Guangdong's top five highlights lead the national policy to guide the LED industry

Along with the implementation of the “ban” policy of various countries, the high recognition of the performance of LED lighting products, the promotion and application at the national level, the increasing awareness of consumers' energy conservation and environmental protection, the improvement of LED product technology and the decline of prices, etc. The rapid growth of lighting demand has brought continuous growth to the LED industry in Guangdong Province. Governments at all levels have actively guided and implemented a series of preferential policies that are beneficial to the development of the industry. LED companies strive to deploy, increase R&D investment, continuously expand production, and actively explore the international market. Under the joint efforts of many parties, the LED industry in Guangdong Province in 2014 It has achieved good results, the scale of the industry has continued to expand, the industry has been operating at a high level, the export momentum has been strong, and the level of technological R&D has been continuously improved.

Five highlights <br> <br> lead the country's overall development momentum, expanding industry. According to preliminary estimates, the total output value of LED industry in Guangdong Province in 2014 was 346.06 billion yuan, a year-on-year increase of 23.09%. The output value scale accounts for half of the country's total, showing strong internal growth and good market prospects, and plays an increasingly important role in the global LED industry. According to the GSC industry early warning index of the LED industry (developed by the Provincial Semiconductor Lighting Industry Joint Innovation Center), the average warning index of the province in 2014 is 125.30, which is located in the “yellow light” partial heat range, which indicates that the overall development of the LED industry in Guangdong Province is relatively strong. .

The research and development of technology is strong, and the driving ability of innovation is continuously enhanced. Constantly increase the intensity of technological innovation and actively cultivate new growth points that drive the development of strategic emerging industries. As of the end of September 2014, the province's LED patent license amount was 67,391, accounting for 29.30% of the national LED patent license in the same period, accounting for 5.88% of the total patent grant in Guangdong during the same period. A number of core technologies and major achievements with independent intellectual property rights have been obtained. For example, Zhongke Hongwei and Zhaoxin Group have successively developed domestic MOCVD prototypes, new high-efficiency high-power LED chips based on zinc oxide epitaxial transparent electrode structure, and gallium nitride. The quality extension technology has filled the gap in the industry. The development of standard optical components research and development and industrialization system has achieved initial success. A total of 33 standard optical component detailed specifications have been released, with sales of hierarchical labeling exceeding RMB 600 million. With the introduction of the “Nakamura Shuji” innovation team leader in the province won the Blu-ray Nobel Prize, LED, a technology that benefits humanity, will set off new applications and R&D innovations around the world.

With the development of industrial chain clusters, the “one nuclear and one belt” industrial cluster was initially formed. The province's LED industry has basically formed an industrial chain from substrate materials, epitaxial wafers, chips, packages to applications. There are more than 16,000 LED companies in the province, and more than 4,000 companies are involved, driving nearly 3 million related jobs. Among them, there are 31 LED listed companies in the province, among which 17 are listed companies with LED as the main business, accounting for 68% of the listed companies with LED as the main business in the country; 14 listed companies in the province involving LED business, accounting for The country involves 50% of the listing of LEDs, and the total market value of 31 LED listed companies in the province exceeds 115 billion yuan. Relying on key enterprises, Guangdong LED industry base has initially formed a “1+5” development pattern, which is based on Shenzhen national LED industry base, and five provincial LED industry bases in Huizhou, Dongguan, Jiangmen, Foshan and Guangzhou. To support the "one core and one belt" industrial cluster.

The standard system is becoming more and more sound, and the LED standardization construction has achieved initial results. First, the construction of the National Semiconductor Lighting Standardization Demonstration Zone has progressed smoothly. At present, it has completed 1 national standard proposal, 12 local standards, 10 local standards for approval, 12 pending comments, and 19 new projects. Second, the benchmarking system has been successfully promoted nationwide and its influence has been further expanded. Shanghai, Fujian, Jiangsu, Hunan and other places have successively inspected and learned from Guangdong experience, and they all expressed their strong willingness to cooperate with Guangdong. In line with this situation, the Guangdong Provincial Semiconductor Light Source Industry Association, a benchmarking system management organization, actively engaged in work docking on the one hand, and improved and adapted the original system on the other hand. The provincial association successfully carried out the council change in October, and the new management The framework, technical system, etc. will be released soon. At present, it has released 16 batches of LED outdoor product benchmarking product catalogues and 12 batches of indoor lighting products benchmarking system catalogues. It has recommended 3,468 LED lighting products benchmarking products in Guangdong Province, which effectively guarantees the quality of LED lighting renovation projects.

