This week, the price hike from LED upstream raw materials has not stopped. The wave of price increases in the midstream package is spreading to the downstream application market.
The small-pitch LED market in the center of the storm wave has begun to ease the tension between supply and demand.
Liard disclosed this week that although the order was signed in the third quarter due to insufficient supply from upstream suppliers, after several months of continuous expansion, it has been eased. It is expected that the order will be signed from November to December. Will improve.
Driver IC manufacturers are expected to accumulate. The shipment of small-pitch LED display driver ICs is still expected to grow rapidly. It is expected that the overall market will increase by 50%.
Looking forward to 2017, many companies are not optimistic. Among them, the oversupply of the backlight and lighting market is still the most concerned topic.
In the year of 2017, the LED industry gradually got rid of the trough and rebounded. Looking forward to 2017, Nichia Chemical Co., Ltd. believes that the LED industry market situation is still grim in 2017. Although there is room for growth in the overall situation, the oversupply situation in the LCD backlight and lighting market will continue. The car market will grow.
For multinational companies that cannot adapt to the competitive environment of the Chinese market and the global general lighting market, the pace of transformation and upgrading of smart lighting is accelerating.
Samsung Hong Kong announced the launch of a smart Bluetooth LED audio light. This is a smart color LED light with a 360-degree loopback sound. Supports wireless charging, while the lightweight and portable scorpion design can be used outdoors.
OSRAM decided to merge its intelligent lighting business (LIGHTFY) with the digital lighting business unit to combine the strengths of both parties to create synergies and promote Osram's global growth. LIGHTFY generates sales of 20 million Euros per year.
Philips Lighting, which is also the three giants of traditional lighting, announced its latest smart connected lighting project in Madrid this week. It installed 5,400 sets of smart connected lights in the landmark Euro Tower, distributed in 14 floors of the 32-story building, covering 19600. Square meter office space.
Behind the true landing of intelligent lighting, perhaps not only consumers' demand for intelligent control and the gradual maturity of related technologies, but also the huge driving force for further implementation of energy conservation and emission reduction plans from governments and regions around the world.
This week, the European Union issued a draft implementation plan for the eco-design regulations for lighting products to reduce energy consumption through improved design performance. Suitable for lighting products or lighting product parts that are marketed or put into use, including lighting devices that are incorporated into other products.
The Hong Kong Trade Development Council released a report. Although the sales performance of the lighting industry is flat this year, the industry is optimistic about the market prospects in 2017. Traditional markets such as North America and Western Europe, as well as the Chinese mainland, are seen as the markets with the greatest growth potential in the coming year. LED and environmentally friendly lighting are the product categories with the greatest growth potential in the coming year. In addition, intelligent lighting systems continue to be considered the focus of the future development of the lighting industry.
[LED Xie's Xie's Bai Xiaosheng] LED price increase paradox
This time, the price increase of metal raw materials is not the LED sales are too good, but the metal raw materials are stimulated by the large demand of the lithium battery industry, which further reduces the profit margin of LED. From this point of view, LED is passive, which is undoubtedly worse for the industry chain where the original profit is very thin.
On the other hand, although gold, silver, copper, aluminum and other raw materials have generally risen in price, wafers such as Jingyuan and Sanan are also rising in price, but there is still pressure on the price of finished lamps, which determines the package of the middle reaches. The price is even harder. As the price of raw materials rises, it is already compressing its own profits for packaging companies to maintain “no price cutsâ€.
At this time, there will be people who are not big but still claim to be “leading enterprises in high-power packagingâ€. They are still selling products below cost. If they are not cutting corners, they are not huge-scale production, not technical breakthroughs, that is, holding suppliers. Even 8 or 9 months of payment comes to "loss operation"?
Could it be that the "leader" is in overdraft consumption? With the money of the supplier to quickly cash out? Going to some governments in the Mainland to "fudge money"? Think about it and shudder. This reminds me of what Fei Ge once said, "Get out of the mix, and come back sooner or later."
Xie Peng has also been involved in these years in the industry, and has helped many companies to do strategic planning, but still did not understand how companies that sell products below cost should operate. Will this be the highlight of the next packaging industry?
I don't know. If it happens like what I am worried about, it really hurts us to be friends of the packaging suppliers. No way, born to be a life-threatening life, now it is a sweat for everyone.
Although friends around me said that it is too difficult to raise prices, but as far as I know, a new packaging company listed in Shenzhen has been raised by 5%-10%, and more companies are already eager to try.
