LED lighting shows differentiated development1

After years of development, China's led packaging industry has matured. In recent years, LED packaging enterprises have been actively listed. With the help of the continuous growth in the capital market and downstream application industries, the scale expansion of enterprises has accelerated and the production capacity has increased at a high speed. domestic LED package and the scale of the industry is expanding 2012 domestic LED package output value reached 43. 8 billion yuan and 2011 compared growth 53. 68, of which Guangdong's output value reached 32. 3 billion yuan, an increase of 57. 56, accounting for 73. 5% of the total output value of LED packaging in China. 74. And 2013, china led the middle reaches of the package 47. 3 billion yuan with than growth 19. It is expected to reach 133 in 2014. US $0. 9 billion, with an annual growth rate of 7. . The rapid growth of the output value of the domestic LED packaging industry is mainly due to the fact that most international LED packaging manufacturers are optimistic about China's domestic application market and have set up production bases in China to increase domestic industrial sales. as well as the expansion of production capacity by domestic companies, the investment capacity has been released. The current situation of domestic LED packaging enterprises is that there are currently more than 2000 LED packaging enterprises above designated size in China, 2/3 of which are distributed in the Pearl River Delta region. Based on the calculation of main business, there are 8 listed companies, including Changfang semiconductor, Lehman Optoelectronics, Ruifeng Optoelectronics, jufei Optoelectronics, Wanrun technology, Hongli Optoelectronics, Guoxing optoelectronics and Gol acoustics. Apart from Gol acoustics, the other seven listed companies are in Guangdong province, with five in Shenzhen and one in Foshan and one in Guangzhou. At the same time, some large downstream application enterprises have set up their own packaging production lines, such as zhenmingli group, Dehao Runda, qinshang Optoelectronics, etc. In addition, most packaging enterprises in foreign countries and Taiwan have set up production bases in China, and mainland China has become a large LED packaging production base. After years of fierce competition, the domestic LED packaging market has matured. A number of domestic leading packaging enterprises have continuously strengthened their competitive strength and expanded their scale. They are not weaker than foreign and Taiwan LED packaging enterprises in terms of domestic market competitiveness and independent intellectual property rights. As far as packaging is concerned, domestic enterprises already have the same strength as international LED enterprises. As far as the current mature packaging industry is concerned, there is not much difference in technology among various LED packaging enterprises in China. The only difference is the capacity scale of enterprises. consistency between product batches and differences in product reliability. As manufacturers with financial and technical strength continue to expand their scale and increase their R & D investment, the ladder between domestic LED packaging enterprises will gradually take shape, and the living space of small packaging enterprises will be compressed to a certain extent. The strength of the LED packaging industry has been clearly defined. The knockout will take time. Ye Yufu, the chairman of Yiguang, said that the LED upstream epitaxial factory has been consolidated in the past two years, and this year's San'an has reached its peak. However, this consolidation trend will not 2014 extend downward to the middle reaches of the packaging factory. He analyzed that the main reason is that there are still manufacturers, the strong is very strong, the weak is very weak, and each other can not play a comprehensive effect; Moreover, the investment threshold of the packaging plant is relatively low, unlike the capital-intensive of the epitaxial plant, so small manufacturers will continue to exist next year, and will not be eliminated until after a period of loss. In addition, the technical threshold for packaging is also low. In recent years, the mainland has been digging talents, and the industry is worried that the Taiwan factory will soon be replaced by the mainland. Ye Yufu is optimistic that the entire LED industry must be competitive, it is the cooperation between upstream and downstream, not only the strong packaging section. He pointed out that there are many upstream epitaxial factories in the mainland, but there are not many strong ones. Although the mainland packaging factory has a rising trend, the current orders are limited to Chinese lighting brands, and international lighting manufacturers place orders. it is still mainly based on Taiwan. Even mainland local TV brands such as Haier, Konka, and Chuangwei use more LEDs from Taiwan and South Korea, mainly because the technical level of backlight is higher. Differentiated enterprises may have a way out. Existing packaging technologies and processes are no longer sufficient to support the continuous decline in costs and require revolutionary technological breakthroughs. However, due to the small scale, insufficient funds and lack of upstream technical support, domestic LED packaging enterprises are currently conservative in the research and development of new technologies and are generally in a wait-and-see period. In the short term, the price decline of LED packaging products will tend to ease, and enterprises with scale effect and stable upstream chip supply chain will have certain comparative advantages in the competition. However, Jian fengren, chairman of the board of directors, also said that LED products must have technical advantages and be able to make differentiated products. For example, there will be three major products next year, which can be significantly different from the continental epitaxial factory, including wafer packaging, high-voltage LED, and package-free chips. These new technologies do not require wiring and lead frames, or can replace the entire power supply with a drive IC, greatly saving costs and high gross profit.