Looking at the regional layout of the domestic LED industry, five major regions have been formed, namely the Pearl River Delta, Changsanzhou, Bohai Rim, Fujian and Jiangxi regions, and the central and western regions. More than 85% of LED companies are distributed in these five regions. China’s global LED industry pattern The weight in it is getting heavier and heavier. Since the development of the LED industry, it has gradually shown a trend of “strive for the upper reaches” and “flowering on the ground” in many provinces and cities in China. At present, what is the development situation of LED industry in various provinces and cities?
The output value of Shenzhen LED industry exceeded 170 billion in 2016
According to incomplete statistics, Shenzhen currently has nearly 2,300 semiconductor lighting-related companies, accounting for “half of the country” in Guangdong Province and one-third of the industry in the country. They are mainly concentrated in Baoan, Longhua, Guangming and Longgang. Baoan District There are more than 800.
In recent years, as the market competition has become increasingly fierce and labor costs have continued to increase, the life of Shenzhen LED enterprises has not been easy. Shenzhen’s LED lighting industry has a complete industrial chain, but most of them are small and medium-sized enterprises, most of which are located in the middle and lower reaches of the industrial chain. They mainly focus on packaging and LED applications. They are relatively weak in LED substrates, epitaxy, and chips, and the added value of products is low. , with various disruptive technologies and products emerging one after another, the production and operation pressure of traditional LED enterprises is like a shadow, and many enterprises of Shenzhen Jundoli Industrial Co., Ltd. have closed down and dissolved one after another. As consumers become more and more rational, companies must find ways to gain a place in the upstream of the industry chain if they want to gain more competitive advantages and keep customers and the market.
In 2013, Shenzhen abolished the “Shenzhen LED Industry Development Plan (2009-2015)”, which to a certain extent caused some pessimism in the industry, and the annual product price drop of the LED industry once exceeded 30%. In 2015, LED lighting won the competition with energy-saving lamps, but at the same time, its own profits also encountered a ceiling, and the entire industry fell to the bottom. There was a debate on “price or quality” in the market, and the bottoming out of profits promoted the industry. reform. At the end of last year, Shenzhen Zhongguang Industrial Technology Research Institute and Nakamura Shuji Laser Lighting Laboratory officially “settled” in Nanshan District. “Father of Blu-ray” Nakamura Shuji also said that laser lighting will replace LED lighting in the future. A stern “warning” for lighting companies: no innovation is tantamount to perishing.
In 2016, Shenzhen’s LED industry embarked on a road of major reshuffle. They took the initiative to turn “manufacturing” into “intelligent manufacturing”, and used innovative means to improve quality and efficiency. The production of high-end and intelligent products has become the only way for enterprises to survive. Innovation and integration become an indispensable attribute.
On the one hand, a large number of outdated and low-end production capacity have been eliminated, and the trend of application segmentation is significant. The market segments such as small-pitch display, automotive LED, and mobile phone LED flash have attracted much attention. Innovative applications such as disinfection are becoming new growth points and growth drivers, while forming certain barriers to competition. Products such as special lighting, track lighting, medical lighting, and creative display screens have gained higher market premiums. Shenzhen LED warehouse high bay lights have become energy-saving. The main force of the emission reduction business, the medical and health care fields may become the next flash point.
On the other hand, many companies focus on the research and development of new products and new technologies. Many companies have undertaken scientific and technological innovation projects in provinces and cities, and actively pay attention to new applications such as led lighting assembly, deep ultraviolet, CSP, and intelligent lighting. In addition, the LED industry, as one of the high-tech fields supported by the state, also enjoys the research and development funding support of up to 10 million yuan in the “Notice on the Application of Enterprise Research and Development Funding Plan” issued by the Shenzhen Science and Technology Innovation Committee. It is under a series of major actions of innovation and quality improvement that in 2016, the output value of Shenzhen’s LED industry exceeded 170 billion yuan, ranking first in the country, showing signs of recovery.
However, some people in the industry pointed out that the scale of Shenzhen’s LED industry ranks first in the country, but it is large but not refined, lacks leading companies, and product quality still needs to be improved. According to the results of the latest phase of quality supervision and spot checks on lighting products, lighting sources, lighting products and their control equipment (including LED lighting, LED drive power) released by the Shenzhen Market Supervision Bureau, a total of 54 products from 29 companies were tested. Batches of products, there are 11 batches of unqualified products, among which 31 batches of products from Shenzhen enterprises are spot-checked (nominal), and 10 batches of unqualified products. The unqualified items mainly include marking, interchangeability of lamp caps, external wiring, and internal wiring. , Creepage distance and electrical clearance, protection against electric shock, electric strength, grounding regulations and structure, the 20%-30% failure rate cannot be ignored, and the quality problems of the entire industry are still worthy of attention.
