LED packaging pattern is uncertain, "Troika" accelerates running
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It should not be overlooked that the rapid increase in the demand for LED lighting and backlighting has made it possible for packaging companies to accelerate the expansion of LED lighting, expand production capacity, or to step up the integration of upstream and downstream supply chains. There are still large variables in the overall market structure.
Judging from the performance of LED packaging listed companies in the first quarter of 2014, in addition to the decline in the net profit of Ruifeng Optoelectronics, most domestic mainstream LED packaging factories have basically achieved a good start, especially Hongli Optoelectronics, Guoxing Optoelectronics and Jufei Optoelectronics, the operating revenues and profits of the three major packaging companies continue to grow rapidly.
Among the non-listed companies, the shipments and orders of the large-scale packaging plants such as Jingtai Optoelectronics, Simai Optoelectronics, Xuyu Optoelectronics, Baishi Optoelectronics and Mulinsen Co., Ltd. are also increasing month by month.
Jingtai Optoelectronics Gong Wen said that after entering the second quarter, it was obvious that the company's display and white LED package products doubled in shipments, and orders have been scheduled for several months.
The performance of Taiwan's LED packaging factory seems to be more gratifying. The capacity utilization rate of packaging factories such as Yiguang, Longda Electronics and Dongbei has reached more than 90%. Some large factories have even limited production revenue due to insufficient production capacity.
The overall demand for the mainland LED market is quite strong, and the company's packaging capacity has become full in the first quarter of this year. Lu Jinyu, general manager of Lunda Electronics Continental Branch Suzhou Daliang Electronics, told reporters that the rapid growth of the mainland packaging market is mainly affected by two factors. First, due to the saturation of the LED backlight application market, this year has entered the development of the plateau, and the second After the expansion of the lighting packaging business of some packaging plants last year, the company itself increased production capacity.
Compared with the Taiwan LED packaging factory, which relies heavily on the growth of the LED backlight market, most mainland packaging companies are more inclined to rely on the LED lighting and display application market.
LED lighting and packaging factories are able to release production capacity quickly. A large part of the reason is that LED downstream lighting factories have begun to accept a large number of cost-effective domestic devices, especially LED fluorescent tubes, bulbs and panel lamps. The market demand for lighting packaged devices is driving a large amount. Wang Peng, deputy general manager of Baishi Optoelectronics, recently admitted in an interview with reporters that the supply of white light devices in many LED packaging manufacturers is very tight.
The reporter learned that the current demand for the medium power 2835 model in the market is very large, followed by products such as 3030 and 4014, the shipments have increased, but the shipment of 3014 has been significantly reduced. In addition, thanks to price reductions and performance improvements, cob packaging needs have been further enhanced. GLII expects that the market share of COB packaging in 2014 is expected to reach 15-20.
In addition to backlighting and lighting, since the last year, the reverse market growth of the LED display market segment, which is typical of small pitch and high-end rental, has also driven the rapid development of the packaging market to a considerable extent. Under the pull of the backlight, lighting and display troika, the LED midstream packaging market has entered the fast lane of high speed.