83.5. Ana sa ran ƙimar fitar da masana'antu a cikin ƴan shekaru masu zuwa matsakaicin girma na sama da kashi 35%. A halin yanzu kasar Sin tana cikin muhimmin bincike na fasaha, kuma ci gaban da aka samu ya samu nasarori masu ban mamaki, musamman a fannin tattara kayayyaki suna da halaye na kansu, aikace-aikace kuma suna da babban ci gaba. Aikace-aikacen haƙƙin mallaka, aikace-aikacen patent don LED fiye da 28912, gami da encapsulation da patent aikace-aikacen sun lissafta kusan 70%; Dandalin gwaji na kasa yana da shida kuma uku suna shirin.

2. da LED masana'antu zuba jari yana da hali ga tsarin overheating

Fitilar fitilun masana'antar hasken gargajiya ta kai yuan biliyan 290, 2010, 2010, darajar hasken wutar lantarki ta LED ya kai yuan biliyan 18, ya karu da kashi 140 cikin 100 bisa 2009, yuan 2009, wanda ya kai kashi 21% na sikelin kasuwar aikace-aikacen LED, sama da kashi 14% bisa kashi 14%. a cikin 2009, ciki har da hasken titi LED, hasken rami ya girma fiye da 100%. Fitilar titin LED na cikin gida wanda ke da fiye da miliyan 1.6. LED kasuwar shigar ne kasa da 1% a 2010, ana sa ran ya kai 30% a 2015. Amma tsananin magana, da general lighting kasuwa ma yafi gwamnati, ainihin kasuwa bai riga ya fara, amma maye gurbin gargajiya lighting ne Trend. na The Times.

Ma'auni na jarin cikin gida na biliyan 20, 2009, 2010 zuwa biliyan 30, jarin ya fi mayar da hankali ne kan hanyar haɗin masana'antu na matsayi. Sa hannun jarin cikin gida na yanzu yana da yawa sosai. Sashi na hasken rana kamfanonin sun kuma zuba jari, poly (xin kungiyar kashe $2.5 biliyan, 500 sets na shigo da MOCVD gina LED tushe a Suzhou.

Yawan kayan aikin MOCVD 2010 babban shirin sabon 09 don 50% na samar da MOCVD na duniya, shirin shekaru uku na sabbin raka'a 1466, fiye da jimlar 09 na kayan aikin MOCVD na duniya, bisa ga shirin, bayan shekaru uku na iya samar da wafer na epitaxial. zama sau 10 zuwa 15 fiye da na 2009. Anan yana da mahimmanci a lura cewa masana'antu suna buƙatar haɓaka, lambar kayan aikin da ke sama na iya kasancewa ga ƙarancin wadata, amma ba ta tashi kasuwa a halin yanzu, yana da wahala waɗannan na'urori su kasance. babu rara. Zuba jari yana da dabi'ar zafi mai ƙarfi, fiye da kashi ɗaya bisa uku na masana'antar hasken wutar lantarki ta gargajiya ta shiga ko shirin shiga.

3. Sin LED masana'antu duka dama da kalubale

Saboda kasar Sin bisa tushen hasken gargajiya da kuma fasahar kayan yau da kullun, mai yiwuwa ikon ya zama masana'antar LED a kasar Sin. Kasar Sin a matakin kasa na kula da kasuwa da kuma tasirin canjin yanayi a bayyane yake.

