1 billion thresholds "crowded into" the top 8 listed companies in the package, the first and last two revenues differ by more than 3 billion
According to the statistics of the High-tech Research Institute LED Research Institute (GGII), in 2016, the global LED packaging industry market reached 113 billion yuan, the scale of China's LED packaging industry increased by 14.33%, and the industry market scale reached 73.4 billion yuan, accounting for global LED packaging. The market size has reached more than 60%.
As we all know, after the fierce competition and industry reshuffle in the LED packaging industry in 2016, the packaging manufacturers have expanded their production capacity, the production capacity has been expanding, the market share has continued to increase, and the concentration of LED packaging in China has further increased.
With a threshold of 1 billion yuan, the total packaged revenue of 8 major LED packaging listed companies in 2016 was 15.361 billion yuan, accounting for 20.92% of the domestic packaging output value, and the market concentration further increased.
The other LED packaging listed companies have taken a cross-border integration model in recent years. The main scale of LED packaging is about 500 million yuan, and the growth rate of revenue is slowing down.
Note: The following packaging companies are ranked only for 2016 corporate public financial data. The product is limited to LED devices and does not contain raw materials, lighting and backlighting, display applications.
1
Mu Linsen 4.312 billion yuan
At present, Mulinsen is also reflected in the innovation of production process in terms of technology research and development. On the basis of the traditional LED packaging process, the company has made many innovations in the machine equipment, raw material supply, production process and other aspects of the product, such as global Well-known LED packaging equipment supplier ASM custom automatic solid crystal machine, wire bonding machine and sealing machine.
In the raw material glue supply, the self-developed high flame-retardant and anti-UV epoxy resin preparation technology enhances the flame retardant performance and UV resistance of LED package products, effectively improves the safety of the products, and makes the company the first in the same industry in China. The enterprises that have obtained the certification of the UL Industry Association of the United States have improved the international competitiveness of the company's products.
The "gold wire change copper wire welding technology" independently researched and developed in the production process process, because the price of copper is lower than gold, and the conductivity and thermal conductivity are better, the cost of the product is greatly reduced.
Mulinsen has been focusing on the R&D, design and production of LED packaging and application products. It is a supplier of LED packaging and application products in China. The company's current products cover SMD LED, Lamp LED and LED application products (LED lighting and other) three categories, a wide range of products, diverse models, a full range, to meet the different needs of customers for product standardization and personalization.
LED downstream application market is broad, the company's LED packaging products are widely used in home electronics, lighting, landscape lighting, traffic signals, flat panel display and lighting engineering, etc. The company's downstream application customer base is spread across different LED application sub-sectors.
2
Dongshan Precision 2.585 billion yuan
Dongshan Precision positions the small pitch LEDs in a strategic direction. Its goal is not only the domestic market, but also the foreign market; not only the more mature high-end indoor market, but also the wide-ranging application in the outdoor field in the context of future cost reduction; that is, the sales of terminal products, including independent knowledge. External authorization and support of property rights.
In the small-pitch LED screen market, Dongshan Precision has the longest manufacturing industry chain. This determines that Dongshan Precision can master more cost links, improve space, and have more design, innovation and manufacturing process technology systems from basic components to final products.
The small-pitch LED business is also stepping up production expansion. It is expected to increase from 1.5 billion/month to 2.5 billion/month in the second half of this year. The main customers are Liard (about 50% of Liede's demand) and Chau. Ming Technology, Ai Biessen, etc.
3
Guoxing Optoelectronics 2.169 billion yuan
As the first packaging enterprise in China to produce 0808 lamp beads, Guoxing Optoelectronics has leading technology and stable product quality. The company seized the opportunity of rapid growth in the market with small spacing in 2016, and invested in a fully automated packaging expansion project with no more than RMB 1.05 billion in self-owned funds to achieve the domestic leading edge of 1010 lamp bead production capacity.
At the same time, Guoxing Optoelectronics added a total of 65 patent applications. Based on the 1010 lamp beads, small-sized indoor 0808/0606 and outdoor high-defense high-density 1921 lamp beads have been developed. The small spacing of LEDs shows that the trend of industry point spacing is very obvious. Guoxing Optoelectronics has completed the research and development and technical reserve of new products such as 0606 and 1921, laying the foundation for future business growth.
Foshan Guoxing Semiconductor and Zhejiang Yaweilang achieved a 40% increase in capacity through technological innovation and equipment upgrades while the number of MOCVD machines remained unchanged.
The holding subsidiary Yaweilang Technology 365mm violet horizontal structure products lead performance. Invested in RaySent Technologies to build third-generation semiconductor-related technologies and products based on silicon substrates. The company's automotive lighting module has passed GT16949 parts certification.
4
Hongli Zhihui 16.11 billion yuan
In 2016, the company's LED products mainly contributed to the contribution of LED packaging products. The sales revenue was 1.611 billion yuan, accounting for 71.34% of the total operating revenue, an increase of 38.89% over the same period of the previous year. The capacity utilization rate was 88.45%. The rate is 98.56%.
