In recent months, the LED packaging industry has continuously heard the "price increase" voice. On the one hand, some of the original low-margin products have undergone a small price increase, and on the other hand, based on the rapid growth of the downstream small-pitch display market, the device supply trend tight.

Behind the price adjustment, it not only illustrates the intensity of the original price competition in the market, but also explains the recovery of the downstream market demand at another level, and the choice made by the enterprise based on market supply and demand and its own production capacity.

According to the statistics of the High-tech Research Institute LED Research Institute (GGII), in the first half of the year, the LED business revenue of more than 40 listed companies was about 25.341 billion yuan, accounting for 11.9% of the total revenue of the LED industry in the first half of the year, breaking the 10% mark for the first time. It shows that the market concentration of the industry is gradually increasing.

This is the result of the reshuffle after the industry price war, but also reflects the benefits of large-scale plant scale and product structure adjustment.

On September 9th, Shenzhen Qingqing World, Gaogong LED sponsored the 2016 High-tech LED special forum series - package innovation forum will gather domestic major packaging companies, lighting companies and display companies to discuss "the next era of packaging" .

Is the big Evergrande still subdivided into king?

Whether it is price war or the development of segmentation, it is an inevitable law for the industry to develop to a certain stage. The LED packaging industry is gradually becoming concentrated, and the situation of the larger Evergrande will become more apparent.

In the view of Guoxing Optoelectronics, the industry is gradually returning to rationality. After a few years of price wars and industry reshuffle, LED packaging is shifting from blindly pursuing low prices to focusing on products itself, which is also a trend for the industry as a whole.

The industry believes that the current market demand for LED packaging still has some room for growth, the rate of price decline has slowed down, and even stabilized, a number of large packaging companies continue to expand.

So, where is the way out for small and medium-sized packaging companies that focus on segmentation? Is there a drama?

With the continuous development of LED technology, LED packaging field has gradually developed from the traditional fields of illumination, backlight, indication and other fields to infrared/ultraviolet, automotive lighting, plant lighting, indoor small spacing, etc. The professionalism is getting stronger and stronger.

On the one hand, packaging companies are accelerating the market layout of diversified products, and on the other hand, packaging companies focusing on these segments are also very good in the first half of the year. In particular, a number of packaging companies focusing on automotive lighting, medical lighting and other segments of the New Third Board have achieved good growth.

As the global market continues to expand based on market segments including deep-UV LED applications, it is taken for granted that domestic LED companies choose to enter higher-profit segments.

According to the semi-annual report, Hongli Zhihui has developed a highly airtight and highly reliable inorganic packaging technology and form for the special environment of deep ultraviolet LED devices to suit the use environment of deep ultraviolet special lighting. The products are mainly used in the research and product manufacturing of ultraviolet germicidal light source for health care.

At present, Hongli Zhihui's deep UV products are in the stage of small batch trial production. Wang Gaoyang mentioned that “the company is very optimistic about the deep ultraviolet (UV LED) application market, which is a new profit growth point. At present, deep ultraviolet is still in the initial stage, and the process and various aspects of development still need time to slowly increase. It is expected that the next three will come. In the next five years, deep ultraviolet will gradually enter the civilian market."

At the level of packaging technology innovation, many people believe that CSP is the first to be applied in the field of backlight and high power, and the space is also mainly in the backlight market.

In fact, aside from CSP, in the special application fields such as display backlight, plant lighting, automotive lighting (headlights), medical lighting, etc., which have strict requirements on product size and performance, CSP is also huge in the general-purpose lighting market. Development space.

Where is the lifting space for materials and equipment?

“With the increasing labor costs, the improvement of automation will become more and more important. Therefore, automation and upgrading will become an inevitable trend.” Song Changning, general manager of Xinyichang, told Gaogong LED that continuous optimization of automation equipment can drive further reshuffle of the industry. In order to form a stronger, larger and larger pattern.

At the same time, various packaging plants are accelerating the layout of automated production lines, especially for new packaging structures and processes.

Compared to semi-automatic production lines, fully automated production lines are advanced to the use of scale to reduce costs and improve product stability. With self-programmed dispensing procedures, there is a significant improvement in efficiency and yield over manual or semi-automatic dispensing.

The same quality fights the price, the price is different. Song Changning believes that "the era of price wars has passed and the market is returning to rationality. We use imported components such as Germany, Japan, Switzerland, and Taiwan to concentrate on several products to achieve high standardization and ensure product quality."

In the main materials of the package, there have been some new changes in the glue and phosphor market in the first half of the year.

With the rising price calls, the LED industry generally has a warming trend in the first half of the year. The price hike will not touch the price of glue materials, because the price of glue has bottomed out, there is no room for price cuts, and of course it is difficult to see price increases.

Jieguo Xincai said that the sales of glue in the first half of this year was basically the same as last year, and it is expected that it will maintain stable development in the second half of the year.

In fact, since the beginning of this year, the polarization of LED materials companies has become more and more obvious. Many small glue factories have been eliminated. At present, there are only a few glue factories in the market.

Next, Jieguo New Materials will focus on COB glue, patch glue, and filament glue. In addition, as the CSP market is gradually opened, we are also very optimistic about this field.

The price of phosphors has also been steadily declining. Although the phosphor market in the first half of the year has improved compared with last year, it has been falling by 10% in the past few months, and it has only slowly stabilized since this time. .

Hilde said that the sales volume of phosphors in the first half of the year has increased by three times compared with last year, but what is embarrassing is that the sales profit has not increased, and there is a situation of “incremental increase without profit”. With the formation of the larger Evergrande pattern, a number of phosphor companies have closed down.

The price war is still going on, and the market is under competitive pressure. Hilde insists on the high-end market and begins to lay out the sub-areas. The new fluorescent phosphors and fluorescent ceramics are the key layout products.

This high-tech LED packaging special forum, Gaogong LED Feige will now be the keynote of "the next era of LED packaging", will use ten sets of data to interpret the 2016-2020 packaging market changes, and solve the LED packaging enterprises under the new situation. How to choose the three major factors of scale, technology and market? Also explore the opportunities that packaging innovation brings to materials, equipment and lighting companies.


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July 03, 2021