Emerging industries such as lamps and lanterns entered the critical period of strategic turning point in Guangdong station

Jointly organized by the Joint Conference of Guangdong and Hong Kong Economists

The Guangdong LED industry, which experienced the financial crisis, did not suffer from deep mudslides. Instead, it reversed its upward trend. In 2009, the annual growth rate reached 25% and the output value reached 39 billion yuan. As a strategic emerging industry with a prominent position in our province, after the crisis, the development of Guangdong LED sprinted again. The recently introduced LED lighting product quality evaluation system has led LED to find the authoritative standard of industry quality and promoted the market standardization.

To develop new industries, Guangdong is particularly interested in LED. On the one hand because it has a good market foundation, and the other because of its broad space for development. LED technology innovation and operation mode are constantly improving. Guangdong, which is located in the frontier of reform and opening up, has made the semiconductor lighting industry a national competitive industry by virtue of its location advantage and mature market mechanism. As the LED wave began to set off across the country, how can Guangdong stabilize its leading position? What is the next direction of development? How are the coordination relationships between different regions coordinated? The newspaper interviewed experts and scholars from LED's relevant circles and discussed the matter. It was the 36th issue of the Nandu Regional Economic Roundtable Forum.

Ye Jingtu, deputy director of Guangdong Provincial Department of Science and Technology:

Guangdong's Six Measures Create Strategic Emerging Industries

As one of the strategic emerging industries in Guangdong, LED should give full attention to its strategic promotion. At the stage of its development, the province will provide resources for the development of strategic emerging industries. Therefore, the development of the LED industry should be based on high-end, with scientific thinking and methods to overcome difficulties and make strong breakthroughs. The development of strategic emerging industries should emphasize the orientation of strategic goals, the protection of joint organizations, the development of cross-industry industries, and the cooperation of various industries. At the same time, industrial planning must be implemented to effectively solve the problem of industrial integration and layout. The LED industry in Guangdong has a good foundation and the development momentum is very fierce. The demand for upstream core technology, equipment, and technical personnel is also great.

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The reason that Guangdong attaches so much importance to and actively promotes the development of the LED industry is that, in addition to having a good foundation for industrial development, there are still several deeper meanings. First of all, the LED industry is of strategic importance in promoting the upgrading of Guangdong's industries. The LED industry has a high degree of integration and a large pulling effect, involving new materials, equipment manufacturing, electronic information and other fields. And Guangdong is a concentrated area of ​​China's traditional lighting industry, 60% of the country's lighting companies gathered here. The market advantage of the traditional lighting industry and the need to upgrade the new lighting industry has become the main driving force for the rapid development of the LED industry. Second, the development of LED industry is an effective means to achieve energy-saving emission reduction targets. According to the actual measurement results of LED street lamp demonstration projects in recent years, the overall energy-saving reaches over 60%.

To achieve the transformation of “a strong LED province”, Guangdong must strengthen the following tasks: First, strengthen the research and industrialization of upstream core technologies and equipment. Including the establishment of a high-level R&D platform; supporting leading companies to promote the R&D and industrialization of chips and epitaxial wafers on the basis of new technology; Guangdong Provincial Science and Technology Department will acquire intellectual property rights for various new technologies through holding and cooperative research and development, and realize mass production as soon as possible. , significantly reducing the cost of the chip. Second, do a good job in the development of common technologies in the midstream and transfer of achievements. The goal is to achieve industrialization of results and use cooperation between production, education, and research as a means. Create a number of key enterprises to improve the overall level of the LED industry. Third, promote and apply new business models. Guangdong Province has designed a business model of “Contract Energy Management + Supply Chain Management + Finance”: Selecting a strong supply chain management company and Energy Contracting Management (EMC) company to form a strategic partnership as the main body of LED lighting demonstration projects. Fourth, promote the application of LED product evaluation benchmarking system. Develop a unified test method and regularly test products that have been applied on a large scale and that have received critical acclaim. In short, it is "the practice of consensus, the means must be unified, the seeking of common ground is not controversial, and the level of discrimination is higher than the lower level." Fifth, comprehensive implementation of the green lighting demonstration city special action. Sixth, improve the policy guarantee system for the development of the LED industry.

Professor Wang Gang, Director of the Semiconductor Lighting System Research Center, Sun Yat-sen University and Professor of Technology

The upstream industry chain must pay attention to, and local governments need no government planning

The higher initial investment cost of LEDs is indeed detrimental to the development of the industry. With the limited purchase of raw materials, the prices are high. This requires innovative business models. The LED industry in Guangdong started early and has a good foundation, but at present our industry chain is more concentrated in the middle and lower reaches. With the development of the industry, we can't always work for others and do it for big international companies. It does not mean that we cannot form the core technology in the middle and lower reaches of the river. However, this technology is not comparable to the upstream and cannot form the core competitiveness. The core technologies of the semiconductor industry are all at the top, so the pace of our exploration in this field cannot be stopped. Our two upstream chip-building plans now include the introduction of Taiwanese investment, and the settlement of independent intellectual property rights. In particular, the degree of industrialization of intellectual property in the upper reaches must be of great importance to all sectors. Starting at a difficult time, we not only need professional standards and research and development, but also need government support. We need a special fund for intellectual property rights.

LED development throughout Guangdong can be described as blossoming and contending. This is a symbol of the prosperity of the industry. The LED industry has a feature that privately-owned and small- and medium-sized enterprises have the right to choose independently. Because the LED industry chain is not very long, it is not only normal that the division of labor is not clear at the initial stage, but also there is no need to worry about. After a period of shuffling, Ebb Tide, lighting, packaging, etc. will form their own core.

