The development of LED lighting industry promotes the transformation of the whole industry1

LED lighting (Semiconductor Lighting) The industry is developing rapidly, and new technologies, new applications, and new models are driving changes in the entire industry. A few days ago, at the LED New Technology Summit Forum hosted by Shenzhen LED industry federation, industry insiders believed that with the rise of new technologies such as chip-scale packaging, industrial chain integration was accelerating. When it comes to new technologies, the big part of the change should be packaging. Liu Guoxu, vice president of Yimei Core Technology Co. , Ltd. said. At present, in the whole LED industry chain, packaging is in the middle link, that is, upstream chip manufacturers sell LED chips with different powers to packaging manufacturers, and packaging manufacturers then according to the requirements of downstream customers, devices and modules with various functions are manufactured. In China, well-known packaging manufacturers include listed companies such as jufei Optoelectronics, Ruifeng optoelectronics and Guoxing Optoelectronics. However, this traditional model will be broken. Liu Guoxu believes that with the rise of chip-level packaging technology, chip manufacturers may skip packaging manufacturers in the future and supply standard parts to downstream applications. In fact, Liu Guoxu is not the only one who is worried about the impact of chip-level packaging technology. Zhang Xiaofei, president of Gaogong LED, an independent research institution in the industry, said in an interview with the Securities Times that although chip-level packaging technology is still only used in a few Taiwanese manufacturers, however, it is not excluded that it will be applied to chip manufacturers on a large scale in the future, which will inevitably erode the profits of the middle reaches. At present, there are a large number of domestic packaging manufacturers with low gross profit margin. Several listed LED packaging manufacturers have relatively high gross profit margin due to scale effect. However, in the past two years, due to overcapacity of upstream chips and technological innovation, packaging prices have been declining all the way, and the decline has been higher than the decline in upstream chip prices. Yan Shirong, president of the Shenzhen LED Industry Association, believes that the emergence of new technologies will accelerate the pace of industry integration, and the entire industry will develop from the past barbaric growth to orderly competition. There is no unified path for integration in the industry. Prior to this, Dehao Runda entered NVC Lighting and completed the merger and acquisition of industrial chain integration. Recently, the chip manufacturer Tongfang shares skipped the package and directly acquired the downstream lighting application factory. Gong Weibin, chairman of Ruifeng Optoelectronics, told reporters that Ruifeng Optoelectronics, as a packaging manufacturer, is more inclined to expand upstream and become a light source supplier. However, Guoxing Optoelectronics has gone in the opposite direction, expanding the lighting field through subsidiaries. When domestic manufacturers focus on the challenges brought by new technologies to the industry, international manufacturers are studying new models. Tang Guoqing, general manager of Samsung LED China, believes that intelligent lighting will bring new opportunities to LED lighting. Nowadays, young people are pursuing new trends, and the characteristics of LED lighting are just to cater to the pursuit of young people. For example, LED lights can change colors at will, installed on the faucet, and change the color of the lights through the water temperature, allowing users to intuitively feel the water temperature. 'Related reading' LED industry chain differentiation: The packaging landscape in the middle reaches is unique. In 2013, the production and sales of the entire LED industry are large, but the performance is differentiated: upstream and downstream enterprises are in the dilemma of increasing income and not increasing profits. midstream packaging companies have improved their profits while increasing their revenues. The demand for LED chips is estimated at 61 billion pieces this year. According to NPDDisplaySearch's quarterly report on new LED lighting and display supply and demand, LED lighting chip sales reached 1. 1 billion US dollars in 2013 and are expected to reach 3. 4 billion US dollars by 2017. Leading companies specializing in LED chips are laying out one after another. The economic recovery confirms that the LED industry is welcoming the golden period of layout. With the large-scale start-up of public and commercial lighting and the rapid increase in the penetration rate of home lighting, the boom of the LED industry will run through the whole year and even continue into the next two or three years. It is recommended that investors actively configure and grasp the main line of this round of industry. The downstream application market suddenly expands the LED industry or continues to write the rapid development 2014. LED indoor and outdoor functional lighting still continues the explosive growth trend of 2013 and is the main engine for the development of LED industry. Gaogong expects that in 2014, the output value of China's LED indoor and outdoor functional lighting will increase from 74. 7 billion yuan in 2013 to more than 100 billion yuan, and the market acceptance will be greatly improved. Many companies will increase their investment in the recovery of LED industry. It is worth noting that the recovery of LED industry has been closely watched by institutions. Statistics show that in the past month, hundreds of organizations have conducted nearly 30 games for 16 enterprises in the industry, including Foshan Lighting, OTO electronics, Guoxing Optoelectronics, Dazu laser, Liad, Lianjian Optoelectronics, Hongli Optoelectronics, Huacan optoelectronics and maoshuo power supply. research.