Secondly, from the analysis of packaging product application fields, Hongli Optoelectronics accounts for the highest proportion of total revenue in the field of LED lighting, about 80%, followed by Ruifeng Optoelectronics, about 53.5%. Ruifeng Optoelectronics has the highest revenue share in the field of LED backlight, accounting for about 34%; most of the revenue of other manufacturers comes from the LED display field. Domestic listed companies in the LED packaging application field have their own characteristics. Ruifeng Optoelectronics is leading in LED packaging technology, followed by Hongli Optoelectronics. In addition, Ledman Optoelectronics, Unilumin Technology and Alto Electronics are equivalent in LED display technology.
Ruifeng Optoelectronics is at the forefront of domestic ceramic substrate packaging technology and has obtained invention patents. Compared with other substrate technologies, it has advantages in heat dissipation and other aspects. In addition, the company also has mature technologies in single-electrode chip plus bottom line packaging, surface roughening, and blue light chip excitation of phosphor shell to produce white light. TV backlight LED products have also matured and are supplied in batches to mainstream TV manufacturers. In addition, the highlight of Ruifeng Optoelectronics is its efforts in EMC packaging technology. With the integration of chips and control circuits in the future, this packaging business may be the first to break through the constraints of traditional packaging concepts.
Hongli Optoelectronics is engaged in the packaging business of mid-to-high-end white light and high-power LED devices. Its products are mainly used in indoor and outdoor general lighting and automotive signal and lighting fields. The company's core competitiveness lies in high-end white light and high-power LED packaging technology. Different from ordinary LED packaging, white light and high-power packaging have higher technical barriers in terms of light efficiency, color rendering, stability and heat dissipation. The company has been focusing on this field and has 4 and is applying for 11 related invention patents. It is the LED packaging company with the most white light patents in China.
Ledman Optoelectronics was the first to do display device packaging. LED display application products are mainly exported to some developed countries in North America and Europe, but the domestic market share is relatively small. The two key directions are LED full-color display packaging devices and white light packaging devices. Compared with the traditional surface-brushed 3528SMD, the representative product of Ledman Optoelectronics, 3528 Black Beauty, its contrast can be increased by more than 30%, the consistency is more prominent, and the display mask can be eliminated; compared with the traditional all-black shell type 3528SMD, under the same brightness conditions, the power consumption can be saved by 30% due to the proprietary technology of the white surface. At the same time, under the same power consumption conditions, the cost of a single bead is reduced by 15T-30%.
The current development of the domestic LED packaging industry is relatively mature and has formed a complete LED packaging industry chain. In terms of regional distribution, the Pearl River Delta region has the largest concentration of LED packaging companies in mainland China and the largest packaging industry. The number of companies exceeds two-thirds of the country, accounting for 68% of the total number of companies in the country. In addition to a slight lack of upstream LED epitaxial chips, it has gathered many packaging materials and packaging equipment manufacturers and agents, with the most complete supporting facilities. Followed by the Yangtze River Delta region, the number of enterprises accounts for about 17% of the country's total, and other regions account for a total of 15%.
Data show that the total output value of domestic LED packaging reached 43.8 billion yuan in 2012, an increase of 53.68% compared with 2011. The output value of Guangdong Province reached 32.3 billion yuan, an increase of 57.56%, accounting for 73.74% of the total domestic LED packaging output value. In 2013, China's LED midstream packaging revenue was 47.3 billion yuan, a year-on-year increase of 19%. It is expected to reach US$13.39 billion in 2014, with an annual growth rate of 7%.
Although China's LED packaging industry has a considerable economic scale, accounting for approximately 70% of global LED packaging production, this proportion will further increase in the future. The number of LED packaging companies in China has exceeded 1,700 and is expected to drop to 700 in 2018. Large manufacturers will form strategic alliances with downstream companies and eat up the market space of small manufacturers. In the past, the production capacity of packaging companies was not large. Now it is normal to have more than 500kk. Some have reached 1,000kk, and the production capacity is close to full. This is a manifestation of the concentration and scale of the market area. However, as a big packaging country, mainland China does not have a packaging giant. In contrast, the top five LED packaging manufacturers in the world are Nichia, Cree, Philips, Samsung and Taiwan Everlight. Among them, Taiwanese manufacturer Everlight focuses on packaging and is the leader in the SMD LED packaging industry. It is also the main supplier of LED LCD TV manufacturers such as LG, Sharp, and Samsung.
Among the domestic listed companies in the field of LED packaging applications, except Ruifeng Optoelectronics, which focuses on LED packaging, the rest of the companies are entering the LED lighting market. Among them, Hongli Optoelectronics attaches great importance to both technology and marketing, and mainly develops the field of LED lighting; Ruifeng Optoelectronics pursues technological leadership, focuses on LED packaging, and mainly develops LED lighting devices and LED backlight devices; Ledman Optoelectronics takes packaging as the core and actively develops downstream application markets; Nationstar Optoelectronics takes the vertical integration route; and there are some companies that do their own packaging and also engage in downstream operations, such as Mulinsen and Changfang Lighting.
ANNA