The LED lighting (semiconductor lighting) industry is developing rapidly, and new technologies, new applications, and new models are driving changes in the entire industry. Recently, at the LED New Technology Summit Forum hosted by the Shenzhen LED Industry Association, industry insiders believe that with the rise of new technologies such as chip-level packaging, the integration of the industry chain is accelerating.
When it comes to new technologies, the biggest part of the change should be packaging. Liu Guoxu, vice president of Yimeixinguang Technology Co., Ltd. said.
At present, in the entire LED industry chain, the package is in the middle link, that is, the upstream chip manufacturers sell LED chips of different powers to the package manufacturers, and the package manufacturers manufacture various functional devices and modules according to the requirements of downstream customers. group. In China, well-known packaging manufacturers include listed companies such as Jufei Optoelectronics, Ruifeng Optoelectronics, and Guoxing Optoelectronics.
However, this traditional model will be broken. Liu Guoxu believes that with the rise of chip-scale packaging technology, chip makers may skip package manufacturers in the future and supply standard components to downstream applications.
In fact, worried about the impact of chip-level packaging technology, not only Liu Guoxu alone. Zhang Xiaofei, president of Gaogong LED, an industry independent research institute, said in an interview with Securities Times that although chip-level packaging technology is currently only used in a few Taiwanese manufacturers, it is not excluded that it will be widely used in chip manufacturers in the future. The profit of the link.
At present, there are a large number of domestic packaging manufacturers, and the gross profit margin is relatively low. Several listed LED packaging manufacturers have relatively high gross profit margins due to economies of scale. However, in the past two years, due to overcapacity of upstream chips, technological innovation, packaging prices have been falling, and the decline has been higher than the decline in upstream chip prices.
Yan Shirong, president of the Shenzhen LED Industry Association, believes that the emergence of new technologies will accelerate the pace of industry consolidation, and the entire industry will evolve from past barbaric growth to orderly competition.
There is no uniform path within the industry for integration. Previously, Dehao Runda entered the NVC lighting and completed the merger of the industrial chain. Recently, the chip maker Tongfang shares skipped the package and directly acquired the downstream lighting application factory Zhen Mingli.
Gong Weibin, chairman of Ruifeng Optoelectronics, told reporters that Ruifeng Optoelectronics, as a packaging manufacturer, is more inclined to expand upstream and become a light source supplier. However, Guoxing Optoelectronics has gone in the opposite direction to expand the lighting field through its subsidiaries.
When domestic manufacturers focus on the challenges that new technologies bring to the industry, international companies are studying new models. Tang Guoqing, general manager of Samsung LED China, believes that intelligent lighting will bring new opportunities to LED lighting. Nowadays, young people are pursuing a new wave, and the characteristics of LED lighting electronicity just cater to the pursuit of young people. For example, LED lights can be freely changed in color, installed on the faucet, and change the color of the light through the water temperature, allowing the user to intuitively feel the water temperature.
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