LED downstream application market demand is strong, driving the rapid development of LED packaging market. Since the beginning of this year, not only domestic LED packaging manufacturers have used the trend of localization of chips, but domestic LED application companies have also received a large number of cost-effective local devices, which has greatly stimulated the demand for the packaging market. Judging from the performance of LED packaging listed companies in the first quarter of 2014, most of the domestic mainstream LED packaging factories have basically achieved a good start. Faced with the good situation of LED packaging, Xiaobian could not help but check the domestic LED lighting industry. The development status of the packaging company. The following is an overview of the nine packaging companies in China's LED lighting industry, which are carefully edited by everyone. Let's go to class together! NO.1 Hongli Optoelectronics: Since its entry into the GEM in 2011, Hongli Optoelectronics has increased its main business of LED packaging in the domestic market to 1.93. Hongli Optoelectronics is a leading white LED packaging company in China. One of the most competitive LED packaging companies in China. The company's main products are LAMPLED, SMDLED, general lighting products and automotive lighting products. Hongli Optoelectronics has three subsidiaries: Lattice Lighting, a wholly-owned subsidiary, Fouda Signal with a shareholding ratio of 62, and a heavy surplus, which was invested and controlled last year. Among them, the main business of Ledia is used up, while the Foda signal specializes in automotive LED signal lights. The holdings of the holding company of 80 are cut into the contract energy management method (EMC) to provide solutions for large-scale engineering projects. On June 9, Hongli Optoelectronics announced that it plans to spend 180 million yuan to buy Sm. This is a major move by Hongli Optoelectronics to actively implement the integrated expansion strategy this year. Hongli Optoelectronics spent 180 million yuan to buy Smect, which also enabled Hongli Optoelectronics and Smect to complement the company in technology and customers, strengthening the company's competitiveness in the packaging process. Hongli Optoelectronics said that Smax has a wealth of experience and technical reserves in the field of LED packaging, especially in the field of lighting white light and EMCLED. Both parties have strong complementary spaces in production technology, product structure and sales channels. The transaction will help Hongli Optoelectronics optimize its product structure and consolidate and strengthen its leading position in the white LED industry. NO.2 National Star Optoelectronics: Guoxing Optoelectronics began to engage in LED device packaging in 1976, and is one of the first three companies to enter the LED industry in China. As a leading LED packaging company in China, Guoxing Optoelectronics has a strong position in the industrial chain. Its account receivable turnover rate is faster than the account payable turnover rate, and its capital efficiency is higher than that of its peers. At present, the company has actively expanded the upstream and downstream of the industrial chain. On the one hand, it has rapidly increased the number of upstream MOCVD machines. On the other hand, the company that established LED lamps has taken the step of extending to the downstream sector. In 2013, Guoxing Optoelectronics completed the LED industry chain layout of upstream chips, midstream packaging and downstream LED applications. In the long run, the industry is in the stage of growth and reshuffle. Opportunities and challenges coexist. Large enterprises rely on technology and quality advantages, and with local government support, will rapidly increase market share. For the structure of the packaged products, National Star's optoelectronic display device package accounts for the largest proportion, followed by white light package, the smallest proportion of the backlight package. The downstream manufacturers of display devices mainly include LED display companies such as Liard. Guoxing Optoelectronics benefited from the increase in industry demand, and its revenue scale showed a rapid growth. And based on excellent packaging technology and product quality, its comprehensive gross profit margin has been maintained at a high level. At the end of 2013, the monthly production capacity of National Star Optoelectronics Packaging reached 1000kk. It is expected to expand production in June and July 2014. The monthly production capacity will reach 1400kk. That is, the monthly capacity will increase by 400kk in 2014. NO.3 Jufei Optoelectronics: Jufei Optoelectronics Management Advanced Focusing on the R&D, production and sales of LED package devices, the company specializes in R&D, production and sales of SMD LED devices. The main products are backlight LED devices and lighting LED devices. At the beginning of its establishment, Jufei Optoelectronics established an ERP system, which realized the company's management informationization, real-time supply chain management, visualization and intelligence. Jufei Optoelectronics is a leading enterprise of small-size backlight LEDs in China. The market share in the field of small-size backlight LEDs has completely surpassed that of Korean companies and Taiwanese companies. At present, the domestic market share is about 30. The LED devices produced by the company are supplied to the