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Can you fight for productivity, fight for capital, fight for the battle of technology and packaging, can you "play"?
The disclosure of the semi-annual report has already come to an end. From the performance of the listed companies in the first half of this year, compared with the same period of last year, the revenue and net profit of most companies have increased significantly. Only Changfang Group, Xiamen Xinda and Dongshan Precision 3 companies The net profit decline occurred, and the overall performance in the first half of the year reflected the great progress of the LED packaging industry. The disclosure of the semi-annual report has already come to an end. From the performance of the listed companies in the first half of this year, compared with the same period of last year, the revenue and net profit of most companies have increased significantly. Only Changfang Group, Xiamen Xinda and Dongshan Precision 3 companies The net profit decline occurred, and the overall performance in the first half of the year reflected the great progress of the LED packaging industry. After more than ten years of development, China's packaging industry has been greatly supported by the government's mainland and has expanded its production capacity with capital advantages. China has become the manufacturing center of LED packaging devices in the world. In 2016, more than 2,000 packaging companies in China provided 70% of the world's packaged devices. According to data from the LED Research Institute of the Higher Industrial Research Institute, the scale of China's LED packaging market in 2016 increased from 64.4 billion yuan in 2015 to 73.7 billion yuan, a year-on-year increase of 14%. Driven by the LED application market, especially the lighting market recovery and strong demand in the niche market, GGII expects that China's LED packaging market will reach 87 billion yuan in 2017, up 16% year-on-year, significantly higher than global growth rate, and China LED in the next few years. The output value of the packaging industry will maintain a growth rate of 13%-15%. It can be said that with the development of the global LED industry, China's LED packaging companies will play a more important role. In the midst of industrial development, those companies that continue to make progress in capacity expansion, technological innovation, and business extension have higher voices in the market. It is worth mentioning that this battle without smoke has continued in the packaging industry. Expanding production capacity and grabbing the market With the significant growth in demand for LED lighting, large-size LED displays and LED automotive lighting, the capacity of China's LED packaging companies continued to grow in 2017. In the field of LED packaging, major LED packaging factories have expanded their production in a row, expanding market capacity by expanding production capacity and expanding market share. As the largest LED packaging company in China, Mulinsen will expand its production capacity target to 100 billion to 150 billion units in 2017. The focus of expansion will focus on small-pitch display applications, accounting for about 60% to 70% of new capacity. 40% of new capacity is used in LED lighting needs. Prior to this, Hongli Optoelectronics LED Industrial Base was officially put into operation in Nanchang Airport Economic Zone. It is expected that the first phase of LED packaging monthly capacity will reach 1000KK by the end of the year. In 2017, Hongli Optoelectronics LED packaging was mainly expanded, and general lighting, automotive lighting and other application areas have expanded in existing businesses. At the same time, in June this year, Zhaochi Energy-saving Lighting and Nanchang Municipal People's Government reached an investment agreement, which will add 1000 packaging production lines in Nanchang to further expand the production scale. The package expansion is mainly locked in backlight and lighting. Application area. It is worth mentioning that the first 100 production lines in the 1,000-line production line have undergone intensive preparations and will be fully mass-produced on September 15. Earlier, Guoxing Optoelectronics also announced that it plans to invest no more than RMB 200 million to expand the display device project. This is the fourth expansion of Guoxing Optoelectronics since 2015. In addition, in Yiwu Industrial Park, Ruifeng Optoelectronics invested 2 billion yuan in LED expansion and new energy projects, mainly to build LED packaging and testing production bases and domestic advanced new energy projects. The project is expected to reach after production in 2021. The annual sales income is more than 4 billion yuan. With the accelerated expansion of the mainland LED packaging factory, this capacity arms race has become increasingly fierce. For these packaging giants, with the successive release of production capacity, the cost advantage brought by large-scale production will further gather scattered market share and increase industrial concentration. However, for small and medium-sized enterprises that lack strong financial strength, they are not superior in terms of production capacity, and their supply capacity and price pressure are increasing. There have been small and medium-sized packaging companies practitioners pointing to high-tech LEDs. With the expansion of the packaging capacity, the survival pressure of SMEs is growing. The use of capital, the war front China's LED packaging market has long been in the stage of fierce competition, especially in the field of lighting LED, the gross profit margin is at a low level, which also reflects the low profitability of enterprises, so each LED manufacturer expands its business through capital advantages. Seek more profit growth points. Mulinsen, which is mainly engaged in LED packaging business, has a high market position in the packaging field. In recent years, in order to seek further development, Mulinsen continues to expand its business in lighting applications. Just in March of this year, Mulinsen completed the acquisition of the industry giant Landvewans. Mulinsen will expand its overseas lighting business by virtue of the channel business and brand image of multinational giant Osram, and further extend the industrial chain to the downstream, and terminal marketing. The market, especially the European and American markets, will also be perfected. Another LED packaging manufacturer, Hongli Zhihui, is actively building the dual main business format of LED+ car networking. The hardware of the car networking industry is currently investing in Dina Technology, Hongchuang Power, Hezhong Automobile, etc. Easy Network has been approved