Do only high-power Liyang photoelectric scale is important or profit is important? (Reprint high-tech LED)

2016-07-20

【 Comprehensive report of Gaogong Good products 】


"Hopefully, it will be on the market by the end of July." Liyang Optoelectronics Co., LTD. (hereinafter referred to as "Liyang shares") executive deputy general manager Qin Shengyan told Gao Gong LED.


Founded in 2008, Liyang Shares are well-known for high-power, high-light efficiency LED packaging, and "only do high-power" has become their label. 2008 is the beginning of the vigorous development of the LED industry, the first cash flow, the second profit, the third scale of the development strategy, let Liyang shares safely through the trough of the first two years LED.


When the overall market of the industry rebounded in 2016, Liyang shares also immediately adjusted their mentality, "cash flow is still the first, but the scale is second, and profits are in the third place."


It has to be said that the profit margin of LED today is too low, from the annual report issued by the major listed companies with packaging as the main business in 2015, the net profit margin is between 5%-10%.


This year, the major LED packaging factories are vigorously expanding production, and China Starlight (002449.SZ) will increase its production capacity by 20%-30% on the basis of 4 billion pieces/month; Mu Linsen this year also as soon as possible in Jiangxi Xinyu, Ji 'an two expansion pace, the monthly production capacity to 50 billion; Jufei Optoelectronics added an annual production capacity of 1.3 billion backlight devices and 2.2 billion lighting devices; In addition, Hongli Optoelectronics and its subsidiary Smede are expanding production without a stop...


Scale has become a breakthrough for survival and profit growth.


And Liyang shares also began to upgrade on the flip device. Its flip package has both solder paste and eutectic processes for rapid penetration in various applications. "We also plan to build our own spraying line, which is not inferior to domestic and foreign packaging manufacturers in terms of technology," said Qin Shengyan, adding that their products are not inferior in high-end applications, "such as the front-end market for automobiles."


In fact, the recent roll-back FE30/FE35 series products launched by Liyang Shares have made many people shine.


It is understood that the positioning of FE30/FE35 is to replace the traditional 1W imitation lumen products, upgrade the flat EMC3030 products, ceramic substrate 3030/3535 products, and even replace similar XPG series products, and enter the market through super stability and ultra-high cost performance.


"In fact, we had concerns before we did this project, but the feedback from customers has been generally positive, which has boosted our confidence." In Qin Shengyan's view, FE30/FE35 is different from other flat products, with the addition of self-developed lenses, which can better achieve high light efficiency and easier secondary light distribution. (Related FE30/FE35 series introduction, please click: http://www.gg-led.com/asdisp2-65b095fb-62997-.html)


In April 2016, Liyang Shares became the technical research project bearer of Shenzhen Science and Technology Innovation Commission "Key technology research and development of high-power LED multi-core integrated light source module based on flip process", and received strong support from government departments in terms of technology research and development funds and related policies. Qin Shengyan believes that this is also an affirmation that the flip package of Liyang shares can truly achieve mass production.


Although the application of inversion in the market is not dominant compared with formal wear, but based on the advantages of inversion and the rapid improvement of technology, its development trend is generally optimistic, Liyang shares also believe that "inversion trend is irreversible."


It is worth mentioning that after eight years of high-power packaging, Liyang Shares also began to seek business extension - outdoor street lights in 2015.


"We used to do the whole lamp program of street lamps, and we started to do the whole lamp last year, and the whole lamp efficiency reached 180-190lm/w." Qin Shengyan introduced that the light source used is their own production, enough to ensure quality, and the main market for street lamps is abroad, such as Brazil, India and other regions.



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