[Text / high-tech LED Xu Chaopeng] Gaogong LED has recently learned that the first prize of the 2015 National Science and Technology Invention Award is expected to be spent on the "silicon substrate high-efficiency GaN-based blue light-emitting diode" project (referred to as silicon substrate).
It is reported that this "silicon substrate technology" was declared by Jiangxi Province. The main participants of the project include Professor Jiang Fengyi from Nanchang University and Dr. Sun Qian from Jingneng Optoelectronics (Jiangxi).
Government subsidies touted <br> <br> LED production and research Engineering Institute (GGII) survey shows that LED substrate material can be used for industrial production of blue-green light include: sapphire (Al2O3), silicon carbide (SiC And a silicon (Si) substrate. Among them, sapphire substrate technology is mainly in the hands of Japanese companies, the cost is lower, the current mainstream route on the market; while silicon carbide is taking the "noble route", the cost is high, its substrate and LED preparation technology is monopolized by American companies. .
This highly-recognized "silicon substrate technology" was developed by Nanchang University. At present, Nanda has grown GaN blue LEDs with comparable sapphire and SiC substrates on Si(111) substrates. It is the best choice for epitaxially grown GaN films.
"This is a silicon substrate technology independently developed by the Chinese. It makes up for the shortcomings of the first two technical routes. In the context of continuous cost reduction, if the silicon substrate is highly sought after, the LED industry is expected to be heavily Plastic." Some industry analysts pointed out.
Recently, the reporter also learned that the Nanchang Municipal Finance Bureau has arranged 35.19 million yuan from the previous year's special fund for supporting the development of the manufacturing industry for the sales subsidy of the crystal substrate LED products of Jingneng Optoelectronics (Jiangxi) in 2014, which has also become an important market signal. .
Nanchang City has formulated “Several Policy Measures for Printing and Printing Nanchang Supporting LED Industry†to provide 30% subsidy for domestic sales of upstream products (substrate, epitaxy, chip preparation, high-power packaging) of the silicon substrate LED industry chain. At the same time, Nanchang City rewards the progress of major project investment according to the principle of cumulative calculation, and rewards the increase in sales brought by the company's capacity expansion in the current year according to the accumulative principle.
"From the perspective of national strategy, silicon substrate technology is a technological route with independent intellectual property rights in China, and it is entirely possible to build China's completely independent LED industry. In the future, with the high-efficiency GaN-based LEDs on silicon substrates gradually making breakthroughs in China, It will break the technological monopoly of sapphire and silicon carbide substrates from Japan and the United States, and form a three-pronged situation in semiconductor lighting technology.†Sun Qian, vice president of silicon-based LED research and development, who participated in the project.
Enterprises to accelerate the layout <br> <br> review the current mainstream technology, still with the sapphire substrate technology as the main body, but in this silicon project, Jiangxi Province seems to have been "soft spot."
For example, the Jiangxi Provincial Industrial and Information Committee has proposed to increase the industrialization of silicon substrate LEDs into a national strategy. At the same time, in the “13th Five-Year Plan†of Jiangxi Province, relying on silicon substrate technology to develop the LED industry cluster has become a major event. one.
Among them, Jiangxi Jingneng Optoelectronics is the “first crab-eating person†of this substrate technology, and now they have become the world's first high-power, high-performance silicon substrate LED chip company.
In the first half of this year, public information showed that Jingneng Optoelectronics had obtained a strong investment from Jinshajiang Venture Capital. Under its impetus, Hong Kong stocks Shunfeng Clean Energy acquired a 59% stake in Jingneng Optoelectronics in May 2015. According to the agreement, Jingneng Optoelectronics Co., Ltd. It will be listed separately at a market value of $3 billion.
"Shunfeng clean energy is also a technical route to the company's silicon substrate, optimistic about its industrial development prospects. Next, relying on the integration ability of the industry in the wind, there will be more industry and capital cooperation in the future." Said.
