Second, why the high-end chip is the core of China’s LED lighting industry?
1, today’s high-tech industry development law.
LED industry is semiconductor-related high-tech industries. Throughout today’s high-tech industries, especially semiconductor-related high-tech industries, such as integrated circuits, communications, laser, and the upper reaches of the chip is often the key to the whole industry. This key role is not only reflected in the performance and price of the upstream chip determines the performance of the middle and lower reaches of the product and the price is also reflected in the chip suppliers tend to control the patents and standards of the industry as a whole.
Although LED packing stage cooling problems and the optical design of the application stage have a certain impact on the performance of the final products, Yet it must be admitted, LED lighting industry chip performance decide the entire products. For example, if the chip light efficiency can not reach 100lm / W, the stability and realiability of the chip itself is bad, even no matter how good the heat is, and how excellent optical design is, it is difficult to achieve the requirement.
More importantly, the chip-level competition is for the LED industry in China, competitive differentiation, and packaging and application-level competition more biased homogeneous competition. That is to say, compared with foreign manufacturers, China’s high-end LED lights chips is gaps, both qualitative difference exists, therefore, foreign chip makers, it is easy to obtain high profits differentiation strategy in China. Thermal and optical design problems despite relatively important, but have not yet appeared in the entire worldwide breakthrough solutions essentially. In other words, in the thermal and optical design aspects, the difference between China and foreign countries, there is no qualitative difference, various solutions are similar, the effect is similar to the corresponding patent influence binding than small, packaging and application vendors can only earn very low differentiation profit through each tiny improvement, which is the reason why the package and application vendors gathered in one of the main reasons.
In fact, one of the important feature of the high-tech semiconductor industry is through semiconductor micro processing technology, to let the entire products as much as possible concentrated in the upstream end of the chip, and left little to the middle and lower reaches of the technology space. Moreover, with the integration of the continuous improvement of this trend in the semiconductor industry, semiconductor-related high-tech industries will become increasingly concentrated in the upstream chip.