Development forecast of LED packaging enterprises in the next two or three years

"Jiangshan generation of talented people, the talent for hundreds of years, the past few years, the LED industry is raging like a storm with the rapid rise of the market, and created a fabulous business, especially in the field of LED package, with the country star, Lehman's listing, the whole package industry group gradually from unknown to the public to many industry heavyweights known to every family, changed the low-key, with various gorgeous posture in front of the public. So this account for more than 30% of the overall cost of the LED industry has become a hot debate, and even respected object. As practitioners, I also hope that combined with the actual market aspect, the opportunities and challenges, current situation and Prospect of two or three years to discuss the future development direction of the thousands of pet industry. First, from the technical level and market level, manufacturing, packaging, chip three links are integrated conditions. From the capital, with the increasing involvement of the capital, whether it is LED chip manufacturing, light source packaging or product application manufacturers as long as the industry's position and influence, almost no money. Regardless of chip integration package, package integration application or application integration upstream there is no obvious threshold. From the technical point of view, the integration of packaging and application of the chip more difficult. The reason and investors prefer to choose package instead of the chip is a LED chip is almost the same, there is more capital investment threshold, the threshold even for a successful login GEM companies is still a difficult task; the two is the LED chip input there is more uncertainty, the chip product development cycle long, the big uncertainty, while the so-called heaven is on the side of hell, the investment risk is clearly higher than that of the other two sectors. Extends down from this idea, packaging and application in sufficient funds under the condition of mutual integration is straightforward? Personal feeling may not. Generally speaking, large and strong enterprises are two different concepts. There are great differences in the competitiveness of the industry chain needs. Generally speaking, Led applications, whether it is a display or lighting, a good business needs to reflect the core competitiveness of a product design, two sales channels. As for the LED packaging enterprises need to have the core competitiveness, first class manufacturing system, two is a first-class quality control system. Visible packaging and application of the requirements of the enterprise is completely different. As the market matures, the industry will further intensify competition, enterprises are facing the pressure will be more and more big, the author thinks that in the fierce market competition in an invincible position requires not only the size is in need of more thorough understanding of the enterprises in the industry, and formed the core competitiveness and enough. The core competence must fit with the needs of the industry. To encapsulate the enterprise as an example, the part of the package is reflected in the technology value is relatively limited, although many enterprises, but few companies put on the package to reflect the understanding of the product system, which leads to packaging companies low profit margins, intense competition, barriers to entry is not high. Even some of the tentacles extend to the downstream manufacturing enterprises packaging field, go down for a long time, this situation is fatal for the domestic packaging companies hit will, on one hand the price competition cost industry should have the profit on the other hand, the lack of core competitiveness and reduce the other links into the packaging field threshold. If this situation can not be avoided? The answer was No. Part of the local excellent packaging enterprises have set up a high degree of technology in packaging enterprises, and achieved quite good results. From Foshan to Shenzhen nationstar Lehman, from Sichuan to Hangzhou Meika Music possehl, regardless of whether the listed company or non-listed company, are trying to break the bottleneck of development of the industry, set up its own system and technical standards. In fact, their approach is very simple, the core competitiveness of the package does not lie in the leadership of the technology, but in the advanced manufacturing system and the integrity of the quality assurance system. Advanced manufacturing system is the seamless link of procurement, production, quality, material control and other aspects of the quality, consistency and the highest efficiency of architecture can be copied to improve the products, and reduce the cost; and the completeness of the quality assurance system refers to the establishment of a complete set of quality system to refine each link of each step of the prevention monitoring and settlement in handling the whole process, the system ensures the quality of the products in the height of the system. Every day we are like in the debate, chip die bar, bracket, fluorescent powder and other factors on the effect of the final package, and really put this effect of quantization, and embodied in the production process, it needs enough attention. Once this concentration is enough, and the formation of good manufacturing system and quality system, packaging companies, so it may from manufacturing to create, and establish a brand from the LED package link, and the formation of enough core competition. Industry in the winter may be very far away, but it is the arrival of a day, LED packaging companies from the manufacturing industry will eventually move toward creative industry, this process is very cruel, there will be a small package in many enterprises because they do not meet the needs of the market and withdraw from the stage of history in the future two to three years. "Left for the king" is the inevitable law of industry. Bold prediction, three years after the LED packaging industry will be a few large packaging companies dominate the market, I sincerely hope that the packaging link excellent