backlight module manufacturers, thus serving the terminal customers. The terminal customers are mainly domestic mobile phone manufacturers such as ZTE, Huawei, Lenovo and Yulong Coolpad. Jufei photoelectric lighting is positioned at the high end and focuses on tracking potential customers. Jufei Optoelectronics began to enter the field of indoor LED lighting in 2009, mainly selling LED lighting devices (light source), positioning the products in the high-end, winning by quality, focusing on tracking LED companies with growth potential, such as Qinshang Optoelectronics, Chau Ming Technology, Sunshine Lighting And NVC, etc., the current products are mainly exported. Jufei Optoelectronics has developed a series of multi-series lighting LED devices with leading technology and strong competitiveness. It cooperates well with dozens of downstream customers. With the increase of LED penetration rate in the lighting market, Jufei Optoelectronic LED lighting business will also usher in great development. . Jufei Optoelectronics' planning is to focus on LED manufacturing, further enhance the domestic market share of small and medium-sized backlights, and enter the overseas market. It has become a core supplier of mainstream home appliance manufacturers in the large-size backlight market, and at the same time, lighting has become the main lighting field. Suppliers and other initiatives to achieve the goal of becoming an outstanding company in the LED industry. NO.4 Ruifeng Optoelectronics: Ruifeng Optoelectronics' revenue mainly comes from lighting LEDs and medium-sized and large-size backlight LEDs, which accounted for 48.5 and 42.7 respectively in 2013. The company's performance has maintained a steady growth trend in recent years, and the revenue increased in 2010-2013. The speed is 37.6, and the profit is in line with the growth rate of 8.8. It is in the middle of the LED industry chain. The company has outstanding competitiveness in the field of LED packaging, and is currently the most profitable company in the domestic listed LED companies to benefit from the increase in TVLED backlight penetration. Ruifeng Optoelectronics has outstanding competitive advantages in the packaging industry, and these advantages are not only the company's large-scale backlight field, but also the future success of the company's general lighting, small-size backlight and intelligent lighting. In addition to traditional advantages, the company is also actively deploying in new areas. The company purchased 30 million shares of Lingtao Optoelectronics into the small and medium-sized backlight field. Since the small and medium size backlight customer certification requires a certain period of time, this will help Ruifeng Optoelectronics to cut into the medium and small size backlights faster and expand the business scope. The company also held the Prefund brand launch conference in conjunction with Bridgelux in the United States on June 9th, 14th. We believe that small and medium power LED devices are one of the fastest growing LED markets in China. Preflix's range of products will help the company expand this potential market segment to meet the needs of indoor and outdoor general lighting applications with bright prospects. Strong technical strength and exceeding the quality management level of the peers are the core competitiveness of the company in the future of lighting and intelligent lighting business. Ruifeng Optoelectronics is actively deployed in the small-size backlight and lighting field, with a clear turning point and greater flexibility in the future. The company is at the starting point of a new round of growth. From the perspective of the industry chain, Ruifeng Optoelectronics has outstanding advantages in the packaging field. The downstream major customers have good relations, the management is excellent, and the company's genes are bigger and stronger. The performance in the next few years will be With rapid growth, the company deserves a certain valuation premium. NO.5 Lehman Optoelectronics: As a listed company in the LED industry, Lehman Optoelectronics has been concerned by the public in recent years. The sponsorship of the live broadcast display of the Super League has made Lehman Optoelectronics a household name. Lehman Optoelectronics has rapidly expanded and integrated in the LED display industry, and the overall growth rate has fallen sharply. It has seized the market opportunity and exploited the cost advantage and technology level to open up overseas markets and become an export-oriented LED industry. In the past two years, Lehman Optoelectronics has also actively explored the domestic market. For example, in the Super League, the Super League champion Evergrande won the championship on behalf of the Super League Football Club in Seoul, and brought a new hope for Chinese football. As the representative of the LED industry, Lehman Optoelectronics has become the official sponsor of the Super League football league. It provides 16 stadium LED display screens free of charge for 16 domestic Super League clubs including Evergrande football team. At the beginning of the season, all Super Clubs have modern LED electronic displays. On June 17, Lehman Optoelectronics announced that it has successively signed a sponsorship cooperation agreement with 10 football clubs in the Chinese Football League, becoming the official sponsor and partner of the 10 clubs. The contract period is five years. Lehman Optoelectronics is a strategic partner