Who occupies the leading position in the scale development of China's LED lighting industry?
Industry Development Status
Industrial scale -- Industrial scale will be stable while increasing slightly
Semiconductor Lighting is an emerging Lighting technology. Its basic device is Light-Emitting Diode (LED for short), which is a Semiconductor solid light-emitting device.According to the "2019 China Semiconductor Lighting Industry Development Blue Book" released by CSA Research, the development of China's LED semiconductor lighting industry is stable. In 2019, the total output value of China's LED semiconductor lighting industry reached 754.8 billion yuan, with a slight increase of 2.4%.
Industrial chain -- the scale of downstream applications has grown steadily
Downstream applications contribute the most to the scale development of LED industry.In 2019, the downstream application scale of China's LED semiconductor lighting industry reached 638.8 billion yuan, accounting for 84.63 percent.
The pressure of industrial scale in the upper and middle reaches is prominent.In 2019, the output value of upstream epitaxial chips in the LED lighting industry decreased by 16.25%, reaching 20.1 billion yuan.The output value of mid-stream packaging decreased by 9.01% to 95.9 billion yuan.
After years of development and improvement, the downstream application market of LED lighting in China is gradually becoming stable and mature.At present, the downstream application market of LED lighting in China includes general lighting, landscape lighting, automotive lighting, backlight applications, signals and indicators, display screens, etc.In 2019, the output value of the downstream application of LED semiconductor lighting industry is still growing steadily, increasing by 5.07% to 638.8 billion yuan.
General Lighting is the largest downstream application market
China's downstream LED lighting application market general lighting, landscape lighting, automotive lighting, backlight applications, signals and indicators, display, etc.General lighting has occupied the main application market for many years, accounting for more than 42.4% in 2019, and the highest proportion can reach 47.7%.
In terms of the specific scale of the output value of LED general lighting, the output value of LED general lighting continued to grow from 2014 to 2019, reaching 270.7 billion yuan in 2019, with a slight increase of 1%.
Contrast of regional industrial development
Policy -- Guangdong has a strong policy support
After years of development, China's LED industry has developed rapidly. Guangdong Province, Shanghai City, Zhejiang Province and Fujian Province have many national semiconductor lighting engineering industrialization bases, which have made significant contributions to the development of China's LED industry.As a gathering place for LED lighting enterprises, Guangdong Province represents the development level and trend of China's LED industry to a certain extent.
Guangdong Province started early in the development of LED industry, undertook the transfer and industrial layout of foreign LED industry earlier, and developed the most mature and perfect in the LED medium and downstream packaging application field.The government policy is also relatively early, more comprehensive.
Liaoning, Jiangxi and Fujian provinces are also improving the development of LED lighting industry to promote the development of regional consumer economy and further promote the expansion of LED lighting to rural areas.Strengthen technical research, support energy-saving transformation of LED industry, and create a healthy LED circular economy.
With the domestic LED industry gradually entered the mature stage, the government pay more attention to technology research and development of the breakthrough, according to incomplete statistics, high LED since entering the 2020, has 12 leds listed companies to receive government subsidies, including LED lighting enterprise in guangdong province to receive government subsidies 5 enterprises, subsidy of RMB 318.9628 million yuan, much higher than other provinces.
In terms of policies, Guangdong Province has more and earlier policies, more innovative and innovative policies, higher government subsidies and greater government policy support.
Industry chain -- Guangdong LED industry chain has developed and improved
Guangdong LED industry chain has developed and improved, with the participation of enterprises in all links of the industry chain.In the upstream field of substrate materials, epitaxial wafers and chips, there are many enterprises in Guangdong's LED lighting industry chain. In the upstream field of epitaxial wafers and chips, there are Huacan Optoelectronics, Miaohao High-Tech, Abiestone, Century Crystal, Fang Daoke, Huizhou Corui, Leishi, TCL Lighting and other enterprises, which promote the development of Guangdong's LED industry chain.
-- The four clusters of LED industry in Guangdong have great advantages
As of 2016, the scale of enterprises engaged in LED industry in Guangdong Province has reached more than 4,000, driving related employment of 3 million people, output value of more than 350 billion yuan.Ranked first in the country.The LED industry in Guangdong Province is concentrated, and the four clusters have made great contributions to the development of LED industry in Guangdong Province.
As the largest LED industrial cluster in China, Guangdong has developed a complete industrial chain and has obvious advantages in industrial focus, from the upstream substrate materials, epitaxial chips and equipment manufacturing to the mid-stream packaging industry and then to the downstream application.There are many national semiconductor lighting industry bases, both industry leader and industry public service platform.It has good business environment, ecological environment and industrial environment of LED industry.Shanghai also has a relatively complete industrial chain and a large reserve of technical talents. However, with the rise of labor costs and land prices, the advantages of Shanghai's LED lighting industry are gradually weakened, which affects the development scale and speed of Shanghai's lighting industry to a certain extent.
Relatively speaking, Guangdong Province has four LED industrial clusters, namely Shenzhen, Huizhou, Zhongshan and Foshan, with great advantages. The LED industry is concentrated and supporting industries are comprehensive. Overall, Guangdong Province's LED industry chain has developed well.
Prospective view: Guangdong occupies the leading position in LED lighting industry
In summary, from the perspective of government policy support, the LED industry in Guangdong Province started earlier, and the relevant industrial policies of the government were also issued earlier, which are relatively comprehensive, and the policy subsidy support is relatively strong, which has taken the leading position in the country.
From the perspective of LED industry cluster, Guangdong Province has the most concentrated LED lighting industry in China, and LED industry cluster has obvious advantages.Shenzhen, Huizhou, Zhongshan and Foshan, as the four major LED industry clusters in Guangdong, have made great contributions to the development of LED in Guangdong.
From the perspective of industrial chain, Guangdong's industrial chain has developed and improved from the upstream epitaxial chip industry to the midstream packaging industry and then to the downstream application.
To sum up, Guangdong has a good policy environment, an early start in the development of LED industry, obvious advantages in industrial clusters and perfect development of industrial chain.The LED industry scale of Guangdong Province ranks first in China.
