The truth of LED packaging industry: LED lighting module profits high photoelectric engine is sought after2

At present, the LED industry market is like a green wilderness with a large number of players, and the pattern is scattered. Some LED lighting brands such as Philips, Osram, Panasonic, General Electric, Vision brand, audeburg, Toshiba, Cooper Lighting, Kerui, Haber, etc. occupy no more than 30 of the total market share in the lighting industry. . Most of the rest of the market space is occupied by smaller suppliers and some emerging enterprises with innovative products and innovative business models. Therefore, there are many opportunities in the LED lighting market, but the competition is also particularly fierce. LED lighting modules may have higher gross profit than lamps. Just as innovative technologies and business models have promoted the development of the computer industry, the LED industry will continue to mature. The next generation of LED lighting will be driven by advanced thinking LED enterprises that can see market trends and utilize new technologies. 1. Competition in LED lighting industry will be more intense, especially in the field of LED packaging. In some aspects, LED lighting is similar to computer CPU. A complex finished product is made up of different manufacturers. components designed by contractors and suppliers are assembled. Both are driven by semiconductor technology, just as Moore's Law has predicted the growth of CPU and memory performance over the years. the improvement of LED performance and luminous efficiency is also driven by the continuous improvement of transistor density and manufacturing process. Moore's law is determined by Intel (Intel)One of the founders, Gordon Moore (Gordon Moore)Proposed. The content is: when the price is constant, the number of components that can be accommodated on the integrated circuit will double every 1824 months and the performance will double. In other words, the computer performance that can be bought for every dollar will more than double every 1824 months. This law reveals the speed of information technology progress. The LED packaging market is like CPU, which needs to continuously improve production process to improve performance. However, in the computer industry, CPU is monopolized by Intel Group, while in the LED industry, there are several competitive brands and some local suppliers, so the market competition will be more intense. Price competition in this market segment means that the price of LED packaging will continue to decline while the performance will continue to improve. According to foreign industry insiders, the cost-effective energy-efficient LED lighting module will drop to 0. 5% by the end of 2015. US $13/W, while the price of LED lighting modules with a performance of 150 lm/W will drop to 0. By the end of 2016. $10/W or less. 2. The value source will be transferred from LED lighting elements to drivers and heat dissipation modules. As predicted above, the lighting module cost of a 100WLED lamp will reach about US $10 by the end of 2016. For 100W mid-end and LED lamps, the cost of heat dissipation module or LED driver will be two to three times that of lighting elements. The value of LED lighting products will be transferred from LED lighting elements to LED drivers and heat dissipation modules. This is because the manufacturing process of LED packaging will become more and more automated, so the price of LED lighting components will become cheaper and cheaper. However, the production of heat dissipation modules and LED drivers depends more on raw materials and labor costs and lacks price elasticity. Unless the price of raw materials changes, the material cost of heat dissipation module or LED driver is almost constant and there will be no excessive fluctuation. 3. The gross profit rate of LED lighting module will continue to impact other Zero devices. Compared with LED driver and heat dissipation design, LED packaging requires higher human and capital investment. Not only do we have to build a factory, but we also need to invest a lot of money to purchase packaging equipment. In addition, it also requires high operating costs and manpower reserves. Coupled with fierce competition, the profit is meager. On the other hand, in the LED power supply and heat dissipation industry, several design engineers are enough to design effective products with high cost performance, and the labor cost is relatively low. Moreover, the equipment used to manufacture LED drivers and heat dissipation modules often does not need to be so professional, and depreciation equipment can be used to be cheaper and have large profit margins. Therefore, the gross profit margin of LED lighting module will be higher than that of other Zero devices. 4. COB packaging will have a bright future. As the cost of raw materials decreases, the quality and efficiency of COB will continue to improve. Sales of COB packaged products will continue to rise in the next few years. Especially compact COB suitable for more LED lamp designs. Now there are 100 W, 200 W, or even more than 300 w cob LEDs on the market. Only a powerful COB plus high-quality lens, heat dissipation module and low-power LED driver are needed to help LED lamp manufacturers produce a 100W ~ 300W ( System lighting efficiency exceeds 100 lumens/watt, CRI80)Lighting products. The material cost of COB packaged lamps is obviously lower than that of traditional packaged lamps, and the assembly process is more simplified, thus further reducing the labor cost.