At present, domestic manufacturers continue to enter the LED upstream link. The LED upstream chip manufacturing process seems to be in an explosive state. Although the large demand for domestic MOCVD equipment does not reflect the current production capacity, it at least reflects the future production capacity trend. The foreign situation is also different from the domestic one. There are few, Cree, ilumisys, and Bridgelux have successively established new plants in the United States, and the new round of expansion is full of power.
He Zaihua, a senior researcher at China Investment Consulting, pointed out that with the chasing of the "core" around the world, the existing market structure in the world will be adjusted in the future, and Japan's dominance will be weakened. Nichia has a complete industrial chain, with mature technologies and markets in the core areas. Other companies want to go beyond hard to find entry points and can only seek differentiated development routes. Taking Cree as an example, although the sapphire substrate cannot form a segmentation with Nichia, the silicon carbide substrate can form its own strong advantages.
China has no right to speak internationally in terms of technology and production capacity of LED chips. This is also the reason why China's government and enterprises are urgently seeking breakthroughs in the upstream of the industry. Another reason is of course because of the 70% profit attraction of chip links. Although the situation of the three pillars of the United States, Asia and Europe is very stable at this stage, with the great expansion of China, the United States, South Korea and other countries, the existing pattern will certainly change. The extent of this change will depend on the parties in the LED industry. The degree of cultivation of upstream cohesion.
According to the “2010-2015 China Semiconductor Lighting (LED) Industry Investment Analysis and Forecast Report†released by China Investment Consulting, Nichia has a global market share of approximately 20% to 30%, and global LED companies opened in 2009. In the income ranking, Nichia has a stable position, and Cree ranks third. Although both are in the top three, there is still a considerable gap in operating income.
Zhang Yulin, research director of China Investment Consulting, pointed out that Nichia's high share market not only has its technical support, but also has great benefits brought by its brand. This is also a very easy to ignore in the expansion of China's LED industry. In technology and capital-intensive industries, once the brand is successful, it is equal to taking root in this industry, and forming a market monopoly is easy. Therefore, it is almost impossible to shake the status of Nichia in the short term, but in the long run, with the technology Breakthroughs and the continuous development of the market, the threat of other countries to Nichia is not to be underestimated.
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