The LED industry market is like a green field with a large number of players, and the pattern of scattered. Some of the best brand of LED lighting such as philips, osram, panasonic, general electric, brand vision, oda fort, Toshiba, cooper lighting, Cree, hubbell, etc in the lighting industry occupies less than 30% of the total market share. Most of the rest of the market space by smaller suppliers and some unique products and innovative business model of emerging enterprises. LED lighting market opportunity is great, but is also very fierce competition.

LED lighting module than lamps may be higher gross margin

As technology and business model innovation to promote the development of the computer industry and the LED industry will continue to mature. The next generation of LED lighting will be able to see the market trend and the forward thinking of using the latest technology of LED enterprises to promote the industry growth.

1, LED lighting industry will become more competitive, especially in the field of LED packaging

In some ways, LED lighting and computer CPU, a complex products are made by different manufacturers, contractors and suppliers designed components assembled. Both are driven by semiconductor technology, as Moore's law for years to predict the growth of the CPU and memory performance, performance and to promote the efficiency of light-emitting LED also depend on the transistor density and promoted by the improving of manufacturing process.

【 note 】 one of the founders of Moore's law is made by Intel (Intel) Gordon? Moore (GordonMoore). Its content is: when prices unchanged, the number of components of the integrated circuit can accommodate, about every 18 to 24 months will be doubled, the performance will be doubled. In other words, each dollar can buy computer performance, will double every 18 to 24 months or more. This law reveals the speed of information technology.

LED packaging market as CPU, need to constantly improve the production process in order to improve performance. But CPU by Intel group monopoly in the computer industry, and in the LED industry is several competitive regime by leading brands and other local suppliers, so the market will be more competitive. Price competition in this market segment means that the LED package prices will continue to fall, and constantly improve the performance.

According to the personage inside course of study is expected to abroad, the most cost-effective energy efficient LED lighting module at the end of 2015, to $0.13 / W, and the performance of 150 lm/W LED lighting module price will drop to $0.10 at the end of 2016 / W or below.

2, value source moving from LED lighting components to drive and heat dissipation module

If above is expected, a 100 wled lamps and lanterns of lighting module cost will be about $10 at the end of 2016. Is also a 100 w medium and high-end LED lamps and lanterns, the heat dissipation module or LED drive cost will be lighting elements of two to three times. The value of LED lighting products will be transferred from LED lighting components to the LED drive and cooling modules.

This is because, LED packaging manufacturing process will become more and more automated, so the price of LED lighting components will also be cheaper. But the production of heat dissipation module and LED drive more dependent on raw materials and labor costs, lack of price elasticity. Unless the raw material price changes, the cooling module or LED drive the cost of materials is almost constant won't have too much volatility.

3, LED lighting module gross margins will continue to impact other zero components

Compared with the LED driver and heat dissipation design, LED encapsulation to demand higher capital and manpower. Not only to the construction of factory building, but also need to invest a lot of money purchasing packaging equipment. In addition also need high operating costs and the manpower reserve. With fierce competition leads to thin margins.

LED power supply and cooling industry, on the other hand, several senior design engineer is sufficient to design effective cost-effective products, labor costs are relatively low. And used in the manufacture of the LED driver and heat dissipation module often don't need that professional equipment, the depreciation of equipment can also more cheap, the profit space is large. So LED lighting module gross margins will be higher than other zero components.

4, COB packaging will have a bright future

As the decline in the cost of raw materials, increasing the quality and efficiency of COB. The next few years COB packaging products sales will continue to rise. Especially suitable for more compact COB LED lamps and lanterns design.

Now in the market there are already 100 w, 200 w, even more than 300 w COBLEDs. Only need a powerful COB plus high quality lens, heat dissipation module and LED driver, low power consumption can help the LED lamps and lanterns manufacturer to produce a 100 w ~ 300 w (over 100 lumens per watt, photosynthetic efficiency, CRI80) lighting products. COB encapsulating the material cost significantly lower than the traditional encapsulation lamps and lanterns of lamps and lanterns, and the assembly process is more simplified, so as to further reduce the manpower cost.

