How will China's LED packaging industry develop in the future
At present, the LED industry has entered a modest development period, the future of China's packaging industry will be how to develop? Overall, the following six trends will be presented:
First, from the data point of view, 2015 - 2020, LED industry CAGR 6% in 2020 will reach 73.1 billion yuan scale. From the overall market, the lighting market demand growth per year; backlight, the traditional display area of ??recession; car, small spacing display, plant lighting emerging segments of the industry is the main driving force for growth.
Second, the chip industry has ushered in the inflection point, the package will continue to reshuffle. Chip industry after several years of reshuffle, the pattern gradually clear to San'an, Huacan led the chip factory, the scale continues to increase, industrial concentration increased rapidly; packaging industry concentration, although also in the upgrade, but the speed is relatively slow, The next few years still continue to shuffle. In addition, the chip companies bargaining power will be improved, the relative, packaging companies bargaining power will decline.
Third, the industry regional pattern changes, the global packaging production capacity to China. In the chip industry and downstream support of the sea, the mainland packaging capacity continues to increase. In the market operation, or to their own brand, or for the international plant OEM, in recent years the proportion of international OEM manufacturers in China increased year by year. Yu Bin believes that if companies want to scale up quickly, foundry is a way. However, if you do not quickly scale the product, the next day will be difficult.
Fourth, forced by cost pressures, enterprises from the Pearl River Delta slowly to the east, coastal area transfer. Yu Bin, for example, such as Chi Chi, wood Linsen, Hongli, Tian Dian Optoelectronics, etc. will gradually transfer part of the production capacity to other places. In addition, Shenzhen as the nation's largest LED enterprises in the city, enterprises are slowly outflow, Lehman, joint construction, Chau Ming moved to Huizhou; Wanrun moved to Dongguan; Oulund moved to Jiangmen. Although not left the Pearl River Delta, but still shows that enterprises have relocation needs.
Fifth, the rise of international manufacturing, packaging, the proportion of direct exports increased. In the past demand for lighting, lighting products are now required, such as lamp beads, power supply, radiator and so on. From the market point of view, due to technology, low capital threshold, Southeast Asia, India and other markets to develop downstream manufacturing, LED device demand is gradually increasing.
Sixth, the industry pattern gradually clear, obvious signs of business transformation. At present, the industry giants are now, and the dominant position is more and more obvious. In addition, in addition to small and medium enterprises in the transition to other industries, large enterprises are also extended to other industries, such as the rectangular group into the education, finance, ground on the photoelectric is also extended to the field of education, Wanrun technology has gradually Go to the internet + and media advertising, and so on.
In the future, China's industrial structure will form a number of systems, such as Sanan, Hua Can, Mu Lin Sen Department, the Department of galaxies and Hongli Department, "If you are not in this system inside, then you must have a strong self- It is difficult in this industry based on this pattern, the enterprise must consider where their future location will be.