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LED industry chain link all technical features and capital very different features, typical of the extension of high technology high capital characteristics, T8 LED Tubedab4d58ck chip technology content high, the capital relatively dense, middle encapsulation technology content and capital investment in the lower, and downstream application products emphasize channels and contacts, technology content and minimum capital investment.

The chip link high technology, high investment requirements

The chip industry technology LED the demand is higher, investment in large scale (a MOCVD will need 1500-20 million yuan), industry higher barriers to entry. Industry generally, LED chip venders in 30 sets to MOCVD number (i.e. investment is 600 million yuan) will have scale advantage. Through the comparison of the listed company of China industrial chain in the input-output ratio LED Spotlight Lamp operating income/fixed assets) can also be found, upstream LED chips in the link of input-output ratio (0.6-between 2) is far lower than the middle reaches of the input-output ratio of encapsulation link (3-5 between), reflect the upstream LED chips link requirements capital investment is bigger.

At present mainly by foreign mainstream chip field leading manufacturers. Foreign manufacturers to apply for registration of mainstream much of patent technology, industry into the higher barriers. In the local government subsidies, with the support of the domestic LED chip manufacturers grow faster, three Ann photoelectric, German hao embellish of dry, according ShiLan photoelectric, the core of enterprise for domestic LED chip industry leader.

LED encapsulation benefit from strong demand in the downstream lighting applications

LED packaging manufacturer investment scale is relatively small, equipment and manufacturing process are more standard, production control more flexible. In the market fluctuations, can be targeted customer provides the special products, to realize the transition. Lighting and backlit LED light source all need the white light,LED Bulb A19( the white light to LED colour temperature, chromaticity coordinates, show color index parameters, such as the control requirements of the higher. In addition to backlit LED light source show color index and display the requirements of consistency is high. Lighting and backlit LED packaging products represents the highest level of LED packaging technology. So can produce white light lighting and backlight (especially large size backlighting light source) LED packaging enterprise has a higher level of skill.

And the extension of the chip LED compared, LED chip packages technical requirements relatively low, medium scale of investment, one-time investment 200 million yuan project less, entry threshold below the upstream LED extension chip industry. At present domestic LED the company is mostly concentrated in LED encapsulation link. By the end of 2011, China packaging companies LED to more than 1600 number, in which has the certain scale enterprise about 600 homes.

Up on domestic policy, driven to the listed company in accordance with or has LED the company after will output expansion plan statistics, in 2011-2012, the domestic market or the packaging company will LED SMD LED the encapsulation of the capacity will increase 2-3 times, mainly concentrated in the backlighting and lighting area. Domestic LED lighting products market demand rapid growth, and domestic packaging industry company also middle expansion.