[Source: "High-tech LED-technology and application" May issue] Recently, CCTV Financial Channel's report on the invasion of the Chinese market by "foreign seeds" highlights that domestic companies are now investing insufficiently in research and development, and foreign companies are launching strong competition. It has made the domestic industry difficult to develop. Among them, the issue of investment in technology research and development is particularly prominent. The data shows that most domestic seed companies only buy and not research, even if the companies with research and development capabilities are not invested enough, the proportion of research and development expenses to operating income is only about 3%. In contrast, the average ratio of international seed industry sales to research funding is about 11%. GCS Standard Low-voltage Switchgear Gcs Standard Low-Voltage Switchgear,Standard Low-Voltage Switchgear,Standard Low Voltage Switchgear,Low Voltage Metal Clad Switchgear TRANCHART Electrical and Machinery Co.,LTD , https://www.tranchart-electrical.com
The core of the above problems is the difference between high-tech research and development mechanisms at home and abroad.
Domestic research units are the mainstay of research and development, and the “production, study and research†model of enterprise-assisted research units is considered to be a more effective model for the development of the transition period. However, this model has exposed many of the drawbacks of "Chinese characteristics." For example, excessive pursuit of personal interests, decentralization of technology research and development, and difficulty in transforming technological achievements.
However, in foreign countries, enterprises are the main body of R&D. All technology research and development is based on a commercialized and market-oriented system. In contrast, domestic research institutions, in a sense, are basically equivalent to "state-owned enterprises", lack of systems and mechanisms to adapt to the market, and research and development efficiency can not be compared with domestic counterparts. Therefore, it is meaningless to see the cooperation between a certain company and a certain domestic research institute to enter or merge into the enterprise.
In today's LED industry, China's LED companies account for nearly 90% of the world's total, but the number of core patents is less than 5% of the world. Foreign LED companies first entered China in the 1990s, but a few multinational companies have market competitiveness that cannot be underestimated.
For domestic enterprises, patents, so-called invention patents, or utility models and appearance patents are more for the hat of the "high-tech enterprise."
Recently, the State Council executive meeting decided to promote consumption policy measures for energy-saving appliances and other products. Among them, the state arranged 2.2 billion yuan to support the promotion of energy-saving lamps and LED lights.
At the same time, in the national “Twelfth Five-Year†industrial plan, the localization ratio of LED chips is increased to 80%.
The cruel reality is that in the current domestic LED lighting fixtures, "foreign" chips occupy half of the country, of which more than 90% of the exported LED lamps use imported chips. More people in the industry joked that China's LED lighting is "imported to export."
On the one hand, domestic enterprises are still continually adopting the “863†and “973†plans, and relying on state capital to develop so-called “localized†high-tech technologies. However, after the success of the results evaluation, it was scored in the "cold palace."
On the other hand, foreign companies are accelerating the process of mergers and acquisitions and R&D industrialization in related materials and alternative process technologies.
Recently, global electronic materials giant Dow Electronics announced the acquisition of a private research institution with intellectual property rights in the United States. The investment will be combined with Dow's existing LED technology products and incorporate phosphor technology. In addition, Dow's portfolio includes CVD precursors for LED active lighting, as well as photoresist materials, lithographic processing-related auxiliary materials, electroplated metalworking processes, CMP pads and abrasives. These will all be used in the field of LED manufacturing.
At the same time, Puri Optoelectronics and Toshiba announced that the two companies jointly developed an 8-inch silicon-based GaN LED chip in just a few months after the two companies reached a cooperation agreement. The chip is only 1.1 mm and has a transmit power of 614 mW at a voltage of 350 mA below 3.1 V.
Taking MOCVD as an example, when domestic companies continue to expose the R&D news of domestically produced equipment and people are “very happyâ€, we have seen that LED extension companies in Europe, America, Japan, Korea and Taiwan have entered 4 Inch epitaxial process era. In China, 2 inches is still the mainstream process of domestic enterprises.
A Taiwanese company said that the 4-inch epitaxial process does not only mean the renewal of the original equipment components, but more importantly, the new challenges of production process and cost control.
The LED industry is attracting the attention of traditional semiconductor materials and manufacturers. In the future, China's LED lighting market must be a global competitive situation.
The Chinese market has always been self-sufficient in “curving overtakingâ€, from the same starting line with foreign technology, and finally to the loss of market voice because of technology, which reflects the sustainability of technology research and development. 