Polarization continues to intensify what the packaging companies are going to fight next?

After the “big reshuffle” of the industry in 2015, the LED industry began to show signs of recovery in the first half of this year.

In recent days, LED-related listed companies have successively released their first-half performance results for 2016. From the financial reports released by several companies that are mainly engaged in LED packaging business, most of the company's performance has shown a “growth” status.

According to the data of the High-tech Research Institute LED Research Institute (GGII), the revenues of listed companies such as Guoxing Optoelectronics, Hongli Zhihui, Jufei Optoelectronics, and Ruifeng Optoelectronics have generally increased by more than 10% compared with the same period of the previous year. Interest rates also increased compared to the same period last year.

In the first half of the year, Hongli Zhihui (300219) achieved operating income of 994 million yuan, an increase of 43.34% over the same period of the previous year; net profit attributable to owners of the parent company was 138 million yuan, an increase of 141.60% over the same period of the previous year.

In the first half of the year, Guoxing Optoelectronics (002449) realized a total operating income of 105,458,900 yuan, an increase of 16.36% over the same period of the previous year; the net profit was 94,621,900 yuan, an increase of 13.23% over the same period of the previous year.

In addition to the growth in downstream lighting demand, the adjustment of product structure and the scale effect are also one of the factors that continue to improve the performance of packaging companies in the first half of the year.

Hongli Zhihui's semi-annual report said that in the first half of this year, with the continuous improvement of LED lighting market demand, the company's LED automotive lighting business scale, LED bracket business scale, LED packaging business scale and other sustainable development, the company's main business has maintained a stable increase.

In terms of product gross profit margin, the gross profit margin of traditional LAMP and SMD products remained at a stable period, and the gross profit margin of automotive lighting products remained at nearly 50%, and increased by 5.58 percentage points over the same period of the previous year.

As we all know, the price of some LED packaging companies in the first half of the year has once been raised, it seems to verify the fact that the packaging industry is also picking up.

Song Changning, general manager of Xinyichang, a leading manufacturer of domestic packaging solid crystal machines, believes that “the continuous improvement of the product quality of domestic packaging automation equipment enterprises is also one of the important factors for the profit improvement of packaging companies.”

Xinyichang is occupying a certain market share by virtue of the concept of doing a good job. In the first half of this year, the revenue of Xinyichang has exceeded 260 million yuan, an increase of about 40% compared with last year.

Polarization pattern has been formed

The LED industry has experienced a long period of full competition. Some inferior enterprises and their production capacity have gradually withdrawn from the market. With the deepening of de-capacity, the price decline of industrial products has slowed down, cross-border mergers and acquisitions in the industry are frequent, and the industry's leading market share and competitiveness. Get strengthened.

In the survey of high-tech LEDs, many LED industry insiders have said that the current situation of the largest packaging company Evergrande has been formed.

“With the increasing labor costs, the improvement of automation will become more and more important. Therefore, automation and upgrading will become an inevitable trend.” Song Changning told Gaogong LED, continuous optimization of automation equipment can drive the industry to further reshuffle, thus forming a strong Stronger, bigger than Evergrande.

At the same time, various packaging plants are accelerating the layout of automated production lines, especially for new packaging structures and processes.

Compared to semi-automatic production lines, fully automated production lines are advanced to the use of scale to reduce costs and improve product stability. With self-programmed dispensing procedures, there is a significant improvement in efficiency and yield over manual or semi-automatic dispensing.

The era of "talking about price change" has passed

For a long time, the price has been a very sensitive topic in the LED industry. Even in the industry, there has been a phenomenon of “talking about price change”. The price of LED packaging is also the same. In the past years, it has been declining at a rate of 50%. Many packaging companies are unable to adapt to the development trend of the industry and are “dead” in the fierce market competition.

Entering this year, the packaging market has gradually returned to rationality, the price reduction of products has slowed down noticeably, and the competitive pressure among enterprises has also decreased.

The same quality fights the price, the price is different. Song Changning believes that "the era of price wars has passed and the market is returning to rationality. We use imported components such as Germany, Japan, Switzerland, and Taiwan to concentrate on several products to achieve high standardization and ensure product quality."

Technology upgrade to core competitiveness

In recent years, the advancement of domestic LED equipment has accelerated the process of localization of LED. In this process, the field of packaging equipment in the middle reaches has become a model for localization at the forefront.

Nowadays, with the increasing localization rate of packaging equipment, the pattern of some subdivided product areas is fixed, and the competition space reserved for equipment manufacturers is also shrinking.

If the company cannot correctly grasp the development trend of LED packaging technology and make reasonable arrangements for technology development and process innovation, it may not be able to develop new technologies and develop new products to continuously meet customer needs.

“In the 18 years since the new Yichang, we have always insisted on the requirements of the high-end market. Only by doing a good job will we have a long-term market. Next, Xinyichang will continue to settle down and concentrate on R&D and increase production.” Xinyi Hu Xinrong, chairman of Chang, mentioned.

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, Hu Xinrong will go to the scene to share more with everyone.

About Xinyichang

Founded in 2006, Shenzhen Xinyichang Automation Equipment Co., Ltd. is a national high-tech enterprise dedicated to the R&D, production, sales and service of LED equipment and capacitor aging test equipment.

Xinyichang has more than ten years of professional experience, through keen market insight and industry-leading innovation capabilities, professional R&D elite team and production management, logistics team, extraordinary product integration capabilities, excellent design capabilities, in line with " The principle of unity and pragmatism, continuous development, excellence, customer first, adhering to the excellent quality, affordable price, perfect service for the business philosophy, to provide users with the industry's excellent and most cost-effective advanced automation equipment.

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