2013 High-tech LED Conference Deli Optoelectronics Ye Guoguang talks about market demand-driven technology advancement

[Text / high-tech LED reporter Zhou Jin] After nearly three years of ups and downs, the LED industry has gradually moved from immature to rational.

With the gradual increase of LED lighting penetration rate, the expected huge market capacity is gradually released, especially the decline in the cost of various links in the industry chain makes LED lighting more “grounded”. Enterprises are aware that the market is about to break out and actively reserve capacity and gain momentum. To be sent.

“In the past few years, the crisis of overcapacity has continued, resulting in the market being in a state of oversupply.” Ye Guoguang, director of the marketing center of Guangdong Deli Optoelectronics Co., Ltd. (hereinafter referred to as “Deli Optoelectronics”), a wholly-owned subsidiary of Guangdong Ganhua (000576), believes With the advancement of technology, the demand for the lighting market is gradually becoming clear, and the winning point of the industry competition will be closer and closer. "The future competition in the chip industry will focus on the competition of technology, yield and capacity."

In 2013, the high-tech LED conference, on the afternoon of November 25, in the special equipment and materials sponsored by Tiantong High-tech Group, Ye Guoguang will give a keynote speech on “How the market demand drives the advancement of technology” and analyze the current chip. Technology and market patterns, as well as future changes, will also be explored between the market and technology, who will dominate the LED future.

“If there is an increase in production yield and equipment capacity, the current industry capacity is sufficient to meet the demand of the lighting market in the next two years.” Ye Guoguang believes that unless the government continues to implement subsidies to the upstream, it will continue to expand in the next two years. There will be fewer and fewer chip companies.

Ye Guoguang pointed out that the market role determines the technical requirements. At present, the technical improvement is mainly based on how to improve the light efficiency of the chip area per unit area. The core of the upstream chip and the extension technology is still around “increasing the brightness and reducing the voltage”.

"Improve the efficiency of light extraction, reduce power consumption, and at the same time further control the cost, will play a greater competitive edge." Ye Guoguang believes that there will be no disruptive epitaxial chip technology in the future, after 2015, Technology will no longer be the dominant force in the market, and brands and special specifications are the main players in the market.

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