After the baptism of market competition in the first half of the year, the LED packaging industry is gradually returning to rationality.
Judging from the semi-annual report data released by the recent LED packaging listed companies, most of the enterprises' main business revenues in the first half of the year are maintaining growth. In particular, in terms of net profit, the profitability of enterprises is also tending to grow steadily.
In the first half of the year, Guoxing Optoelectronics (002449) had an operating income of 1.055 billion yuan, a year-on-year increase of 16.36%. The net profit attributable to shareholders of listed companies was 94.261 million yuan, a year-on-year increase of 13.23%.
Hongli Zhihui (300219) released its performance forecast. The main business in the first half of the year maintained steady growth. The net profit for the first half of the year is expected to increase by 130% to 150% compared with the same period of last year.
Jingke Electronics (836789.OC), a listed company of the New Third Board, achieved a net profit of 17.72 million yuan due to its expansion in the first half of the year and good business performance, an increase of 305% over the same period last year.
Wang Mengyuan, general manager of Zhonghao Optoelectronics, believes that “from the perspective of the overall performance of the packaging market in the first half of the year, prices have stabilized. The expansion of enterprise scale, product structure optimization and cost control are the main factors. Of course, some listed companies have increased revenue through mergers and acquisitions. It is also the main line of performance growth."
For Zhonghao Optoelectronics, the first half of the year is also a bumper season.
“In the first half of this year, Zhonghao Optoelectronics' automotive lighting and special light color lighting products have far exceeded the traditional commercial products. The company achieved sales growth of more than 200% compared with last year.†Wang Mengyuan told Gaogong LED, and now many packaging manufacturers also Begin to pay attention to and get involved in the market segment. Although there will be some competitive pressure, Zhonghao Optoelectronics has already laid out two or three years in advance, and the next step is to continue to deepen and grow stronger.
Since its inception, Zhonghao Optoelectronics has been deeply cultivating and focusing on COB products. After years of development, the current products not only involve high-end commercial, home, outdoor / industrial and mining fields, but also automotive lighting, special light color lighting, UV UV applications and other sub-fields.
"Being bigger and stronger" has become the unanimous goal of many LED companies. Nowadays, the polarization of the LED packaging industry has gradually emerged.
"Diversity is a very important industrial law that emerged from the development of the industry to a certain stage. In the LED industry, it can also be said to be the process of survival of the fittest, or the process of eating big fish." Wang Mengyuan mentioned, for example, Mulinsen through mergers and acquisitions, etc. Means has become one of the top ten packaging companies in the world.
In Wang Mengyuan's view, polarization will continue to exist in the next few years and will intensify.
The business of the big Evergrande has been established for a long time in the semiconductor industry. Polarization is bound to be the advantage of the big ones, and the competitiveness is strengthened. On the contrary, the other extreme can only find a place in the differentiated market segment, or through its own high Technical barriers to gain high gross margins.
If SMEs have no advantage in these two aspects, it will be difficult to survive.
In addition to some enterprises that have certain advantages in scale effect and segmentation effect, the living space of many small and medium-sized enterprises and products relative to traditional and conventional enterprises is still further squeezed.
In some products, the status of “incremental increase does not increase†is not a case.
Jufei Optoelectronics (300303, SZ) released the 2016 semi-annual report. What makes people happy is that the company's revenue in the first half of this year increased sharply by 57.32% to 655 million yuan, while net profit fell by 12.56% year-on-year to 59.414 million yuan.
The company's lighting LED realized operating income of 74.109 million yuan, an increase of 97.61%. One of the important reasons for the decline in net profit is the decline in gross profit margin of LED lighting package products, which has fallen below 10% in the first half of 2016, only 9.4%.
This is a clear difference from the company's traditional business LED backlight products.
Wang Mengyuan said, "Since the second quarter of this year, the LED market has recovered slightly. Many downstream manufacturers can also start to adjust their product strategies. From the past, they mainly relied on the upstream supply chain to squeeze gross profit, and instead turned to make products slightly higher. market."
However, overall, the gross profit margin of manufacturers of traditional lighting packaged devices is still low, and due to the difficulty of price increase, the industry profitability in the short term is still not optimistic.
Therefore, how to play a good hand with different differentiation is one of the ways for packaging companies to seek self-breakthrough.
On the one hand, it is turning to a market segment that still has a certain threshold for flip-chip, CSP, and light engine; on the other hand, it is looking for a professional lighting segment.
Wang Mengyuan said that Zhonghao Optoelectronics will follow the market to respond to the strategy and continue to insist on doing "good light, lust."
This year, Zhonghao Optoelectronics has successively launched a new generation of indoor and outdoor light engines and supermarket fresh lighting products, which is called the “special color†series. The new generation of light engine products has greatly improved performance based on the improvement of integration technology, such as high light efficiency, low THD, no stroboscopic, high reliability, etc., and adapt to the dimming requirements of North America and Europe.
“In addition, we also launched the “Jinghui†series of flip-chip COBs, using gold-free wire encapsulation, and using high-precision automation equipment to maintain certain advantages in outdoor super-power and high-density market of lamp lights.†Wang Mengyuan said that the current products Has been widely recognized by customers. I believe that the launch of these new products will benefit more partners.
On September 9th, 2016, the high-tech LED special forum series-package change special forum will be held in Shenzhen Qingqing World. The new round of LED packaging competition cycle, segmentation market differentiation, new technology and new technology development, domestic packaging And related materials, equipment companies how to seize new opportunities and other issues, Wang Mengyuan will go to the scene to do more sharing with everyone.
About Zhonghao Optoelectronics
Foshan Zhonghao Optoelectronics Technology Co., Ltd. takes the technology of top-notch talents returning to China as the core, and relies on the research and development platform of Sunshine University Semiconductor Lighting System Research Center to engage in research and development, production, sales and technical services of LED COB light source products. Technology company. The company's COB products are divided into four series: Shang Zhao Yao Ming / True Color / Sunshine Series (80/90/95), outdoor industrial and mining lighting "Gianliang" series, special light color "Special Color" series and lighting "Wind Chi" series. Zhonghao adheres to the "talent" and "technology"-based, adhering to the "create value for customers, create opportunities for employees, create profits for shareholders, create wealth for the society" business principles, is committed to becoming China's high-quality optoelectronic integrated products Excellent company.
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