LED packaging companies' income is not ZengLi is not new, stick to traditional packaging business, were it not for size is large enough, difficult to obtain meager profits from the red sea. As a result, with the advantage of technology packaging companies higher technical barriers and high margin UVLED, agriculture, lighting, automotive lighting, medical lighting market and the AC leds become most packaging enterprise of "object".

1, AC LED arises at the historic moment

In 2015, SMD + IC, AC - COB become each big main products packaging enterprises. Light source module component products, promoting IC integration products, system integration, modularization, modular become one of the developing direction in the field of packaging.

Easy maxime light CTO ashan in an earlier interview, also said, the industrial chain crossover between each side is also another trend of packaging companies this year, AC module is the product of the trend.

In fact, the future development of packaging enterprises should be involved in the chip and application side between the two sides, the structure, heat, and even secondary optics, and drive power supply are integrated into the same fundamental plate, the so-called light engine or light source module, which can give full play to the advantages of LED semiconductor devices, bring great convenience for lamps and lanterns of the downstream customers. "I believe the packaging company to provide the overall solution of lamps and lanterns is what customers want. For downstream customers bring high added value is essential to the survival of our assembly house." Ashan said.

Photoelectric engine in the early days also hyped as the "power", some extent, the traditional power supply enterprise market space will be compressed, with the power companies are also itching, expect to survive through transformation. Advocate "to power" yan shigemitsu admitted that, "the power supply enterprise don't understand the packaging technology and process, and there is no packaging equipment, difficult to cut into this field, unless you start again."

2, HV, the advantages of LEDs

Learned, AC LED is used with AC rectifier and drive in COB packaging line of photoelectric integration of the light-emitting module, namely "photoelectric engine".

Yan shigemitsu said, AC module can be divided into two kinds, one is LED lamp bead do rectifier diode, and when the light source, such as Seoul semiconductor early launch of the product, but due to the LED as a rectifier diodes with discrete is too big, so this method basically has stopped. 2 it is HVLED COB + high voltage linear constant current drive = photoelectric engine, now the latter more. Only four or five years ago, ningbo united the family began to research and development production, domestic also have more companies involved, such as three-dimensional, ZhongHao, crystal, etc.

Concrete analysis, HV LEDs (DC45-280 v), namely high voltage low current (10 to 60 ma) light source plate application solutions, HV LEDs the biggest advantage is use HVLED uniform technology and small current driver can effectively reduce the LED light source of heat.

At the same time, the application of high voltage linear constant current drive power supply chip circuit without electrolytic capacitors, transformers, inductors, such high voltage linear constant current power supply can be designed on the light board, composed of optical engine, the constant current drive power integration in LED light source, high voltage linear constant current chips, rectifier bridge pile and high pressure LED lamp bead can be automatic placement machine machine automatic production, thus greatly save labor costs, and improve productivity.

And photoelectric engine is more easy to realize intelligent control of lighting.

3, photoelectric engine market may not far

"Photoelectric engine will be the future direction of LED lighting technology." Yan shigemitsu are full of confidence for the future of optical engine, "for packaging companies, from the simple LED encapsulation into the unity of the photoelectric photoelectric engine, can increase their profits and market share. And packaging manufacturer with technology advantage, relatively can effectively shorten the development time. Do the photoelectric transformation engine is a small profit space under a light."

But chun-bo zhao Ming microelectronics market director to think, from the current level of technology, IC encapsulation on the light board photoelectric engine is not mature, still at the stage of concept development, and there is no real production. But there is no denying the fact that it will be in a niche is a development direction.

Photoelectric engine can reduce the lamps and lanterns is driving cost 20%, 30%, effectively avoid damage caused by drive power of LED lights, and in line with the simple, highly integrated development trend, but its poor heat dissipation and low stability, stroboscope, according to the marketization of photoelectric engine is not really of chun-bo zhao. But according to Seoul semiconductor has spearheaded the stroboscopic bottlenecks, its promoting developed AC RICH3 generation product has improved AC LED strobe light itself, and can realize intelligent lighting function. Marketization of photoelectric engine may not far.