How do you get the next move in the whole package/material/equipment manufacturer?

Recently, the sound surrounding the price increase of chips and packages has become the focus of discussion in the industry circle. "Public public husbands say that women are reasonable." In some industry insiders, the regulation of marketization also shows that the entire industry has entered the stage of full market competition.

Whether it is price war or price surge, it shows that the LED industry is becoming more and more mature. From a market perspective, knowing how to use price control measures to help companies adjust their business structure and make strategic adjustments based on market changes are all objective perceptions and accurate judgments of LED companies on their own market positions.

On the contrary, enterprises should think about the next step of the company's strategic direction and tactical strategy in this market context.

Dr. Wang Sen, General Manager of Guoxing Optoelectronics

Positioning the high-end market and building China's own brand

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 obvious. For the national star, this is undoubtedly a new development opportunity.

Compared with previous years, the LED packaging industry is showing the following characteristics:

1. 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.

2. The scale of development is constantly increasing. At present, the market demand for LED packaging still has a certain room for growth, the rate of price decline has slowed down, and even stabilized, and large companies such as Guoxing are continuing to expand.

3. The field of LED segmentation continues to develop. 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.

In the long run, white light is still the focus of market competition, and it is also the largest market in the application field.

In addition, in 2016, Guoxing Baiguang LED launched the “RooStar” series, which has super peak performance, ultra-high display, ultra-high reliability, super high sulfur resistance and long life. High-end white LED market, in order to win a larger international market.

Chen Yiping, General Manager of Dongpu Optoelectronics

CSP becomes a "Nugget weapon", leading the industry to shuffle

At present, CSP has gradually got rid of the concept, and has begun to realize its landing, and has formed a certain amount of production, becoming a "bone weapon" for some packaging companies.

Last year, CSP has brought nearly 10 million revenues to the company, accounting for nearly 20% of the company's total revenue. Undoubtedly, the profits are considerable. CSP has become our development focus, and it is expected that this year and next year will gradually replace the company's high-power dressing products.

At present, Dongxun Optoelectronics has a series of CSP products, among which CSP1515, CSP1510, CSP1005 and other series have become mainstream products.

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.

The biggest advantage of CSP is that there is no bracket and no gold wire, which can reduce the weight and area of ​​the radiator properly, and make a new design for the appearance and structure of the product. The recognition in the market is getting higher and higher, suitable for the general lighting market, and it is also a reshuffle for the industry.

Zhao Shutao, Chairman of Hyun Shuo Optoelectronics

LED placement machine market prospects are broad, domestic equipment manufacturers rise

As a well-known enterprise in the field of LED packaging equipment, Hyun Shuo Optoelectronics has always been “immersed” in the research and development of LED automation equipment. Because, the enterprise that makes equipment must have technical reserves and precipitation.

Seeking new changes and finding new profit growth points has become the goal pursued by equipment companies. The splitting tape is the basis of Hyun Shuo Optoelectronics, and this year will still be a very important business component. In addition, this year, Hyun Shuo Optoelectronics will allocate more energy to the SMT (bulk placement machine) and lighting automation production line under the premise of ensuring the main business.

Hyun Shuo's new high-speed bulk placement machine completely overturns the traditional SMT process, uses shock disk feeding, saves traditional braiding links, saves water, electricity and labor costs, and optimizes production process and mechanical efficiency. multiply. At present, the placement machine is divided into a single-head placement machine for display screens, outdoor surface mounts, and a multi-head placement machine for the lighting market.

Chen Yongsheng, General Manager of Jieguo New Materials

Material price bottoming, CSP glue or new market

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.

In the first half of this year, the sales of Jieguo new material glue 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.

Hilde General Manager

Increment does not increase profits, segment market profits are considerable

Phosphor prices have been steadily declining. Although the phosphor market has improved in the first half of the year compared to last year, it has been falling by 10% in the past few months, and it has only slowly stabilized since this time.

In the first half of the year, the sales volume of Hilde phosphors 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.

The new backlight phosphor (KSF) is mainly used in 4K/8K large-screen TVs, which are characterized by improved brightness. Fluorescent ceramic sheets are mainly used in high-power COB, automotive headlights, spotlights, projectors, laser lighting, etc., and their biggest feature is high temperature resistance. At present, KSF and fluorescent ceramics are still in the niche market, but the profits are relatively considerable.


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