In the past two years, the increase in price has always been one of the main styles in the field of LED packaging in China. Midstream packaging companies are constantly seeking ways to reduce costs. Domestically produced accessories have undoubtedly become an important choice for further optimization of the cost of the industrial chain, especially in the packaging of auxiliary silica gel. And the two major markets for phosphors.
At the same time, with the continuous improvement of the technology of domestic auxiliary materials enterprises, domestic replacement has accelerated. At present, the market share of domestic LED package silicone is over 54%. In terms of phosphors, the market share of local companies such as Rare Earth, Hilde, and Xinli Light Sources is also increasing significantly.
However, in the fields of glue and phosphors, the market situation in which foreign high-end brands are expensive and the domestic low-end products are cost-effective is basically formed. At present, packaging accessories are caught in the high-end market with imported brand competition. In the low-end and mid-end markets, there are peers who are rushing to grab the bills. If they go out and lack sufficient patent protection, the production development space needs to be expanded.
The price is sloping, and the accessories factory is difficult to survive.
Affected by the price war of downstream applications, the price of packaged devices has plummeted. At present, the domestic mainstream LED packaging device 2835 has been reduced from 5-8 cents in the first half of 2015 to the current 3-5 cents. The profit margin of packaged devices is shrinking, causing packaging companies to fall into the trap of “incremental gainsâ€.
Based on this, the market situation of phosphors and glues in 2015 was relatively sluggish, and the phenomenon of price declines was prominent. According to the survey, the sales volume of phosphors in 2015 has declined compared with the sales volume in 2014, with an output value of about 695 million yuan, a year-on-year decrease of 12.63%. The same is true for packaged silica gel. In 2015, the sales volume of China's LED packaged silica gel reached 1,500 tons, a year-on-year increase of 21.4%, and the output value was about 1.12 billion yuan, down 3.4% year-on-year.
In the past two years, the price of phosphors has entered the downward channel, and the average annual price drop has exceeded 50%, especially the yellow powder. The price of some enterprises has dropped by as much as 80%. The situation of “increasing the income is difficult to increase†has not changed. Among them, the price of phosphors fell even more ridiculously. The price of yellow powder in 2014 was 0.75 yuan / gram, down to 0.5 yuan / gram in 2015; the price of red powder decreased from 43 yuan / gram in 2014 to 25 yuan / gram in 2015 The price of green powder decreased from 8 yuan/gram in 2014 to 4.5 yuan/gram in 2015.
The decline in phosphor prices continues to squeeze its profit margins. According to relevant surveys, the gross profit margin of China's LED phosphors in 2012 generally remained above 40%, but in 2013, especially in the first half of 2014, the gross profit margin of many companies has been as low as 30%, and some companies have gross margins as low as 20%. %, the gross profit margin of the company has further decreased.
In order to reduce costs, more and more LED packaging companies choose to use domestic glue. Foreign brands are under great impact in the low-profile glue market with relatively low technical content, while the high-tech glue with higher technical content is less affected. Due to the low threshold of low-profile glue technology, domestic companies have squandered the price of horsepower.
According to relevant data, the average price of domestic LED low-profile silicone in 2014 is 200-400 yuan/kg, and the price of high-definition LED silica gel is 1000 yuan/kg. By 2015, the average unit price has dropped to 100-150 yuan/kg and 600 respectively. - 800 yuan / kg.
With the development of the LED industry entering the deep water area, the pattern of packaging enterprises has changed, which has also greatly affected the judgment of the accessories manufacturers on the market. Coupled with the emergence of new packaging technologies, the accessories manufacturers are even more at a loss. At the same time, the lack of standardization in the LED industry, the market mixed situation is difficult to change in a short time, especially in the low-end market, the price is lower, it is staggering.
Even if the cost of domestic packaging materials is extremely high, but the packaging manufacturers are more willing to purchase higher-priced imported accessories. Obviously, the domestic auxiliary materials factory as a latecomer still has no trust in the high-end field. Under the background of the low-cost grabbing of peers under the import competition, the survival of domestic packaging materials enterprises will become increasingly difficult.
The risk of pledge is large, and the patent becomes a "roadblock"
Whether it is glue or phosphor, it belongs to the LED accessories industry that “later want to liveâ€. Most of the glue still stayed at the stage of replacing international brands such as Dow Corning and Shin-Etsu, and the phosphor started relatively late.