Samfuran masana'antar LED na cikin gida da ƙalubale suna kasancewa tare. Dama: 1, kasuwanni na gargajiya da masu tasowa suna da damar kasuwanci masu yawa, 2 na masana'antar hasken wuta, masana'antar gine-ginen gine-ginen yana da tsanani, 3, da kuma kiyayewa da makamashi da raguwa da ci gaba mai dorewa yana ba da dama mai kyau ga masana'antar LED, 4, kuma manufar ƙarshe ta ƙarfafa haɓaka masana'antar haɓaka, a bara a cikin masana'antar nunin aikin semiconductor yana wakiltar ma'ana mai girma; Kalubale: 1, kasashen da suka ci gaba sun riga sun gabatar da manufofin tallata aikace-aikacen, 2, kasashen da suka ci gaba sun ba da takunkumin rufe wuta, kamar yawan amfani da fitulun fitulun gargajiya da fitulun wutar lantarki, Sin ma na bukatar ci gaba da kiyayewa da 3, su ma sun damu da su. masana'antu don haɓaka matakin gwamnati yana shafar aikin masana'antar hasken wutar lantarki cikin sauri, amma ana buƙatar aiwatar da canji daidai da ka'idodin kasuwa, manufofin za a iya motsa su kawai, 4, kuma babban giant na duniya mai ƙarfi a cikin aikace-aikacen ƙasa yana buƙatar. mu don hanzarta haɗin kai, 5, kuma daidaitaccen ikon mallakar ya zama abin da ake mayar da hankali ga gasar kasa da kasa, shida, rarraba albarkatun masana'antu ba a tattara kansu tare, kuma Sin ita ce tattalin arzikin cikin gida, don iyakance ci gaban gida yana da wahala; Matsayi na sama yana kula da samfuran tsakiyar kewayon, a cikin rashin hazaka, 7, tallafin masana'antu da daidaitawa bai isa ba. Taimakon fasaha, yanayin ci gaba bai dace ba. Matsayin saka hannun jari yana da ƙasa, ƙayyadaddun ƙayyadaddun samfur, ƙa'idodi da kasuwannin takaddun shaida kamar haɓaka tsarin ganowa.

4. 2011 zai zama na farko LED janar lighting kasuwa

Sabuwar kasuwa mai fa'ida, sabon kasuwa ta amfani da ledoji yana da ƙimar tattalin arziƙi mafi girma kuma fa'idodin muhalli shine shekaru 10 8 hours a rana (awanni 30000) 2010-2015 hasashen, ingantaccen ingancin hoto ya kai 60 2010 lm/w, 2015 ya kai 100 lm/w, farashin a RMB 70, 2010, ta 2015 zai iya faɗuwa ƙasa da matakan $10. Ana sa ran a cikin 2013 shine farashin juzu'i na ƙasa, wato, wannan batu shine babban haɓakar haɓakar ma'amala ta LED.

Hasken LED a kasuwa na gaba zai zama LED ta hanyar fasaha da saurin haɓaka farashin a ƙarƙashin ƙafar ƙafa biyu. Ana sa ran Alliance, kasuwar hasken wutar lantarki ta LED a cikin 2011, wanda aka fara a cikin 2011-2012, hasken wutar lantarki zai kasance daga kasuwanci, masana'antu, ofis da hasken jama'a a hankali zuwa hasken gida.

Dabarun zuba jari:

1. nufin a m Enterprises: karfi ikon tsarin hadewa, sha'anin tare da tsaye hadewa ikon a lokaci guda; A cikin wasu nau'ikan kasuwanci na musamman; Yana da amfani da tashoshi iri na kamfanoni; EMC yana da halayen samfuran kasuwanci.

2. a cikin mahimman wurare: bisa ga hasken jama'a na farko, hasken kasuwanci da hasken gida na hanyar da aka tsara.

3. lokaci na zuba jari: bi fitar da incandescent hanya taswira, goma birnin wan haske da huimin ayyukan kamar kasa manufofin (yiwuwar) a karshen rabin 2011, kama LED lighting fara da damar.

5. babban iko LED marufi o ƙarin tabbatar da m index

Tare da ci gaban yanayin gasar wasan kwaikwayon na'urar LED ba ta zama siga ɗaya ba, amma ayan yin la'akari da inganci mai haske da ma'anar launi, kamar rayuwa, farashi, cikakkiyar ƙididdiga. Jagoran fasahar fakitin LED mai ƙarfi shine babban ƙarfin halin yanzu, juriya mai zafi, babban ma'anar ma'anar launi, babban haɗin kai da ingantaccen ingantaccen haske.

Babban guntu na gaba, guntu marufi, ƙaramin guntu babban marufi multichip marufi zai zama yanayin.