At the same time, another A-share listed company based in Jiangxi, Lianchuang Optoelectronics (600363.SH) is also worthy of attention.
Previously, the annual report disclosed that as early as 2007, the company's "silicon-based optoelectronic device packaging and application" project was a major breakthrough. In 2008, the company cooperated with Nanchang University to develop a high-brightness power white light diode chip for semiconductor lighting. Industrialization project acceptance.
According to the 2014 annual report, Lianchuang Optoelectronics actively participated in the construction of the collaborative innovation platform for semiconductor lighting packaging and application in Jiangxi Province, and became one of the first five collaborative innovations in Jiangxi Province, and applied for government industrial development research policy to support about 20 million yuan supporting funds. In order to promote the continuous upgrading and leapfrog development of the company's LED industry.
Market support has been heard, but there are also opponents. For example, Crystal Optoelectronics (002273), which sells precision optical thin film components and sapphire substrates (including PSS), said on an interactive platform on Thursday that sapphire substrates have the advantage of mature industrial chain and relatively reasonable cost, and there is no silicon lining. The risk of bottom technology replacement.
“Sith silicon substrate is difficult to use because of its high production technology and high price. At present, it is only used for high-end products of some high-power lighting chips. It has not yet been popularized. At present, sapphire substrates are not replaced by silicon.†Recently, investors have asked about silicon. The negative impact of substrate technology on the company, Crystal Optoelectronics said.
In recent years, as domestic companies have begun to enter the field of substrate materials, the industrialization of wafers in some enterprises may be just around the corner. Taking listed companies as an example, Shanghai Xinyang and Xingsen Technology began to enter the field of large silicon wafers. In addition, Yangjie Technology started to enter the SiC field, and domestic LED chip leader Sanan Optoelectronics has entered the field of GaAs/GaN.
“Once this silicon substrate technology route can be countered, small-capacity LED companies such as Ganzhao Optoelectronics, Jufei Optoelectronics, and Snowlight may be able to transform into new technologies with the advantage of 'small boat turn around'.†Some analysts finally Point out.
It is reported that this "silicon substrate technology" was declared by Jiangxi Province. The main participants of the project include Professor Jiang Fengyi from Nanchang University and Dr. Sun Qian from Jingneng Optoelectronics (Jiangxi).
Government subsidies touted <br> <br> LED production and research Engineering Institute (GGII) survey shows that LED substrate material can be used for industrial production of blue-green light include: sapphire (Al2O3), silicon carbide (SiC And a silicon (Si) substrate. Among them, sapphire substrate technology is mainly in the hands of Japanese companies, the cost is lower, the current mainstream route on the market; while silicon carbide is taking the "noble route", the cost is high, its substrate and LED preparation technology is monopolized by American companies. .
This highly-recognized "silicon substrate technology" was developed by Nanchang University. At present, Nanda has grown GaN blue LEDs with comparable sapphire and SiC substrates on Si(111) substrates. It is the best choice for epitaxially grown GaN films.
"This is a silicon substrate technology independently developed by the Chinese. It makes up for the shortcomings of the first two technical routes. In the context of continuous cost reduction, if the silicon substrate is highly sought after, the LED industry is expected to be heavily Plastic." Some industry analysts pointed out.
Recently, the reporter also learned that the Nanchang Municipal Finance Bureau has arranged 35.19 million yuan from the previous year's special fund for supporting the development of the manufacturing industry for the sales subsidy of the crystal substrate LED products of Jingneng Optoelectronics (Jiangxi) in 2014, which has also become an important market signal. .
Nanchang City has formulated “Several Policy Measures for Printing and Printing Nanchang Supporting LED Industry†to provide 30% subsidy for domestic sales of upstream products (substrate, epitaxy, chip preparation, high-power packaging) of the silicon substrate LED industry chain. At the same time, Nanchang City rewards the progress of major project investment according to the principle of cumulative calculation, and rewards the increase in sales brought by the company's capacity expansion in the current year according to the accumulative principle.