Shandong will increase the promotion of LED high-efficiency lighting products
During the economic adjustment period, the task of energy saving and consumption reduction continues to increase. For lighting sources that are large power consumers, increasing the promotion of LED high-efficiency lighting products in the main lighting energy consumption field is the key content determined by Shandong Province at the energy-saving conference held not long ago.
The data shows that the demand for LED products in the Shandong market can account for 8%-10% of the total demand in the country, making it the second largest market in the country. “There is a lot of space, but local companies don’t share much.” Zhao Ming, deputy director of the Resource Conservation Division of the Shandong Provincial Energy Conservation Office, revealed that most of the LED products currently used in Shandong come from areas outside the province such as Guangdong, and the market share of local companies is only It can be described as “few”.
In 2009, the Ministry of Science and Technology’s “Ten Cities, Ten Thousand Lights” street lamp demonstration project opened the large-scale application of LEDs in China. It is understood that Shandong Province was the first to overcome technical problems in the field of commercial LED lighting, and gave birth to Beihai Road, Weifang City, the world’s first road that fully uses LED lighting. In other words, in the two most important application fields of LED lighting at present – public renovation and commercial use, Shandong is the first to start.
However, among engineering customers in these two fields, local companies are not “pleasing”; when it comes to LED, Shandong companies rarely have a place in the customer’s impression.
However, in some large-scale projects such as street lamps, airports, ports, and stores outside the province, the recognition of Shandong enterprises is still relatively high. Shenshi, Yutai, Jinghua, Kaichuang and other representative LED manufacturers in our province all mentioned that their sales ratio in the market outside the province is higher than that in the province.
People in the industry believe that this has something to do with the weak expansion capabilities of enterprises and the relatively conservative promotion of the government. He mentioned that Guangdong formulated a LED product promotion plan around 2010 and provided subsidies to winning bidders, which promoted the improvement of market awareness and the rapid opening of related markets.
Zhao Ming introduced that this year Shandong Province will increase the promotion of LED high-efficiency lighting products in the main lighting energy consumption field. In order to enable this work to “pull” and “support” local enterprises, the Provincial Economic and Information Commission, the Provincial Department of Finance, the Provincial Department of Housing and Urban-Rural Development, and the Provincial Department of Transportation have formulated the “Shandong Province High-efficiency Energy-saving Semiconductor On the basis of the “Action Plan for the Promotion of Lighting Products”, our province has just selected a group of LED energy efficiency “leaders”: Kaichuang, Yutai, Jinghua, Shenshi, four local enterprises rely on production technology, energy saving and consumption reduction level, Products with good performance in terms of energy consumption indicators were selected. In addition, in the first half of this year, the Provincial Economic and Information Commission will also jointly increase promotion efforts with relevant departments in the province to help enterprises establish industrial alliances.
Hunan’s first “smart lighting road” unveiled in Longping High-tech Park
What else can street lights do besides lighting? Recently, Hunan’s first “Smart Lighting Road” was unveiled on Xiongtian Road in Longping High-tech Park. Manhole cover management, environmental monitoring and other functions, and even a “charging pile” for new energy vehicles.
Wearing a milky white “coat” and a “height” of 12 meters, the appearance of the 50 “smart street lights sharing poles” on Xiongtian Road is not much different from that of ordinary street light poles. , The sense of technology and innovation are fully demonstrated: on the large screen, each street light is marked on the electronic map, and the location, operating days, switch status, and power consumption are all displayed on the screen.
“From switching lights, brightness adjustment to troubleshooting, remote information control can be realized.” Liu Liming, the person in charge of the construction of Xiongtian Road “Smart Lighting” project, took out his mobile phone while talking, opened the relevant APP, and the street lights represented by numbers were arranged. presented. Liu Liming flicked on the switch of street light No. 8, and the street light immediately lit up on the big screen in the monitoring room, and then clicked on the dimming system, and the light changed instantly.
