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英文原文TheforegroundofdevelopmentandstatusofLEDLEDdoomeditshugemarketwilldevelopintoahugeindustry.Overall,thedomesticindustryintermsofsizehasbeenunsatisfactory,thetypicalcaseistheintegratedcircuitindustryandtheLCDpanelindustry,thedomesticICindustryisnowtailbetweenitspeople,LCDpanelindustryisriddledwithillness,technologycomplex,largeinvestmentandaweakinfrastructureisthemainreason,whiletheLEDindustrywillbreakthecurse,andcanbringabouttheupgradingofindustries,suchasthedomesticindustryinLCDdriverchipssimplydonotdrive,becausetheLCDpanelindustryoutofthecountry,supportbecauseofhugemarket,LEDDriverICisexpectedtoflourishinthecountrytopromotedomesticenterprisesbiggerandstronger,whichinturnwillpromotethedomesticLCDdriverchiporotherchip-drivendevelopment.ChinasLEDindustryiscurrentlyadisadvantageliesinthefactthataLEDproductsofdomesticenterprisesandoverseastechnicallevelthereisacertaingapinthepursuitofhigh-endcustomersatadisadvantage;Second,thedomesticICmanufacturingbasecomparedtoJapan,KoreaandTaiwan,thesestrongLEDweakareas,chipmanufacturingcapacity,technologicallevelandpoorexternalsupportofsomematerials,thelearningcurvelongerwilltakesometimetocultivate;Third,thesizeofthedomesticLEDbusinessisstillrelativelysmall,mostofthemdidnotexceed100kk/monthlyenergy(bluegreen),thisstateofaffairsinthenexttwoyearswillbeimproved;four,domesticR&Dconcentratedinuniversitiesandresearchinstitutes,productionintheenterprises,thelackofR&Dresultsoftherapidindustrializationoftheconversionmechanism,whichshouldbelearnfromTaiwansIndustrialTechnologyResearchInstituteofthetechnicalachievementsthelicensingmechanismtospeeduptheconversionrateoftechnologicalachievementsandscientificresearchinstitutescannotbefortheirownindustryratherthantheoutcomeofthelatesttechnologyandtimelytransfertoindustry,theGovernmentshouldregulatethedevelopmentofrelevantpolicy-relatedbehavior;fivedomesticlackofcorepatents,inparticularrelatedtotheindustryinthelong-termdevelopmentoftheBlu-raycorepatentsandpatentlackofwhitelight,whichwillenablelong-termdevelopmentofdomesticindustriestofunction.Atthisstage,Chinaslocalenterprises,mainlyintheinitialstage,smallercompanies,theownerofthemanufacturersdonotposeathreattothepatent,thepatentproblemisnotprominent.However,withthedevelopmentandexpansionofdomesticenterprises,oncethescaletoacertainextent,thegoingoutdevelopmentstrategy,willbecomeapotentialpatentissues.Atpresent,thedomesticenterprisestogrowbigger,toimproveproductqualityandtechnicallevelofthemostimportanttaskistoimprovethefuturelicensingcompaniesaskingpriceatthetime,ortograduallybreakthroughthecoreofR&Dpatents.WebelievethattheLEDindustryinChinahasgoodprospectsfordevelopment,basedonthefollowingpoints:First,intermsofthetechnology,LEDtechnologyhasthebottleneckofhighgrowth,low-thresholdcharacteristicsofthestudy,thedomesticlong-termaccumulationinthesemiconductorfieldofresearchresourcescanbeusefulwithagoodbasisforfurtherstudy.Althoughthemanufacturingofintegratedcircuitsbasedonweak,relativelylowtechnologicallevel,butsomedomesticenterprisestojoinoverseastechnicalpersonnel,continuetomakebreakthroughsintechnology,technologicallevelofdomesticenterpriseswithgoodcompanieswiththetechnologicallevelofTaiwanorlessthesameaswithinternationalcompaniesasawholehasbeennarrowingthegap;Second,LEDinvestedrelativelysmallinitialinvestmentwillbe100millionplant,thedomesticenterprisestoenterthethresholdofthelow,easytoachievearollingdevelopmentandmanufactureofintegratedcircuitsandliquidcrystalpanelmanufacturerseasilytotensofbillionsofbillionsofyuanininvestmentitisinsignificanteasieraccesstothedomesticenterprisestoformindustrialclusters,ofcourse,mayalsoleadtoviciouscompetitionandtoacertainstageofdevelopmentofmarketintegration;Third,thedomesticmarketgreat,LEDmarketisthenextmajorgenerallightingmarket,themarketcapacity,end-consumermarket,scatteredanddifficulttoformamonopoly,avastlivingspaceofdomesticenterprises;Fourth,somecompanieshaveacoreofintellectualpropertyrights,suchascrystallinesiliconphotovoltaicsubstratecanGaN-rayprojects,DalianRoad,theareaoftheUnitedStatesandthecoreofthechiptechnology,hasglobalcompetitivenessoftheseenterprisesontechnologydevelopmentinthedemonstrationeffecteasytoformandpromotethehealthygrowthofthedomesticbusinessmarket;five,aftermaturityofthetechnology,LEDdownstreampackaginganddevicesarelabor-intensiveproduction,thedevelopmentofthemainlandwiththelaborcostadvantage.ThedevelopmentprocessfromtheLEDindustry,theglobalsalesofLEDaccordingtothemarketiscurrentlythelargestmobilephonebacklightmarket,withmobilephonesalesgrowthslowingdown,aswellastheOLEDscreenonthemobilephoneTFT-LCDscreentoenhancethepenetrationoftheglobalgrowthrateoftheLED.Technologicalprogressasaresultofcostreductioninthecurrent(andevenpre-2010)isnotenoughtoallowfullaccesstogeneraluseLEDlightingmarket,globalgrowthwillbethenextnotebook,LCDTVbacklighting,andautomotivemarketswiththecarinteriorlampbacklightmarket.AstheworldstopfiveLCDpanel(LGPhilips,Samsung,AUO,CMOandSharp)inahighlevelofLEDtechnology,largeproductioncapacityinJapan,TaiwanandSouthKorea,domesticonlyBOE,polishelectricityandtheFiveDragonPVpanelsofthreelines,the4.5-generationShanghaiTianmaproductionlinewillbeabletoafterthedemandforLEDbacklighting,buttheoveralldemandisnotdominant,thedomesticenterprisestoentertheLCDpanelbacklightLEDsupplychainproceedsshouldnotbetoolargebacklitpanelwithmobilephonemarketisquitesimilar.ApplicationoftheChinesemarketatthisstagemainlyinthearchitecturallighting,indoorandoutdoordisplay,basedontheabovereasons,themainforceofthenextwavemaybepresentinthesemarkets,butinmobilephones,smallsizeLCDbacklight,automobilepenetrationwillincrease,andsomescatteredmarketssuchasspeciallightingwillopenupevenmore(thecostofspeciallightingrequirementsforgenerallightingisnotsoharsh).Afterthereplacementofafewyearsago,LEDtrafficlightsisverypopular,astheLEDslifeislonger,theshorttermitisverydifficulttoreplaceintheeventoflarge-scalework,whichmakestheLEDtrafficlightsforaperiodoflowdemandperiod;alargedomesticsedanmarket,buthigher,certificationcyclelength,aslongasthereisexcellentproductquality,domesticmotorvehiclelightsLEDbacklightingandaverylargemarketdemandandgrowthindemandinthismarketisrelativelystable;andLEDdisplayitseasytoassemble,lowpowerconsumption,highbrightness,etc.hasbeenwidelyappliedtothebanking,securities,squares,railwaystations,sportsvenues,thefutureofthismarketthereisstillgreatpotentialforgrowth;intheOlympicGames,WorldExpo,anumberofcitynightdemonstrationeffectoftheproject,ledbyNationalSemiconductorLightingProject,aswellasthemanyfavorablefactors,suchasthepromotionof,thearchitecturallightingmarketisstillabroadprospect.Generallyspeaking,anumberoflargeinternationalcompaniesfocusedonhigh-end,moreconcentratedtargetmarketsreadymarket,aswellasgenerallightingofthehugepotentialmarket,andsomeoftheproductswillberelativelylowtechnicalrequirementsthatthefuturecontrolofthedecentralizednatureofthemarketsoweakoutofhandbecauseofitslargenumberofpatents,donotworryaboutthefuturewasoutofthemarketatthisstagenottopursueproductioncapacity(permonthtoNichia500kk,ToyodaGoseiandCreewere350kkand300kk),andfocusontechnologytoleadthemarkettrend,Whenthetechnologyismatureenoughtobethesizeofthemarketintothegenerallighting,itisestimatedthatitsproductioncapacitywillberapidlyandatthesametimetoreduceexternallicensing.Thiscenter-peripheryofthecompetitionisexpectedtomaintainalongperiodoftime.Atpresent,themajormanufacturersintheMainlandmarket,ifthefearofchipexportswillencountertwochallenges:First,largeinternationalcompaniesinpatentlitigation(mainlyblueandwhite),infact,aslongasacertainsize,regardlessoftheexportandwhetherthepatentwillencounterchallenges,buttheexportofpatentlitigationismorelikelythatanumberof;Second,thecompetitivenessofotherexternalvendors,especiallymanufacturersinTaiwan,Taiwanstraditionalmanufacturersfollowedtheirstrategy-andtechnologytotracktheinternationalcompanies,atthesametimestronglyimproveproductivity,reducecostsandproductioncapacityinTaiwantheworldsfirstchip,thereareanumberofotherindustriessuchasthegiantHonHai,theMau,thetotalbeinggoodtoenterthisarea,caninfluencethefutureofTaiwanLEDchipglobalmarketpricefluctuations.Giventhehugedomesticmarketdemand,domesticchipplants,evenifitcanrelyonthedomesticmarketofthedevelopmentofanadequate,ifthephotovoltaiccompaniesoverseasunlimitedaccesstodomesticmarkets,domesticcompanieswillfacecontinuedcompetitivepressures,whichinthelong-termdomesticenterprisesisaverynegativestatement.LEDindustryisgrowingatthisstage,butalsothelayoutoftheLEDmakersaviewofdomestic,foreigninvestmentintheMainlandtoenjoytaxincentives,domesticenterprisestocompeteinanunequalpositiontoenterthedomesticmarkettoforeigninvestorsshouldbeencouragedtosetupfactoriesinChinatoengageinoutreach,chipcoretechnology,suchasenterprises,theseenterprisescanpromotepersonneltrainingandraisingtheoverallskilllevel;shouldbelimitedtothosepackagesinthecountry,epitaxial,chip,suchaspartofthecoretechnologyfortheoccupationintheforeignmarketfromtheenterprise,Oncesuchabusinesscardinallcoreareas,andlocalenterprisesdonotenjoythebenefitsoftechnologicalprogress,developmentandlimitedspace,Iamafraidtheywillscrambletorelyonpricewar,notsohardtocurryfavorwiththeirownthing,sodealwithonlypartofthecurrentpackageinChinatolimitforeigninvestment,suchasimporttariffsleviedonthechip.Fromthepatentlitigationisconcerned,itsnotterrible,aslongasourmaincompetitors,havetopay,westillcompeteinthesamestartingline,TaiwansmajorinvolvingtheblueandwhiteLEDchipfactoryinthegrowthprocesshaveexperiencedlitigationLED,reachedasettlementintheproceedingstoobtainpatents,continuetogrow.Thebestresponseistodoatthisstagealarge-scale,accesstopatents,whileatthesametimestrengthenitsownR&Dtoimprovethepatentlitigationinthebargainingpowerforcross-licensing.Domesticenterprisesintermsofsize,XiamenSananmayusherinthegrowthofthefirstbaptism.Thefutureindustrialcompetitivenesswilldependontwoaspects,firstly,technology,includingtoimprovelight-emittingefficiencyandlowerthecostoftechnologytoimprovepowerdevicetechnology,thedirectionoftheroadthereisanextensionofexistingtechnology,butalsopossibleroutesofnewtechnologies;alsoincludingaccesstohigh-qualitytechnologyproducts,aswellasexternalsystemssuchaslightingdesignandtechnology-drivenchipdesign;Second,thescale,ontheonehand,duetolargescaletoreducecosts,themarketstrongbargainingpower;Ontheotherhand,compoundswithICwafermanufactureofsiliconusedisverydifferent,evenifanextensiononthesameproductionoutofthechipperformancemaybequitedifferent,whichrequirerelativelyhighconsistencyofapplicationareas(suchasatypicalLCDbacklight),theextensionofanThereisonlyapartoftomeettherequirements,butlarge-scaleenterprises,thenumberoflevelsofmarketstructure,canbeinconsistentwiththerequirementsofaparticularmarketdeploymentofchipproductstoanothermarket,thecompanystotaloutputtoincreasetheefficiencyofthefull.LEDindustryabrightfuture,butonlyintheabove-mentionedtwoaspectsoftheindustrysleadingenterpriseisthefutureking.Conclusion:Companycommented,domesticenterprisesshouldbeconcernedaboutwhat?InthewholeLEDindustrychainandenterprisesconcerned?Fromtheoveralldevelopmentprocess,thefivecompaniesmostinvestmentvalue.Aclassofintellectualpropertyrightsisacorebusiness.Roomforthedevelopmentofsuchenterprisesinthemostbroad-baseddomestictoNanchangUniversityestablishedajointprivateequityfundisthecrystalcanbeatypicalrepresentativeofphotoelectric,photoelectriccrystalcanbemadeofsilicon-basedGaNepitaxialBlu-raytechnologytotheworldstopthreeblueLightoneprocesstechnologytobreakthroughforeignpatentsNichia
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