The “centralization†effect of the packaging market is gradually emerging, and returning to rationality is the last word.
Since 2016, the tormented LED industry seems to have some dawn.
According to the statistics of the High-tech Research Institute LED Research Institute (GGII), the scale of China's LED packaging market in 2016 increased from 64.4 billion yuan in 2015 to 73.7 billion yuan, a year-on-year increase of 14%. From the midstream perspective, domestic packaging companies have occupied a dominant position in the Chinese market.
In 2017, driven by the LED application market, especially the lighting market recovery and strong demand in the niche market, it is expected that the LED packaging market in China will reach 87 billion yuan in 2017, up 16% year-on-year, and continue to maintain a steady growth trend.
Wang Gaiyang, deputy general manager of Hongli Zhihui
Wang Gaoyang, deputy general manager of Hongli Zhihui, said, “The packaging market has maintained an upward trend in the first half of this year. From the performance reports of various packaging companies, it can be seen that the overall market is improving. Due to the increase in raw material prices last year, the expansion of packaging manufacturers There are not many productions, and the tight production capacity has led to a more centralized market."
Indeed, the supply capacity of LED chips in the first half of the year is in short supply, and the redistribution of resources has led to an increasingly centralized market share of packaging. Small and medium-sized enterprises basically only have two paths. One is forced to break through the subdivision and seek to break through; the other is the possibility of being "eaten".
In addition, the market share of downstream LED lighting is becoming more and more concentrated. These lighting companies also tend to choose packaging companies that can meet most of their production capacity. Small and medium-sized package manufacturers have weaker orders, and the supply capacity cannot meet the capacity needs of lighting manufacturers, and will gradually be eliminated.
When it comes to market segments, in fact, many packaging companies do not pay much attention to such subdivisions as advertising modules and LED strips. In Wang Gaoyang's view, "medium and large-scale packaging manufacturers are pursuing mass production, and the lamp belts are more specialized products because of the requirements of color temperature and color."
For tailor-made products, the scale effect is not the most important, and the important one is the professional technology. Therefore, the lamp strip market is very promising, and small and medium-sized packaging companies have to focus on the market segments that have certain advantages.
The possibility of subsequent price increases is minimal
According to the first quarter financial report data of various LED listed companies, the LED packaging market is still expanding, but the overall gross profit margin of the products is declining.
Wang Gaoyang said frankly, "We also feel the downward pressure on gross profit margin. On the one hand, since the supply of chips has been in short supply since December last year, the production capacity has not been released to the downstream quickly, resulting in rising costs. On the other hand, many Korean manufacturers have turned Domestic packaging enterprise OEMs have caused the market competition pressure to increase to some extent."
In addition, the possibility of price increases for packaged products this year is negligible. I believe everyone knows that the capacity of packaging manufacturers is actually far greater than the market demand, but the "cake" is divided by the big manufacturers, causing some small and medium-sized enterprises to "struggle" in order to survive.
As far as the current market environment is concerned, the possibility of price increases at the chip end is also very small, because basically every year from June to August is a traditional off-season of the LED industry, which will provide a certain buffer for the insufficient supply of staged capacity. effect.
Adhering to the spirit of artisans, high-efficiency products continue to innovate and upgrade
Subject to the narrowing of the price decline of devices, LED lighting manufacturers will consider reducing the amount of LEDs, or whether the demand for high-efficiency LED devices will increase, which is a concern of most people.
As the linear high-pressure scheme becomes more and more mature, the market demand for lamps and bulbs will occupy the market high.
Wang Gaoyang analyzed, "At present, the US market accounts for about 30% of export capacity, which is the largest export market and the fastest growing market. The latest version of DLC technical specification V4.2 on LED products' luminous efficacy and indications. , higher performance requirements, thus bringing market opportunities for high-pressure, high-efficiency products."
At present, Hongli Zhihui's LED lamp bead production capacity exceeds 4000 KK / month, of which high luminous efficiency product capacity accounts for 10% -15% of the overall production capacity of Hongli Zhihui.
