Review and analysis of domestic LED packaging industry in 2014

2013 LED package development gratifying each package manufacturers in capacity improve of at the same time utilization and delivery rate have three to four of growth situation but quantity of increase and no bring considerable of profit income, many manufacturers have expressed their helplessness in increasing production. Looking at the major packaging enterprises, the average capacity utilization rate in 2013 reached more than 80. There is a 30% increase from last year. Many packaged listed companies have plans to expand production: Hongli Optoelectronics has added 100KK production capacity in the first half of this year, and may increase 200KK in the second half of this year. The expansion project of Lighting LED devices costing 0. 1 billion yuan for jufei Optoelectronics was completed in September 30 this year. The investment in production equipment for the technological transformation project of Lighting LED products raised by Ruifeng optoelectronics in the first half of 2013 has been fully implemented, with an annual production capacity of 1,350kk and an annual production capacity of 2,470kk for Lighting LED products. At the same time, Ruifeng Optoelectronics will start the construction of SMDLED expansion project with a cycle of 2013- In June 30, 2014, after the expansion project was completed, the annual output of the company's lighting LED products was 8388KK. The LED packaging enterprises in 2013 have changed significantly, especially the listed packaging enterprises have reflected the common characteristics: the overall performance has steadily increased, but the main business strength and actual profitability are not ideal, profits fell. The price of domestic LED devices will continue the trend of price decline, but due to the increase in the penetration rate of medium and large size backlight and lighting products, the price decline will be narrowed and the gross profit margin will gradually stabilize. It is worth mentioning that due to the pull of home lighting and commercial lighting, the 2013 of white light patch devices, especially the rapid growth in the first half of the year, LED to the rapid development of the packaging industry in 2013, some large packaging factories are in full load state, and it is precisely for this reason that white light devices have entered a price war and a price reduction Whirlpool, causing many manufacturers to increase production and increase income. Judging from the relevant financial reports of 2013 released by various packaging listed companies, the gross profit margin of white light devices of various companies has shown a downward trend. The operating income of Hongli optoelectronic white light devices, which is mainly engaged in white light business, increased by 20. 34, but LampLED Gross profit fell 9. 35, SMDLED Gross profit fell 9. 84; Ruifeng optoelectronic LED lighting device Operating income increased by 49. 23, gross profit fell 4. 89; The business income of jufei Photoelectric LED lighting devices increased by 42 compared with last year, and the gross profit was 20. 16, but profits fell by 5. 59. 2013, china led package output value growth amplitude much higher than in average which lighting still is 2013, china led package market Big of field accounted for than to 43. Affected by the rapid growth of the demand of China's LED commercial lighting market, the performance of China's lighting device packaging manufacturers, represented by mulinsen, Hongli optoelectronics and Changfang lighting, continues to soar, the localization of high-quality chips has greatly improved the competitive position of China's LED lighting packaging industry. Domestic chips have occupied more than 70% of the domestic chip market. In the backlight field, the performance of manufacturers such as Ruifeng Optoelectronics, Dongshan Precision, zhaochi Co. , Ltd. and Yimei Xinguang has grown rapidly and has entered the supply chain of China's six major TV manufacturers. The experience of supplying large brand manufacturers is obviously helpful to improve the quality control and management capability of the domestic LED packaging industry, and also accumulates necessary strength for Chinese packaging enterprises to participate in the competition. Emerging fields such as lights and flashed, the market situation dominated by international manufacturers is expected to change. China's packaging manufacturers are actively infiltrating into these emerging application markets with a keen sense of smell. Under the circumstance that the lighting, backlight and display market are almost fully competitive, these emerging fields are expected to become new hunting grounds for Chinese packaging manufacturers in the future. Judging from the market, the main challenge for China's LED packaging manufacturers to increase their share in the future still comes from technology. In 2013, EMC bracket packaging, FlipChip and wafer-level packaging (CSP)And other emerging technologies. Dehao Runda and Sanan photoelectric Flipchip technologies have been successfully developed, and EMC bracket packaging has also received much attention. Manufacturers such as tiandian, smade, Hongli, Ruifeng and Jingke have introduced EMC packaging production lines. Although it is not enough to influence the reshaping of the competition pattern, the impact on the existing industrial model is still worth noting. It will still take time to verify how these new materials and technologies will affect the existing industrial form in the next few years.