Industry Trends / Packaged Devices CSP Chip Scale Packaging May Be the First to Explode in the Flash and Backlight Markets
Release Time： 2022-03-01
A new face appears in LED packaging technology. Chip Scale Package (CSP), which is already familiar to general semiconductor manufacturers, is gradually infiltrating into the field of LEDs. For example, LEDs for mobile phone flashes and LCD TV backlights have begun to introduce this technology.
It is understood that in 2016, LED modules using CSP packaging accounted for less than 1% of the overall LED module market. However, because CSP packaging can achieve smaller packaging, it also helps to increase power density and improve heat dissipation. Based on the above advantages, the development prospect of CSP module LED is worth looking forward to. By 2021, the proportion of CSP in the overall LED module package is expected to climb to 5.6%.
In fact, some LED applications have begun to import CSP modules, such as the flash of smart phones and the LED backlights used in some LCD TVs, which have been switched to CSP modules. Next, CSP modules have the opportunity to gradually penetrate into general lighting and car lights. and other application areas.
In 2016, the scale of China's LED chip market increased by 11.54% year-on-year
Statistics from the LED Research Institute (GGII) show that in 2016, the market size of China's LED chip industry exceeded 14.5 billion yuan. A year-on-year increase of 11.54%, an increase of 3.2 percentage points compared with 2015.
After experiencing investment heat and excess production capacity, Epistar shut down 25% of its production capacity at the beginning of 2016, reduced supply from small factories and driven by downstream demand. The gradual adjustment of the supply and demand structure of LED chips has made the LED chip industry gradually return to rationality.
The cliff-like decline in prices has been eased. In the second half of 2016, due to rising raw material prices and changes in supply and demand, chip manufacturers such as Epistar, Sanan Optoelectronics, and Huacan Optoelectronics have increased their prices.
According to the LED Research Institute (GGII) of the High-tech Industrial Research Institute, the price of LED chips has stabilized and rebounded in 2016, and the market demand is in good condition. It makes small and medium chip factories dare not act blindly and is in a wait-and-see situation. On the other hand, the narrowing of MOCVD subsidies has exacerbated this situation.
We predict that the growth rate of domestic LED chip production capacity will gradually slow down after the completion of the expansion of large factories, and the domestic LED chip pattern will maintain the two-strong situation of Sanan Optoelectronics and Mulinsen for a long time.
The domestic LED phosphor market pattern will be basically finalized
After more than ten years of development, China's LED packaging industry has achieved considerable output value and has become one of the world's major LED packaging production bases. The LED phosphor industry supporting LED packaging has also developed rapidly with the LED industry.
According to the Gaogong LED survey, by the end of 2016, there were about 50 LED phosphor companies in China, mainly distributed in various Chinese-funded, Taiwan-funded, US-funded and other phosphor companies. There are about 15 LED phosphor companies of a certain scale, and the monthly sales of some LED phosphor companies have exceeded 1 ton.
In 2017, the upstream and downstream of LED will continue to develop towards the centralized direction of "biggers are ever bigger, stronger ones are stronger". Most of the domestic LED packaging factories are also planning to expand their production, and the domestic LED packaging scale will continue to grow.
Correspondingly, the market demand for LED supporting materials phosphors will continue to increase in 2017. However, with the decline in the profits and prices of LED phosphors, small factories have stopped production one after another, and phosphor companies will also develop in a centralized direction. In the next 2-3 years, the domestic LED phosphor market pattern will be basically finalized.
In 2016, the total output value of LED indoor lighting in China increased by 32.1% year-on-year
According to the statistics of the LED Research Institute (GGII), more than 75% of the world's LED application products are concentrated in China. In 2016, the total output value of LED indoor lighting in China was 223.1 billion yuan, a year-on-year increase of 32.1%.
Among them: LED lamp market output value of 48.7 billion, a year-on-year increase of 26.8%; bulb market output value of 67.9 billion, a year-on-year increase of 23.7%; spotlight market output value of 32.9 billion, a year-on-year increase of 27.7%; Downlight market output value of 27.9 billion, a year-on-year increase of 65.4% %.
In 2016, China's LED indoor lighting maintained a high-speed development trend. With the continuous maturity of LED application technology, the continuous improvement of quality, and the continuous substantial decline in prices, coupled with the efforts of many LED companies, it is expected that the LED indoor lighting market will grow in the next few years. maintain the trend of rapid development.
In January, China's total LED lighting exports increased by 88% year-on-year
According to the statistics of the High-tech LED Industry Research Institute (GGII), in January 2017, the total export value of China's LED lighting products reached 1.689 billion US dollars, an increase of 88% year-on-year. In the main 15 categories of lamps analyzed by GGII, there have been different degrees of growth, which to some extent reflects the situation that my country's LED lighting industry is picking up.
According to the statistics of the High-tech LED Industry Research Institute (GGII), in January 2017, the export volume of China's LED lighting products reached 1.56 billion, an increase of 108% compared with 2016.
According to the High-tech LED Research Institute, in January 2017, the amount and quantity of China's LED lighting exports increased significantly, mainly due to the following reasons:
1) The combined effect of exchange rate factors and domestic policy effects;
2) External demand picks up. Driven by the seasonal pick-up in consumption and production and business activities in major overseas economies, China's export growth began to pick up in January.