[Yearly Meeting] Mulin Forest Jiliang: The next package company's battle for the wind

[Text|High-tech LED reporter Luo Shenghua] After years of fierce competition, the domestic LED packaging market has been relatively mature. The number of leading enterprises in the first echelon of the country is constantly increasing in competitiveness and expanding in scale. It is not weaker than LED packaging companies in foreign countries in terms of domestic market competitiveness and independent intellectual property rights. In terms of packaging, domestic companies already have the same strength as international LED companies.


Lin Jiliang, general manager of Mulinsen Lighting Division


As far as the current mature packaging industry is concerned, there is not much difference in the technical aspects of various LED packaging companies in China. The only difference is the size of the company's production capacity, the consistency between product batches, and the difference in product reliability.

Under the pressure of large enterprises, the living space of small packaging enterprises has been compressed.

"The current situation in the industry is that lighting has entered the LED era, and LED has entered the era of general lighting, so the next 1 to 2 years is likely to be: the upstream blood flow into the river, the middle corpse traversing the wild, the downstream soldiers are ridiculous. The packaging industry in the past few years 'Fengkou' in the outdoor lighting, display and automobile three markets, what about the future?” Lin Jiliang, general manager of the Mulinsen Lighting Division, at the 2014 High-Tech LED Annual Meeting, was named by Mulinsen’s “Looking for the next three years of LED new chapter” theme conference Threw an interesting industry guess.

No matter where the "wind vent" is, there will be many, and the current trend of the largest package in the field of Evergrande has already begun. According to data from the High-Tech LED Industry Research Institute (GLII), since 2014, the scale of capacity expansion of the LED packaging industry has actually been higher than that of 2012-2013. Different from the previous two years, the proportion of expansion of the large and medium-sized packaging enterprises with a production value of over 100 million in 2014 accounted for more than 60%.

In fact, in the packaging industry, the diversified industry chain demand makes the packaging companies unable to rely on the monomer to meet all the orders in the market. As a packaging enterprise, only by positioning the market well can we realize the specialization and low cost of our products. From the perspective of economics, it is more conducive to the development of LED packaging enterprises by investing limited resources into one or several sub-segments. This is especially true for small and medium-sized enterprises.

However, the packaging positioning of the market segment has put forward more requirements for accessories, including power supply, drive, and light distribution. Different subdivided package devices require their packaged manufacturers to re-develop modules, which will obviously change the production of peripheral packaging.

The conversion of a personalized product into a generic product requires a process. Subdivided packaging mainly depends on the market demand. If the quantity is not up, it will be difficult to promote. For individualized needs, companies must first undergo a comprehensive evaluation, including research and development, materials and other costs, as well as customer growth, and then consider production.

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