【正文】 ........................172．沒有紫外線輻射 ........................................................................................................183．無電磁輻射 ................................................................................................................18三、世界半導(dǎo)體照明行業(yè)的發(fā)展?fàn)顩r ..........................................................................................18（一）各國政府競相出臺措施扶持半導(dǎo)體照明行業(yè)發(fā)展 ..................................................18（二）全球 LED 市場情況 ....................................................................................................19全球 LED 市場狀況 ..................................................................................................19LED 照明市場前景廣闊 ...........................................................................................20（三）全球 LED 市場競爭格局 ............................................................................................23LED 外延片及芯片市場格局 ...................................................................................23LED 封裝市場格局 ...................................................................................................24國別和地區(qū)產(chǎn)值比較 ................................................................................................25企業(yè)競爭格局 ............................................................................................................26（四）技術(shù)發(fā)展及專利壁壘 ..................................................................................................27四、我國半導(dǎo)體照明行業(yè)的外部環(huán)境 ..........................................................................................29（一）我國的國家產(chǎn)業(yè)戰(zhàn)略及政策 ......................................................................................29（二）受益于政策推動和技術(shù)進(jìn)步，近年 LED 市場規(guī)模迅速擴(kuò)大 ................................31（三）行業(yè)技術(shù)進(jìn)展及專利情況 ..........................................................................................33國內(nèi) LED 照明專利分析 ................................................................................................35專利類型分析 ............................................................................................................35申請量與公開量的趨勢分析 ....................................................................................35前 10 位申請人(專利權(quán)人 )及擁有專利件數(shù)分布 ...................................................36我國半導(dǎo)體照明專利技術(shù)與外國專利技術(shù)的差距 ................................................37（四）行業(yè)產(chǎn)品標(biāo)準(zhǔn)化及認(rèn)證工作已正式啟動 ..................................................................38五、產(chǎn)業(yè)結(jié)構(gòu)布局 ..........................................................................................................................39半導(dǎo)體照明(LED) 行業(yè)分析報告.（一）LED 照明行業(yè)的區(qū)域布局與產(chǎn)業(yè)集群 .....................................................................39（二）LED 照明行業(yè)的產(chǎn)業(yè)鏈布局 .....................................................................................42六、市場結(jié)構(gòu)與市場競爭 ..............................................................................................................43（一）市場發(fā)展?fàn)顩r及產(chǎn)品結(jié)構(gòu) ..........................................................................................43（二）行業(yè)市場前景 ..............................................................................................................46未來 LED 背光顯示在液晶電視中的滲透率不斷提高 ..........................................47LED 在電腦液晶顯示領(lǐng)域市場規(guī)模迅速擴(kuò)大 .......................................................48在政府政策支持和財政補(bǔ)貼推動下，景觀照明市場仍然將快速成長 ................49（三）LED 芯片和封裝器件的生產(chǎn)規(guī)模與市場占有情況 .................................................49LED 芯片生產(chǎn)規(guī)模與市場占有情況 .......................................................................49LED 封裝器件生產(chǎn)競爭格局 ...................................................................................52（四）行業(yè)產(chǎn)能擴(kuò)張與行業(yè)投資情況 ..................................................................................53七、影響行業(yè)發(fā)展的幾個重要因素 ..............................................................................................57（一）替代品的威脅 ..............................................................................................................57（二）行業(yè)標(biāo)準(zhǔn)的重要作用 ..................................................................................................59（三）核心技術(shù)人才和關(guān)鍵設(shè)備、原材料的制約 ..............................................................59關(guān)鍵生產(chǎn)設(shè)備的制約 ................................................................................................59核心技術(shù)人才缺乏 ....................................................................................................60（四）LED 專利技術(shù)壁壘 .....................................................................................................61八、龍頭企業(yè)生產(chǎn)經(jīng)營情況分析 ..................................................................................................62三安光電股份有限公司 ..........................................................................................................63（一）08 年以來三安光電股票價格走勢（復(fù)權(quán)后） .........................................................63（二）三安光電公司基本情況 ..............................................................................................63（三）三安光電公司主要財務(wù)指標(biāo) ......................................................................................64（四）三安光電公司近年生產(chǎn)經(jīng)營情況 ..............................................................................65（五）企業(yè)主要競爭策略 ......................................................................................................65（六）券商對業(yè)績的預(yù)測 ......................................................................................................66九、對我國半導(dǎo)體照明行業(yè)的基本判斷 ......................................................................................67十、投資風(fēng)險與策略 ......................................................................................................................68（一）技術(shù)風(fēng)險 ......................................................................................................................69（二）市場風(fēng)險 ......................................................................................................................69（三）擬投資企業(yè)的競爭力 ........................................................