Nowadays, in the face of the LED packaging industry, it is no longer news that the incremental increase is not profitable. Unless the bulk of the traditional packaging business is large enough, it is extremely difficult to profit from the competition in the Red Sea.
As a result, many packaging manufacturers with technological advantages began to look for another direction. For example, the light engine products that have gradually warmed up in the market in recent years have begun to become the sought-after "objects" of some packaging companies.
Since the beginning of this year, this trend has been greatly reduced, and SMD+IC, AC-COB and other products have become the “killers†of major packaging companies.
Taking Seoul Semiconductor as an example, it is understood that its ACRICH 3 generation products have improved the optical stroboscopic problem of the AC LED itself, and can also realize functions such as intelligent lighting. For a time, the marketization of photovoltaic engines seems to be no longer far away.
"The cross-border between the industrial chains will become a trend for packaging companies this year, and the AC module is the product of this trend." Dr. Liu Guoxu, CTO of Yimeixinguang, mentioned.
Gaogong LED also learned that the photoelectric engine was initially fired as “de-poweredâ€. Only four years ago, Ningbo Meiya started to develop and produce. At present, the packaging companies involved in this product have become very common.
"For packaging companies, the transformation of optoelectronic engines is actually a bright road under the meager profit space. Packaging manufacturers have technological advantages, which can effectively shorten the development time and increase their own profits and market share." Peking University Yan Chongguang, an adjunct professor at the Shanghai Institute of Microelectronics, said.
"Obviously, the market space of traditional power companies will be compressed, power companies do not understand packaging technology and technology, no packaging equipment, before the power companies are also eager to try, hope to survive through the transformation, but they are more difficult to cut into this field Unless you start again." Yan Chongguang also bluntly said.
But Zhao Chunbo, director of Ming Microelectronics' market, also believes that from the current level of technology, the optoelectronic engine that encapsulates the IC onto the light source board has not reached a fully mature stage, and there is no real mass production, and even it is still in the early stage of marketization. But there is no denying that the photoelectric engine will be a development direction in the field of segmentation.
In addition, there is currently no uniform standard for LED light engines in China. The standard optical components are mainly local regulations of Guangdong Province and have not risen to national standards.
Xiao Bian also learned that the proposal for joint declaration by eight units including TCL Group, Foshan Lighting and Changyuntong Optoelectronics has been approved.
“Obviously, in the face of the future market competition pattern, it is imperative for LED light engine to achieve standardization, and to expand production by mergers and acquisitions, or to improve the supply chain and carry out large-scale production. Only in this way can domestic LED light engine enterprises be better. Participate in international competition." Tang Runlin, general manager of Aide Power, mentioned.
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