Development trend of LED packaging equipment industry in China

Semiconductor lighting industry is the transformation of economic development mode, adjust the industrial structure, promote the development of related industries and to realize the sustainable development of the important means, but also is one of the strategic emerging industry in twenty-first Century the most development potential. With the rapid development of technology and market application, the development prospect of semiconductor lighting industry is very broad. First of all, as the largest source of development of semiconductor lighting to promote the use of liquid crystal (LCD) backlight, lighting and other areas of progress is very rapid and huge space. At the same time, the rapid development of LED application development, with the formation of applications in agriculture, health care, information intelligence networks, aerospace and other fields, LED will become a pillar industry with a trillion yuan scale.

In 11th Five-Year, China's semiconductor lighting industry compound growth rate reached 35%, becoming the world's fastest growing region. In 2010 China's semiconductor lighting industry scale is 120 billion yuan, although the good momentum of development at the end of 2010 was not as expected the industry in 2011 continued, there are a lot of business situation is not ideal, and even some business failures, but it is undeniable that the China semiconductor lighting industrial base still further consolidate, is still the world's fastest growing region, in 2011 China's semiconductor lighting industry reached 156 billion yuan. Is expected to "12th Five-Year" period, China's semiconductor lighting industry as a whole scale growth of 30%, 2015 domestic semiconductor lighting scale will reach 500 billion yuan.

First, the LED packaging industry trends and trends

As the middle part of the semiconductor lighting industry chain, LED device packaging plays a vital role in the development of semiconductor lighting industry, is one of the industrial sectors in China have scale advantages and cost advantages in the global semiconductor lighting industry chain of division of labor.

According to the Strategies Unlimited data, 2010 high brightness LED market reached $10 billion 800 million. Although the market demand growth in 2011 failed to meet industry expectations, from the sales point of view, although the market size will not be a lot of growth, but the packaging of LED devices will still have a larger increase.

2011, China's LED packaging industry reached 28 billion 500 million yuan, representing an increase of $25 billion in the year of 2010, the output increased from 133 billion 500 million in 2010 to only $182 billion, an increase of 36%. LED packaging industry global pattern of view, China is already the most concentrated area in the global packaging industry, mainly to undertake industrial transfer is one of the world's LED package, China Taiwan and South Korea, mainly LED enterprises in the United States, Europe and Japan's ability to package a large part in the mainland China. At present, there are more than 1 thousand and 500 enterprises in our country, which focus on the small and medium scale enterprises in the middle and low end market.

With the continuous promotion of backlight and lighting applications, the market demand for LED is also constantly changing. Encapsulation structure of LED devices, the package mainly includes in-line package (Lamp LED), surface mount package (SMD LED), power type package (High Power LED), chip on board packaging (COB) etc.. The current and future market demand, backlight and lighting will become the main application of LED device needs to be dominated by SMD LED, High Power LED and COB. On the quality of the LED devices, and the higher requirement on the reliability of LED, light efficiency and life, small scale, low level of packaging enterprises have been unable to meet the quality requirements of LED applications, LED packaging production capacity of the domestic show concentration trend, the domestic leading enterprises packaging capacity and automation level in the rapid promotion.

Figure 1 domestic LED packaging production forecast data source: National Semiconductor Lighting Engineering Research and development and Industrial Alliance (CSA)

China's LED packaging is expected in the next few years will maintain a high growth rate, in 2015 China's LED packaging output value will reach 70 billion yuan, while the overall package compound growth rate will be about 40%.

Two, LED packaging equipment demand analysis

As China's packaging enterprises scale gradually expanded, as well as many packaging companies in the stock exchange listing issue, LED packaging industry concentration, single enterprise scale and the degree of automation will be greatly improved. With the change of the industrial structure of LED packaging, the demand for LED packaging equipment also has some more prominent characteristics.

First of all, China's LED packaging equipment, especially the rapid increase in demand for automation equipment, the world's largest packaging equipment needs of the region. From the sales area of the world's largest manufacturer of LED packaging equipment which, in 2009, 2010 and 2011, ASM in mainland China has accounted for the total turnover of 33.6% of turnover, 37.6% and 44.8%, while the growth rate is fastest. This paper describes the status and development potential of the mainland in the LED packaging equipment market.

Second, LED equipment has been a weak link in the development of China's semiconductor lighting industry, LED packaging equipment is no exception. As of the end of 2010, the world has nearly 130 LED packaging equipment manufacturing enterprises, of which the country has a layout of about 100, accounting for about 76.9% of the world. In the domestic market, ASM accounted for 28.7% of the market share, from Japan and Taiwan, respectively, manufacturers accounted for 25.8% and 15.2%, accounting for European and American manufacturers accounted for domestic equipment manufacturers accounted for more than 20% of the proportion of the domestic market. 2011 domestic equipment has a more significant growth, but there are still about 70% of the equipment, mainly rely on imports of automation equipment. The main production equipment of LED packaging is solid crystal machine, welding machine, dispensing