As we all know, the main factors affecting the high luminous efficiency of lighting products are the photoelectric conversion efficiency of the chip, the light extraction efficiency of the package, and the progress of the phosphor. When the conversion efficiency of the chip exceeds 50%, it is difficult to improve. When the quantum efficiency of the phosphor is optimized, it is difficult to make a breakthrough.
“Hongli Zhihui has to do product innovation + technology innovation. The technical reserve of product performance and product value depends on the control of production. We have great advantages in process (PE), and linear optimization according to product attributes. The program." Wang Gaoyang told Gaogong LED.
In pursuit of the continuous improvement of high-efficiency products, Hongli Zhihui has continuously improved its comprehensive performance. In particular, its product life, air tightness and anti-vulcanization performance have different packaging products to match customer needs. Such as AK anti-vulcanization series, with super long service life, LM80 claimed life >100000hrs; a variety of voltage-selectable 6-48V high-voltage PCT 2835 series products, with advantages of light color and high air tightness.
COB becomes a new favorite or a new "single product king"
In 2017, COB packaging products became the new favorite, and there is a tendency to become the king of the future.
“In terms of Hongli Zhihui, COB’s shipments of general-purpose products have doubled this year compared to the same period last year. With more and more high-end applications such as mahogany, jewelry, fine arts, museums, etc. Professional lighting needs are also growing. Hongli Zhihui also conducts research and experiments on different materials, and finally finds the best matching solution through continuous exploration and practice." Wang Gaoyang said.
In April 2017, Hongli Zhihui launched the new Colorful COB series, which pursues high color saturation series (Below BBL) and two special color points (Hyun White 5500K/Colorful 3000K), giving clothing lighting, furniture lighting, The hotel's lighting, food lighting and other spaces are the most beautiful lighting experience.
It is understood that the Colorful COB series products are highlighted by red, green, yellow and blue colors by selecting the packaging materials and adjusting the proportion of the phosphors, so that the objects are more vivid and vivid. The color performance and the higher natural white light, with excellent spatial color uniformity and similar MacAdam 3rd-order control, use different light colors to achieve better "object true color" rendering effect. Compared with the conventional COB LM series, the Colorful series has the same package size and realizes the design efficiency and simplification of lighting fixtures.
In addition, a “two-color COB†lighting application solution on the Guangya Exhibition Hongli Zhihui booth became the eye-catching work of this exhibition. The white light COB and CSP light mixing technology can realize the color temperature and brightness adjustable, high light color. Quality, 2700~6500k trajectory is similar to BBL overlap, and has both remote control and wifi intelligent dimming system. It is another masterpiece of Hongli Zhihui in high-end home lighting and commercial lighting applications.
EMC will usher in a new spring
As an important part of LED lighting source, the packaging industry has been in the fast driving and evolution stage of new materials and new technologies in recent years. In recent years, both European and American, Japanese and Korean, Taiwanese packaging companies and domestic LED manufacturers have locked in. EMC series products.
In 2017, EMC Lamps will open the market as a powerful new force.
According to Wang Gaoyang, "EMC is mainly divided into two kinds of products, one is EMC3030, which is mainly used in outdoor street lamps, floodlights, etc., and its quality requirements and technical requirements are high; the other is EMC5050, EMC7070, which can be It is used in the range of 3W-10W wattage. It is also mainly used in outdoor lighting fields such as commercial street lamps and industrial and mining lamps. Its cost performance is higher than that of traditional COB products."
It is undeniable that outdoor modules have high requirements for power and light efficiency. EMC5050 can achieve 220lm/w, which is very suitable for energy-saving retrofit. With more and more outdoor lighting energy-saving retrofit projects, EMC5050 and EMC7070 will usher in new market opportunities.
Maintain a high growth rate of the main industry and continue to develop market segments
At present, Hongli Zhihui still puts general lighting as the main focus of its products. Whether it is production capacity or output value, it is the direction of key efforts. In addition, the company has also strategically placed in the fields of automotive LED, plant lighting, UV LED, infrared LED and so on.
“Hongli Zhihui’s LED lights have entered the post-installation and replacement market. Currently, a professional team has been set up to build a professional production line to overcome this market. At the same time, we are planning to acquire a headlight that focuses on the front loading. Enterprises, hope to quickly enter the pre-installation market in this way." Wang Gaoyang finally mentioned.
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