Packaging scale development of domestic devices occupy the vast majority of the market
[High-tech LED reporter Zhao Hui] In 2013, the overall market situation of LED packaging was driven by the demand of downstream terminal lighting application market. The capacity utilization rate of most excellent packaging enterprises was close to and exceeded the best level in history, and the overall revenue also appeared continuously. Good situation.
In terms of product proportion, the overall market share of the high-power LED market is squeezed by the new power supply and COB new packaging structure, and is gradually turning to the special lighting application market. However, due to the continuous decline in the price of devices in recent years, the gross profit margin of most domestic packaging manufacturers is in a downward channel.
"In the middle, domestic packaging devices occupy the vast majority of the domestic market. In the past two years, the mid-stream market has undergone very big changes. The midstream enterprises are developing in the medium and small power." Dr. Zhang Xiaofei, Chairman of Gaogong LED, held the 2013 Senior Engineers. At the LED conference, it is said that compared with foreign countries, domestic packaging has absolute advantages, but it is impossible to have so many packaging factories in the future.
Dr. Zhang Xiaofei analyzed that the proportion of imported packaged devices in China is rapidly decreasing, and domestic devices occupy a major domestic market share. Some of the domestically packaged devices are exported to foreign countries. Many manufacturing industries are beginning to shift outwards, and our devices will move outward. Domestic packaging manufacturers have begun to OEM to foreign manufacturers, China's LED packaging has gone global.
"The mid-stream package is now more accurate 1750, some of which will become large-scale manufacturers. For example, Ruifeng, Hongli and other scales will continue to grow. Because the market space is like this, after the small and medium-sized elimination, it will be vacated. Space will be given to large and medium-sized enterprises. "Dr. Zhang Xiaofei said that most of the small package factories will be closed down, unless it is special packaging, or you are very strong in technology. Future innovations in new packaging technologies and new materials will drive packaging companies to at least guarantee current gross margins and even increase gross margins.
Package size
"For the packaging, we still continue to buy equipment and continue to invest money. We will make the scale bigger and bigger, and we must absorb this amount." Li Guoping, chairman of Hongli Optoelectronics, said that the equipment is now automated. Let it be intelligent, this is also a question that has to be considered comprehensively.
Since last year, vertical development has become the choice of many packaging companies. According to the statistics of Gaogong LED, the proportion of LED enterprises that are purely packaged in 2012 does not exceed 15%, which is 5 percentage points lower than that in 2011. At the same time, some LED application companies began to involve the production of LED package products.
Xiao Guowei, managing director of Jingke Electronics, said that for packaging companies, two channels, one to extend the epitaxial chip upstream, but this possibility is relatively small, because the capital investment is now more than ten times, and one is downstream. Make devices and make lamps. But the encapsulation process is impossible to disappear, and in the process, it will evolve through some updated functions.
Supply chain integration to make devices that meet customer needs
"In the future packaging, the products of all packaging factories are not developed by the middle and upper reaches, but are developed according to the needs of downstream customers, the need for performance, and the need for cost performance." Zhou Lujun, Marketing Director of Philips Lumileds Asia, believes that the packaging factory Very complicated, all kinds of products are available. Because the package is to serve the lighting industry, it is very difficult to do a product.
Zhou Xuejun said that there will be many types of packaging forms in the future, one is to improve performance and maintain performance. One is how to further reduce costs.
Regarding the competition between China and foreign countries, Zhou Xuejun believes that he can't escape technical competition, cost competition, scale competition, speed competition, and talent competition.
What kind of packaging enterprise is a successful enterprise, Li Jiansheng, chairman of CDH Technology, believes that happy enterprises are ranked first. This enterprise has an idea, its technology and products are guaranteed, which is the basis for the survival of the enterprise. Leading, playing for a long time, and gaining market recognition, these six items add up to the foundation of a successful business.
Li Jiansheng said that lighting and packaging are symbiotic with each other. This is like the two ends of the bridge. One step closer to each other and the smaller the bridge, the lamps that we can make can be simpler, the use is more convenient, and the assembly is more reasonable.
