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Frbiz.com Photonics Reports: The market is huge, and the chain of Industry Needs Improvement
Japan OITDA (Optical Industry Development Association) A report predicts, the optoelectronics industry in the future play an important role in society, including requests for information, energy conservation, biomedicine, etc, we can say that the optoelectronics industry is the pillar industry of the 21st century.
Looking ahead, the optoelectronics industry will flourishing. The market needs, the optoelectronics industry, mainly in the following aspects may be relatively large increase in space: optical networks and network optical access, such as fiber to the home (FTTH), optical storage Blu-ray disk storage, holographic optical storage, The Light Show large LCD displays, OLED displays, semiconductor lighting and the use of solar cells; addition, the fiber optic sensor, the medical field is relatively large space for growth. In these areas, optical storage and optical display most have exceeded 50%.
Light Show:
LCD / PDP / OLED each has its advantages
Turn the display industry, especially in two areas: the traditional cathode ray tube (CRT) and flat panel display (FPD). Flat screens also include liquid crystal display (LCD), plasma panel (PDP), an organic emitting display lighting (OLED), field emission display (FED), electroluminescent display (ELD) and so on. The old town is now a technical recession the period from PC monitors to television sets, a large number of flat panel displays have been entering the market. 2003 CRT market share has fallen 43%, the FPD market share has reached 57%, flat panel displays to replace the traditional CRT monitors lines has been the general trend.
LCD and PDP
The main characteristics of high-resolution LCD screens, low power consumption, long life, cost is relatively high; PDP shows the main display features large, relatively low cost.
PDP (Plasma) flat panel display technology because of its cost advantage are mainly used in the size of more than 40 inches from the big screen color TV, while the TFT-LCD market 40-inch color television has a important competitive advantage. TFT-LCD and PDP compared to the advantages of high resolution and TFT-LCD technologies, continuous improvement and cost reduction, will also be big screen color TV market, challenge to PDP. 40-inch market will result in a price war, according to Korea OK-South Industrial Research Association (EDIRAK) analysis, the PDP is still a lot of factors to reduce prices, but the funds it needs much less than half of the LCD. Although LCD screens have a better quality, but the PPD can be in the near future to catch up with her. Thus, the size of the market, certainly has a price war. Led by the suppliers of flat-screen Samsung are actively expanding production capacity, the construction of new production lines to meet market needs.
LCD monitors main directions of development are: TV from a monitor PC turned to expand the size of the screen, lower costs and increase the brightness. PDP shows the main directions of development are continually reduce costs and improve quality.
China currently has BOE, SVA two LCD manufacturers, but the technology is not advanced enough. In such circumstances, companies color Chinese television will face pressure from two sides. First, the value of the extrusion, since the focus of significant industrial value up, television color display panel fixed to mobile devices, the value of the share of income of Chinese companies will become lower. Secondly, the upper extrusion, vertical integration of large firms by controlling the key components of the upper part of the manipulation of prices of finished products and cross-subsidies, etc., so that Chinese companies to exclusion. As the production line of flat panel display of an enormous investment required, for example, the production line seventh-generation LCD invested billions of dollars to the Chinese color TV companies is difficult to pay on their own. In this case, how the introduction of national policy guidelines, set the digestion and absorption of another innovative way to achieve skipping development, Chinese enterprises are facing serious challenges.
OLED displays
organic electroluminescent (Organic Electro Luminescence), known as occupational exposure limit in recent years, one of the most popular light-emitting technologies, the issue that small molecules lighting device is known as organic light emitting diode OLED (organic light emitting diode). The main advantage of OLED is a self-luminous, high brightness, high efficiency, wide angle.
1997 Pioneer Electronics of Japan launched an OLED marketed products – car audio screen, which is very encouraging to the industry OLED screen to investor confidence. According to statistics, now the global OLED market, adding that there are 100 or more suppliers to compete, we all want In emerging markets, the future of display technology an advantage. The 2005 World OLED market size of U.S. $ 518 million, with major providers are actively involved in the development and mass production technology, OLED market will continue its rapid growth for 2009 is expected the scale of the industry OLED may exceed $ 5.0 million.
Currently, OLED is used mainly in the small size of the screen display, such as mobile phones, digital cameras, MP4 players, screens and so on. To become mainstream, large-screen OLED displays still have a long way to go. First, LCD and PDP also has a strong market, as has just introduced a new technology, it is difficult in a short time under the control of the occupation current market share of LCD. Second, the current OLED There are still some technical problems such as a shorter life than LCD. In addition, technology and cost issues, the OLED display products are also large-scale production can not be achieved. But experts generally believe that, from 2010, screen OLEDs may gradually replace the LCD.
