BYD's 1.2 billion layout LED industry chain is the main lighting industry

Yesterday, from the management committee of Huizhou Zhongkai High-tech Industrial Zone and the management committee of Huizhou Daya Bay Economic Development Zone, BYD shares Huizhou Daya Bay production base has ordered dozens of MOCVD (LED chip manufacturing equipment, one price is about 2 million US dollars) ), and has arrived at 5 units.

According to the relevant person in charge of the Management Committee of Huizhou Daya Bay Economic Development Zone, the total investment of LED lighting project of Huizhou BYD Industrial Co., Ltd. is 1.2 billion yuan. Although the LED output value of Huizhou BYD last year was only 0.5 billion yuan, it is expected to reach 200 million yuan this year.

"BYD LED R&D and production bases are all located in Huizhou, divided into Phase I and Phase II." The relevant person in charge of BYD Lighting said that the first phase of the Huizhou plant has been put into operation, with an investment of about 300 million yuan. The second phase of Huizhou plant is under construction, and it is not convenient to disclose the specific investment amount.

The person in charge revealed that from the upstream LED epitaxial wafer to the midstream package, as well as downstream lighting applications, BYD has fully involved in the LED industry chain, giving full play to BYD's consistent vertical integration advantages. At present, BYD LED research and development team has more than 400 people, and BYD Electric Power Research Institute, Academia Sinica, Engineering Research Institute, and Photonics Research Institute have provided technical support for product design, involving optical testing, thermal testing, and power supply of LEDs. Design and other aspects.

At the recent Twelfth High-Tech Fair, BYD demonstrated LED epitaxial wafers, packaged devices, cell phone backlights, LED lights and a variety of lighting products. "The lighting industry is the main reason for BYD to fully enter the LED industry chain." The above-mentioned person in charge said that by using BYD's iron battery technology, BYD's solar LED street lamps have innate environmental advantages, and have already implemented Shenzhen East OCT, Vanke Dongguan. Base and Huizhou Longhai 3rd Road and other solar LED streetlight projects, and successfully entered the high-end stores such as INDEX in Thailand and bulk shipments to Australia.

Based on the high-profile of BYD, on December 8, Yang Pengfei, deputy secretary of the Management Committee of Huizhou Zhongkai High-tech Industrial Development Zone, revealed that Huizhou is building a 3 square kilometer LED industrial park on the occasion of the commissioning of the Ke Rui Huizhou plant. The scale will reach 10 billion yuan.

Another foundation for Huizhou to build LED Industrial Park comes from the Huizhou factory of the global LED chip giant Cree. Shi Ruican, vice president and general manager of China, said to the newspaper that the current market revenue in China has accounted for 40% of Career's global revenue. The Chinese market has become the world's largest single market for taxation. After the Huizhou plant is put into production, the company is in China. The proportion of income will definitely exceed 40%.

“When the Huizhou plant reaches mass production in June next year, its production capacity will account for 70% of the company's total capacity.” According to Charles M. Swoboda, Chairman and CEO of Cree, Cree has invested US$100 million in the Huizhou plant. Three years will also invest 300 million US dollars.

However, Charles M. Swoboda also pointed out that although China has become a hot spot for investment in the global LED industry, the current enthusiasm for LED investment does not mean success. "Many LED investments may not necessarily produce products."

"BYD lighting products have not been short-listed for the first batch of LED demonstration projects in the country. It also shows that BYD lighting product technology has yet to be developed." Gao Xiao LED CEO Zhang Xiaofei said that LED chip technology needs long-term accumulation. At present, BYD has no unique LED package. Patent and lighting products are also obviously lacking in innovation. "At present, most of the LED lights used by BYD Auto are from Taiwan. It also shows that BYD's LED technology is not fully mature from upstream to package."

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