According to industry insiders, for high-end packaging devices, packaging manufacturers are more willing to purchase international brand accessories, because enterprises should consider patent issues when exporting products, which also leads customers to specify the use of foreign accessories. . As a late-stage domestic auxiliary material factory, the market space is relatively small, and it has to concentrate more on the competition in the middle and lower-level fields, and choose to cooperate with small and medium-sized packaging enterprises, thus increasing the risk of payment.
According to industry insiders, in general, big companies have better cooperation in collecting money, but small factories are more troublesome. Because, now many small packaged factories rely on the pressure of suppliers to survive. Once the excipients fail to receive the payment as they are, they may not be able to do so.
For the moment, there are three types of LED fluorescent industry recycling cycles: one is for large enterprises and some medium-sized enterprises, the payment method is 30 days for monthly payment; the second is for medium-sized enterprises and some small enterprises, and the payment method is 60 or 90 days. Third, small businesses, with less goods, lower payments, and payment methods are instant payments.
The biggest risk of choosing SMEs is collateral, which increases the risk of ex-factory outs. Obviously, large packaging companies are the quality customers that the auxiliary materials factories are competing for. With the consolidation of mergers and acquisitions in the packaging industry, the market has further concentrated on leading enterprises. The auxiliary materials industry has eliminated a number of small companies with no technical content, leaving behind several powerful companies, and there will be a strong and strong situation. For example, LED silicone manufacturers have 40-50 in the past few years, and now there are fewer than 10 companies on the market.
At the same time, patent risks have led to weaker bargaining power of domestic excipients. Throughout all domestic phosphor companies, in addition to Mitsubishi Chemical, a Sino-foreign joint venture that fully masters technology patents, other companies have weaker bargaining power for packaging companies, especially domestically produced unknown phosphor companies. Mitsubishi Chemical and Nakamura Yuji, which is supported by Mitsubishi Chemical Technology, currently have strong bargaining power in the field of red powder and some green powder. The price of the product is more than twice the price of domestic powder.
In addition, patents have become the “roadblock†for domestic excipients to expand their overseas markets. When multinational companies have no absolute advantage in price and quality, patents have become the magic weapon for their success. For domestic enterprises that have shortcomings in patents, they should abandon the idea of ​​winning by price, familiarize and use patents from a higher perspective, apply for patents as much as possible, build their own intellectual property system, and become passive.
Breakthrough in technological innovation
Quality and cost are always a topic of concern for all manufacturing companies, and technological innovation is the main factor contributing to quality improvement and price decline. Nowadays, consumers are turning to “high-efficiency†for LED lighting, which puts more demands on packaging, with superior performance, higher luminous efficiency, lower cost, higher index, and continuous testing of fluorescence. Research and innovation capabilities of powder and glue companies.
Through the innovation of phosphor technology, improving the light efficiency of LED packaging devices, improving the color quality and reducing the packaging cost are the long-lasting themes of LED phosphor technology development. Previously, the mainstream scheme of white LEDs was to apply a conventional yellow phosphor on a blue GaN-based LED chip . The emission spectrum of the scheme was mainly yellow-green light, and the white LED of the final package had a low color rendering index due to less red light components.
In order to improve the color rendering index of LED lighting products, the full-color LED phosphors with balanced spectral components have become the higher goals pursued by the company. Keheng, Rare Earth, Hilde and other companies have developed full-spectrum phosphors as their technology. Upgraded product. Liu Ronghui, director of the Rare Earth Luminescence Division, said: "We will continue to introduce new products based on the development trend of semiconductor lighting technology in the field of full-spectrum lighting, ultra-high power lighting, and wide color gamut display phosphors."
The development of packaging materials companies must follow the footsteps of packaging technology innovation in order to achieve rapid development. Ge Shili, general manager of Beijing Kangmet, said that Kangmet has independently developed high-end high-refractive silicone encapsulant products, and has taken the lead in breaking through the technological monopoly of foreign giants in the field of high-end high-refractive silicone encapsulants, becoming a domestic brand comparable to imported brands.
At the same time, the high-margin segmentation market such as UV LED and agricultural lighting has developed rapidly, bringing new development directions to domestic glue factories and providing new profit growth points.
In order to cope with the competition in the industry, Commet has introduced high anti-vulcanization products and modified silicone resins, as well as new products such as UV-encapsulated silica gel and CSP-packaged silica gel. At the same time, Li Benjie, CEO of Lianlang New Materials, revealed that the company and Osram are currently cooperating to develop high-definition packaging products resistant to UV and gas corrosion.
Undoubtedly, technological innovation has always been an effective weapon for LED accessories companies to improve product performance and competitiveness. Next, the integration and elimination of LED package mergers and acquisitions will be further accelerated. Excipients will only be able to compete in an invincible position.
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