Encapsulators who think that the price increase is too difficult may be worth considering. In the face of such a dilemma, whether they can understand the 72-like changes like the "old grandson" and know the gods (not to mention the rising prices of the old grandchildren). Or, with the high reputation of "old Liu", have a group of brothers such as Zhang Fei, Guan Yu, Zhao Zilong and so on?
Out of the world. It is often the case that some great strategists such as Roosevelt, Stalin, Churchill, etc. can be produced during the World War. So it is not a good thing for some companies in the LED world. (when the original text)
Slower price cuts, moving towards a customized, personalized market
According to the data of the High-tech Research Institute LED Research Institute (GGII), by 2017, COB will account for about 15% of the output value of LED lighting packaging, and it has a large market in the commercial lighting field. After nearly 6 years of development, COB has become more and more prominent.
Dr. Shao Pengrui, Technical Director of Jingtai Co., Ltd. believes that since the beginning of 2016, the entire LED market has been developing in a good direction. With the rapid growth of the penetration rate of the LED lighting market, the development of the COB market will gradually become more rational.
In fact, not only COB, but now all kinds of LED devices do not have much room for price cuts, or even small profits, and even some companies are selling at a loss. Yin Hui, deputy general manager of Shengpu Optoelectronics, predicts that “under such a premise, the price of COB will not fall as much as the previous two years.â€
Wang Mengyuan, general manager of Zhonghao Optoelectronics Co., Ltd. also said, “The current COB price in the packaging market has bottomed out. As major raw material manufacturers gradually adjust prices, the COB price decline trend has slowed down in the third quarter.â€
In fact, since 2010, COB has gradually become a new demand point in the market. As of now, its price has been lowered for six consecutive years, from a few yuan per watt to a few cents per watt.
According to Song Dong, vice president of Jingke Electronics, in the commonly used COB light source products, the proportion of the price of each part is in the order of chips, gold wires, glues and brackets, of which the chip accounts for more than 50% of the cost of the light source. Individuals may even approach 70%. Therefore, the rapid decline in COB prices depends largely on the downward adjustment of chip prices.
After two years of price fights, this year's COB market has gradually become more rational, and the price of chips, phosphors, glue and other auxiliary materials has reached a relatively historical low. Next, COB's price reduction space is very limited. (when the original text)
Hongli Zhihui: Continue to strengthen lighting LED investment, enlarge and strengthen LED main business
The future packaging industry is similar to the early electronics industry. After several rounds of reshuffle and integration, the market share will become more and more concentrated. Only a few companies will not easily provoke a "price war" for their own profit.
The price of the device will tend to stabilize in the future. On the one hand, the market concentration in the upstream chip field is also increasing. For the midstream packaging companies, the concentration of choice is also increasing; on the other hand, the technological maturity and capacity utilization rate of large-scale chip companies such as Sanan and Huacan tend to For stability, the price of the chip will also be in a relatively stable period.
Wang Gaoyang, deputy general manager of Hongli Zhihui, said that we will continue to strengthen the investment in lighting LEDs and actively introduce diversified products such as flip-chip, COB and EMC.
The company is committed to continuously improving the performance and cost-effectiveness of its products through technological innovation and raw material research and development. With the increase in demand for flip-chip products, the continuous improvement of technology, the improvement of production yield, the gradual maturity of the process, and the fact that the cost and price are gradually approaching the formalwear products, the application advantages of the flip-chip products are gradually highlighted.
In terms of traditional advantages of SMD products, our SMD flip-chip products can achieve breakthroughs in PCT materials and EMC material flip-chip technology, and use automatic point-to-point and dot printing technology to achieve mass production of fully automated flip-chip products. The main product models are PCT2835 series and ES3032 series, featuring high power, high reliability, favorable hot channel design and no hidden wires with no dead lights.
At the same time, we are committed to providing customers with a full range of lighting application solutions, such as the SMD2835 (light efficiency up to 210lm/W) for high-efficiency lamp applications, and the 1W 2835-PCT product line for bulb applications. Wait.
In terms of COB products, the demand market for high-end light sources is getting bigger and bigger. As we continue to overcome the light efficiency barrier, we will gradually realize the refinement of the spectroscopic method to screen the color and color consistency, and gradually introduce better color reproduction and light quality. Good COB products.
By optimizing the product's circuit design, uniform light output is achieved, especially on lenses and light guides that match small angles, which significantly improves the spot effect and enhances the overall optical performance of the luminaire, perfectly demonstrating the advantages of COB products in lighting design.