“Traditional street light poles require regular inspections by inspectors, manpower to find faults and report for repairs, but after the ‘smart street light common pole’ is used, everything is watched closely by electronic eyes.” Liu Liming pointed to the big screen and a red button on the phone. If a “smart street lamp common pole” fails, the relevant information will pop up and be sent to the maintenance personnel in the form of a text message.
“Smart street lamp sharing pole” also has an on-demand lighting function, that is, the power is automatically adjusted according to the brightness of the sky and the road’s demand for light energy. Low power, which can not only ensure the lighting needs but also avoid the waste of electric energy.”
“The reason why it is called a common pole is that in addition to High Brightness LED Shoe Box Light, it also has multiple intelligent functions.” Liu Liming introduced that the common pole can achieve WiFi coverage. Citizens can log in to an interface to learn about the service information of the park and the company’s innovative products. wait. The co-pole also has a broadcast function. In addition to weather, music, and news, emergencies on the road can also be quickly broadcast. In addition, the wireless sensor installed on the common pole corresponds to the displacement and tilt sensor of the manhole cover and the geomagnetic sensor of the parking space on the road, and can issue a notice when the manhole cover is missing or the vehicle is displaced. After the car owner downloads a specific APP, he can quickly find free parking spaces around him according to the guidance of the co-pole.
At present, Longping High-tech Park has taken the lead in launching the construction of “smart park” in the city. Next, it will use information technologies such as the Internet of Things, mobile Internet, and big data to create a dynamically upgradeable “Smart Longping” intelligent management service system to realize the park and enterprises. Effective docking of data information and resource integration. In the future, using computer terminals or mobile APPs, enterprises and employees in the park can enjoy a series of powerful services such as smart properties, living facilities, business services, and comprehensive park management.
Sichuan develops graphene “magnification move”
Previously, the “Sichuan Graphene Industry Cooperation Project Matchmaking Meeting” was held in Jinjiang Hotel, Chengdu. Representatives from 48 graphene-related associations, scientific research institutions, and 220 well-known enterprises in the graphene industry from all over the country participated in this project matchmaking meeting. Discuss the blueprint for the development of graphene industry in Sichuan. The leaders of the municipal governments of Zigong, Panzhihua, Deyang, Mianyang, Suining and Bazhong respectively introduced the undertaking conditions and cooperation projects of the graphene industry at the meeting. At the conference that day, the Sichuan Provincial Graphene Industry Application Technology Research Institute was officially launched.
The Sichuan Provincial Party Committee and the Provincial Government attach great importance to the development of the graphene industry and incorporate it into Sichuan’s innovation-driven strategy. They will focus on strengthening the application and development of graphene films, graphene power batteries and energy storage batteries, graphene metal materials, and graphene smart wearable products. The scale of the graphene industry in Sichuan is increasing day by day, with an output value of 60 million yuan in 2015 and more than 150 million yuan in 2016. It is conservatively estimated that the output value of graphene industry in Sichuan will exceed 500 million yuan in 2017.
It is reported that Sichuan Province will focus on supporting four graphene application industry chains: graphene powder, rubber masterbatch, tire; graphene powder, coating; graphene slurry, negative electrode material, energy storage battery; graphene powder, lubricating oil. In all links of the four application industry chains, there are Sichuan enterprises involved, and the degree of industrialization is relatively high, which is the key to promote the overall development of the graphene industry in the province.
“Judging from the development of the graphene industry introduced by the leaders of the municipal governments of Zigong, Panzhihua, Deyang, Mianyang, Suining and Bazhong at the meeting, the support of the local governments for the graphene industry is still relatively large, including investment and financing. Policy support.” A representative at the meeting said.
At present, Chengdu is stepping up research and formulating graphene industry planning and supporting policies, establishing a special fund for graphene R&D, technological innovation and industrialization, vigorously supporting graphene application R&D and technological innovation, and encouraging graphene R&D experts to come to Chengdu to establish, lead or technically Invest in graphene industry companies to form a favorable policy environment for accelerating the gathering of graphene industry, talents, and technology in Chengdu.
At the same time, Chengdu will also speed up research and development and technological breakthroughs, integrate various resources, and accelerate the formation of a complete industrial chain of graphene equipment research and development, product production, and downstream applications. In the future, Chengdu will also set up a graphene industrial park to strengthen investment and financing guidance, encourage various capital participation, and promote industrial development.
Qi Changxi, head of the Chengdu Graphene Industry Application Technology Research Institute, said that the research institute will conduct research on graphene technology and solve graphene application problems. It will focus on the research and development of large-capacity supercapacitors, and strive to complete product development within 3 years.
