LED lighting equipment market welcomes recovery

In 2014, benefiting from the strong trend of downstream lighting, the LED industry chain, which is full of momentum, will be beneficial to equipment manufacturers. With the active expansion of lighting and packaging manufacturers, the startup rate is almost full, packaging, lighting, testing and MOCVD equipment manufacturers have ushered in a new round of growth after the downturn. CSAResearch data show that in 2013, it invested in the LED industry and supported the industry (Substrate, equipment)Accounting for 47 of the total investment. 4, R & D testing investment accounted for 1. 6. The industry also generally believes that localized equipment will further increase its market share in 2014. Detection becomes a new growth point in the current fierce price competition, improving product yield has become the key to the growth of net profit of enterprises, and the demand of enterprises to improve product yield is also increasing day by day. Affected by this, in 2014, the on-line detection equipment in the lighting process was fully rolled out. Guo Zhijun, director of the customer center of Hangzhou Yuanfang optoelectronics information Co. , Ltd. , said that from the customer feedback, the previous products were sampled, but now they can achieve full inspection, and the unqualified products will not leave the factory, the companies that used the full inspection equipment earlier have already tasted the sweetness, and the full inspection must be a big trend. It is reported that in addition to testing whether the lamp can be lit, the on-line detection equipment can complete the performance indexes such as light efficiency, color rendering index, spectrum and electrical parameters through on-line detection, and directly enter the packaging as a final inspection link. Guo Zhijun introduced that Xiamen lidaxin Optoelectronics Co. , Ltd. and Zhejiang Shenghui Lighting Co. , Ltd ( CSAResearch and China Customs data display) The full inspection equipment has been fully used. The main reason is that the foreign market has strict requirements on product quality, and the full inspection can ensure that the product quality meets the requirements at least when leaving the factory. Some insiders said that after the survival of the fittest in the previous stage, the LED industry will gradually become mature and rational from the early price competition, and high-quality products will be welcomed by the market. In this environment, all inspection equipment will be sought after by lighting manufacturers and become a new growth point for equipment enterprises. In addition to on-line detection of downstream lighting fixtures, the packaging process is also developing from single-machine automation to full-line high-automation, reducing manual operations and labor costs, as well as man-made quality hazards. According to the development experience of the semiconductor industry, unmanned operation is an inevitable trend of development, and unattended operation will be realized in the production site. Due to the characteristics of semiconductor devices, LED products, this rule will also be followed. Wen Shi, executive deputy director of Hangzhou Zhongzhong Optoelectronic Technology Co. , Ltd. , said that since the whole line of automation should be customized according to the special needs of enterprises, the price is relatively high, at present, listed companies such as Ruifeng Optoelectronics, Hongli Optoelectronics, Guoxing optoelectronics and Changfang lighting, which have sufficient capital flow, have taken the lead in ordering and using automatic connection systems, and it is expected that the production capacity can be further improved. According to the introduction of equipment manufacturers, the current production orders of enterprises have already been filled up. Due to the high concentration of orders, the delivery pressure is very high, and the equipment manufacturers have gradually stepped out of the previous downturn. There is no room for price reduction, and the reason for the popularity of production equipment orders is not only the downstream pulling effect, but also the improvement of equipment localization level. However, according to the reporter's understanding from the senior executives of domestic first-line packaging enterprises such as mulinsen, jufei and CDH, although the enterprise has gradually recognized the localization equipment, it is still mainly for the processing of the rear section such as the splitter and the tape machine; However, ASM and other brands still occupy a large market share due to the more complicated processing technology and higher performance requirements of the front-end Crystal fixing machine and wire bonding machine. Li Jiansheng, chairman of Shanghai CDH Technology Co. , Ltd. , said that due to the decisive influence of crystal fixing machines and wire bonding machines on the quality of devices, many companies are still relatively conservative in choosing foreign brands. Although domestic equipment is currently competitive in terms of price, and the price of some products is even 50 cheaper than that of foreign brands, he Yunbo, deputy general manager of Dazu laser Equipment Co. , Ltd. , said, at present, most enterprises are still at a loss stage, and the price trend of equipment and LED devices is not exactly the same. As the price of chips and accessories decreases, the price of LED devices has been decreasing; However, due to the mature development of its technology, technology and materials, the price of production equipment is very transparent and stable. Therefore, the profit of domestic equipment enterprises is only 10 ~ 20, some companies even have no profit, the price of equipment has almost no room for decline. He Yunbo said frankly that the starting quantity of orders will also test the manufacturer's production delivery ability and quality management ability. Under the pressure of production orders and the pressure of capital chain, in this round of competition, there will be some small-scale enterprises with low R & D and production capacity that will be eliminated. Facing the pressure from both inside and outside, if domestic equipment enterprises want to further increase their market share, the key is still to improve equipment performance and help middle and downstream manufacturers to increase production capacity and yield, and this is also the key to the success of packaging and lighting enterprises. According to the introduction of several enterprises, in the middle of 2014, March and April are the periods of large equipment orders. The order volume has slowed down in June, so the industry has not yet predicted how big the downstream pull can be and how long it can last, but there is no doubt that domestic packaging and lighting equipment have already occupied a place in the industry.