LED package development overview

1. Development status and scale analysis of LED package

After years of development, China's LED packaging industry has matured. In recent years, LED packaging companies have actively listed on the market. With the help of the continued growth of the capital market and downstream application industries, the scale of enterprise expansion has accelerated, and the production capacity has grown at a high speed. The scale of the domestic LED packaging industry has continued to expand. The output value of domestic LED packaging is also increasing year by year, and has been rapidly developed. The rapid growth of the domestic LED packaging industry's output value is due to the fact that most international LED packaging manufacturers are optimistic about China's domestic application market, have set up production bases in China, increase domestic industry sales, and domestic companies to expand production capacity, investment capacity has been released To. On the other hand, domestic LED packaging manufacturers are also constantly improving, making great progress in technology, patents and market, and the production capacity has been further expanded. China is shifting from a large packaged country to a packaging power.

After years of fierce competition, the domestic LED packaging market has matured. The competitiveness of a number of leading domestic packaging enterprises has been continuously enhanced and their scale has been continuously expanded. They are no less than the LED packaging enterprises in foreign countries and Taiwan in terms of domestic market competitiveness and independent intellectual property rights. In terms of packaging, domestic companies already have the same strength as international LED companies.

2006-2014 China LED packaging market size and growth analysis (unit: 100 million yuan,%)

Looking back on the development of LED packaging in recent years, with the continuous expansion of the application range of LED products, its output value and market scale are increasing year by year, and maintain a certain growth rate. It is expected that in the next few years, LED packaging will maintain a certain growth rate and occupy more market share.

In the field of LED packaging, it will also move toward the situation of strong and strong, and the acquisition behavior of large-scale packaging companies is also continuing to fertilize. According to relevant domestic statistics, there are more than 1,000 LED packaging enterprises in China, and the output value is mainly distributed between 10 million yuan. In the field of LED display packaging, dozens of medium-sized and above companies occupy the majority of the market. SMEs can only survive in the cracks, in a relatively embarrassing situation. There is a certain strength to expand production, but the expansion is facing the pressure of capital. If it is not expanded, it will be difficult to match the big factory in terms of cost scale. In the professional segment, the future development trend is not clear and needs more Professional and technical personnel and financial strength. To this extent, the situation of SMEs is very difficult.

Due to the low entry barrier of packaging, it attracted a large amount of capital in the early stage of industrial development, and the packaging industry formed a small and scattered pattern. To a certain extent, the market was once in a period of chaotic development. However, in recent years, with the continuous maturity of the LED display industry, in the process of survival of the fittest in the market, a number of small-scale enterprises with uneven product quality will be eliminated, and the LED packaging industry is expected to move toward a healthy development stage.

As far as the current mature packaging industry is concerned, there is not much difference in the technical aspects of various LED packaging companies in China. The only difference is the size of the company's production capacity, the consistency between product batches, and the difference in product reliability. As manufacturers with financial strength and technical strength continue to expand their scale and increase R&D investment, the steps between domestic LED packaging companies will gradually take shape, and the living space of small packaging enterprises will be compressed.

From the perspective of the LED display industry chain, the core components from upstream to downstream mainly include RGB three-color optical chips, full-color package devices, driver ICs, multi-layer PCB boards, cabinet kits, and display cards (send/receive cards). And video control systems, etc., involving more related companies.

Among all components, the highest cost ratio is the packaged device, that is, the lamp bead. According to the product spacing specification, the lamp bead can account for 20% to 70% of the total cost. Especially in the case of the development of small pitches, the number of lamp beads required per square meter is more, and the cost of lamp beads accounts for the majority of the cost of small-pitch display. Taking the conventional display screen common indoors and outdoors as an example, the LED package device occupies 28% of the overall cost of the display screen, which is an absolute big part of the cost of the LED display screen.

LED display cost structure analysis

2. Geographical distribution of LED packaged devices and analysis of downstream applications

The domestic packaging enterprises have a complete centralized distribution advantage of the industrial chain in the regional distribution, forming a complete LED packaging industry chain. Attached to the characteristics of China's economic layout, China's LED companies are mainly concentrated in the Pearl River Delta, the Yangtze River Delta, the Bohai area, and the Bohai Economic Circle, forming four major gathering areas. The Pearl River Delta region is the region with the largest concentration of LED packaging enterprises in China and the largest packaging industry. The number of enterprises exceeds 2/3 of the national total, accounting for 58% of the total number of enterprises in the country. Apart from the lack of upstream LED epitaxial chips, it has gathered. A large number of packaging materials and packaging equipment manufacturers and agents, the most complete supporting. Followed by the Yangtze River Delta region, the number of enterprises accounted for about 17% of the country.

Taking the Pearl River Delta region as an example, Shenzhen is the most concentrated area for LED optoelectronics enterprises. It is also a region where packaging companies are concentrated. Shenzhen relies on its unique geographical and industrial advantages, with the most relevant supporting enterprises, and the industrial agglomeration effect is quite obvious.

Main geographical distribution of LED packaged device companies

As an important part of the LED industry chain, LED packaging devices are constantly innovating in the process of development, and constantly surpassing, and have greatly improved in packaging form and process. Its downstream applications are also becoming more widespread, with LED lighting, LED displays and LED backlights being the most concentrated applications. LED lighting applications accounted for about 33%; LED display ratio is about 25%; LED backlight is about 21%; other applications account for a balanced.