6. MOCVD saki zai haifar da ƙarfafa masana'antu

A halin yanzu na cikin gida samar epitaxial wafer upstream MOCVD zuba jari zafi ne sosai high, 2011 gida shigarwa na kayan aiki zuwa da kaya ya kamata a kusa da 500 raka'a, 2 zuwa 3 kwata na wannan shekara, bisa ga samar iya aiki za a sannu a hankali saki, na iya haifar da wasu. Tasiri zuwa tsakiyar kewayon guntu kasuwar, ana sa ran farar haske guntu farashin gabaɗaya zai ragu da 20 zuwa 30%.

Upstream guntu kofa ne sosai high fasaha masana'antu, ba kawai dole ne ya sami murhu, mafi muhimmanci shi ne a samu gwani tawagar, na yanzu gwanintar cikin gida a wannan yanki ne sosai rashi. Saboda haka, a cikin shekaru biyu masu zuwa masana'antu za su hanzarta haɓaka, kamar shekaru goma da suka wuce kamfanonin Taiwan, na ƙarshe na iya zama kamfanoni 6 zuwa 7, wasu kamfanoni ba su kawar da murhun ba kuma ba za su iya farawa ba, farashin farashin murhu yana da yawa, iya' t samar da samfuran masana'antu masu inganci na iya fuskantar kawarwa.

7. kwanan nan LED hasken wuta zai kasance a cikin nau'i na babban iko da ƙananan iko tare

A halin yanzu LED lighting kayayyakin a hankali gudun, yafi dogara ga gwamnati aikin a inganta, amma mai kyau ãyã cewa kunno kai hanyoyin kamar ta hanyar EMC, ta hanyar gabatar da banki, inshora da sauran kudi cibiyoyin, LED masana'antu lighting, jama'a lighting a cikin sauri. ci gaba. Sauran fitattun kwararan fitila na ƙasashen waje don kashe kirgawa, kasuwar siyar da ɗan gajeren lokaci na iya girma da sauri.

Yanzu farashin hasken wuta na LED da farashin har yanzu suna da yawa, sarkar samar da kayayyaki har yanzu ba a inganta ba, kuma akwai buƙatu da yawa da ake buƙata akan hanyar haɗin fasaha, kuma suna buƙatar haɓaka haɓakar haske. Saboda farashi, kwanan nan samfuran hasken wutar lantarki na LED tare da babban iko da ƙananan ƙarfin haɗaɗɗun haɗin gwiwa, amma tare da babban farashin na'urorin wutar lantarki ya ragu sosai, samfuran LED mai ƙarfi shine haɓakar haɓaka.

8. Haɓaka haƙƙin mallaka mai zaman kansa shine ainihin hanyar ci gaba na dogon lokaci

Matsalolin LED na ɗaya daga cikin muhimman abubuwan da ke hana ci gaban masana'antar LED ta kasar Sin, masana'antar LED a kasar Sin don yin tasiri a duk duniya, wannan lamari ne na ba a baya ba, dole ne ya haɓaka ikon mallaka mai zaman kansa. Amma matsalar haƙƙin mallaka ba ita ce ainihin batun matakin guntu ba, ko wafer epitaxial, tsarin guntu na iya sarrafa mutum. A halin yanzu hanyar da za a magance matsalar haƙƙin mallaka shine babban ko a kusa da yanki mai tauri, biyan kuɗi don samun izini, da dai sauransu.

Batun haƙƙin mallaka ya haɗa da kayan guntu, tsarin na'urar, phosphor, rarraba haske na biyu, ƙirar sifa, kamar matakan da yawa, mafi mahimmancin har yanzu shine foda mai kyalli da kayan ƙasa. A phosphor patent main halin yanzu a cikin sinadaran hannun, da suka dauka shi ne aluminate abu, na yanzu gida silicate da nitrides ne r & d, amma har yanzu bukatar inganta aminci da kwanciyar hankali. Bangaren kayan masarufi, kasarmu a cikin himma wajen inganta Si substrate kayan, kungiyar wakilan Nanchang crystal na iya yin babban jari na Yuan miliyan 60 don gudanar da bincike da ci gaba, yana da babban ci gaba ya zuwa yanzu, da zarar nasarar za ta iya samar da masana'antu na hadaddun fasahar da'ira. Ana amfani da guntu na LED, zai rage farashin guntu sosai kuma makomar gaba tana da faɗi sosai.


Lokacin aikawa: Agusta-10-2016