[Text / Yang Zizhao] Recently, the MOCVD machine equipment launched by Zhonghao Optoelectronic Equipment (Shanghai) Co., Ltd. has made a lot of eyeballs in mainland China, not because of the new breakthrough in the performance of MOCVD equipment produced by this company. It is China that finally has its own MOCVD machine. Even if this domestic gadget is not as good as others, it is still a bit of a sigh of relief for the Chinese. At least MOCVD equipment, which symbolizes the core technology of the LED industry, is no longer monopolized by foreign countries. It also symbolically shows that without a monopoly, prices will naturally fall, thus building confidence in the entire Chinese LED industry.
This is probably the idea of ​​most LED practitioners in China. It is not that the author likes to pour cold water, but the author sees this phenomenon of people and clouds without looking at the essence. I can't help but want to say a few words. Under the subsidy of the Chinese government, China's LED upstream industry is in a mess. The MOCVD machines purchased by the government and purchased by many chip companies have even experienced large-scale shutdowns. It is understood that there are still some chip companies have plans to customize the import MOCVD machine. It can be imagined that the number of MOCVD machines in China is considerable. The capacity brought by these machines can not be consumed by the market, which is a topic that the LED industry will always debate.
The author believes that there is nothing wrong with the development of the industry, but the feeling of giving people is a bit too radical. Regardless of the quality and performance of the domestic MOCVD machine, the premise is that the imported MOCVD machine has a large area of ​​inventory, and the MOCVD machine made in China is difficult to play.
The Gaogong LED Industry Research Institute (GLII) reported that in 2010 and 2011, China introduced a total of 680 MOCVD equipment. As of the end of November 2012, the number of domestic mass production MOCVD equipment was 909, of which the number of MOCVD was increased in 2012. It is 106 units, only 1/5 of the number added in 2011. At the same time, the actual market demand is far from expected, and most of the machines failed to put into production on time. At present, the average MOCVD equipment in China is less than 60%, and the capacity utilization rate is only about 50%.
What is even more terrifying is that the global VEECO and AIXTRON MOCVD machine factories have oversupply and discount sales, while mainland China has suddenly emerged from Shanghai Ideal Energy, Guangda Optoelectronics and Micro-Semiconductor, Zhonghao Optoelectronics Co., Ltd. Wait for several MOCVD machine plants. If the domestic MOCVD machine can be exported, then let the international manufacturers VEECO, AIXTRON feel good.
However, relying on the development of LED downstream to promote the development of the upstream is also a good way, but China's LED downstream industry He Dehe can drive the development of several MOCVD machine factories? Do you rely on China's domestic market, or rely on overseas markets that are experiencing patent crisis? Some people have also questioned that in order to break the patent monopoly of foreign manufacturers, China has made efforts to develop MOCVD machines, so that the entire industry chain, Chinese companies have the right to speak. In fact, this is not important. Otherwise, the United States where VEECO is located and Germany where AIXTRON is located will not travel far to China to purchase LED lamps. Japan and South Korea do not have MOCVD machines, and the LED lighting brands are the same in the world.
Then again, under the premise of high concentration of LED chip industry, LED light source currently accounts for a lower proportion of the cost of LED application products. Some insiders believe that in the field of LED lighting, the cost of LED light source will reach in the future. A few cents per watt is almost negligible in the cost of the entire luminaire.
In fact, patents are not only available in the upstream of LEDs. The price reduction of LED applications is not only a matter of spending a lot of money on domestic MOCVD machines. Energy saving and environmental protection is very important, but money should also be spent on the cutting edge.
1.HI tech integrated design, put Solar Panel,led light,controller and battery all in one box,without any cable, very easy for shipment , installation and maintenance
2.Eco friendly with Solar power supply
3.this design is to put high efficiency monocrystalline silicon solar panel,LED lamps,long life Lithum battery and controller all in one box
4.Different power of the light,meet the different requirements used in the road,house or other sites
5.From 15W up to 100W for LED lamps
Integrated Solar Street Light,Integrated Solar Led Street Light,All In One Solar Led Street Light,Integrated Solar Light
Yangzhou Beyond Solar Energy Co.,Ltd. , https://www.ckbsolar.com