LED prices fall below the sweet point

LED prices are falling frequently. In fact, the price drop is good or bad. If the price falls to a sweet point, it may create a reversal growth, but if the price falls too fast, the manufacturer may have to work hard. Industrial Research InstituteIEK) Analyst Guo Ziling said that reducing LED production costs has become an important issue for manufacturers, including rear-end packaging, heat dissipation and driver IC, which will be three important issues for manufacturers to reduce costs. Guo Ziling pointed out that in recent years, international manufacturers have cut into the back-end packaging and toward the unpackaged products. Whether the packaging cost can be reduced has become the key to the profitability of manufacturers. In addition, from the perspective of the upstream and downstream industry chains of LED, the high value is not in the light source, but in the back-end lamps, so the large factories focus on the back-end layout. The low price of LED has prompted manufacturers to actively reduce costs. Guo Ziling said that LED components have a high proportion of packaging and heat dissipation costs, accounting for more than 60%, which has become an important direction for manufacturers to reduce costs. it is estimated that the packaging cost must be reduced by at least by 2016, which will help the rapid development of LED industry and maintain profitability for manufacturers. In this regard, the listed company Jingdian developed ELC no packaging technology, only need wafers, fluorescent powder and packaging glue, eliminating the steps of lead frame, wiring, etc. , can directly patch (SMT) In addition to reducing the cost, the product has the advantage of large luminous angle, which will save the use of secondary optical lenses in the future. TSMC solid-state lighting has introduced PoP non-packaging technology, which directly hits the wafer on the heat dissipation substrate, omitting the lead frame and the wiring process, and has the advantages of small volume and higher luminous flux. suitable for directional light source applications, with easy color mixing and color temperature control. In addition, driving IC accounts for of LED cost, which will also be the key to cost reduction. It will move towards photoelectric integration and adopt non-isolated architecture, which will help save costs.