Business models such as contract energy management have been continuously improved, and product promotion and application have achieved remarkable results. Breaking the shortcomings of traditional business model segmentation, actively exploring high-efficiency LED lighting promotion and application mode, strengthening the close integration of “government, industry, research and research”, and gradually forming a more mature business model of contract energy management, virtual owners, energy custody, etc. According to the new business model, the energy-saving benefits are extracted in proportion from the urban utility surcharges levied with electricity tariffs, and the investment in LED transformation can be basically paid. Driven by the new business model, the application range of LED lighting products has been continuously expanded. Up to now, the province has installed more than 4 million LED indoor lighting products, LED street lights (including tunnel lights) and landscape lights totaling over 2 million baht. The road section is over 40,000 kilometers, and the application scale ranks first in the country.

Trends can be good prospects of <br> <br> Guangdong Province took the lead in the LED industry alone as a breakthrough to promote strategic emerging industries, starting in 2010 to foster the development so far, show rapid development speed and good momentum of development. Due to the continuous driving of technology, the LED industry led by the lead application in the lighting field has developed rapidly, and the products have been widely recognized, and LED lighting is developing towards intelligent, modular and precise.

The trend of cross-border development of the industry has begun to show. Visible light communication technology (VLC) is an emerging optical wireless communication technology that modulates signals onto LED visible light beams. It is also a cross-integration for LED lighting industry, communication industry, and Internet of Things industry, and has broad market application space. And high-tech with strategic development prospects. With the development of economy and society, visible light communication technology has become a core focus of the advanced regions in the world to compete for the commanding heights of the future technology. Although it started later than developed countries, China is currently synchronizing with developed countries and regions in the process of technology research and development and industrial incubation in the research of visible light communication technology. At present, it has formed a market power to promote the application of visible light communication technology. The conditions for technology to achieve industrialization are becoming more mature. The Guangdong Provincial Government issued a document to establish the "visible light communication and standard optical components" special project, which will greatly promote the province's research and development of visible light communication technology and industrialization process, agglomerate resources to achieve innovation drive, and rapidly enhance the international competitiveness of its industry.

The pace of development in the direction of componentization, modularization, and precision manufacturing has accelerated. With the rapid development of the LED industry, the industry is now moving towards modularization and componentization. In order to ensure the healthy and rapid development of the LED lighting industry, under the correct leadership of the provincial party committee and the provincial government, the Guangdong Provincial Department of Science and Technology has vigorously implemented the industry standard strategy and fully promoted the construction of LED standard optical components. At present, LED lighting standard optical components have been established. The grading spectrum has built a complete pedigree framework. The products have entered the stage of large-scale production and testing, and the precise model of industrial chain development has taken shape. The joint testing laboratory has successfully developed 7 companies, which provides a strong support for the enrichment and mass production of optical components.

A new era of LED intelligent lighting is coming. With the maturing of LED lighting technology and Internet of Things technology, IoT LED integrated integration is the future development direction of intelligent lighting, and the intelligentization will make the LED lighting industry further move towards energy saving and green sustainable development. At present, intelligent lighting has evolved from a single remote control switch to intelligent induction lighting, intelligent scene lighting, and intelligent remote control lighting. The effect achieved from single dimming to light soft start speed, cold and warm lighting, high and low pressure Light, LED full color spectrum dimming, etc. The combination of intelligent and energy-saving lighting technology has built a new technology platform for LED applications, enabling LED lighting to highlight the concept of energy saving, consumption reduction, long life, human-oriented green lighting and sustainable lighting. Corporate restructuring, mergers and acquisitions and IPO listings are frequent. Leading LED companies have actively expanded through mergers and acquisitions, opening up differentiated competitive strategies. For example, Hongli's listing of Zhenming Liri and Tongfang's shares, Hongli Optoelectronics acquired Smide, Guangsheng Optoelectronics Holdings Guoxing Optoelectronics, Liard's acquisition of Lifeng Culture and Jin Lixiang, etc., mergers and acquisitions bring production and operation efficiency to enterprises Improve, open up the upstream and downstream industry chain, and obtain 1+1>2 economic benefits. In the future, with the merger and reorganization of LED companies, LED companies will carry out a new round of reshuffle, and present a new situation in which leading enterprises will dominate the LED market. In addition, companies such as Ai Bison and Jin Laite in Guangdong Province have raised funds through IPO listings, which has become an important way for LED companies to seize the market this year.