Optical communication: the need to drive new business
Information explosion today's society, society's increasing demand for information capacity, while the emergence of high capacity optical communications of transmission possible. Optical communication industry in the optoelectronics industry occupies an important place, can be divided into three parts: optical transmission equipment, optical fiber cable, optical components. Optical transmission equipment which is primarily concerned with communications solutions optical transport networks, including DWDM (dense multiplexing wavelength division) products, SONET / SDH products and Ason (Automatically Switched Optical Network), CWDM (multiplexing by division of coarse wavelength), MSTP (Multi-service transport platform), ULH (ultra-long distance optical transmission) and advanced technologies.
fiber optic cable is the optical transmission medium. Optics refers to optical communication systems are mainly used in optical active and passive components, including semiconductor lasers, semiconductor optical amplifiers, optical fiber amplifiers (EDFA), multiplexing WDM / de-multiplexer, connectors and couplers, etc. Optical communications industry since 2000, reached a peak in the second half, the industry trend global depression until the end of 2004, and gradually with the recovery trend, due mainly to the information needs of the growing demand for wide communication band-widening.
Optic transmission equipment
2003 -2004 year, the field of optical transmission equipment, has been signs of warming. Global optical network equipment market, a leading provider of Alcatel in 2004 second-quarter sales rose 3.7% to 3.1 million euros. In fact, industry recovery of optical transmission equipment indicates that the overall recovery in the optical communications industry began. At present the development Industry optical transmission equipment, there are three main trends: investment hot spots of light metro optical network backbone turned to new technologies such as Assos, MSTP and thus began the occupation of the market, optical access network, such as FTTH and other research and development is becoming in a hot spot.
Optical Fiber and Cable
fiber optic cable in 2002 entered the stage of excess capacity, global demand for optical fiber and cable market, a substantial decrease in demand from 2001 to about 100 million kilometers down to about 60 million miles. The growth of optical fiber and the cable manufacturing costs, while prices fell, making the situation increasingly difficult to fiber optics and cable companies. Corning, vice president and general manager of the optical fiber business, Mr. Eric S. Musser OFC/NFOEC2005 fact, future trends are low water absorption peak fiber, multimode fiber 50 mm, G.656 fiber, plastic optical fiber (POF) will become the new hot market.
Chinese companies are now able to scale production fiber optic cable to all the needs of the products on the market. In the fiber optic products for cable, has been able to develop according to market needs of new products, including cables, ADSS, OPGW cable and other specialty areas. In the fiber optic products, fiber in the domestic market has been highly recognized in the national trunk lines have accumulated on the use of core km over 20 million euros. However, the impact of excess capacity, domestic firms are not optimistic about the prospects.
Generally speaking fiber optics and cable industry, recovery will take some time, the problem of excess production capacity will continue.
Optics
Optics industry, there have been signs of warming from a global perspective, 2004 shipments Nianguang devices increased significantly. In the passive optical device, domestic firms, although the possession of a certain percentage, but still the lack of independent intellectual property rights of key technologies and become the bottleneck. For nearly 10 years of domestic firms to develop very quickly, there has been a long fly, llamas and many other outstanding companies, which are the introduction of digestion and absorption of return to innovation of the road, through tireless efforts, today, these companies make active and passive optical components in the national and international are on the market very competitive.
In general, the optical communication industry, there have been signs of warming, but to restore the level before 2001 will take some time. The development of optical communications industry, the fundamental driving force is the emergence of new businesses, such as IPTV and other broadband services such as development accelerated optical communications industry, a full recovery will come.
Optical Storage: increasingly high wavelength density is shorter and shorter
Optical storage is primarily concerned with the CD-ROM as a medium used for recording and reading information on optical storage technology.
Optical Storage Industry includes key components, integration components and entire machine in three parties. The main advantage of optical storage technology are ease of low cost and large number of replication, greater capacity, it is very suitable for large amounts of information preservation and dissemination.
Compared to optical communications industry, the optical storage industry is relatively stable. optical storage technology development trend of storage capacity along the following diagram.
Semiconductor laser diode (LD) is the optical storage system, a key, CD key to use a wavelength of 780 nm semiconductor laser, DVD use a wavelength 650 nm red semiconductor laser, Blu-ray DVD using a 405nm wavelength blue LD. This part of the patented technology in large part by foreign companies Japanese, especially celebrated.
