LED packaging pattern is uncertain 'troika' to accelerate running

What cannot be ignored is that the rapid increase in the market demand for LED lighting and backlight makes packaging manufacturers accelerate the expansion of LED lighting and production capacity, or step up the integration of upstream and downstream supply chains. all of them are making corresponding strategic adjustments, and there are still large variables in the overall pattern of the packaging market. Judging from the performance of LED packaging listed companies in the first quarter of 2014, except for the decline in net profit of Ruifeng Optoelectronics, most domestic mainstream LED packaging factories have basically made a good start. in particular, Hongli Optoelectronics, Guoxing optoelectronics and jufei Optoelectronics, the operating income and profits of the three major packaging factories have maintained rapid growth. Among the unlisted companies, the shipments and orders of large-scale packaging plants such as Jingtai Optoelectronics, smade Optoelectronics, Xuyu Optoelectronics, Baishi optoelectronics and mulinsen are also increasing month by month. Jingtai Optoelectronics Gong Wen said that after entering the second quarter, it is obvious that the company's display and white LED packaging products have doubled, and orders have been scheduled for several months. However, the achievements of Taiwan's LED packaging factories seem to be even more gratifying. The capacity utilization rate of packaging factories such as Yiguang, Lunda electronics and Dongbei has reached more than 90. Some large factories have insufficient capacity. even led to limited revenue growth. The overall demand for the mainland LED market is quite strong, and the company's packaging capacity has become full in the quarter. Lu Jinyu, general manager of Suzhou Daliang electronics, Lunda electronics mainland branch, told reporters that the rapid growth of the mainland packaging market is mainly affected by two factors. First, the LED backlight application market is gradually saturated. this year has entered the development plateau period. The second is that after the expansion of the lighting packaging business of some packaging plants last year, the company itself increased its production capacity. Compared with Taiwan packaging factories that rely too much on the growth of LED backlight market, most packaging factories in mainland China are more inclined to rely on LED lighting and display application markets. A large part of the reason why LED lighting packaging factories can release production capacity quickly is that LED downstream lighting factories have begun to accept a large number of domestic devices with high cost performance. in particular, the current large amount of LED fluorescent tubes, bulb lamps, panel lamps and other products have greatly boosted the market demand for lighting packaging devices. Wang Peng, deputy general manager of Baishi Optoelectronics, said in an interview with reporters recently that the supply of white light devices in many LED packaging manufacturers is very tight. The reporter learned that the current demand for medium power 2835 products in the market is very large, followed by 3030 and 4014 products, shipments have increased, but 3014 shipments have been significantly reduced. In addition, the demand for cob packaging has been further improved due to price reduction and performance improvement. GLII expects the market share of COB packaging to reach 15-2014Natural 20. In addition to backlight and lighting, since last year, the anti-market growth of LED display market segments, such as small spacing and leasing, has also driven the rapid development of the packaging market to a considerable extent. The LED midstream packaging market has entered the fast lane of high speed driven by the backlight, lighting and the display screen troika.