[Source: Gaogong LED's "LED Good Products" magazine February issue / He Wei] In 2012, the entire LED industry chain was shrouded in "cold winter", the upstream epitaxial chip enterprises have serious shortage of operating rates, and the midstream packaging has entered the era of low profit and downstream. The application market development is not as good as expected, and the business pressure of enterprises in all links of the industrial chain has increased sharply.
Reducing costs from all aspects and pursuing higher cost performance have become the only way for companies to break away from the current difficulties.
As packaging profits continue to fall, packaging companies continue to improve and innovate from processes and materials to further control costs. LED silica gel is one of the necessary materials for the packaging process. Its technical improvement and price reduction play an important role in controlling the packaging cost.
Domestic glue outlet
According to the statistics of the High-tech LED Industry Research Institute (GLII), there are currently about 1,500 LED-encapsulated silicone companies in China, but the main products are concentrated in the low-end market, while the traditional three brands - Dow Corning, Shin-Etsu, and Moto occupy 60% market share, and the high-end market is not less than RMB 4,500 / kg.
At present, domestic silicone companies have insufficient overall technical development level and weak market competitiveness, and they face many problems, mainly in:
First, the total size of domestic enterprises is small, and there is a lack of leading enterprises with strong driving force. There is still a big gap between the scale of enterprises and foreign manufacturers, and the gap between supply capacity and market demand is obvious;
Second, the core competitiveness of products is insufficient. Many domestic silica gel enterprises lack key technologies and core technologies with independent intellectual property rights, which make the performance of products not as good as foreign brands, which leads to the trust of imported products in the high-end application market. Dependence continues to increase;
Third, the pattern of coordinated development of the industrial chain has not been formed. There are more than 10,000 kinds of organic silicon materials in foreign countries, and there are only hundreds of domestic organic silicon materials, which are limited by the synthesis and application development of upstream organic silicon materials, and the supporting capacity of the industry. Insufficient, domestic LED silicone varieties and grades are also relatively small, unable to meet the needs of the LED industry in high-end products or special packaging technology. Some of them even use foreign waste silica gel as raw material for reprocessing and production, producing low-grade silica gel products.
"Although the gap between domestic and foreign silicone products is still there, with the rapid improvement of domestic enterprises in product research and development, production technology and technology level, coupled with the price of imported silica gel is still expensive, in the case of downstream packaging cost pressure is difficult to understand, the silicone market The monopoly pattern of overseas companies is expected to be broken.†Guo Junde, director of Junmao Technology Group, said that he has deep confidence in the market prospects of domestic glue.
As one of the representative companies of domestic silica gel, Junmao Technology Group is also based on the full understanding of the electronic materials industry and rich experience, adhering to the "Chinese people also have the ability to independently develop high-end electronic materials" concept, the group in 2003 Founded in Hong Kong and invited to be an internationally renowned scientist, Professor Wang Zhengping, an academician of the National Academy of Engineering, who is known as the "father of modern semiconductor packaging" by the international IEEE, served as the company's director and R&D technology leader, and was established in Shantou in 2006. R & D and manufacturing base.
In recent years, with the adjustment of national policies and the need for industrial transformation and upgrading, domestic enterprises have begun to pay attention to the research and development and production of core electronic materials products in the upstream of semiconductors, and the pace of localization in professional electronic materials products is also accelerating.
"Jun code technology is optimistic about the market prospects of LED lighting. As early as 2008, it has started research and development of LED silica gel. It has been five years since then." Guo said that under the leadership of Professor Wang Zhengping, the company's research team has been independent knowledge. Breakthroughs were made in the key technologies and core technologies of property rights, and the synthesis and process stability of LED silica gel raw materials were solved.
Judging from the current situation of the domestic silica gel market, Dow Corning and Shin-Etsu occupy the majority of the high-end market, while domestic glues often occupy the market with low-priced products, and are mostly used in low-power device packages such as display screens, indicator lights, and strip lights. These are the low-end products of the application market.
According to Guo Yude, the opportunity for domestic glue comes from the new packaging methods and process requirements in the future. According to the current development trend of LED, LED will eventually take the route of high power integrated packaging. "Future LED packaging is no longer possible in the form of existing discrete devices, and new packaging methods and requirements are inevitable. This requires high-quality glue to meet specific processes."
"At present, most of the domestic glue can not meet the parameters required for high-power lighting, and the high-end market still lacks the voice of the nation." Guo Junde said that the goal of Junmao Technology Group is to use "Created in China" + "Made in China" The professional quality comes to redefine the value of domestic brands and the high-end market structure.
Unfinished: For more information, please check the February issue of Gaogong LED's "LED Good Products" magazine.
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