The LED lighting industry, together with the high-end new electronic information industry and electric vehicle industry, has been listed as the three strategic emerging industries in Guangdong Province. Focusing on the core technology and improving the independent innovation capability has become the province's LED industry. Strategic choices and central tasks.

In March of this year, the Guangdong Provincial Government Executive Conference listed the LED lighting industry along with the high-end new electronic information industry and electric vehicle industry as the three strategic emerging industries that Guangdong Province will focus on, giving the LED industry a higher historical mission. How will Guangdong deploy LED industry development? Take the initiative in the new round of industry competition? How can Guangdong promote the development of LED industry? Li Xinghua, the provincial science and technology department director who is responsible for leading the development of Guangdong LED industry, will express relevant opinions.

Two years of domestic core equipment

Director Li Xinghua said that we have selected two breakthroughs, namely, breaking through the key ports of “core technology and equipment” and “product promotion and application”. In the upstream epitaxial chip, the key points are to break through the core equipment and key supporting materials such as MOCVD (organic metal chemical vapor deposition equipment), obtain independent intellectual property rights, and seize the commanding heights of industrial development; the downstream market application links, focus on expanding the application scale of LED products, and pull Market consumption has grown rapidly.

At present, the core equipment for LED epitaxial wafer manufacturing - MOCVD. The development of a MOCVD into 1e7a is worth 100 million yuan, and the technical and capital threshold is quite high. MOCVD's patented technology and market share are almost monopolized by foreign companies, equipment is in short supply, and orders in China are ranked two years later. As the main user of MOCVD in China, the development of Guangdong LED industry is subject to huge sales and cost pressures.

After exploration, we have found a way to achieve localization of MOCVD. Guangdong Science and Technology Department, Institute of Semiconductors of Chinese Academy of Sciences, Guangdong Industrial Technology Research Institute, National Semiconductor Lighting Engineering R&D and Industry Alliance will jointly build Guangdong Semiconductor Lighting Industry Technology Research Institute. We expect to produce mass-produced domestic MOCVD within two years.

The government also talks about business models

Director Li Xinghua said that the market application is the most critical, how to promote the downstream development of the industry? The downstream market promotion and application, mainly by the government to start the city is mainly public lighting, this part of the resources is in the hands of the government, mainly choose high-power street lights illumination. This promotion is a vital part of the development of the industry. When the application is promoted on a large scale, the industry will be pulled up and more enterprises will be attracted to Guangdong. So I think marketing is very important and business model is the key. We are now using the EMC model, which is a very popular model internationally, namely contract energy management. You don't have to pay for it, help you install it, divide it from the saved electricity bill, and hand it over to the government after the deadline.

"hiccup" control quality

Director Li Xinghua said that we have recently found a new way to increase the "supply chain management company", which is the innovative business model of "contract energy management (EMC) + supply chain management + finance". Supply chain management companies are relatively large, with some self-owned funds, banks are also willing to give them money, and interest rates are still relatively low. The circle is painted by the supply chain company managing the entire process. Now we have the first partner - Guangdong CITIC Energy Supply Chain Management Company, which is a subsidiary of the state-owned CITIC Group. We encourage more supply chain management companies to get involved, and now there are too few. After the launch of this new model, Zhaoqing, Foshan, Dongguan, Zhongshan, Jiangmen and other cities have signed a framework agreement with the Provincial Science and Technology Department to jointly build a “green lighting demonstration city” and build a large-scale LED streetlight demonstration project. Can control the quality through the supply chain management company, how to control it? LED street lights have no national standards, some people have some opinions, saying that LED lights are "ghost fire", it is easy to break. The original advantage of LED lights is energy saving and long life, which has a bad impact on marketing.

Every province and city has its own small abacus, and it needs local products to drive local industry development. Our model does not specify a product, but only a good quality product can be used. The top ten products in this region will be used preferentially, and the top ten will not be used. This not only guarantees the quality of the products, but also breaks the regional blockade and gives full play to the role of EMC.