LED lighting cost-effective competition manufacturers actively layout the market

The LED lighting market has entered the white-hot competition, not only in terms of productivity and technology, but also with the development trend of technological advancement and cost reduction. The cost-effectiveness (lm/$) per US dollar purchase has become an important driving force in the LED lighting market. . After global LED manufacturer Philips Lumileds announced the official launch of 6-inch wafer production at the end of 2010, it is estimated that high-power LED production capacity will exceed 1 billion in 2011, and it is expected to reach a cold-white 200lm/$ at the end of the year, and the industry will reach an early level in 2013. 500lm/$

Lumileds has been actively pursuing high-power LED product capacity and technology since 2007 when it was acquired by Philips. Its high-power product Luxeon accounts for about 80% of its LED products. Lighting, camera flash and automotive lighting The main application, in which the market share of smart phone flash has exceeded 50%, and has entered the supply chain of Apple (Apple) iPhone 4, Nokia Siemens, HTC, etc. In 2007, it was the first high-power LED to be imported. For automotive headlights, LED lighting is also seen as the driving force for growth in the future.

Frank Harder, vice president of LumiledsLuxeon's product line marketing, said that Luxeon, a high-power product, was officially released in 2001 and is dedicated to improving lm/W luminous efficiency and acquisition cost of lm/$. According to Lumileds' development goals, the current luminous efficiency of cool white LEDs is about 125lm/W. It is expected that it will reach 135lm/W in May 2011 and 145~160lm/W in November, warm white light will reach 110~120lm/W, and lm/$ will also be from the current cool white LED 160lm/$. It was raised to 180 lm/$ in May 2011 and 200 lm/$ in November, when warm white light will reach 150 lm/$.

Compared with the expected target announced by the US Department of Energy (DOE) Energy Star, the industry hopes to achieve a performance of 500lm/$ in 2015. Frank is confident that Lumileds will be reached in advance and it is expected that the price/performance ratio will be increased to 500lm/year in 2013. As for the US Department of Energy, which expects the industry to reach 1,000 lm/$ in 2020, Lumileds' target is even more positive. It is expected that it will be able to lead the industry to 2,000 lm/$ by 2020.

As the LED lighting market has entered a high-speed growth period, how to quickly bring the cost difference between the purchase cost and the existing light source closer to become the key to the competitiveness of the LED factory in the lighting market. Jing Bing Chairman Li Bingjie pointed out that he hopes that Jingdian will become the world’s first LED lighting source in 2013. The primary goal is to achieve lm/$ early to meet customer demand standards, according to Jingdian’s internal expectations, achieved in 2011. At 250lm/$, LED lighting market penetration can be increased to 5%, and leading to 500lm/$ target in 2012, then the market penetration rate is expected to grow to 10%, and will increase to 1,000lm/$ in 2015. Bring LED lighting market penetration rate to 25%, while the crystal power will lead the industry cost difference of 3 to 5 years, massive attack LED lighting business opportunities.

Lumileds announced that it has become the world's first mass-produced 6-inch wafer chip maker in December 2010 and achieved a scale of one million units per week on large-size machines. It is pointed out that Lumileds' production capacity is still based on 3-inch MOCVD machines. The Lord, about 100 or less, is expected to gradually increase the import of 6-inch machines after March 2011. Since 6-inch is 3 to 4 times the capacity of 3-inch machines, 3-inch wafers can be cut to about 3,000. Compared with LED chips, a 6-inch Lei chip can produce 9,000 to 10,000 LED chips.

Lumileds pointed out that due to the rapid increase in high-power LED production capacity in recent years, as of 2010, the first precedent was to become the first LED manufacturer with high-power LED cumulative shipments of 1 billion chips, but the production capacity of the 6-inch machine was greatly increased. Next, it shows the leap-forward growth of “ten years of skill, on an overnight basis”. It is estimated that the production capacity in 2011 will exceed one billion.