Analysis of domestic LED packaging industry vertical and horizontal integration development

LED industry chain is divided into the upper, middle and lower reaches, are LED epitaxial chip, LED packaging and LED applications. As the link between LED and LED in the industrial chain, it plays an important role in the whole industry chain. Especially since the semiconductor lighting project started by the widespread attention, perhaps because the packaging industry directly facing the application market, perhaps it is because the packaging industry gap compared with international standards, and the investment is not big and other reasons, LED packaging industry has been in rapid development. With the sharp increase of luminous efficiency of white LED, the application field of LED and white LED can be expanded greatly. At present not only includes a series of special applications, military, aviation, landscape, desk lamp, flashlight, etc. in the miner's lamp is significantly improved, and in the new field, LCD backlight display, automotive applications, street lamps and other fields also have entered the stage of practical application. LED packaging industry not only has a great market space for development, and both at home and abroad have a platform to support the healthy development of the industry, to create an international first-class large-scale leading packaging companies has not completely empty.

Gap with foreign packaging needs to strengthen the upstream high-end product development

At present, our industry advantage mainly in the package, from the point of view of the value of regional distribution of China's packaging, packaging in 2008 output value of about $2 billion 500 million, has surpassed Japan and become the world's largest package in Taiwan area, and has the core competition ability of market and technology. China is LED package power, according to estimates of LED package number 80% of the world's focus on China, distribution in various American, Taiwan, Hong Kong, domestic packaging companies. In the past five years, foreign LED packaging enterprises continue to move to the mainland, domestic packaging enterprises continue to grow and develop, technology continues to mature and innovation. In the low-end LED device packaging field, the market share of China's LED packaging companies is higher, in the high-end LED device packaging field, some Chinese companies have a greater breakthrough. With the continuous maturity of technology and the accumulation of brand reputation, China LED packaging enterprises will play an important and leading role in China's LED application. But the state and the government does not have much attention to this, there have been recent Taiwan and Japanese companies moved China, may be formed, distribution pattern of Japanese dominance, the Taiwan region and the United States, South Korea and Europe Qi into the "split" at any time, we will once again lost the initiative and initiative. Therefore, we should upgrade the existing industrial advantages, to the packaging of high-grade products and efforts, in the general direction of lighting technology and more efforts to break the LED industry patent barriers, cultivate new market competitive advantage.

The middle of the packaging field is similar to the needs of the integration of large competition urgent

The overall characteristics of China in packaging field is low barriers to entry, small scale enterprises, the number, the increasingly fierce market competition, in order to survival and development of enterprises play a vital role, most manufacturers adopt low-cost competitive strategy, product quality, lack of basic guarantee. Chinese LED packaging companies to achieve rapid and efficient development, rely on their own strength to accumulate and efficient implementation, need to use the power of capital markets mergers and acquisitions, horizontal and downward vertical integration. LED packaging enterprises some foresight and the lofty ideal of the China, has begun to try to take advantage of the rapid development of Chinese existing capital market, horizontal and downward vertical integration, mergers and acquisitions in the industry competition, expand the scale and channel, to catch up with the country's foreign powerful enterprises. More typical, such as Shenzhen Lehman photoelectric packaging companies such as LED, has begun to hire a securities agency, listed on the operation. If these LED packaging companies listed successfully, will bring the rapid development of China's LED industry, and promote the development of upstream and downstream industries.

Downstream applications in the future more polarization

According to experts, the application of LED products will polarization development, universal LED application products such as outdoor landscape lighting, indoor decorative lighting will be presented with the LED package of enterprise merger trends, professional LED protection products such as lighting, medical lighting, non thermal radiation treatment lamp, germicidal lamp, lighting, flower crops and special biological special lamp and with a solar photovoltaic cell with special LED lights will be based on their own characteristics of independent development, in product development, design and production process of specialization and division of refinement etc..

Packaging technology to modular development

With the promotion of "ten city lights", the universal application of LED lamp, LED lamp is also based on the characteristics of itself, while maintaining the temperature to change with high color rendering index, to meet the needs of different applications, so the packaging technology is also put forward the requirement of the module. Modular is the light source, heat dissipation components, drive power synthesis module, mass production, through the mold to create a standardized LED lighting products. Although the extension, the chip can not bypass the patent barriers of foreign companies, but if the bulk production module, the price advantage, and one-time, personalized production, the cost is much higher. Therefore, the downstream LED lighting applications for enterprises, modularity is the best choice.

The module has the characteristics of significant: it is a good technology, modular lamp good repair, now domestic lamp is mostly used in small power chip, broken a few maintenance is not convenient, modular basically is used in high power chip,