In terms of product proportion, the overall market share of the high-power LED market is squeezed by the new power supply and COB new packaging structure, and is gradually turning to the special lighting application market. However, due to the continuous decline in the price of devices in recent years, the gross profit margin of most domestic packaging manufacturers is in a downward channel.
"In the middle, domestic packaging devices occupy the vast majority of the domestic market. In the past two years, the mid-stream market has undergone very big changes. The midstream enterprises are developing in the medium and small power." Dr. Zhang Xiaofei, Chairman of Gaogong LED, held the 2013 Senior Engineers. At the LED conference, it is said that compared with foreign countries, domestic packaging has absolute advantages, but it is impossible to have so many packaging factories in the future.
Dr. Zhang Xiaofei analyzed that the proportion of imported packaged devices in China is rapidly decreasing, and domestic devices occupy a major domestic market share. Some of the domestically packaged devices are exported to foreign countries. Many manufacturing industries are beginning to shift outwards, and our devices will move outward. Domestic packaging manufacturers have begun to OEM to foreign manufacturers, China's LED packaging has gone global.
(Dr. Zhang Xiaofei, Chairman of Gaogong LED)
"The mid-stream package is now more accurate 1750, some of which will become large-scale manufacturers. For example, Ruifeng, Hongli and other scales will continue to grow. Because the market space is like this, after the small and medium-sized elimination, it will be vacated. Space will be given to large and medium-sized enterprises. "Dr. Zhang Xiaofei said that most of the small package factories will be closed down, unless it is special packaging, or you are very strong in technology. Future innovations in new packaging technologies and new materials will drive packaging companies to at least guarantee current gross margins and even increase gross margins.
Package size
"For the packaging, we still continue to buy equipment and continue to invest money. We will make the scale bigger and bigger, and we must absorb this amount." Li Guoping, chairman of Hongli Optoelectronics, said that the equipment is now automated. Let it be intelligent, this is also a question that has to be considered comprehensively.
Since last year, vertical development has become the choice of many packaging companies. According to the statistics of Gaogong LED, the proportion of LED enterprises that are purely packaged in 2012 does not exceed 15%, which is 5 percentage points lower than that in 2011. At the same time, some LED application companies began to involve the production of LED package products.
Xiao Guowei, managing director of Jingke Electronics, said that for packaging companies, two channels, one to extend the epitaxial chip upstream, but this possibility is relatively small, because the capital investment is now more than ten times, and one is downstream. Make devices and make lamps. But the encapsulation process is impossible to disappear, and in the process, it will evolve through some updated functions.
(Xiao Guowei, Managing Director of Jingke Electronics)
Supply chain integration to make devices that meet customer needs
"In the future packaging, the products of all packaging factories are not developed by the middle and upper reaches, but are developed according to the needs of downstream customers, the need for performance, and the need for cost performance." Zhou Lujun, Marketing Director of Philips Lumileds Asia, believes that the packaging factory Very complicated, all kinds of products are available. Because the package is to serve the lighting industry, it is very difficult to do a product.
(Philips Lumileds Asia Regional Marketing Director Zhou Xuejun)
Zhou Xuejun said that there will be many types of packaging forms in the future, one is to improve performance and maintain performance. One is how to further reduce costs.
Regarding the competition between China and foreign countries, Zhou Xuejun believes that he can't escape technical competition, cost competition, scale competition, speed competition, and talent competition.
What kind of packaging enterprise is a successful enterprise, Li Jiansheng, chairman of CDH Technology, believes that happy enterprises are ranked first. This enterprise has an idea, its technology and products are guaranteed, which is the basis for the survival of the enterprise. Leading, playing for a long time, and gaining market recognition, these six items add up to the foundation of a successful business.
(Li Jiansheng, Chairman of CDH Technology)
Li Jiansheng said that lighting and packaging are symbiotic with each other. This is like the two ends of the bridge. One step closer to each other and the smaller the bridge, the lamps that we can make can be simpler, the use is more convenient, and the assembly is more reasonable.
Wafer Connector,0.80Mm Wafer Connector,2.00Mm Wafer Connector,2.5Mm Wafer Connector
Shenzhen CGE Electronics Co.,Ltd , https://www.cgeconnector.com