Explosive growth of LED lighting applications is expected to continue1

The localization is accelerated, and the material enterprises have broken through the high-tech LED lighting exhibition. LED high-profile and intelligent terminal applications have become the two-wheel drive for sapphire business growth. With the government's energy-saving policy advocacy, the reduction of LED costs and the enhancement of consumers' awareness of energy conservation and environmental protection, LED lighting applications have experienced explosive growth this year and are expected to continue to the Future 2 ~ 3 years. Related materials such as sapphire, phosphor and glue have also benefited from the explosion of the lighting market and have achieved rapid growth. In many sub-sectors, domestic brands have begun to replace imported products. Guizhou Haotian photoelectric market Commissioner Tang Jie said that there are still 2 factories under construction in Guizhou Haotian, and the number of final sapphire crystal growth furnaces will increase to 300 units. The company has been expanding production. however, the production capacity is still scheduled, and a new round of expansion projects is currently underway. Tiantong Holdings is a big expansion of sapphire business. On the evening of June 27, the company announced that it would raise 2 billion yuan, all of which will be invested in the investment project of intelligent mobile terminal application of large-size sapphire chips. the front-end Crystal Growth and back-end wafer processing are implemented in Yinchuan, Ningxia and Haining, Zhejiang respectively. The funds to be raised are 0. 6 billion yuan and 1. 4 billion yuan respectively. Although with the pull of LED lighting, the upper and middle reaches of LED show a trend of rapid development, but the material industry generally has a low-profit dilemma caused by fierce price wars. The competition in the phosphor market is becoming more and more fierce, and the price war is getting more and more fierce. Faced with this situation, Dr. Liu Ronghui, director of Youyan rare earth luminescence division, said, the continuous decline in the price of fluorescent powder may have a negative impact on the profit growth of fluorescent powder manufacturers. The decline in the price of fluorescent powder is conducive to the price decline and market promotion of the entire semiconductor lighting products. the decline in the profit margin of fluorescent powder will also accelerate the differentiation of fluorescent powder enterprises. Enterprises with strong technological development strength and strong ability to resist market risks will face a rare opportunity to expand market share. The proportion of domestic glue used in packaging factories can reach 20 ~ 40, but the application is expected to be less than 20, and the low-end application 80 is also possible. Li Cheng, deputy general manager of Guoxing Optoelectronics, said that although the technology of domestic glue is continuously improving, and has begun to replace imported glue in the market, but there are still many phenomena in the domestic glue technology. Lianlang new material is a professional manufacturer of improved epoxy resin. Li Benjie, general manager of lianlang new material, said that lianlang hopes to set off a counterattack of epoxy resin in the LED packaging field, although silica gel still occupies a position in the current market. however, its general manager Li Benjie still insists on telling all packaging companies that the performance of epoxy resin is not lost to silica gel, and the price can be lower.