Analysis of the distribution pattern of China's semiconductor lighting industry
China's LED industry has formed a basically complete industrial chain, and has initially formed four major regions: the Pearl River Delta, the Yangtze River Delta, the northern region, Jiangxi and Fujian. Each region has initially formed a relatively complete industrial chain, with more than 85% of the LED companies are located in these areas. The first batch of semiconductor lighting engineering industrialization bases approved by the National Semiconductor Lighting Project are Shanghai, Xiamen, Dalian and Nanchang, which basically reflects this industrial pattern.
The semiconductor lighting industry in the Pearl River Delta is mainly concentrated in Shenzhen, Guangzhou, Foshan, Dongguan and other places. The most obvious competitive advantage is the large application market and the concentration of mid-stream and downstream enterprises. It is the area with the largest packaging scale and the most concentrated investment in the country; Guangzhou has already concentrated Dozens of downstream packaging companies have leading advantages in packaging and LED applications; Shenzhen has formed a complete industrial chain of "sapphire-epitaxy-chip-packaging-application", and a number of famous companies have emerged. The weak link of the Pearl River Delta lies in its relatively weak technical strength, and the existing technical strength is too concentrated in a few enterprises.
The LED industry in the Yangtze River Delta is mainly concentrated in Shanghai, Jiangsu and Zhejiang. Shanghai has shown a good industrial development trend in semiconductor chip manufacturing and packaging applications, and has formed a relatively complete industrial chain and enterprise group; Jiangsu has begun to take shape in LED packaging and applications; Ningbo has a good industrial foundation and With its economic location advantage, it is the main production base of special lighting fixtures in China and has great development potential. The advantage of the semiconductor lighting industry in the Yangtze River Delta is that it has a large number of technical and business talents, rich industrialization experience, and relatively strong capital strength.
The northern region, represented by Beijing and Dalian, has the most concentrated R&D institutions, the strongest R&D strength, and the best domestic technology for epitaxial chips; Dalian has obvious location advantages and very strong industrial strength in terms of industrialization. Through technology introduction and Industrialization, Dalian has become an important LED industry base in my country. The advantage of the semiconductor lighting industry in the northern region is that there are more R&D institutions and talents.
Jiangxi Province has achieved large-scale production from upstream epitaxial materials, midstream chip manufacturing to downstream device packaging; Xiamen, Fujian already has dozens of companies engaged in chip manufacturing, packaging and application product development and production, with cluster advantages, talent advantages and location advantages, forming a relatively complete industrial chain and a large industrial scale. Xiamen has also incorporated its location advantages with Taiwan into its overall industrial development plan, hoping to attract Taiwanese investment to form a complete industrial chain and industrial scale.