of the Chinese Football Association in 2011-2016. In 2011, it became the official sponsor of the 2011-2016 Super League. Lehman Optoelectronics has been committed to promoting the level of Chinese football and the level of business development. Through this business cooperation with the Chinese Football League Club, the company will expand the business development and operation of the company's football league, promote the promotion of the business value of the Chinese Football League, and indirectly promote the development of Chinese football. The progress of China's national football has contributed to Lehman Optoelectronics and the LED industry. At present, Lehman Optoelectronics is located in the middle and downstream industrial chain. In the middle of the game, it will do its own packaging and downstream to do display and lighting. The advantages of the industrial chain will become the advantage and power of Lehman Optoelectronics' future development, and the lighting will become a mine. Man Optoelectronics LED display, LED lighting, LED packaging, LED energy saving, LED media troika one of the largest. NO.6 Jingtai Optoelectronics: In China's LED packaging market, Jingtai Optoelectronics is not the biggest, nor the most profitable, but it is very competitive. It is understood that Shenzhen Jingtai Photoelectric Co., Ltd. was established in 2008. After only a few years of development, it has grown into a highly competitive LED packaging company in the world. The production capacity of Jingtai Optoelectronics has exceeded 1000KK per month. The product positioning is in the high-end LED application market. Jingtai Optoelectronics Co., Ltd. is a high-tech enterprise integrating R&D and production of SMDLED and high-power LED. The main role of the package is to protect and improve the reliability of the chip, so the choice of packaging materials is particularly important. As LEDs move toward high currents and high power, the packaging materials need to be updated. As a company that is determined to be the most competitive LED packaging company in the world, Jingtai Optoelectronics has never stopped innovating in materials. Jingtai Optoelectronics is a packaging manufacturer that used PCT materials for medium-power LED devices earlier. This material innovation has greatly increased the price/performance ratio of LEDs. At the same time, in the second half of 2012, Jingtai Optoelectronics took the lead in launching MLCOB products with a luminous efficacy of up to 160 lm/W, which was highly praised by customers. MLCOB is based on the advantages of the original COB products, using a unique multi-prism technology, successfully achieved 50 light efficiency. Jingtai Optoelectronics has realized technological innovation on packaging materials and injected new energy into its cost-effective products. It’s better to say one inch. Good products are the most direct manifestation of the competitiveness of Jingtai Optoelectronics. After several years of development, Jingtai Optoelectronics, which started with LED display devices, has formed two major product lines mainly for large display screens and lighting, targeting the high-end LED application market. Among the two major product lines, the display market of Jingtai Optoelectronics currently has a high market share, and with the changes in the market, the proportion of its LED lighting business is gradually increasing. NO.7 rectangular lighting: The rectangular lighting was originally based on the production of lighting source devices, belonging to the middle and upper reaches of the LED industry chain. Since 2012, Changfang Lighting has increased the two brands of Tongyu and Donghan on the basis of the original Changfang brand. According to different market positioning and purchase appeals, it has carried out different brand propaganda and fully implemented Changfang Lighting and Tongyu. The multi-brand strategy of lighting and Donghan Lighting's three major brands promoted the product reputation on the basis of improving product popularity, making Changfang Lighting a leading company in the LED lighting industry. Rectangular Lighting focuses on the packaging of white LEDs for lighting, and on this basis extends to downstream lighting applications, mainly engaged in the research and development, design, production and sales of LED lighting source devices and LED lighting products. The company's packaging products include in-line and SMD LED lighting source devices; lighting applications include LED bulbs, lamps, spotlights, etc. The integration of vertical industry chain is the inevitable trend of LED industry development in the future. In 2013, Changfang Lighting also established the development strategy of vertical industry chain integration, aiming to form synergy effect through vertical integration, realizing scale benefits and quickly cutting into The terminal market will increase profit margins. The specific approach is to continue to extend upstream and downstream, extend upstream to reduce costs, ensure profit margins, and extend downstream to expand the product line and master the terminal market. For example, in June 2014, Changfang Lighting announced that it intends to acquire Kangmingsheng 60 shares for 528 million yuan to strengthen the cooperation between Changfang Lighting and Kang Mingsheng's production process, which is conducive to collaborative production and at the same time can reduce product circulation. The intermediate link saves transaction costs. NO.8