Keywords: LED

In the global LED industry under the bad weather, part of China's small and medium-sized LED enterprises struggle on the verge of collapse,. Japan LED looks worse, even as large conglomerate was hanging by a thread.

Panasonic officially closed in October last year, the production are exported to Japan's west Java in Indonesia LED lighting products factory, the royal factory to shift production to Japan; LED lighting products, sold to southeast Asia and China business is transferred to the east Java, Indonesia factory. Toshiba in July last year showed the results waterflood scandal, was in financial crisis, the kingdom of night collapse in one hundred. In this year's closely watched hong amazone, sharp and loss is serious, the 2015 fiscal year in the first three quarters of a net loss of 108.3 billion yen (about 6 billion yuan).

But seriously, it will be found that the Japanese LED failure was "intense", LED down a "soul" in Japan.

China LED down a dispersed, Japan LED down but do not come loose

In China, the LED business failures can be found in news reports, the news of lost, employees tend to be the boss run road pull banners unpaid wages, it is difficult to put these companies to revitalize. Japan LED is working to create a miracle "but do not come loose".

Toshiba is Japan's largest semiconductor maker, announced in July 2014 plan before the end of the year 2016 with white leds 10% global market share. Which expect 2015 financial crisis, the above goal into "ambitions". To restructure enterprise, so far, Toshiba has to sell some semiconductor business to SONY, sell all medical equipment business to Canon, sell white goods business to midea group in China.

Toshiba will manufacture and sale of light bulbs and lighting appliance in China, a subsidiary of konka group sold to China, including Hong Kong, fuzhou 2 subsidiaries, and part of the business of subsidiary in kunshan. Toshiba retained subsidiary in kunshan vehicle lighting, commercial lighting, such as department.

And, more importantly, Toshiba still holds the 2012 silicon substrate pury acquisition from the United States LED r&d and technology patents. Also, Toshiba lighting business unit ToshibaLitec LED lighting career development plan is still in the positive, in which the industry the most energy saving Tenqoo series as the key point, only Tokyo Olympic Games in light business opportunities.

Toshiba and panasonic LED business did not disappear. Japan housing with LED lighting products, the most attention is the ceiling lamp of Toshiba and panasonic, Toshiba, in blue, white, light bulb color of 3 color LED chip simulation early in the morning, noon and evening sky, panasonic is main for the color temperature and intensity of illumination of reading.

Panasonic is the current domestic lighting market share of the highest corporate, last December, panasonic Luminascape released in Japan and promote the LED street lamp series, square, sidewalks, parks, commercial building and auto show and other places to promote sales.

Sharp on the cause of the LED rigid moving. In July last year, in the case of sharp company headquarters are in danger of selling, sharp still spent building domestic first solar LED lighting city stations, for international visitors to Japan to use free of charge. Recently, sharp announced plans in the second half of this year will be LED lighting plant output strawberry planting plant equipment to the united Arab emirates, the target for annual revenue of 2 billion - 2 billion yen.

LED massive expansion in China, Japan LED dig domestic

Last year, in the cries of "excess capacity", China's LED enterprises sounded the horn of march to the full. This is China LED national brands for standing in the world of good. But in fact, as a vast country of China, the current LED lighting permeability only 20% - 30%. In the "made in China 2025" key areas technology roadmap ", 2020, general lighting target is 60%, the permeability of target is 80% in 2025.

As a tiny Japan, LED lighting permeability is as high as 60% - 60% in 2015, the first in the world, however, is still not satisfied, don't think "excess capacity". The Japanese residential market has about 90% using LED lighting, LED lighting penetration is far less than residential public space.

Japan's lighting industry (JLMA) order goal is in 2014, in 2020 to 100% of residential lighting for LED lighting, public lighting LED more than 50%; Public places lighting products for use fixed number of year of provisions, replacing slower, so until 2030 comprehensive LED.

Last November, the Japanese government will put forward the plan ahead of time to 2020 full replacement for LED lighting in public places, in addition to the LED light, OLED light new generation energy-saving lighting equipment, such as incandescent lamp and fluorescent lamp will be banned in Japan or enter Japan.

Otherwise, a ring of 2020 Tokyo Olympic publicity in Japan, the Japanese government hope to close to 100% by 2018 LED lighting penetration, encourage public sectors and enterprises to change the LED lighting as soon as possible.

Japan's public space LED lighting penetration is far less than the target, as a result, Japan's lighting market is given priority to with outdoor lighting needs large space, this become Japan LED enterprise aimed at business opportunities. Of the 2020 Tokyo Olympics will bid opening related construction case, relevant facilities of the lighting system orders will follow.

Japan LED enterprises, in 2016, will be in the Olympics and excise tax increases double incentive of the Japanese market as the center, actively developing LED lighting business. Panasonic, Toshiba, mitsubishi, Hitachi, nec, mineko iwasaki electric, a large number of Japanese LED companies are rubbing their hands, gaining momentum.