After the production of Hongli Zhihui Nanchang Plant will significantly increase the company's production capacity, the total monthly production capacity will reach 3000 KK. In the past 16 years, the supply and demand situation of the LED industry has improved. Hongli Zhihui also raised the price of its products by 5%-15% in December 2016.
The company has expanded the production capacity of LED brackets, LED packages and LED application products. The LED production base in Nanchang, Jiangxi has started to invest in the second half of 2016. At the same time, the company has also actively deployed new segments of LEDs, such as infrared LEDs, UV LEDs, and automotive LED products.
While the overseas LED automotive lighting business maintained steady growth, the company's wholly-owned subsidiary, Fo Da Signal, established a domestic LED lighting module/module automation production line in 2016, which will gradually enter the domestic LED application market.
5
Xiamen Xinda 1.274 billion yuan
With the re-financing of investment projects, the production capacity of the company's packaging and lighting applications will be further enhanced. At present, it has formed a pattern of joint development in Xiamen, Shenzhen, Anxi and Zhongshan.
Although in recent years, major optoelectronic manufacturers have invested in expansion and industry competition has intensified, the temporary structural adjustment of the industry will provide opportunities for the company's development.
In terms of raw material supply, the company and upstream chip supplier Sanan Optoelectronics Co., Ltd. have established a long-term stable strategic partnership to maintain a stable supply of chips. As the price of some raw materials rises, the company will reduce costs through economies of scale and optimized process flow. The demand for the company's white light continued to rise, and the company's product prices increased with the overall price of the industry.
6
Jufei Optoelectronics 1.272 billion yuan
In 2016, the company's backlight LED products achieved sales revenue of 1.88 billion yuan, an increase of 30.53% over the same period of the previous year, accounting for 72.11% of operating income, and the comprehensive product yield was 99.1%; the lighting LED business realized revenue of 195 million yuan, compared with the same period of the previous year. The growth rate was 89.60%, accounting for 12.89% of operating income, and the comprehensive product yield was 98.9%.
In addition to traditional business, the company continues to leverage its existing resources to enrich its LED-related products through continuous technological innovation and lean management, such as small-pitch display LEDs, LED flashlights, automotive LED systems, infrared LEDs, etc. Horizontal expansion.
At this stage, the new high-value-added products in various market segments have gradually contributed to the business performance, and will become the company's new profit growth point in the future.
The company's small-pitch LED products were successfully introduced into the supply system of Liard and other brands in 2016. With the increase in lamp production capacity and yield, the growth of small-pitch LED products is expected to become the second largest packaging business after backlighting.
7
Ruifeng Optoelectronics 1.179 billion yuan
Lighting LED is the company's leading product. Due to the fierce market competition, the sales price in the first half of 2016 declined, the revenue decreased, the gross profit margin was low, and it began to rebound in the second half of 2016. The annual sales of lighting LED was 533,434,918 yuan. , down 12.78% year-on-year.
In terms of backlight LED, in addition to continuing to maintain the steady growth of medium and large size backlight LEDs, the company also has outstanding performance in the small-size backlight LED business, mainly due to the Shenzhen Lingtao Optoelectronics Technology Co., Ltd. acquired by the company at the beginning of the year. Performance contribution.
The annual sales of backlight LEDs was 537,750,055 yuan, an increase of 87.49%. Backlight LED sales during the reporting period were 3,589.37 KK, with a gross profit margin of 27.66%, an increase of 1.33 percentage points year-on-year.
The company is actively investing in LED applications such as infrared, ultraviolet and laser, and has opened up new paths for the diversified development of the company's business. The corresponding business has a certain scale. In the report period, the products with sales revenue accounting for more than 10% of the company's operating income were lighting LEDs and backlight LEDs, accounting for 45.73% and 45.33%, respectively.
8
Zhaochi shares 960 million yuan
Based on the LED packaging industry, Zhaochi is engaged in the R&D, production and sales of LED devices and components. The products are mainly used in the two core fields of LED backlight and LED lighting.
With solid foundations in product development, internal use, and market development, the company has become one of the major suppliers of LED backlights for LED TVs and mobile phones.
In the LED lighting market, Zhaochi has continuously improved its product quality and has been highly recognized by first-line brands at home and abroad, and has become the main source of business growth. Domestic core customers include Foshan Lighting, Sunlight Lighting, Sanxiong Aurora, Yimei Lighting, and Snowlight. Wait.
In the field of TV backlighting, the core customers of Zhaochi Co., Ltd. include Skyworth, Gaochuang (Suzhou) Electronics Co., Ltd., Konka, etc., and actively develop the international market, and opened up Taiwan TPV, South Korea first-line brand customers, etc.; won TCL in the field of mobile phone backlighting, Helitai, Lianchuang and other important customers are favored.
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