Policy guidance strongly support <br> <br> the past year, Guangdong LED industry has made considerable progress, good prospects, but also face fewer core technology, inadequate standard system, supporting industries lag some problems to be solved. In 2015, Guangdong will accelerate the establishment of outstanding enterprises and technical teams in Guangdong through policy guidance, form a gathering of technical resources and talent resources, focus on breaking through the core technology of visible light communication, and accelerate the implementation of the “standard optical component plan” to fully complete the industry “12th Five-Year Plan”. Planning objectives.

Collaborative innovation to accelerate the pace of industrial upgrading. With the rise of the third generation of wide bandgap semiconductor technology and visible light communication technology, new technologies, new technologies, new materials and emerging business models in the LED field will once again profoundly affect the evolution direction and development process of the LED industry. In response to the trend of next-generation semiconductor technology, in the next 2-3 years, we will make full use of the advantages of industrial resources and market supporting advantages, strengthen the research on strategy, planning and policy for industrial development, and strengthen the upstream of the industry, especially in the high-end links. The principle of combining independent innovation and international cooperation, through the introduction of key technologies and important equipment, digestion and absorption, and innovation, improve the LED industry design and development and equipment manufacturing capabilities and innovation level, and accelerate the pace of Guangdong LED industry upgrade. At the same time, it actively introduces top-notch technical teams at home and abroad for visible light communication technology to achieve breakthroughs in visible light core technology; once again, it is vigorously promoting the application of standard optical component products. At present, the province's NVC, Jingke, Guoxing, Changyuntong have implemented the production of optical components and labels, and sold tens of thousands of optical components. Next year, the company will focus on promoting optical components to the whole country and the world.

Improve product quality and crack the barriers to trade in LED lighting export technology. Guangdong Province is a major province for the production of LED lamps and a major export province. As the main export area of ​​LED products in the province, Europe and the United States have continuously raised the LED import standards in recent years, resulting in the rising threshold of exports, which has caused the export of LED enterprises in the province to be blocked frequently. In the current economic globalization, we should be more alert to the rise and spread of trade protectionism and avoid repeating historical mistakes. Relevant enterprises of LED export should pay attention to the following points: First, grasp the relevant product standards, understand and pay attention to the regulations and directives issued by the international community, especially the EU, and avoid quality problems from the source of product design. Second, enterprises must effectively enhance the quality risks. Consciously, design and manufacture products in strict accordance with the standards of the importing countries, strengthen the inspection of products, and strictly carry out inspections in accordance with the provisions of the corresponding standard clauses; thirdly, improve the quality control capabilities of enterprises, and gradually improve the product design review, incoming inspection, process verification, and finished products. The management system of inspection and other links establishes a complete product “quality chain”; the fourth is to establish a foreign-recognized testing laboratory to reduce testing costs and production costs; fifth, actively explore emerging markets such as Latin America, Africa, the Middle East and Southeast Asia. Reduce dependence on European and American markets.

Formulate effective industry promotion policies and improve investment and financing mechanisms. The industrial layout of the development of emerging industries, industrial development, and the accumulation of production factors such as capital, talents, and technology must ultimately be guided by the market. A mature government service system helps companies to correctly select industries, successfully enter the market, and continue to grow and develop. Focus on supporting key industries and key enterprises to formulate industrial policies, establish scientific economic development indicators and evaluation systems, and encourage enterprises to accelerate the introduction of advanced equipment and vigorously develop new products. It is necessary to give full play to the guiding and amplifying role of financial funds, drive social funds to invest in the application and application of LED lighting products, establish an industry credit evaluation system, improve the capital entry and exit mechanism, establish a semiconductor lighting industry fund, explore diversified investment and financing channels, and vigorously improve Investment and financing mechanism.

Increase support and improve the construction of supporting industries and logistics systems. From the aspects of taxation, entry and exit, inspection and quarantine procedures, etc., LED companies are encouraged to expand the scale of the domestic market, explore the international market, and cultivate leading enterprises. Develop environmental protection and energy-saving thresholds for lighting and display products, encourage and support industrial upgrading, implement energy-saving product subsidy policies, prioritize the use of provincial LED products, and include high-efficiency energy-saving LED lighting products in the government's centralized procurement catalogue. According to the needs of industrial development, rationally plan and layout related supporting industries, and jointly create the competitive advantage of Guangdong LED industry. Accelerate the development of business services such as information services, legal services, and audit services, and build a convenient and fast business environment for enterprises. Establish a strategic alliance of domestic and international logistics related to the transportation of LED products, integrate and establish and improve the logistics system of LED industry in Guangdong Province, improve logistics efficiency and reduce logistics costs.

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