What is the prospect of LED packaging industry? Analysis of LED packaging market scale
The 2022 Guangzhou International Lighting Exhibition (GILE) will be held at the China Import and Export Fair Complex from June 9 to 12, 2022. Guangzhou International Lighting Exhibition will share with you today's lighting industry information:
The current development of the domestic LED packaging industry is relatively mature, forming a complete LED packaging industry chain. Generally speaking, the function of the package is to provide enough protection for the chip to prevent the chip from failing due to long-term exposure in the air or mechanical damage, so as to improve the stability of the chip; for the LED package, it also needs to have good light extraction efficiency and good heat dissipation. , A good package can make the LED have better luminous efficiency and heat dissipation environment, thereby improving the life of the LED.
The packaging end is the most mature link in the development of the domestic LED industry. Affected by the continuous release of production capacity and the continuous reduction of profits, the living space of small and medium-sized packaging enterprises has been squeezed, while head packaging factories have focused on the automotive LED, plant lighting, infrared, ultraviolet and other markets, and a new round of emerging markets has emerged. The fight is kicking off.
From the perspective of LED packaging supply, in the Chinese market, the revenue of mainland packaging manufacturers in 2018 was 48.8 billion, a year-on-year increase of 7%, including first-tier manufacturers such as Mulinsen, Guoxing and Jufei. In 2018, the share of mainland packaging manufacturers was 70%, and the share did not increase significantly. The main reason is that the high-end automotive, high-end backlight and lighting markets are still dominated by international manufacturers. At the same time, in 2018, foreign packaging manufacturers still maintained a 4% growth in China.
The early international LED packaging industry competition pattern is divided into three camps: European, American and Japanese factories, Korean and Taiwanese factories, and mainland local factories. The European, American and Japanese camps started the earliest and had the most advanced technology. Subsequently, domestic packaging factories expanded production aggressively, and international factories transferred a large number of orders to domestic OEM production due to cost pressure. By 2019, mainland China will account for 71% of the global LED packaging market, with a solid dominant position.
Large domestic LED packaging manufacturers have experienced excess capacity. In 2018, the LED packaging market in mainland China was 69.7 billion yuan, a year-on-year increase of 6%, and the growth rate fell by 12% compared with 2017. The packaging market of traditional display and traditional backlight occupies a large proportion, but the future growth scale is limited; the packaging of new Mini LED backlight or Mini RGB is currently less accepted by the market, but it is expected to become a new growth driver.
With the continuous maturity of domestic packaging device technology, the performance of domestic packaging devices is equivalent to that of imported packaging devices, but the price advantage is obvious, and the competitiveness of domestic packaging devices is becoming more and more obvious. At present, some domestic packaging manufacturers have established a good brand image in the field of high-end packaging devices, and the high-end market share of domestic packaging devices has increased significantly.
my country is currently the world's largest OLED application market, of which more than 45% of IT products are related to display devices; the production of mobile phones in mainland China accounts for more than 50% of global production; , Netbooks, monitors and TV applications will gradually increase. In addition, with the further maturity of OLED technology, the yield will gradually increase, the production cost will be greatly reduced, the shortcomings of high product prices will be gradually alleviated, and the market demand will be greatly released. The market demand for OLED panels will increase sharply from next year. increase, and there is a shortage of supply. (Source: China Research Network)
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