2020?LED????????????????

????? · ?/??

??????

1???????????“???”??????????2020?????????????????1????LED???????5,400???

2????????????????LED????????LED????????????220??

3???2016????18??????????28.4??????22.78%?????????????????

????

2017?7?28????????????????????????“???”??????????2020??LED????????????

????????2020???????????????1????LED???????5,400???LED??????????????????????70%?

??1????????100???LED???????1-2????????10??????????

???????????????“???”???????????LED????????????“???”?????????LED???“?”???“?”????????

??????????“???”??????????????????????????????????????????????LED??????????2010??2???2015???25????????????????????LED?????2017?7?????LED????????????220??

????LED????????

LED???light-emitting-diode(?????)??????????????????????????????????????????????????????????????????????LED????????

???????????1960???????????????1998???LED????????????????????

???????????????????????????(1960-1980?)???????????????;????(1980-2002?)?LED?????????????????????2002???LED??????420??????3????????(2002-2005?)?????????????????????(2005-2015?)?????????LED???2002?80??????2015???4,245?????LED??????????45%?

??????????????????????????????????????????????LEDinside?????2015???MOCVD????????3,130???????????1,473????????47%?????????19%???????15%??????13%?

????????????????????????????????2017??????????????????????LED?????????????????????????????????????????LED???????

??LED?????(?????)

(1)MOCVD?????

MOCVD?????????????LED?????????????????????????????????????????MOCVD????LED???????????????????????????LED??????MOCVD????????????????????LED???????????????

????MOCVD????????????Veeco(??)?Aixtron(??)??????????????????????90%?

???????MOCVD?????????????????MOCVD????????????????????MOCVD???????????????????????????????????????????????????????????

??????????MOCVD??????

?????????????????????????MOCVD????????????????????MOCVD????????

??????????MOCVD????????????????2016???????????11?????????????????????????400-500???????????MOCVD??????70%???????????????

????????????????????????????280?/2???68?/4????????MOCVD???????????????????????????38?/?????????????????????????????????????

???????2016?????MOCVD???150?(???2??54??)????150???????????124?????????????????????????????11%?????MOCVD?????????

(2)LED?????

??LED????????????????????????????????????IDM?????????“in-house-design”?????????????????????????????????????????????Fabless????????????????????????????????????????

??????LED?????????????????????????IDM????????????????????????LED?????IDM????Fabless???

????????????????????????????????????????10?????????????????????????60??????????????????????????????????????????????????????????????????????????????2?IDM???????????????????2????????IDM?????????????????????

??IDM????LED??????????????Fabless??????IDM???Fabless???????????????????????????????????Fabless?????????????????????ST??????????????????????????????????????

?????????????IDM??????????????????????????????????????????????Fabless??????????????????????2016????????29????

??????????????????????????Fabless????????????????????????Fabless?????????????28.17%????IDM?????????????14.37%?????

(3)LED????

LED???LED??????????????????????????????????????LED?????????????LED???????2015???????????????????????????????????????????????????“??”?????????????????

???????????????????????????????????????????????2015?80%???2016??88.03%???

????????LED????????????2016??18??????????28.4????2015????????5.2??????22.78%?????????????????????“??”????????????

?????18????????????????????????2016?18?????????????5.2????????????????????????????????????????????????????????103.03%????13?????9?(?????)??????????????????????????????????????????????????

?????????1????????????????????????????????1??????????????????????

(4)LED???????

LED????????????“??”?“??”??????????????????????LED?????????????????????????????????????????????????????????????????LED??????????????????????????????????????????OLED????LED??????LED????????????LED??????

???????????LED????????????????????????2011????????????????(????“?????”)???????????????????????????????????????LED???????????????????????????????????

???????????????????????????????????????15???????????????????“???”????????????????“???”??????????2020?LED?????????5400????2015???3.4??

???????????????????2014????????????????????????????13%???????????????????????480???????????400????

???????LED????????????????“???”???2020??????LED???????????????????

????

??LED????????????????????LED???????????????????????LED??????????????????????????MOCVD????????????????????????????????MOCVD???????????????????????????????????????

??????????????>??>????????????>??>??????????????????????????????????????????????????????

?????LED???????????????????13??????????LED??????????????????????“???”???????????LED????????

????

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