[Annual Meeting] Is the refinement of LED packaging still diversified?

[Text|High-tech LED reporter Yue Mengdi] is in a period of change, sometimes I don't know whether it is a good thing or a bad thing. Things always happen too fast, and the form is always too much, always giving people a sense of confusion.

After Ma Yun's shareholding in Evergrande and Wang Jianlin's shareholding in Atletico Madrid, various cross-disciplinary and cross-industry operations no longer made us feel unexpected. In the LED industry, the so-called diversification is no longer a new thing.

To be smaller, a company that already has financial strength and R&D strength is a natural choice to maintain and increase market share and broaden product coverage.

Take the LED package as an example. According to research data from the High-tech LED Industry Research Institute (GLII), the scale of China's LED packaging industry will reach 56.8 billion yuan in 2014, a year-on-year increase of 20%. The annual LED package shipment growth rate exceeded 70%. This year, international companies will produce more LED packaging orders in China factories or hand over to domestic mainstream enterprises. The domestic LED packaging output value has accounted for more than 50% of the world.

The domestic high-end market has always been the territory of international giants, especially in the field of high-power products. Take Philips Lumileds, the most successful multinational company in the domestic LED industry, for example. Previous high-power products were the source of all revenues for LED lighting. With the development of the market and the company's new CEO Frans van Houten took office, this product line pattern was completely broken.

It is understood that up to now, Philips Lumileds has a full range of large, medium and small power devices, can provide various types of products including COB, HV, flip chip, UV, and the variety of products can enhance the flexibility of Philips Lumileds to meet the demand. This will cover a larger market.

LED packaging is an important part of the LED industry chain to undertake up and down, and its diversified forms allow LED packaging companies to make their own efforts. With the release of production capacity of listed companies and large-scale enterprises, traditional packaged devices will enter the era of low profit.

For large companies with strength, expanding production capacity and broadening product categories are the only way. A few months ago, Hongli Optoelectronics spent a total of 170 million yuan in cash to acquire 100% stake in Shenzhen Smtech, and announced a further increase of 50 million yuan to supplement the expansion of Smect's EMC packaging capacity. This is a typical example. .

Looking at the market today, SMD, COB, EMC and other familiar packaging formats, high-voltage chip packaging, chip-level packaging, flip-chip and other new packaging technologies, emerge in an endless stream. However, after the market has taken a blind eye, it is generally accepted that “the evolution of packaging is moving in the direction of micro-morphization”.

Only by reducing the volume of the light source can the material be saved and the material cost can be effectively reduced. According to Zhou Xuejun, director of marketing for Philips Lumileds in Asia, packaging can not reduce costs, which plays a key role in reducing the cost of the entire LED enterprise.

Everything changes. How to diversify, and ultimately, the technology serves the products and the products serve the enterprise. The technology of LED packaging is changing with each passing day, but the degree of market acceptance is quite different. If the company has the strength and not bad money, it will try a variety of techniques and forms, or it will be a magic weapon in a fierce market competition.

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