Upstream chip amplification recruits silicon-based LED power industry chain

[Text / high-tech LED Xu Chaopeng] Recently, the most dazzling news is no different from the "silicon substrate high-efficiency GaN-based blue light-emitting diode" reported by Jiangxi Province (hereinafter referred to as "silicon-based LED") project, and it is also expected to be obtained. National Science and Technology Award for Technology Invention First Prize.

At the same time, along with the rise of this technology, Jiangxi Province is also "hot to fight the iron", they issued a plan to build Nanchang Optical Valley, the construction of Jiangxi LED industry base, has set the goal of 2020, the province's total LED industry over 1000 100 million yuan, it is said that it will eventually account for 15% of the national LED industry.

Recently, the author has also learned that as the main participating company of this silicon-based LED technology, Jingneng Optoelectronics will add 100 MOCVD equipments in 2016, and has already started the expansion project.

“In 2016, Jingneng Optoelectronics plans to invest US$500 million to expand 100 MOCVD capacity. On the one hand, it will supplement the existing capacity shortage, and at the same time cooperate with Lumileds to expand its production.” Dr. Chen Zhen, Vice President of Jingneng Optoelectronics introduced .

“Lumileds has 1340 core patents for LED chips and headlights, and 20 years of Philips brand use rights, combined with the existing technology capacity of Jingneng Optoelectronics, will foster a synergistic high-end LED industry in Nanchang. Cluster." Dr. Chen Zhen mentioned.

According to GGII research, at present, the global LED industry market potential will reach 1 trillion yuan, and the demand for MOCVD equipment is still growing. In 2014, the domestic MOCVD equipment was 1,172 units, and in 2015 it increased to 1222 units. It is expected that 2016 will be It will reach 1,400 units and will reach 1,500 units in 2018.

After the expansion, the annual production capacity of Jingneng Optoelectronics will reach more than 120 MOCVD; after the production, the newly added capacity will bring the sales of 4 billion yuan per year to Jingneng Optoelectronics.

In addition, Jiangxi Lianchuang Optoelectronics will focus on the LED epitaxial materials, chip and device industrialization projects for power infrared monitoring systems in Nanchang Optical Valley; Jiangxi Yuanrong Optoelectronics will also be put into production in Jiangxi.

The following is a list of some key chip companies:

(Source: Jiangxi People's Government Document)

“All in all, this has important strategic significance for China's LED industry upgrade, industrial security and 'going out and introducing it'. It is also the cornerstone and industrial core of Jiangxi's “Nanchang Optical Valley”. From university invention to government support, to The joint practice of industrial capital of listed companies, this is a very beautiful chain of innovation, I hope they can become a benchmark," an industry economist said.

"In the future, in the field of upstream chips, silicon-based and sapphire technologies will be promoted simultaneously, silicon-based technologies will be given priority, and research and development in silicon-based LED technology and application fields will be strengthened, with emphasis on the development of large-scale substrate manufacturing, as well as general-purpose lighting and LEDs. Epitaxial wafers and chip manufacturing technologies for high-end applications such as backlights further improve the overall performance of silicon-based LED products.” The Jiangxi government issued the Optics Valley implementation plan.

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