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In addition to market and technology, the “benchmarking system” we research and implement will directly reflect the gap in individual product indicators or performance, which is an effective guarantee for promoting LED companies' rapid development and entering international competition. It should be noted that although Guangdong's LED companies and production values ​​currently occupy half of the country, the application market is still dominated by Guangdong, but we must avoid low-profit industrial competition and avoid long-term occupation of the bottom line of the smile curve. Nowadays, Jiangsu, Anhui, and Fujian are all making great efforts to develop LED. Many of them are cutting in from the upper reaches. Guangdong must maintain its leading position and need to be prepared for danger in times of peace.

Li Xuliang, Chairman of Guangdong LED Industry Alliance:

LED investment slow return is changing

The LED industry's large initial investment and long payback period have completely changed in the past six months. In addition to updating technology, we have expanded our production scale and reduced management, operations, and raw material purchase costs. We suggest that when the production and price ratios are high, the emerging industry of LED needs government support and subsidies. The Guangdong Provincial Government and the Provincial Department of Science and Technology have made great contributions in the field of semiconductor lighting. Their ideas and ideas are also very correct. The Provincial Department of Science and Technology and the Provincial Bureau of Quality Supervision also made great efforts in the standard of LED street lamps. In July 2009, when the local standards for LE D street lamps in Guangdong were introduced, we all thought that the standard was too high and it was difficult to achieve. One year later, I think the standard is too low. Therefore, this standard is forward-looking. This is the progress of science and technology and the progress of the industry.

Guangdong Science and Technology Department is now advocating the development of the LED middle and lower reaches of the industrial chain. This has reached a consensus all over the world. The research of LED on the chip has been established for nearly ten years, and the development of the application field is endless. I think the next five to ten years will be an important period for applying a wide range of technological changes. For example, battery applications, the world has not been able to effectively solve the stability and efficiency of the battery. Photoelectric integration packaging technology is not yet mature. Only the application field can be bundled with more business models in order to make the industry stronger and bigger, so as to bring LED noble products into millions of households.

The reason why Guangdong's LED industry is leading the country and even the world is inseparable from the long-term vision of Guangdong Provincial Science and Technology Department planning and building six years in advance. Guangdong has actively guided and cultivated this industry. At present, it has formed a complete industrial chain and its development prospects are limitless. At present, Guangdong Province is still building a new business model. That is to say, financial, logistics, government and manufacturing companies will work together to create a new operating model, use energy-saving costs to compensate for the investment in lamps, and financial institutions will pay for it, using private money to shake up the operation of this industry. This is an innovation based on EMC. This model has obvious advantages and can actively promote the creation of benefits.

Qian Keyuan, deputy director of the semiconductor lighting laboratory at Shenzhen Graduate School of Tsinghua University

LED industry returns "very fast"

The LED industry has undergone great changes in recent years. It is no longer "high investment and slow returns" but "rewards very quickly." In recent years, many LED companies that follow the middle and lower reaches have doubled their performance. Therefore, this route is suitable for Guangdong, with high output value and small investment, and it has a large driving effect on other companies. Some companies can vigorously develop the middle and lower reaches of the industrial chain, but also another day.

The LED prospects in Guangdong Province are very good, but there is a certain degree of low-end competition. This is unavoidable for industries that are in a rising period under the market economy. The government can guide each place to develop its own characteristics and integrate into a complete Guangdong LED industry chain. All parts of the country, including Guangdong, now have the trend of developing the upstream industry chain. This is the market choice. Private enterprises have their own right to make decisions. It is not up to the government to determine where Taiwanese and foreign companies entering the domestic market will choose to enter. Once the government decides to absorb the encouragement and participate in cooperation, it will violate the principles of the market economy. Once the benefits are not good, the losses will be more serious. Therefore, investing in the upstream industry chain still requires caution.

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Guangdong has obvious geographical advantage and clustering effect. We have a market and talents, and the investment environment is superior. Therefore, many LED companies are willing to develop in Guangdong, Guangdong is also the LE D industry R & D, headquarters concentration in the most concentrated areas. This is the advantage of Guangdong. But we also have shortcomings. Many core technologies of Guangdong LED are imported from foreign countries, and many talents need to be introduced from all over the country. This phenomenon needs to be changed.

Professor Guo Zhiyou, Institute of Optoelectronic Materials and Technology, South China Normal University:

Guangdong LED will continue to lead the future

The most significant improvement in Guangdong in recent years has been the increased investment in the front-end development of the LED industry. The government focused on supporting the research of epitaxial wafers and chip technology, and some regions have issued measures to give major subsidies to the LED front-end industry. At the same time, the formulation of metal organic chemical vapor phase epitaxy (MOCVD) system has also been given full attention. This is of great benefit to the industry’s technical content and core competitiveness.

From the perspective of the national output ratio, Guangdong LED has decreased compared with a few years ago. This also shows that all parts of the country have begun to imitate Guangdong and seize this green and emerging industry market. However, Guangdong has a unique regional advantage. The formulation and implementation of government policies are relatively mature. Therefore, Guangdong will maintain its leading position in the next few years.

The development of front-end technologies such as LED epitaxial wafers and chips, and the practice of high-end industrialization of independent intellectual property rights have significant implications for the development of Guangdong's LED and should be vigorously promoted in the coming years. The demonstration and application of Guangdong LE D lighting in the outdoor area have matured, and indoor lighting should be an important direction for expanding research in the next few years. In addition, there are few colleges and universities in Guangdong, and the strength of scientific research needs to be strengthened. Talents training in the high-end area of ​​LED needs to be followed up to adapt to the development of the LED industry.