Chip, package price! Three, Huacan, Linsen are listed

War on the occasion of the price war, nothing more than the price can touch the nerves of the LED industry.

In March this year, Mu Linsen, crystal Taiwan and other parts of the package manufacturers have a certain range of price increases. Then in May came news that part of the chips, such as three crystal electric LED chip manufacturer for the corresponding price adjustment. Recently, the LED industry once again came news of LED chip prices.

LED chip prices increased by a number of enterprises

The industry in the WeChat circle of friends drying out of a inscribed as Xiamen City three semiconductor technology Co. Ltd. "price adjustment letter, the letter stated: the raw material market prices bottomed out, gold (compared to the beginning of the year rose more than 27%), the substrate (compared to June rose 30% above) and other materials also rose significantly. Because of the small and medium-sized power products of small chip size, after the process consumes a large amount of sorting and testing capacity, unit labour costs rise, and lead to sharp decline in output channel of our chip, the company decided to synthesize the various factors, for some small size product prices go up 10%, and in August 25, 2016 started.

Beyond Sanan optoelectronics, part of the price HC semitek LED chip manufacturers have also been increased in different degrees.

Shi Songgang, director of marketing, told the LEDinside editor, the company for some of the original low profit products for the corresponding price adjustment.

A relevant person in charge of a chip manufacturer also said that the company's LED chip product prices also increased by 5%-10%.

Another second tier chip factory responsible person said that this year, part of the company's LED chip product prices have been slightly raised several times.

It is worth mentioning that the number of LED chip manufacturers to raise the price of the products include small and medium size chips. The high cost of small and medium size chip itself, coupled with last year's LED chip manufacturers in the field of competition is too intense, the underlying price is lower, the current price increase is only a reasonable callback. Shi said.

The second chip factory head analysis, small and medium size chip price increase is mainly due to two reasons: one is due to the August three quarter part of package Dachang centralized procurement chip, the chip supply tight; two is due to the strong expansion of other Linsen packaging manufacturers, LED chip manufacturers capacity is relatively limited, in large the size of the chip priority scheduling profit relatively small size of the chip chip factory, mainly with the part of the customer for the production, and limited supply.

In this case, the small and medium packaging manufacturers will become increasingly difficult to buy chips. However, the official also admitted that "chip manufacturer expansion equipment was not so quick to put into use, once the investment will appear oversupply, so the current shortage of small and medium size is only temporary. "

The first chip factory responsible person believes that the LED chip prices on the one hand is due to the rising prices of raw materials, on the other hand is due to package stock market, chip supply, expansion of production capacity to keep up with the speed of a chip encapsulation capacity. "Not just small and medium sizes, but other types of chips, too. "

Part of the package factory price increases

Not only is the LED chip factory, packaging manufacturers have resorted to price movements rawlinson. A circle of friends circulated inscribed as Shenzhen molison light display technology Co. Ltd. "the price adjustment letter shows that the changes in the market, our products lead to rising cost of raw materials prices according to the actual situation, to display RGB lamp price raised from 5% in September 1, 2016 to supply your company.

LEDinside editor call Linsen executive general manager Lin Jiliang to verify the matter, said the MLS does have some products were slightly raised, mainly for the display lamp. "The main reason is the rise in raw material prices. "

But there are rumors that Linsen, prices of some products to display several other package based enterprises have also been raised. The main lighting package companies did not release the news of price increases.

Chip, the current supply is still under the orders, as to whether the price will rise, has not yet received notice, I did not hear the price increase. "Hongli Newell deputy general manager Wang Gaoyang said, even if the LED chip prices slightly upward, packaging manufacturers are very difficult to be the potential price. Overall, the price of LED packaging in a relatively stable state. "

Liu Lin, deputy general manager of the same side, said the same side of the main high-power light source and COB light source, has not received notice of LED chip prices. Overall, LED package price is still relatively stable situation. "

LEDinside senior analyst Wang Fei analysts believe that the small spacing LED display has entered the market growth, the market is rapidly expanding. Downstream demand and technological progress will lead to a small space between the rapid growth of packaging and chip consumption. In his view, the display and backlight packaging products will be driven by the demand for small spacing screen, there will be some room for price increases, while the lighting package will be facing upstream and downstream extrusion. "

Wang Fei also said that this year, LED chips, packaging price increases, essentially related to the fiery display market. The rapid growth of the demand for the display screen is transmitted to the display package and the chip side, and the supply tension is also spread to the lighting chip, the display chip and the lighting chip