About the price increase, Mulinsen / Hongli / National Star / Jingke ... they say so

About the price increase, Mulinsen / Hongli / National Star / Jingke ... they say so

Recently, the sound surrounding the price increase of chips and packages has become the focus of discussion in the industry circle. "Public public husbands say that women are reasonable." In some industry insiders, the regulation of marketization also shows that the entire industry has entered the stage of full market competition.

At the same time, the "price increase" behavior also indicates that the industry is gradually returning to rationality.

After a few years of price wars and industry reshuffle, LED packaging is shifting from blindly pursuing low prices to focusing on products itself, which is also a trend for the industry as a whole.

With the continuous development of LED technology, LED packaging field has gradually developed from the traditional fields of illumination, backlight, indication and other fields to infrared/ultraviolet, automotive lighting, plant lighting, indoor small spacing, etc. The professionalism is getting stronger and stronger.

This also distracts the capacity of future packaging plants. Judging from the current situation, it seems that the "price boom" may be transferred from RGB lamp beads to white light beads for lighting.

In the long run, white LED is still the focus of market competition, and it is also the largest market in the application field.

The person in charge of sunshine lighting said that the white light bead will also be adjusted accordingly. However, the overall price adjustment is unlikely, and some segments will be expected to have a small price increase.

The person in charge of Jingke Electronics said that the current cost of LED lamp beads accounts for about 10%-20% of the cost of the lamps, which is small, so the small price increase has little effect.

Packaging manufacturers say so

Guoxing Optoelectronics

In recent months, the prices of precious metals such as gold and silver have continued to rise, and the cost of gold wire and silver brackets, the core components of LED devices, has also risen. The original pricing of Guoxing RGB LED is close to the cost, and it is obviously not in line with the market law to continue to maintain the original price.

In addition to the precious metals required for the products, LED chips, the key component of LED devices, have also risen sharply due to the rising price of sapphire substrates.

The high-quality chips that Guoxing has been using have been rising by one liter. In view of the strategic partnership between Guoxing and the chip makers, the price increase of the chip has also guaranteed the smallest increase.

Linsen

The price adjustment of RGB lamp beads is due to the increase in the price of chips from upstream chip factories and some auxiliary materials. In addition, the chip itself has high requirements, and the chip factory has limited production capacity. Due to cost pressure, price increases have occurred.

RGB lamp beads are mainly used in indoor small pitch subdivisions.

The average number of LEDs used per square meter of indoor LED display will gradually increase from 60,000 in 2015 to 270,000 in the next two years, which means the number of upstream LED packages and chips used in the same demand area. Increase by more than 3 times.

For the white light bead (blue chip) for illumination, the material and process are different, so there will be no price increase for the time being.

Hongli Zhihui

Behind the price adjustment, it not only illustrates the intensity of the original price competition in the market, but also explains the recovery of the downstream market demand at another level, and the choice made by the enterprise based on market supply and demand and its own production capacity.

This is the result of the reshuffle after the industry price war, but also reflects the benefits of large-scale plant scale and product structure adjustment.

Jingke Electronics

From the successive price adjustments of Jingdian and Sanan, it can be seen that the upstream chip factory is in the process of integration. In order to seize market share, it will operate in a way that suppresses the price. In a few years, the middle and upper chip factories as peers are either acquired. Or close down.

Through this collective price increase, it is a good thing for the whole industry, and it is conducive to the virtuous circle of the upper, middle and lower reaches. Through this "price surge", we can tell everyone not to continue to survive by price reduction. It turns out that this is only a short-term interest. It is impossible to achieve long-term development.

Material manufacturers say so

Research rare earth

This shows that the chip and bracket manufacturer's sales strategy has been adjusted.

Phosphors have not yet seen a rising trend, because the competition is still very fierce, and there is no one to fall down, but everyone has been very uncomfortable, and now it depends on who has strength.

Jieguo new material

With the rising price calls, the LED industry generally has a warming trend in the first half of the year. The price hike will not touch the price of glue materials, because the price of glue has bottomed out, there is no room for price cuts, and of course it is difficult to see price increases.

Since the beginning of this year, the polarization of LED materials companies has become more and more obvious. Many small glue factories have been eliminated. At present, there are only a few glue factories in the market.

Hilde

Phosphor prices have been steadily declining. Although the phosphor market has improved in the first half of the year compared to last year, it has been falling by 10% in the past few months, and it has only slowly stabilized since this time.

The price war is still going on, and the market is under competitive pressure. Hilde insists on the high-end market and begins to lay out the sub-areas. The new fluorescent phosphors and fluorescent ceramics are the key layout products.


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