Recently, the voice surrounding the price increase of chips and packaging has become the focus of discussion in the industry circle. "What the public says is right, what the mother says is right." In the view of some industry insiders, market-oriented regulation also shows that the entire industry has entered a stage of full market competition.
Whether it is a price war or a price increase, it shows that the LED industry is becoming more and more mature. From a market perspective, knowing how to use price control methods to help companies adjust their business structures and make strategic adjustments according to market changes are all LED companies' objective understanding and accurate judgment of their own market position.
On the contrary, companies should think about the next step of corporate strategic direction and tactics under such a market background.
Dr. Wang Sen, general manager of Nationstar Optoelectronics
Positioning the high-end market and building China’s own brand
Whether it is a price war or the development of subdivided fields, it is an inevitable law for the industry to develop to a certain stage. The LED packaging industry is gradually becoming concentrated, and the situation of the larger Evergrande will become more obvious. For Nationstar, this is undoubtedly a new development opportunity.
Compared with previous years, the LED packaging industry is showing the following characteristics:
1. The industry is gradually returning to rationality. After the price war and industry reshuffle in the past few years, LED packaging is changing from blindly pursuing low prices to focusing on the product itself. This is also a good trend in the industry as a whole.
2. The scale of development continues to increase. At present, the market demand for LED packaging still has room for growth. The rate of price decline has slowed down and even stabilized. Large companies such as Nationstar are continuing to expand their scale.
3. LED subdivisions continue to develop. With the continuous development of LED technology, the field of LED packaging has gradually developed from traditional fields such as lighting, backlight, and indication to subdivided fields such as infrared/ultraviolet, automotive lighting, plant lighting, and indoor small spacing. There are more and more subdivided fields and more and more professionalism.
In the long term, white light will still be the focus of market competition and the largest market in the application field.
Donghao Optoelectronics General Manager Chen Yiping
CSP has become a "gold nugget weapon", leading the industry reshuffle
Currently, CSP has gradually got rid of the concept, begun to truly implement the implementation, and formed a certain mass production, becoming a "gold nugget weapon" for some packaging companies.
Many people believe that CSP is the first to be applied in the backlight and high-power fields, and its potential is mainly in the backlight market. In fact, this is not the case. Apart from special application fields such as display backlighting, plant lighting, automotive lighting (headlights), and medical lighting that have strict requirements on product size and performance, CSP also has huge room for development in the cost-effective general lighting market.
The biggest advantage of CSP is that it has no brackets and no gold wires, which can appropriately reduce the weight and area of the radiator and create a new design for the product appearance and structure. It is increasingly recognized in the market and is suitable for the general lighting market. It is also a reshuffle for the industry.
Jieguo New Materials General Manager Chen Yongsheng
Material prices have bottomed out, and CSP glue may become a new market
With continued calls for price increases, the LED industry generally showed a recovery trend in the first half of the year. This price increase will not affect the price of glue materials, because the price of glue has bottomed out and there is no room for price reduction. Of course, it is difficult for prices to rise.
In fact, since the beginning of this year, the polarization of LED material companies has become more and more obvious. Many small glue factories have been eliminated. Currently, only a few large glue manufacturers are left to share the market.
In addition, as the CSP market is gradually opened, the CSP glue market is also optimistic.
Doufan, General Manager of Hilde
Increment does not increase profits, but market segment profits are considerable
The price of phosphor powder has been declining steadily. Although the phosphor powder market has improved in the first half of the year compared to last year, it has still been declining by 10% in the past few months, and it has only recently begun to slowly stabilize.
The sales volume of Hilde phosphors in the first half of the year increased three times compared with last year, but embarrassingly, sales profits did not increase, and there was a situation of "increase without profit increase". With the formation of the big Evergrande pattern, many phosphor companies have closed down.
Backlight new phosphor (KSF) is mainly used in 4K/8K large-screen TVs, which is characterized by improving brightness. Fluorescent ceramic sheets are mainly used in high-power COB, car headlights, spotlights, projectors, laser lighting and other fields. Their biggest feature is high temperature resistance. At present, KSF and fluorescent ceramic sheets are still niche markets, but the profits are relatively considerable.
ANNA