LED packaging will continue to move forward in two directions packaging enterprises

LED packaging will move in two directions: first, horizontal, vertical integration, and then continue to extend downstream.

LED chip before the light, but also need to provide protection through the packaging technology, the development trend of high brightness LED thanks to each generation of packaging material changes.

The selection of LED packaging methods, materials, structures and processes are mainly determined by the factors such as chip structure, photoelectric / mechanical properties, specific application and cost. After more than 40 years of development, LED packaging has gone through the development of PowerLED (LampLED), patch type (SMDLED), power LED (such as).

With the increasing power of the chip, especially the development of solid-state lighting technology, new and higher requirements for the optical, thermal, electrical and mechanical structures of LED packaging are put forward. In order to effectively reduce the thermal resistance and improve the efficiency of light output, it is necessary to design a new technology.

However, the current packaging industry in the middle reaches of the LED industry in the upstream and downstream squeeze hard forward. The cost of packaging products at the same time reduce the sales price is also a downward trend.

Many industry insiders told reporters that the package will move in two directions: first, horizontal, vertical integration, followed by continuous extension to the downstream.

Product technology

The function of packaging is to provide sufficient protection to prevent the chip chip, long-term exposure to air or mechanical damage and failure, in order to improve the stability of a chip; for the LED package, also need to remove efficiency and good heat dissipation with good light, good packaging can make LED have better luminescence efficiency and heat environment, and enhance the the life of LED.

At present, packaging material has been formed from pre PPA plastic frame + resin / the first generation of the mirror to the ceramic substrate + mirror two generation, until now the high reflective material pre package substrate + resin / third generation current mirror is hot EMC material, each generation change benefit development trend of high brightness LED in the letter pack material. The third generation of packaging devices can achieve mass production, reduce costs, flexible design, size can be designed smaller, in line with the LED thin, Gao Jicheng, small volume of application trends.

At present, the domestic LED packaging industry has been more mature, forming a complete LED packaging industry chain. Distribution in the region, the Pearl River Delta region is the most concentrated China, LED packaging companies, packaging industry's largest scale enterprises, more than 2/3 of the country, accounting for 68% of the total enterprises, in addition to the upstream epitaxial chip LED field a little lacking, brought together the packaging material and packaging equipment manufacturers and agents of many things, the most perfect matching. Followed by the Yangtze River Delta region, the number of enterprises accounted for about 17% of the country, the proportion of other regions accounted for the proportion of 15%.

Relevant data show that in 2012 the domestic LED packaging output reached 43 billion 800 million yuan, an increase of more than in 2011, compared with the same period in, of which the province's output value reached $32 billion 300 million, an increase of 57.56%, accounting for of the total output value of domestic LED. And in 2013 China LED midstream package 47 billion 300 million yuan, an increase of 19%. 2014 is expected to reach $13 billion 390 million, an annual growth rate of 7%.

Although China's LED packaging industry has a considerable economic scale, accounting for about 70% of global LED packaging production, the proportion of the future will further enhance. The number of LED packaging enterprises in China has more than 2000, but as a packaging power in mainland China did not appear in a packaging giant. In contrast, the top five global LED packaging manufacturers as CREE, PHILPS, Samsung, Nichia, Taiwan billion light, of which Taiwan Dachang billion light focus on packaging, SMDLED packaging industry leader, is also the main supply of LG, SHARP, Samsung and other LED LCD TV manufacturers business.

Domestic LED packaging applications in the field of Listed Companies in addition to Ruifeng photoelectric focus on LED packaging, the rest of the companies are cutting into the LED lighting market. The honglitronic that the importance of technology, and the importance of marketing, the main development of LED lighting field; REFOND pursuit of leading technology, focusing on the LED package, the main development of LED lighting device and LED backlight device; Lehman photoelectric to encapsulate the core, actively explore the downstream application market; nationstar go vertical integration route.

Listed companies in the middle reaches of their respective advantages

The evening of January 15th, LED packaging company crystal side technology IPO was an emergency stop, which led to the market for crystal side technology selected reference to six competing companies questioned the high valuation.

2010 domestic packaging industry to the National Star photoelectric successful landing A shares market as a turning point, set off a round of listing boom.

As of now, the main business computing total of 8 listed companies, including a semiconductor, Lehman optoelectronics, REFOND, Jufei, Mason technologies, honglitronic, nationstar, GoerTek, in addition to GoerTek, other 7 listed companies in Guangdong Province, Shenzhen region accounted for 5 home, Foshan and Guangzhou 1.

The crystal side of science and technology to select the six companies in the rectangular lighting, Ruifeng photoelectric and Lehman photoelectric is also the representative of the LED market on behalf of the two packaging companies.

Secondly, from the application of packaging products in the field of LED lighting analysis, the proportion of total revenue income of the highest honglitronic, about 80%, followed by REFOND, about 53.5%. In the field of LED backlight accounted for the highest proportion of Ruifeng photoelectric, about 34%; most of the rest of the manufacturers are from the field of LED display.

Shenzhen, a brokerage researcher, told reporters that the domestic LED packaging applications listed companies have their own characteristics, Ruifeng photoelectric packaging technology in LED