"From the perspective of national strategy, silicon substrate technology is a technological route with independent intellectual property rights in China, and it is entirely possible to build China's completely independent LED industry. In the future, with the high-efficiency GaN-based LEDs on silicon substrates gradually making breakthroughs in China, It will break the technological monopoly of sapphire and silicon carbide substrates from Japan and the United States, and form a three-pronged situation in semiconductor lighting technology.†Sun Qian, vice president of silicon-based LED research and development, who participated in the project.
Enterprises to accelerate the layout <br> <br> review the current mainstream technology, still with the sapphire substrate technology as the main body, but in this silicon project, Jiangxi Province seems to have been "soft spot."
For example, the Jiangxi Provincial Industrial and Information Committee has proposed to increase the industrialization of silicon substrate LEDs into a national strategy. At the same time, in the “13th Five-Year Plan†of Jiangxi Province, relying on silicon substrate technology to develop the LED industry cluster has become a major event. one.
Among them, Jiangxi Jingneng Optoelectronics is the “first crab-eating person†of this substrate technology, and now they have become the world's first high-power, high-performance silicon substrate LED chip company.
In the first half of this year, public information showed that Jingneng Optoelectronics had obtained a strong investment from Jinshajiang Venture Capital. Under its impetus, Hong Kong stocks Shunfeng Clean Energy acquired a 59% stake in Jingneng Optoelectronics in May 2015. According to the agreement, Jingneng Optoelectronics Co., Ltd. It will be listed separately at a market value of $3 billion.
"Shunfeng clean energy is also a technical route to the company's silicon substrate, optimistic about its industrial development prospects. Next, relying on the integration ability of the industry in the wind, there will be more industry and capital cooperation in the future." Said.
At the same time, another A-share listed company based in Jiangxi, Lianchuang Optoelectronics (600363.SH) is also worthy of attention.
Previously, the annual report disclosed that as early as 2007, the company's "silicon-based optoelectronic device packaging and application" project was a major breakthrough. In 2008, the company cooperated with Nanchang University to develop a high-brightness power white light diode chip for semiconductor lighting. Industrialization project acceptance.
According to the 2014 annual report, Lianchuang Optoelectronics actively participated in the construction of the collaborative innovation platform for semiconductor lighting packaging and application in Jiangxi Province, and became one of the first five collaborative innovations in Jiangxi Province, and applied for government industrial development research policy to support about 20 million yuan supporting funds. In order to promote the continuous upgrading and leapfrog development of the company's LED industry.
Market support has been heard, but there are also opponents. For example, Crystal Optoelectronics (002273), which sells precision optical thin film components and sapphire substrates (including PSS), said on an interactive platform on Thursday that sapphire substrates have the advantage of mature industrial chain and relatively reasonable cost, and there is no silicon lining. The risk of bottom technology replacement.
“Sith silicon substrate is difficult to use because of its high production technology and high price. At present, it is only used for high-end products of some high-power lighting chips. It has not yet been popularized. At present, sapphire substrates are not replaced by silicon.†Recently, investors have asked about silicon. The negative impact of substrate technology on the company, Crystal Optoelectronics said.
In recent years, as domestic companies have begun to enter the field of substrate materials, the industrialization of wafers in some enterprises may be just around the corner. Taking listed companies as an example, Shanghai Xinyang and Xingsen Technology began to enter the field of large silicon wafers. In addition, Yangjie Technology started to enter the SiC field, and domestic LED chip leader Sanan Optoelectronics has entered the field of GaAs/GaN.
“Once this silicon substrate technology route can be countered, small-capacity LED companies such as Ganzhao Optoelectronics, Jufei Optoelectronics, and Snowlight may be able to transform into new technologies with the advantage of 'small boat turn around'.†Some analysts finally Point out.
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