[Text / Wang Cairong] LED packaging market development momentum is fierce. 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 net profit of Ruifeng Optoelectronics (300241.SZ), most domestic mainstream LED packaging factories have basically achieved a good start, especially Hongli Optoelectronics (300219) .SZ), Guoxing Optoelectronics (002449.SZ) and Jufei Optoelectronics (300303.SZ), the operating income and profits of the three major packaging companies still maintained rapid growth.
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. In the first quarter of this year, the company's packaging capacity has become full." Lu Jinyu, general manager of Lunda Electronics' mainland branch Suzhou Daliang Electronics, told the "High-tech LED" reporter that the mainland packaging market appeared. The high-speed growth is mainly affected by two factors. First, due to the saturation of the LED backlight application market, this year has entered the development of the plateau period. Second, after the expansion of the lighting packaging business of some packaging plants last year, the company itself increased production capacity.
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.
"The reason why LED lighting packaging factory can release production capacity quickly is that a large part of LED lighting manufacturers have begun to accept a large number of cost-effective domestic devices, especially the current LED fluorescent tubes, bulbs and panel lights. The market demand for lighting packaged devices has been greatly increased.†Wang Peng, deputy general manager of Baishi Optoelectronics, recently admitted 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, COB packaging needs have been further enhanced by price reductions and performance improvements. GLII expects that the market share of COB packaging in 2014 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.
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 net profit of Ruifeng Optoelectronics (300241.SZ), most domestic mainstream LED packaging factories have basically achieved a good start, especially Hongli Optoelectronics (300219) .SZ), Guoxing Optoelectronics (002449.SZ) and Jufei Optoelectronics (300303.SZ), the operating income and profits of the three major packaging companies still maintained rapid growth.
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. In the first quarter of this year, the company's packaging capacity has become full." Lu Jinyu, general manager of Lunda Electronics' mainland branch Suzhou Daliang Electronics, told the "High-tech LED" reporter that the mainland packaging market appeared. The high-speed growth is mainly affected by two factors. First, due to the saturation of the LED backlight application market, this year has entered the development of the plateau period. Second, after the expansion of the lighting packaging business of some packaging plants last year, the company itself increased production capacity.
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.
"The reason why LED lighting packaging factory can release production capacity quickly is that a large part of LED lighting manufacturers have begun to accept a large number of cost-effective domestic devices, especially the current LED fluorescent tubes, bulbs and panel lights. The market demand for lighting packaged devices has been greatly increased.†Wang Peng, deputy general manager of Baishi Optoelectronics, recently admitted 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, COB packaging needs have been further enhanced by price reductions and performance improvements. GLII expects that the market share of COB packaging in 2014 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.
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