Nanchang takes LED as the traction to accelerate the formation of electronic information industry agglomeration
At present, Lattice Optoelectronics is the third LED company in the world and the only one in China with original intellectual property rights. With this technological advantage, Nanchang City shouted the slogan of building Nanchang Optics Valley, accelerating the use of LED as the traction to form the agglomeration of the electronic information industry in Nanchang.
However, the role of Jingneng Optoelectronics alone in stimulating Nanchang’s economy is obviously limited. In 2016, the cumulative output value of Lattice Optoelectronics and 12 companies associated with it was 1.62 billion yuan, while the domestic output value of the entire silicon substrate LED was only 20 billion yuan, which is comparable to the global LED trillion yuan scale and strong market demand. Compared with the production capacity, the production capacity is very different.
“Nanchang’s economy is weak in industry, but its potential and hope are also in industry.” At the beginning of this year, the Nanchang Municipal Party Committee and the Municipal Government established the strategy of “attacking the industry by force and decisively fighting the industry”, and will speed up investment promotion and undertake industrial transfer as “Project No. 1”. As a result, Nanchang has embarked on a new round of leapfrog development.
At the same time, Nanchang gave a new answer: to promote this transfer is not a simple industrial displacement, but to complete the upgrading and aggregation of industries at the same time. This is very important for Nanchang to move from a lowland of economic development to a highland and find its own favorable position in the national industrial structure!
Nanchang’s undertaking of industrial transfer is not to become a pool of low-end and backward production capacity, but to combine the transfer with supply-side structural reforms, industrial transformation and upgrading, and actively promote enterprises in the developed eastern regions to adopt advanced technologies, latest products and business formats in their industries. Transfer over.
Jiangxi Hongli Optoelectronics Co., Ltd., located in Nanchang Economic and Technological Development Zone, is the only production base of Hongli Zhihui Group outside Guangzhou. The company’s deputy general manager Jiang Dequan introduced that the total investment of the project is nearly 1.5 billion yuan, and it will build a large-scale domestic LED industry mid-stream and downstream supply industrial park. The first phase of the project started construction in August 2015 and was put into operation last August. billion.
Today, Nanchang’s electronic information industry has formed two complete industrial chains of LED and mobile communication terminals. In terms of LED industry, a complete industrial chain of core materials, core equipment, upstream chips, midstream packaging and downstream application products has been formed. By 2020, the scale of Nanchang LED industry will reach 50 billion yuan; More than 90% of mobile phone components are supplied locally, and will become an important domestic mobile phone production base. In 2016, the city’s electronic information industry achieved explosive growth, and the annual accumulated main business income was 59.79 billion yuan, a year-on-year increase of 50.1%.
Dongshan County, Fujian Province plans to invest 160 million yuan to implement public lighting energy-saving renovation
It is understood that starting from 2017, Dongshan County will implement the county-wide public lighting energy-saving renovation contract energy management project improvement project. The project has a planned total investment of 160 million yuan. It is expected that the project bidding will be completed in June, and the project construction will be completed by the end of 2018. By then, the energy-saving rate of street lamps in Dongshan County will be greatly improved.
It is understood that Dongshan County is an island county with tight water and electricity resources. Especially with the continuous deepening of urban construction, Switch Power Design LED Street Light, night scenes, and various night signs are becoming more and more complete, and the demand for electricity has increased sharply. In order to make “lights brighter and electricity more economical”, in March 2015, the Dongshan City Appearance Management Bureau signed a contract with Defuqin through online public bidding, and began to implement the Dongshan County public lighting energy-saving renovation contract energy management project, becoming the province’s It is the first county to implement the energy-saving transformation of street lamps in the whole area.
Up to now, it has invested 69.93 million yuan to complete the renovation and construction of 29 roads, including 1,870 new street lights, 503 street lights updated and rebuilt, and 1,563 old lights energy-saving renovations, and an intelligent monitoring system was installed on the above roads and 35W 50W American Style Small LED Street Lamps
. Through the implementation of the project, the energy saving rate of street lamps has reached more than 64%, and 4.8725 million kWh of electricity can be saved every year. Calculated according to Dongshan’s electricity price of 0.825 yuan/kWh, the annual electricity bill can be saved by 3.0365 million yuan. The average illuminance of the road surface has more than doubled compared with the original one, and all of them have reached the national standard.