China's large LED packaging companies are missing

China is currently a major LED packaging country, accounting for 70% of global packaging production. However, China's LED packaging companies are very fragmented, with nearly 2,000 packaging companies, and lack of large companies that can compete with international giants. So far, there is no listed company.

Li Mantie, general manager of Shenzhen Lehman Optoelectronics, believes that the technology gap in the field of packaging is shrinking at home and abroad, as the opportunities in the application field are increasing, the scale benefits of enterprises are increasing, and emerging brands are taking shape. He further said: "LED packaging is an important part of the LED industry. Some people think that there is no technical content in the packaging process, which is completely wrong. At present, there is no huge packaging market for packaging companies in China. The barriers are small, and the midstream packaging companies are conducive to upstream and downstream expansion."

Xing Qibin, chairman of Shenzhen Jufei Optoelectronics Co., Ltd. also pointed out that well-made packaging companies need very high technical strength. "In fact, the gold content of packaging technology is no less than chip production, such as how to solve LED heat dissipation, how to reduce the thermal resistance of LED, how to increase LED light extraction efficiency, how to increase the reliability of LEDs, etc.," he said. According to the data of Shenzhen LED Industry Association, Jufei Optoelectronics is a Shenzhen packaging enterprise that has developed very fast in recent years. It has become the largest supplier of side-emitting LEDs in small and medium-sized backlight factories in China, with a market share of nearly 20%.

According to data from the American LED Technology Association and the Department of Energy, the least efficient part of the LED lighting system is only 30% in the packaging chain, while the efficiency of LED driving, thermal efficiency and fixtures & optical devices has exceeded 90%. At the same time, Xiaojing Wei, the managing director of Microcrystalline Advanced Optoelectronics (Jingke Electronics Guangzhou Co., Ltd.) also pointed out that the cost of packaging is the bottleneck in the overall system cost. He explained: "When the epitaxial chip technology is upgraded, the cost of the chip drops rapidly. But the discrete type The chip back-end process and traditional packaging process become the bottleneck of system cost."

It can be seen that the technical requirements of the LED packaging are very high. Xing Qibin explained that for LED packaging companies, our core technologies include rapid optimization of lead frame (bracket) structure by optical simulation and heat flow simulation, application of light reflection structure and process patent technology to maximize luminous efficiency and reduce thermal resistance. The light emitted by the LED is injected into the light guide plate to reduce the number of LED lamps used by the customer, and the cost is saved by 20%~30%; the color rendering index of the LED reaches 85 or more without using the key technology, and the color reproduction is achieved. Excellent in the packaging stage, strict selection of materials, correct and reasonable setting of key parameters of the equipment, using a new injection molding process, optimizing the matching chip and phosphor, controlling the sedimentation rate change of the phosphor and the standing time after dispensing. The white light product customer compliance rate can reach more than 96%, quickly meeting the customer's individual needs for color zone and brightness.

Among them, the side light emitting diodes 020, 010 products are the main components of the current backlight. It is a high value-added LED product with high production precision and difficulty in controlling color uniformity. "Through our investigation, domestic enterprises with the ability to package high-performance 020, 010 products on a large scale are currently only Jufei Optoelectronics. At present, Jufei's side-emitting white light 020, 010 products have been ZTE, BYD, Xinli, Shenzhen Diguang According to the unanimous approval of customers such as Jiangxi Lianchuang, they are replacing the same types of products from Samsung, Japan and Taiwan with high cost performance.” Xing Qibin said, “In the case of Samsung, Samsung’s color area is equivalent to 3-4 flights. The color zone, so the consistency of our products improves the customer's usage rate, which reduces the cost of the customer's product materials and is well received by customers."

After the success of the small size market, the next target of Jufei Optoelectronics is obviously a large-size LCD TV. At the end of last year, it has taken the lead in the domestic counterparts to complete the small batch production of 5630 LED used on 26-46 inch LED TV. Under x0.25 and y0.22 coordinates, the luminous efficiency is above 65LM/W, TV color saturation. Above 80. After lighting for 1000 hours at room temperature 150 mA, the light decay was less than 5%. In July 2009, they successfully developed 1W LED thermal resistance below 5 °C / W, and will be widely used in lighting and 50-inch LED TVs in the future.

Thanks to the good market in China's mobile phone market in 2009 and the market share of Jufei Optoelectronics, their sales in 2009 were nearly RMB 200 million, and the SMD LED packaging capacity was about 120 million/month. This is already a leader in the LED packaging industry in China. However, the average sales volume of China's current packaging industry is between several million and 200 million yuan, which is a huge gap with the mainstream packaging companies overseas.

At present, the top five global LED packaging manufacturers are Nichia, Cree, Samsung, Lumileds and Taiwan Everlight. Among them, Taiwan Everlight focuses on packaging and is the leader of SMD LED packaging industry. It is LED LCD TV manufacturers such as LG, Sharp and Samsung. The main supplier has a monthly capacity of about 1 billion and annual sales of nearly 300 million US dollars. The capacity of Dongbei, the third largest SMD package manufacturer in Taiwan, has also increased to 500 million/month. This shows the gap between Chinese LED packaging companies and overseas companies.

However, it is this gap that hides huge opportunities. After the LED LCD TV and indoor lighting market are really launched on a large scale, China, as the world's largest application market, will certainly bring more opportunities to local enterprises, like other. Like the mature market, the pattern of China's LED packaging market will definitely change significantly. (Edit: Looking up at the stars)

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