by the China Securities Regulatory Commission. In May this year, in order to give full play to the advantages of the company's LED industry chain, accelerate the realization of the company's LED automotive lighting in the domestic vehicle supply system, and actively and effectively cut into the domestic vehicle supply market, Hongli Zhihui plans to invest 230 million yuan. RMB acquired a 51% stake in Danyang Yishan Auto Lamp Equipment Manufacturing Co., Ltd. In 2011, Zhaochi Co., Ltd. began to enter the midstream packaging industry and downstream application fields of the LED industry chain. After years of steady development, the packaging and lighting business continued to climb. With the continuous expansion of packaging and lighting application business, the demand for LED chips by Zhaochi has increased significantly, and the chip has become a constraint factor for packaging and lighting business. In order to solve this bottleneck problem, a few days ago, Zhaochi announced that it would raise 1 billion yuan of funds and invest in new project LED epitaxial chip production projects. At the same time, Ruifeng Optoelectronics is increasing its investment in the field of automotive lighting due to its optimistic market prospects for automotive LED lighting. Based on the company's future development strategy, Ruifeng Optoelectronics will effectively promote the company's LED lighting industry chain layout. This year, the company plans to invest RMB 100 million to increase the capital of Centrino. After the capital increase, it will hold 16.66% of the equity of Centrino. At the same time, in order to realize the extension of LED related industries, the company plans to increase the investment of 20.49 million yuan for LCR to use in the R&D and manufacturing of automotive LED modules, and accelerate the overall layout of the company in the field of LED applications. At this stage, with the increasingly fierce competition in the LED industry, many companies are diversifying in order to gain more profit growth. As a well-funded packaging company, Mulberry Forest, Hongli Zhihui, Zhaochi, Ruifeng Optoelectronics and other large packaging companies are well-known in the industry. Through capital strength, the extension to the business outside the package is for them. An effective way to enhance the company's overall competitiveness. Key technologies such as strong technology, device preparation and system integration are the weaknesses of domestic LED lighting companies. Only by mastering the core technology can they truly grasp the right to speak. The research and innovation of key technologies is the decisive factor driving China's semiconductor lighting industry from large to strong. In order to master the core technology, the technical competition between the packaging manufacturers is also increasingly fierce. From the financial reports of listed companies, we can find that the company's investment in research and development is increasing. In the first half of this year alone, the investment in research and development of Zhaochi was 115 million, the investment in research and development of Mulinsen reached 113 million, the investment in Hongli Zhihui was 72.99 million, the investment in Guoxing Optoelectronics reached 58.21 million, and the investment in Ruifeng Optoelectronics was 30.05 million. Mulinsen has always attached great importance to product development and technological innovation. It has achieved a series of technical achievements in LED packaging and application fields, and has the ability to solve a complete set of solutions for LED packaging and application products. Mulinsen has undertaken scientific research projects such as major science and technology projects in Guangdong Province and Guangdong Province's production, study and research projects. At the same time, in the production process is constantly innovating, on the basis of the traditional LED packaging process, Mulinsen has made a number of innovations in the machine equipment, raw material supply, production process and other aspects of the product. As one of the earliest enterprises producing LED in China, Guoxing Optoelectronics has undertaken more than 20 national-level scientific research projects such as the National 863 Program, the National 863 Program, and the National Torch Program, and more than 80 provincial and ministerial projects. At the same time, relying on strong technical strength, as of March 2017, Guoxing Optoelectronics has applied for 398 patents, including 71 invention patents (14 overseas), 20 foreign patents, and 330 patents granted, including invention patents 43 In the first half of this year, only 17 new patent applications were filed, including 2 invention patent applications and 15 utility model patent applications. As a listed company of LED packaging, Hongli Zhihui's technical strength cannot be underestimated. In the first half of the year, Hongli Zhihui has successively obtained a number of invention patents. This year, Hongli Zhihui also announced the introduction of anti-sulfurization screen series LED products, using advanced and unique PPL technology to completely solve the blackening problem caused by vulcanization, oxidation and bromination of LED devices, with higher reliability and reliability. And long life. Hongli Zhihui has been striving to improve the anti-vulcanization performance of LED devices and has rapidly achieved mass production. Recently, the AT35 (upgraded version of PCT2835) of this series of products has successfully achieved mass production, which is the first in China. Ruifeng Optoelectronics has strong R&D technology in the industry: 257 patent applications and 199 patents. At the beginning of this year, Ruifeng Optoelectronics also won the second prize of the 2016 National Technology Invention Award for its invention of multi-interface light-thermal coupling white LED package optimization technology. This is a scientific and technological achievement with completely independent intellectual property rights, which not only breaks the technical barriers of foreign countries, but also leads the way. Since the development of the LED industry, the competition between manufacturers has shifted from a simple price war to a diversified contest of quality, technology, service and price. In the field of packaging, Seoul Semiconductor, Cree and other international companies have long been in a monopoly position, seriously restricting the development of Chinese enterprises. Nowadays, the technical competition between packaging manufacturers is gradually promoting the growth of China's packaging enterprises, laying a solid technical foundation for China's LED packaging devices to seize a higher strategic position in the world.