The LED packaging market is developing rapidly. Since the first quarter of this year, the demand for LED downstream applications has been strong, which has led to the continuous peak season effect. The shipments of many packaging manufacturers have grown rapidly, and orders have been scheduled for 2-3 months.
It should not be overlooked that the rapid increase in the demand for LED lighting and backlighting has made it possible for packaging companies to accelerate the expansion of LED lighting, expand production capacity, or to step up the integration of upstream and downstream supply chains. There are still large variables in the overall market structure.
Judging from the performance of LED packaging listed companies in the first quarter of 2014, in addition to the decline in the net profit of Ruifeng Optoelectronics, most domestic mainstream LED packaging factories have basically achieved a good start, especially Hongli Optoelectronics, Guoxing Optoelectronics and Jufei Optoelectronics, the operating revenues and profits of the three major packaging companies continue to grow rapidly.
Among the non-listed companies, the shipments and orders of the large-scale packaging plants such as Jingtai Optoelectronics, Simai Optoelectronics, Xuyu Optoelectronics, Baishi Optoelectronics and Mulinsen Co., Ltd. are also increasing month by month.
Jingtai Optoelectronics Gong Wen said that after entering the second quarter, it was obvious that the company's display and white LED package products doubled in shipments, and orders have been scheduled for several months.
The performance of Taiwan's LED packaging factory seems to be more gratifying. The capacity utilization rate of packaging factories such as Yiguang, Longda Electronics and Dongbei has reached more than 90%. Some large factories have even limited production revenue due to insufficient production capacity.
The overall demand for the mainland LED market is quite strong, and the company's packaging capacity has become full in the first quarter of this year. Lu Jinyu, general manager of Suzhou Daliang Electronics Co., Ltd., said that the rapid growth of the mainland packaging market is mainly affected by two factors. First, as the LED backlight application market is becoming saturated, this year has entered the plateau period, and the second is last year. After the expansion of the lighting and packaging business of some packaging factories, the company itself increased its capacity release.
Compared with the Taiwan LED packaging factory, which relies heavily on the growth of the LED backlight market, most mainland packaging companies are more inclined to rely on the LED lighting and display application market.
LED lighting and packaging factories are able to release production capacity quickly. A large part of the reason is that LED downstream lighting factories have begun to accept a large number of cost-effective domestic devices, especially LED fluorescent tubes, bulbs and panel lamps. The market demand for lighting packaged devices is driving a large amount. Wang Peng, deputy general manager of Baishi Optoelectronics, said in an interview recently that the supply of white light devices in many LED packaging manufacturers is very tight.
The reporter learned that the current demand for the medium power 2835 model in the market is very large, followed by products such as 3030 and 4014, the shipments have increased, but the shipment of 3014 has been significantly reduced. In addition, benefiting from price reduction and performance improvement, COB packaging demand has been further improved. In 2014, the COB packaging market share is expected to reach 15-20.
In addition to backlighting and lighting, since the last year, the reverse market growth of the LED display market segment, which is typical of small pitch and high-end rental, has also driven the rapid development of the packaging market to a considerable extent. Under the pull of the backlight, lighting and display troika, the LED midstream packaging market has entered the fast lane of high speed.