China LED allied financial, Japan LED alliance of colleges and universities

Four months since 2016, has been frequently on the photovoltaic, three, hong photoelectric, leishi lighting LED enterprise preparation financial investment funds. None of these funds is not aiming at integration and extending the industrial chain, or financing for capacity expansion, or looking for the right for the enterprise merger and acquisition targets.

Japan LED is keen to tie-up with colleges and universities. One of the typical areas is UVLED. Japanese companies by China in LED light source on the market price, then turned to UVLED, more established companies went unquestioned machines, hills, etc.

Day machines have in-depth cooperation relationship with Japan's city university, in the form of joint research accepted the 2014 Nobel physics prize winner red battery yong and amano hao guidance. Hill with Tokyo a&m university formed a joint research team, and information communication with Japan research institute jointly conquer the scientific research project.

In the field of LED lighting plants, factories, co-operative typical example of Japan chiba university, Japan has Osaka prefecture university plant factories and companies plant plants in the future. Osaka prefecture university plant factory is considered to be the world's most advanced fully artificial light control of plant factory, is the latest model of plant production, research and training center is also a global plant factory.

Under the support of the university of Osaka prefecture, sharp can create from climate factors and germs around container plant factory. Chiba university of technology research and development in plant factory also at the forefront, former President of ancient plants in abundant tree is Japan and even the world factory technical equipment and the founder of the industry development.

In the field of OLED, co-operative typical example of Japan is Japan OLED technology start-ups Kyulux cooperating with kyushu university in Japan. In February, Kyulux, said its obtained from kyushu university core technology research and development of the third generation of OLED TADF licensing is expected in 2018.

TADF all referred to as the "hot activity type delay fluorescence", is at kyushu university in 2012 research and development of new materials, the advantage is high luminous efficiency, low cost and high precision of chromaticity and brightness, can be clearly showed in the outdoor video content.

China LED to eat into a fat man, Japan LED gripping the throat

China LED companies have been eager to "strong", but "big" more intuitive than "strong", so, China's LED enterprise pursuit of capacity expansion and acquisitions become taken for granted. Capacity expansion and merger is to scale up. Scale can be achieved by small profit, of course, be together as much and amplify the tiny profits less to the extreme; And, LED enterprises formed a certain scale, anti-risk ability may be enhanced. In pursuit of expansion of another motivation is to obtain relevant government subsidies.

For the "strong", Japan LED valued "strong" project is to develop the core technology and patent layout, gripping China LED the development of the throat. In the world in the history of the game of nichia LED, at an early age to develop a series of material, structure, encapsulation and application of LED patent, especially the white LED patent caused the barriers in the development of China's LED.

Industry often console myself that day and chemical patent expires in succession, in fact, the chemical to expand the scope of patents and continuation of the period of validity, and at the same time continue to actively develop new materials, new technologies, new products, and new core patent layout. Recently come out, and the chemical will be patent infringement lawsuit extends to the supplier and the end product.

Though Japan LED to LED authorized patents in China, such as patent authorized Toyota synthetic frequently LED to China in the past two years, but it's only a sharp fall in the value of some patent out money, Japan LED always holds the core technology patents and patents in the field of new technologies.

Conclusion: with the core technology for the "soul" LED enterprises, even if the setbacks, also have the opportunity to stage a comeback

Scale and capital just LED the "shape" of the enterprise, the core technology is LED the "gods" and "soul" of the enterprise. Rely on capital LED enterprises, if the money was broken, enterprise can't; Companies rely on the core technology of LED, one step at a time, sooner or later.

In the face of difficulties, Japan LED, as always, to focus on the technical level. It is for the core technology of hunger pursuit, Japan LED to choose the alliance with universities, research institutions of production-study-research cooperation mode. It is a solid foundation for the core technology and research and development ability, Japan LED to the "but do not come loose" may, to tap the domestic market, increase the permeability of LED lighting, and develop UVLED, OLED, lighting, automotive lighting, and other areas of the new plant.

In the face of difficulties, China LED to choose the capacity expansion and the path of mergers and acquisitions, to seek financial magic. China LED to buy international LED giant's business to expand overseas channels, achievement a world-class enterprise. This is indeed the idea of a vision. In 2013 three Ann photoelectric buying American Luminus is the idea of the first attempt. China LED seem to see the dawn of the world at that time. However, in the past two years, the effect is far less than expected.

China LED to the lack of core technology, leds will lead to China is always behind the power a beat. When Chinese areas of traditional LED the world occupy rather smug, Europe and the United States and Japan and South Korea have layout in advance in the field of LED innovation. China LED capacity expansion and acquisitions may have effect, but should be attributed to the master of core technology. China LED international LED giant acquisition, standing on the shoulders of giants, maybe good, but in the end may find that, after all, the need to grow into a giant.