How should the LED lighting industry 'run' in 2019?
Published Time:
2021-08-03
In our industry, we often hear the phrase "from following to running side-by-side, and finally to leading the way." At first glance, it seems that our semiconductor lighting industry has already achieved great success. However, upon closer examination, is the situation really so optimistic? Issues such as chip inventory backlog, fierce price wars for components, and homogenized competition in the lighting fixture market exist. In addition, the export of various LED products is still mainly based on OEM. While ordinary LED product manufacturing is leading, what about the cutting-edge technology? We all need to work together to find the answer!
In our industry, we've heard the phrase "from following to running alongside to leading the way." At first glance, it seems our semiconductor lighting industry has already achieved great success. However, upon closer examination, is this truly optimistic? Issues such as chip inventory backlog, fierce price wars for components, and intense competition among similar lighting fixtures remain. In addition, exports of various LED products still primarily involve contract manufacturing. While we lead in the manufacturing of ordinary LED products, what about cutting-edge technologies? We still need to work together to find answers!
For example, China's silicon-based lighting technology is leading the way. Professor Jiang Fengyi's team at Nanchang University in Jiangxi has developed silicon-based green and yellow light technologies with internationally leading specifications. Their innovative gold-yellow light products, used in streetlights and table lamps, are highly sought after in the market. Jingneng Chairman Wang Min and his team are focusing on the research and development of silicon-based blue light (white light), which has been widely used in automotive lighting and off-grid lighting, and its applications have extended to landscape lighting and outdoor streetlights. Another example is Guangdong Stereoscopic Optoelectronics' five-sided CSP, which has undergone several innovations, solving technical challenges that have plagued Japanese and Korean companies. It has earned new respect. I believe there are many more such examples, and I hope everyone will join in discovering and developing them.
Suddenly, I realized that there are still many areas where we are "looking up to others; we ourselves are not yet a landscape." Let alone running alongside or leading the way. For example, in the field of lasers, Academician Gan from Peking University said that laser diodes are a gift from God to mankind—have we accepted it? Epson's new projector products are all laser-based; are there any domestic equivalents? Laser TVs are gradually gaining market acceptance; do we have qualified laser diodes? What about UV series, especially UV-C; can we keep pace? MicroLEDs have already formed a product series in the US and South Korea; do we have them? MiniLEDs, while we are catching up quickly, can they be used in large quantities for displays? The head of an equipment manufacturer said that while they've invested heavily in R&D and successfully developed equipment that is purchased by foreign companies, there's still no movement domestically. It's worth noting that while LED large screens are installed in cinemas, although we are a major producer, we still cannot meet the standards of cinema screens. Of course, there are also OLEDs, QLEDs, and so on.
Can our semiconductor lighting industry achieve a leading position? I believe: Yes!
The reasons are:
There are so many listed companies. Can they stop "being extravagant with money," stop investing in low-tech products of the same type, and instead focus on cutting-edge technologies? They need to have a vision and strive to accomplish significant feats.
There are so many returnees. They need to persist in being technology experts rather than socialites. They should stay on the front line of research and development, continuously targeting internationally advanced products. While inclusion in the "Thousand Talents Program" and becoming a "Yangtze River Scholar" is important, even more crucial are technological breakthroughs and the creation of industrialized products.
There are so many national-level research institutes and universities, and they are not lacking in research funds. Can they make a leap forward in scientific research? They need to play the role of a national team and lead the industry to climb new heights.
I believe we have the ability to progress from following to running alongside and then to leading the way. The mission calls; the responsibility is great and the journey is long. 2019 should be our year of running, our year of overtaking through change, because we have always been on the road of pursuit!