No packaging era or the advent of LED packaging companies go from here?

Recently, Xiamen Topstar Lighting Co., Ltd. announced that TSMC will use solid-state lighting, free package POD light source device, developed a new generation of lighting products, "no package" topic once again sparked heated debate. Because the packaging technology can greatly reduce the cost, there are a number of Taiwan and foreign enterprises R & D and production, including the Taiwan LED chip crystal power plant, canyuan, one-stop factory Taiwan semiconductor solid-state lighting, Lunda, Toshiba, CREE, PhilipsLumileds international companies etc..

Packaging is also a kind of packaging

The so-called "free package" technology in the industry recently accused of "menacing" and suspected leather package. OFweek Research Center believes that "packaging" is also a package, but this is a new, advanced technology.

In fact, "packaging" technology is not to save the entire packaging links, but the elimination of a gold wire packaging process, is still one of the many forms of packaging. "No package" technology with traditional packaging has some differences, do some action on the basis of the wafer packaging process, some of the steps of packaging with chip technology, integrated chip technology and packaging technology is very good. Undoubtedly, a major breakthrough in packaging technology is one of the most amazing events in the LED packaging industry in 2013.

Packaging technology is the inevitable trend of market development

Whether domestic or foreign manufacturers, the future of LED packaging market share of the main challenge is still from technology. In 2013, the fierce competition in the industry, the industry product prices decline significantly, the new LED packaging technology field that is not poor, the domestic market EMC support package, FlipChip and wafer level package (CSP) and other emerging technologies.

In overseas markets, because the LED downstream products price trend in recent years has never stopped, with the support of the mainland policy, as well as domestic package rate gradually increased, Taiwan and foreign manufacturers to improve the market share, increase R & D efforts. In recent years, the development of chip package into a crystal without electricity, canyuan and other enterprises, omitting the package section, the overall cost of LED components will decrease again.

Obviously, no packaging technology represents the most advanced LED packaging technology, it can not only save a part of the package link, and has good reliability, high optical control, flexibility and other advantages, is a breakthrough in the industry's high cost of subversion.

Although the packaging technology can not take away packaging links, but it does bring a profound change in the LED packaging industry. In this war-torn era of competition, to the law of the jungle, then LED midstream packaging companies actually decide on what path to follow? OFweek Industry Research Center in accordance with the current situation, the future trend of LED packaging companies made a summary.

LED midstream packaging enterprises go from here?

Large-scale road

In the middle reaches of China, the overall characteristics of the packaging field are low barriers to entry, small scale, large number of enterprises, and increasingly fierce market competition. OFweek Research Center released the "2013 China LED packaging industry market research and forecast analysis report" data show: at present, more than 1000 packaging companies, with annual sales of more than 100 million yuan in the first camp of more than and 30, sales of 10 million yuan to 100 million yuan between the second camp enterprises less than 300, accounting for about 30%, most enterprise sales of less than 10 million yuan.

In the absence of packaging technology, Chinese LED packaging companies to achieve rapid and efficient development, we must increase investment in R & D in the research field of LED packaging technology, packaging technology and foreign LED Chinese make up the gap, at the same time by expanding the scale, improve product quality. Small scale packaging enterprises are faced with the shortage of funds, backward technology and brutal price war and other pressures, the middle reaches of the packaging market in the middle reaches of the market, the scale is an inevitable trend.

Industrial chain integration

The realization of the need to scale up and down the industrial chain integration. On the one hand with the chip enterprise cooperation, on the other hand into the downstream application.

The packaging process this free gold, no bracket, can be done directly by the chip enterprises, so the packaging enterprises need to actively explore more living space to the upstream or downstream, such as the use of the experience accumulated over the years in the packaging field, and chip enterprise cooperation to complete part of the process. At the same time, due to the need for a large number of equipment update funds, if SMEs can not catch up with the pace of technological upgrading, or capital chain can not support the upgrading of equipment, will likely be eliminated.

In addition to the upstream direction, the huge market potential of downstream lighting industry is also the direction of midstream enterprises. According to the OFweek Industry Research Center statistics, more than 90% of the packaging enterprises have entered the downstream application areas, and the proportion of output value is rising. In September 2013, honglitronic to 3117. 60 thousand yuan to buy 38% stake in Guangzhou Forda signal, the acquisition that honglitronic future to increase investment, expand the LED automotive lighting industry.

Capital market

IPO will restart in January 2014, the 83 companies will be passed in 4 to LED industry enterprises, and are concentrated in the packaging and application areas, including Linsen Limited by Share Ltd is mainly engaged in LED packaging and application of lighting products. Is expected in January next year, the company is expected to visit the capital market, then LED midstream packaging companies will add a strong competitor. LED industry is no lack of landing capital market success stories, with the IPO note