The "stealth war" in the LED packaging market continues to grow out of Evergrande

From the price war to the patent war, and then to the market segment, the LED packaging industry has a history of new changes. Behind this "love and hate" change, LED lighting market is gradually becoming mature, competition from the beginning from the simple price to the comprehensive consideration, UV LED, small space display and other segments of the market enlargement, which also forced the LED to encapsulate the silica gel enterprises to find a new "Nirvana rebirth" road. Recently, LED packaging glue giant Dow Corning announced that the European Patent Office said the patent number EP-1556443 would remain valid. The patent is Dow Corning's hand intelligence product line, high refraction (RI) phenyl silicon optical encapsulation technology. It is understood that the package can provide better optical output performance, improve reliability and have the advantages of other high luminance LED lighting. In the rapidly changing European market, the decision of the European Patent Office has a decisive impact on the position of Dow Corning's patent distribution. The integrity of the patent is of strategic importance, and Dow Corning also has LED production bases around the world, such as the United States, Japan, South Korea and China. As the main battlefield of LED lighting, the Chinese market means that Dow Corning will not be more likely to be lost. In the delicate market, in the competition of the domestic LED encapsulation of silica gel, the international giants such as Dow Kang Ning, Xinyue and other international tycoons are taking advantage of the high leadership of brand and product technology, and the scenery is limitless. Statistics show that before 2010, more than 75% of the LED encapsulation of silica gel market was imported. At the same time, domestic rubber enterprises mostly use low discount silica gel market as the entrance to realize the localization of LED encapsulation silica gel. It is understood that, although the proportion of LED Encapsulated Silica in the overall cost of LED devices is relatively small, it is a very critical application material, which plays a decisive role in the overall performance of the LED devices. "The packaging enterprise is very careful when choosing or replacing the glue. It needs rigorous testing to determine whether the parameters can meet the requirements of encapsulation and application. It usually takes a year for the large domestic and international plants." Wang Gaoyang, the deputy general manager of the domestic packaging plant, Hongli, told the new material online. However, with the rapid rise of the domestic LED lighting market, the demand for the core supplement glue is also rising, which naturally attracts many enterprises and capital, and the domestic packaging silicone enterprises have started to compete with the multinational companies frequently. In particular, the increasing demand for backlighting and lighting market since 2013 has led to the rapid increase in the output of LED white light package, and the demand for silica gel as a supplementary material for LED packaging has also increased rapidly, especially the increase in the proportion of COB and integrated packaging in the white light package, which accelerates the increase of the demand for silica gel in the LED package. . With the continuous improvement of the performance of the domestic LED encapsulated silica gel and the sharp decline in the price of glue, the advantages of the imported silica gel have been weakened. At present, the domestic sales of LED encapsulated silica gel have been far exceeding the import volume, and the domestic sales of LED encapsulated silica gel have surpassed the import volume. As the head of a silicone rubber enterprise said, the domestic trend of these accessories is inevitable. Because the technical conditions are more and more mature, the technological gap between domestic and foreign enterprises will be narrowed, and the price advantage will become more and more prominent. However, with the expansion of market share, the production of domestic glue has surged, and it has also quickly stepped into the tragic situation of price comparison, and Maori began to lower further. Packaging silicone enterprises are suffering from double pressure "force", on the one hand, packaging plants continue to reduce the price requirements, on the other hand, it is facing the pressure of upgrading of technical products, rising labor costs and so on. In particular, in 2015, the high speed growth trend of the LED market has fallen into the downturn, and many enterprises are worried about the profit situation, and the incremental profit has become a "magic curse" that many enterprises can not hide in the past. The survey statistics show that in 2015, the price of the main LED packaging devices in China was cut down, and the decline was 50%. In 2015, more than 1/5 of the packaging plants were opted out or withdrawn from the pressure of fierce competition and sustained expansion of the big factory. As an important excipient for LED packaging, silica gel and other materials occupy an important proportion of the cost of packaging link. In order to reduce the cost of LED industry chain, packaging enterprises take glue and other accessories as the main way to reduce the cost of enterprises. "The overall glue market situation was relatively low last year, the increase in sales volume but the decline in prices highlighted." Chen Yongsheng, general manager of Jay new material, said that the ordinary LED glue has no space to reduce the price, one or two years ago, there can be a certain decline in the 10%-20% interval, but now the price has been basically the bottom, the glue enterprises have no profit space. Statistics show that in 2015, China's LED packaging silicone market sales reached 1500 tons, up 21.4%, the output value of about 1 billion 120 million yuan, down 3.4% from the same period. The price of glue fell by more than 20% in the year. Although the last half of 2016, the LED market began to warm up, a slight increase in prices, but the "secret war" of packaging silicone companies has become increasingly fierce. Nuggets market segmentation market even in the first half of the LED package price warming situation, packaging silica gel field remains chill. "The prices of high-end silicone products still fell by 30% - 40% in the first half of the year." Li Benjie, general manager of new wave material, told the new material online that the silicone enterprise mainly depends on improving the reliability of the packaging customers and reducing the customer's cost as a whole. Another package of silicone big factory Jay new material also said that as the price rises, the LED industry generally has a warmer trend in the first half of the year. The price of the rising price will not touch the price of glue material, because the price of glue has gone to the bottom, there is no room for price reduction, of course, it is also difficult to rise in price. "Since entering this year, the polarization of LED material enterprises is becoming more and more obvious, many small glue factories have been eliminated. At present, there are only a few big glue factories in the share market." Chen Yongsheng said. According to the author's information feedback on several large packaging plants, the possibility of continuing to increase the cost control in the next half year is not excluded, which means that the cost of supporting materials, including the encapsulated glue, will be cut down again. In the face of the impact, packaging silicone enterprises to find new profit growth points, the transfer of high Maori products is imperative, and a lot of glue enterprises have begun to tighten the layout of filament lamps, UV packaging, small space display packaging and so on. "Our UV packaging adhesive is the key, the filament lamp glue is the best kind of differential adhesive force." Li Benjie said that the overall amount of UV packaging adhesive is not much, and OSRAM is cooperating with the development of high folding packaging products resistant to ultraviolet and gas corrosion resistance. In addition, the rise of plant lighting will also bring new direction to the silicone enterprise. The layout of Jay new material in the field of filament lamps is more and more long. As early as 2013, jelgwood began to lay out LED filament glue, and new products have come out. In 2013, the 6042 series 360 degree LED filament silica gel produced by Jack's electronic production was widely paid attention to by the market. In the second half of 2014, the company's 6042 upgraded version of 6048AB series of filament silica gel came out. In 2015, the company launched the new LED filament glue 6020-14 again, and reaped a good market reaction. In the past 2016 Guangzhou Guangya Exhibition, Jay new material also used LED filament glue as a key promotion product. Hugh chemistry has made the technical upgrading of the existing COB packaging silicone products. It is expected to launch the high heat resistant silicone adhesive used in the reverse COB in the third quarter. "In the CSP field, we will accelerate the pace of development, increase interaction with customers, develop products suitable for customers and markets, and continue to do some high heat-resistant COB products, and continue to upgrade their products." Dr. Zheng Haiting, chief engineer of LED, HuGu chemistry, said. The "stealth war" in the glue market is still continuing, and the situation of the big Evergrande will be clearer.