The invention of LEDs was in the 1960s, when the history of LED packages and chips was synchronized. After the chips were manufactured, the packages were used as indicator lights. After more than 40 years of development, a full range of products has been formed. The packaging materials and packaging processes have been rapidly developed and advanced. The LED device products are widely used in various application fields, and the breadth of applications is constantly expanding.
China's LED packaging industry status
China's LED packaging industry is relatively small, and China's current listed companies are relatively small, with a scale of about 500 million yuan. There are many domestic packaging companies, LED packaging companies benefit from the construction of multinational companies in the country, driving the progress of China's LED packaging technology.
The talents in the LED field are very lacking, because this is an emerging industry. There are no corresponding majors and departments in the university. This industry is more experienced talents. Foreign companies set up factories in mainland China and cultivate some excellent ones. Technical talents to promote the development of the mainland LED packaging industry.
The capital market's favor for the LED industry has enabled LEDs to grow bigger and stronger. Many Chinese products, although different from foreign technology, sometimes the quality difference is not so big, but the brand difference will be very big, any brand needs time to accumulate. Therefore, the brand of China LED is gradually accumulating, gradually maturing, and gradually getting the approval of consumers.
There are still many investment opportunities in LED packaging. The LED packaging technology is irreplaceable; the LED packaging process, technology and formulation have high-tech features; there are few listed LED packaging companies; the mid-stream packaging is favorable for upstream and downstream expansion; the intellectual property barrier of packaging is small; the packaging company is currently small, but growing Huge; LED lighting and LED TV will be the strong growth point of LED packaging; LED industry will be the representative industry of China's rise; LED industry will exchange national brands; LED industry will benefit from the national energy conservation and emission reduction strategy.
But there are also investment risks. Some LED packaging companies have a low start (finance, technology, management, etc.); some LED packaging companies have low product positioning; some LED packaging companies are small in scale and operate under-standard; some LED packaging companies have poor governance structures; some LED packaging companies The core technology, technology and formula are lacking; the packaging company is currently small in scale, but its growth is huge; the investment in R&D is insufficient, the talent is lacking; the brand history is short.
In general, investment opportunities in the LED packaging industry far outweigh the risks. Investing in the LED industry is a future for investing in China and the world.
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