CD storage market is basically saturated the market began to decline in the total, while the demand for DVD has started to rise. In 2002, sales of DVD laser total of 148 million on sales of 4.48 billion U.S. dollars. According to the Organisation has forecast time for the 650nm laser DVD will be an annual growth rate of 7% growth in 2009 will reach 1.5 billion. Major manufacturers are Sony, Sharp, Mitsubishi, and Matsushita, these companies market share of 75%.
For its part, the basic situation is a huge market and production, but the lack of property rights independent intellectual. The first half of 2005, sales of optical storage in China in 2004 rose by 16.8 percent during the same period, the growth rate market above market expectations.
According to statistics, over 80% of the basic components of optical jukebox head over 85% of the players, more than 75% of the recorder are produced in China. Although more than 80% of the optical head produced in China, but Chinese companies accounted only 7% of independent production, but above all CD optical head. Player output was immense, but most of them are mounted processing. Recorder are almost always produced by foreign invested enterprises, Chinese enterprises are hardly mentioned.
In addition, the CD-ROM machine is a dedicated chip, all depend on imports. A DVD industry, for example, using a Japanese expert who says: "In the DVD industry, the smiley face curve of the world (also known as the U-shaped curve), China faces the chin in the final – only to have assembled a strong processing capacity, not in the hands and standards essential patents. while Japan and the United States were at the top of the curve of two Japanese companies control almost all the patented core technologies, including the 95% optical head, 99% of the basic components of optical lens patents, and the United States under a powerful Hollywood programming capacity, as World's largest base of CD-ROM content production. "
This is the kind of cheap labor, the consumption of resources, destroying the environment at the expense economic growth itself.
It is from one angle, the CPC Central Committee proposed "to improve the capacity of independent innovation and the creation innovation-oriented country "an important strategic decision the accuracy of the description of the patent, standards, trademarks, brands and innovation other independent companies is essential.
In the optical storage industry, the main trend is becoming shorter wavelengths, storage density, higher and higher. Now, the main market of Network DVD, but Blu-ray DVD soon enter the market.
Power and lighting semiconductor: a great potential for development
Energy is this century's most important global issues, energy industry will become in the pillar industries in the world of market opportunities in this area would be enormous.
In the field of optoelectronics, the most representative for the energy sector is the lighting industry semiconductor and photovoltaic industry (solar cells).
Semiconductor Lighting
The most critical semiconductor devices are white light LED semiconductor illumination Due to pollution-free, long life, efficiency light emission can be much higher than conventional lighting and other features, will be an effective means of energy-saving lighting and the environment. The experts make calculations, the annual flow of electricity used for lighting China about 250 billion degrees, if it is to have third semiconductor lighting, savings of 80 billion degrees year may be equivalent to the annual capacity of the Three Gorges power plant generates.
Three major global manufacturers lighting – General Electric, Philips, Osram and semiconductor companies have already established the company's semiconductor lighting. These developments indicate semiconductor lighting industry, the development of a leap forward the critical point is underway.
But now, the luminous efficiency white LED not enough to replace traditional fluorescent lighting, the experts predict that by 2015, after spring semiconductor lighting and then gradually. Before that, the LED industry is mainly concentrated in lighting, car lights, special lights, traditional lights of the market and on.
Solar
Photovoltaic (solar panels) is another sector with a bright future for the industry, large-yang energy is inexhaustible. Since 1999, countries in the world, especially the U.S., Japan, Germany and other developed Western countries have launched large-scale national plans and development photovoltaic solar roofs program to encourage and promote global photovoltaic industry annual growth rate of over 30% maintained a rapid development.
PV industry experts predict will be the first half of the 21st century has become an important base for energy sources. Given this broad perspective of the development of photovoltaic companies have a tendency to rush to expand production capacity. But the objective reality is that on one hand, the expansion of the industry chain is not synchronized, which shows the whole industry chain, "big in the small" a "pyramid" pattern of silicon vendors rate of expansion of production capacity has lagged far behind in the cellular chip factories on the other hand, for the protection of international competitiveness solar cells, solar panels needed for the core of the export of raw materials in Japan, Germany, Sweden and other countries have reduced the supply China, most domestic photovoltaic companies upstream and downstream in the "bricks without straw position."
For China, as important is self-innovation to solve the industrialization of solar panels and supply problems. About the Author
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