Localization accelerates materials companies to break through the high-tech LED lighting exhibition

[Text|High-tech LED reporter Zhou Kaibo] LED high-energy and smart terminal applications have become two-wheel drive for the growth of sapphire business. With the government's energy conservation policy advocacy, LED cost reduction and consumer awareness of energy conservation and environmental protection, LED lighting applications have experienced explosive growth this year, and it is expected to continue to the next 2-3 years of rising home lighting penetration. Related materials such as sapphire, phosphors and glue have also benefited from the rapid growth of the lighting market. In many segments, domestic brands have begun to replace imported products.

Tang Jie, a commissioner of Guizhou Haotian Optoelectronics Market, told the reporter of “High-tech LED” that “there are still two factories under construction in Guizhou Haotian, and the number of sapphire crystal growth furnaces will increase to 300. Tang Jie said that the company has been expanding production. However, the capacity is still being booked, and a new round of expansion projects is currently underway."

Tiantong Holdings is a big expansion of sapphire business. On the evening of June 27th, the company announced that it will raise 2 billion yuan to invest in large-scale sapphire wafer investment projects for smart mobile terminals, and divide the front-end crystal growth and back-end. Wafer processing was implemented in Yinchuan, Ningxia and Haining, Zhejiang, respectively. The proposed funds are 600 million yuan and 1.4 billion yuan. Although LED lighting is driving, LED midstream has a rapid development trend, but the material industry is generally fierce. The meager dilemma.

In the phosphor market, the competition in the phosphor market is becoming more and more fierce, and the price war is getting worse. In the face of this situation, Dr. Liu Ronghui, director of the Rare Earth Luminescence Division, said, “The continued decline in phosphor prices may adversely affect the profit growth of phosphor manufacturers. The decline in phosphor prices is conducive to the decline in the price of the entire semiconductor lighting products and market promotion. The decline in the profit margin of phosphors will also accelerate the differentiation of phosphor companies. Enterprises with strong technical development capabilities and strong market risk resistance will face a rare market share. opportunity."

"The proportion of domestic glue used in packaging plants can reach 20%-40%, but high-end applications are expected to be less than 20%, and low-end applications are also 80%." Li Cheng, deputy general manager of Guoxing Optoelectronics, said that domestic glue is Technology is constantly improving, and it has begun to replace imported glue in the high-end market. However, there are still many “could be lost” in the domestic glue technology.

Lianlang new material is a professional manufacturer of modified epoxy resin. Li Benjie, general manager of Lianlang New Materials, said that Lianlang hopes to launch an anti-epoxy attack in the field of LED packaging, although the current market for silicone still holds a leading position. However, its general manager Li Benjie still insists on telling all packaging companies that the performance of epoxy resin is not to lose silica gel, and the price can be lower.

This time, Haotian Optoelectronics, Tiantong Holdings, Rare Earth, Keheng Industry, Evergrande New Materials, Chenri Technology, Lianlang Materials and many other materials manufacturers brought the latest materials and new products to the 2014 High-tech LED Lighting Exhibition.

According to the relevant person in charge of the Organizing Committee of the High-tech LED Lighting Exhibition, the preparations for the current exhibition are progressing smoothly, and the number of domestic and overseas professional buyers has exceeded the previous one.

In the same period of high-tech LED lighting exhibition, the "12th High-tech LED Industry Summit Forum" will be held. In addition to the theme forum, this forum also has a special conference for packaging lamps and lighting channels, aiming to comprehensively and deeply analyze the corporate brand marketing challenges brought about by the new stage of industrial development, and help enterprises better understand customer needs and do a good job. Maintenance and sublimation of supply chain partnerships.

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