[Text|High-tech LED Yue Mengdi] National Star Optoelectronics (002449.SZ) in the whole industry chain layout has the strength and strength of "single step dance forest" in the domestic LED industry.
Focus on LED 39 years, starting with LED packaging devices, Guoxing Optoelectronics has strong research and development strength in the field of LED devices. The company's 2014 annual report shows that the operating income of LED devices is as high as 953 million yuan, accounting for 61.84% of the company's revenue (1.541 billion yuan). At the same time, the research data of the High-tech Research Institute LED Research Institute shows that in 2014, National Star Optoelectronics has a capacity of 2000 KK/month in the midstream packaging field, and plans to continue to expand production. The LED package takes up the upstream and downstream, directly facing the LED application, and plays a decisive role in the application end experience. Guoxing Optoelectronics' “development strategy based on packaging, bigger and stronger, taking into account the vertical integration of upstream and downstream†has been well implemented.
Dr. Li Cheng, deputy general manager and director of R&D Center of Guoxing Optoelectronics, told Gaogong LED. “Based on further tapping of the cost, the technology of mass production of LED packaging devices in these two years has been slow or even a little downgraded.†Based on the considerations of versatility and comprehensive cost, the standardized packaging product series recognized by the industry is gradually taking shape. The 2835 platform planning and strategy of Guoxing Optoelectronics has greatly resonated in the industry. In his view, new technologies and new applications are in the dark, and future competition will return to technical competition.
The competition of technology is ultimately the competition of research and development strength and financial strength. In 2014, Guoxing Optoelectronics introduced a new shareholder, Hirose, and became one of the few listed companies in the LED industry to implement mixed ownership. The background of listed companies makes Guoxing Optoelectronics more open to research and development.
In 2014, Guoxing Optoelectronics invested 71.13 million yuan for research and development, and made a long-term technical reserve in the new packaging form of LED.
The overall layout of the display device package has been set, and Guoxing Optoelectronics is firmly in the position of “one brotherâ€, but the competition is still unabated. Outdoor high-water-proof surface mount devices and indoor small-pitch high-density display devices are hot spots. Guoxing Optoelectronics is the earliest developer and large-volume manufacturer of small-pitch display devices in the mainland. At present, there are 1515, 1010, 0808 and other serialized products. Outdoor surface mount products have 3535, 2727 and upcoming outdoor applications for P4 and below. High-density screen 2121. As consumers demand higher and higher, "We also plan to lay out more innovative high-density display devices in the future, and are accelerating design and development." Liu Chuanbiao, deputy general manager of National Star RGB Devices Division, said that the country In 2015, Star Optoelectronics will also develop LED display solutions for optimal dot pitch.
The backlighting market is relatively stable, but the competition between packaging factories is also fierce. The lower cost makes the number of devices and columns become the main technical solution. Therefore, the EMC with higher current and the potential cost-effective flip-chip CSP package are The direction of maturity.
The packaging manufacturers are talking about CSP, and Guoxing Optoelectronics naturally has to lead the trend. “CSP is a high technical threshold for small packaging plants, and the substrate design and packaging process have undergone significant changes. Guoxing Optoelectronics is also the earliest mature technology route with independent intellectual property rights in China. It is currently in trial production and Improve the production efficiency stage and further improve the cost performance of the products.†Dr. Li Cheng said that CSP sample test certification has been provided to some manufacturers.
For EMC products, Guoxing Optoelectronics has successively launched EMC products in the first half of 2014 after long-term technical reserves and market tracking. Currently, there are mainly 7070/5050/3030/2016/1010 series. At present, Guoxing has signed a strategic cooperation agreement with EMC stent manufacturers, forming a strategic alliance to promote the improvement of cost performance.
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Focus on LED 39 years, starting with LED packaging devices, Guoxing Optoelectronics has strong research and development strength in the field of LED devices. The company's 2014 annual report shows that the operating income of LED devices is as high as 953 million yuan, accounting for 61.84% of the company's revenue (1.541 billion yuan). At the same time, the research data of the High-tech Research Institute LED Research Institute shows that in 2014, National Star Optoelectronics has a capacity of 2000 KK/month in the midstream packaging field, and plans to continue to expand production. The LED package takes up the upstream and downstream, directly facing the LED application, and plays a decisive role in the application end experience. Guoxing Optoelectronics' “development strategy based on packaging, bigger and stronger, taking into account the vertical integration of upstream and downstream†has been well implemented.
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Guoxing Optoelectronic Packaging Workshop
Dr. Li Cheng, deputy general manager and director of R&D Center of Guoxing Optoelectronics, told Gaogong LED. “Based on further tapping of the cost, the technology of mass production of LED packaging devices in these two years has been slow or even a little downgraded.†Based on the considerations of versatility and comprehensive cost, the standardized packaging product series recognized by the industry is gradually taking shape. The 2835 platform planning and strategy of Guoxing Optoelectronics has greatly resonated in the industry. In his view, new technologies and new applications are in the dark, and future competition will return to technical competition.
The competition of technology is ultimately the competition of research and development strength and financial strength. In 2014, Guoxing Optoelectronics introduced a new shareholder, Hirose, and became one of the few listed companies in the LED industry to implement mixed ownership. The background of listed companies makes Guoxing Optoelectronics more open to research and development.
In 2014, Guoxing Optoelectronics invested 71.13 million yuan for research and development, and made a long-term technical reserve in the new packaging form of LED.
The overall layout of the display device package has been set, and Guoxing Optoelectronics is firmly in the position of “one brotherâ€, but the competition is still unabated. Outdoor high-water-proof surface mount devices and indoor small-pitch high-density display devices are hot spots. Guoxing Optoelectronics is the earliest developer and large-volume manufacturer of small-pitch display devices in the mainland. At present, there are 1515, 1010, 0808 and other serialized products. Outdoor surface mount products have 3535, 2727 and upcoming outdoor applications for P4 and below. High-density screen 2121. As consumers demand higher and higher, "We also plan to lay out more innovative high-density display devices in the future, and are accelerating design and development." Liu Chuanbiao, deputy general manager of National Star RGB Devices Division, said that the country In 2015, Star Optoelectronics will also develop LED display solutions for optimal dot pitch.
The backlighting market is relatively stable, but the competition between packaging factories is also fierce. The lower cost makes the number of devices and columns become the main technical solution. Therefore, the EMC with higher current and the potential cost-effective flip-chip CSP package are The direction of maturity.
The packaging manufacturers are talking about CSP, and Guoxing Optoelectronics naturally has to lead the trend. “CSP is a high technical threshold for small packaging plants, and the substrate design and packaging process have undergone significant changes. Guoxing Optoelectronics is also the earliest mature technology route with independent intellectual property rights in China. It is currently in trial production and Improve the production efficiency stage and further improve the cost performance of the products.†Dr. Li Cheng said that CSP sample test certification has been provided to some manufacturers.
For EMC products, Guoxing Optoelectronics has successively launched EMC products in the first half of 2014 after long-term technical reserves and market tracking. Currently, there are mainly 7070/5050/3030/2016/1010 series. At present, Guoxing has signed a strategic cooperation agreement with EMC stent manufacturers, forming a strategic alliance to promote the improvement of cost performance.
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