In addition, the company's COB products are on the one hand in the development of miniaturization of size, using flip-chip technology, high-density chip arrangement, which can realize small size and high power, which is conducive to optimizing the structure of the lamp; on the other hand, the development of light engine and intelligence Integrate optical, electrical and thermal management into one, simplifying the structure and making it easy to use.
Lighting China's layoffs "low standard compensation" caused some employees to resist
GE Lighting, which has been well-known for centuries, has recently had to terminate its business in Asia due to strategic adjustments. The situation of internal and external difficulties has also come: dealers once held a group protest and layoffs also caused staff to rebound.
On November 23, informed sources broke the news that GE Lighting China is undergoing large-scale layoffs, and some employees were required to obtain compensation and dismissal duties at the minimum standards of the Labor Law. The incident, just after the company announced the termination of its Asian operations, nearly 30 dealers jointly protested that GE Lighting had suddenly terminated the agreement for just two months.
The above-mentioned insiders revealed to the First Financial Reporter that GE Lighting is gradually withdrawing from its Asian operations including China. (GE) Lighting China will leave a few leaders, but many employees will lose their jobs.
According to people familiar with the matter, “the headquarters of GE Lighting has about 100 people, and several other offices (Beijing, Nanjing, Tianjin, Guangzhou, Shenzhen, Jinan, etc.) add up to a total of hundreds of people. Some employees have reached an agreement with the company. Will be compensated according to a higher standard, but another group of employees are required to be cut according to the minimum standards of the Labor Law. Those who do not receive higher compensation may go to GE Lighting China headquarters next week - Shanghai Zhangjiang No. 1 Huaying Road, Gaoke Park, discussed."
China issued a statement on November 24, saying that after GE Lighting announced the termination of its business activities in Asia, it has reached an agreement with most of the affected Chinese employees and signed a compensation plan agreement. GE said there is no differentiation standard for the compensation plan.
At the end of August this year, GE Lighting announced the termination of its business activities in Asia. The statement explained that in the past ten years, the market demand for traditional lighting products has continued to decline, and the development of lighting technology has increasingly shifted from traditional incandescent lamps, halogen lamps, etc. to new products such as LED lighting.
In the face of changes in market demand, GE Lighting will focus on corporate resources, focusing on the development of LED technology and business in North America, Europe and the Middle East.
GE confirmed to the interface news that GE Lighting China's most business-related employees were affected, a total of 105, accounting for about one-third of GE Lighting's total number of employees in China.
The statement denied the media's report on the company's layoffs according to different standards. "We provide all affected employees with compensation schemes higher than the legal standards according to China's labor regulations. There is no standard of differentiation.
At present, only a very few employees have not agreed with the company on the compensation plan. "GE China said that the company recommended other related job opportunities for the affected employees. Tens of employees have accepted the opportunity of internal transfer, and some employees are in the interview process.
Deputy General Manager of Foshan Lighting, Xie Qing, resigned, this year, frequent personnel changes
Foshan Lighting announced that the company's board of directors received a written resignation report from Mr. Jie Qing, the deputy general manager, and Mr. Xie Qing resigned as the deputy general manager of the company for personal reasons. After Mr. Xie Qing resigned, he will no longer hold any position in the company and its subsidiaries and subsidiaries.
In August of this year, Foshan Lighting announced that, according to the company's development and actual needs, after research by the company, it was decided to adjust the division of work of Xieqing from the domestic sales of the company to be the two factories outside the company, namely Foshan Electric Lighting (Xinxiang) Lighting. Co., Ltd. and Nanjing Foshao Lighting Equipment Manufacturing Co., Ltd. production management and related management work. After the adjustment, the company's domestic sales work is directly managed by the general manager, and Xie Qing is no longer responsible for the company's domestic sales.
In fact, since the end of last year, Guangsheng officially entered Foshan Lighting, a new round of personnel adjustments for Foshan Lighting has begun.
Foshan Lighting announced on the evening of August 10 that the company's supervisory committee received a written resignation report from supervisors Zhang Yong and Zhang Xuequan. Zhang Yong and Zhang Xuequan were required to apply for resignation from the supervisory board of the company's supervisory committee due to work transfer. Zhang Yong and Zhang Xuequan resigned as supervisors. They are still in the company's administrative positions, and the resignation application takes effect when it is delivered to the company's board of supervisors.
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