Enterprises accelerate the expansion of production integration LED package "increasing revenue and increasing profits"

[Text / Zhao Hui] With the release of the annual report, LED listed companies have generally emerged from the dilemma of “increasing revenue and not increasing profits” in 2012. It shows a gratifying situation of double revenue growth and net profit.

As the intermediate connection between the upstream epitaxial chip and the downstream illumination and display applications, the package is the biggest beneficiary of the pull function that directly feels the downstream lighting demand.

“The most direct reason for the good harvest of packaging last year was that the downstream lighting, display and consumer electronics backlight growth exceeded expectations.” Zhang Hongbiao, research director of Gaogong LED Industry Research Institute (GLII), said that with the gradual improvement of domestic packaging enterprise technology, Cost-effective domestic devices have been recognized by most application companies, and have already occupied the market share of Taiwanese factories and some international companies.

The packaging enterprises that have overcharged the “three-five buckets” have also accelerated the pace of expansion and integration, and more and more packaging factories have been extended downstream. The cross-border effect has also become apparent in the first quarter of 2014.

Li Peng, a researcher at BOC International Securities, said, “2014 will be the first true lighting year for LEDs. The upstream and midstream of the industry chain will be driven by downstream demand.” This fiery performance is directly reflected in the packaging of listed companies. In the annual report performance.

According to the analysis of the annual report of the major packaged listed companies, in 2013, the packaging enterprises generally had a boom in production and sales. The increase in sales exceeded the adverse impact of the price decline, thus achieving a year-on-year increase in net profit. In addition to Lehman Optoelectronics (300162.SZ), major listed packaging companies, such as Ruifeng Optoelectronics (300241.SZ), Hongli Optoelectronics, Guoxing Optoelectronics (002449.SZ), Jufei Optoelectronics (300303.SZ) and other corporate camps The income has increased by more than 20%, and the net profit has also maintained a corresponding proportion of growth.

Reflected in the capital market, since the second half of last year, institutional investors have begun to conduct frequent field research on packaged listed companies.

G20-LED Lighting Summit member Hongli Optoelectronics (300219.SZ) only received intensive field research of 24 institutions in January 2014, and the field research of National Star Optoelectronics and Ruifeng Optoelectronics Reception Institutional Investors also increased .

Ping An Securities Research Report pointed out that LED will be a section throughout 2014. In the context of rapid lighting and rapid growth in demand, many companies will usher in the turning point of profit margin and ROE. Most of the LED midstream packaging companies have the need for mergers and acquisitions and refinancing this year. Since the profit base is generally not high, the corresponding performance elasticity is quite large, and the possibility of black horses is relatively high.

The packaging company was the first to lead the upstream and downstream enterprises to turn over and grow against the trend last year. In addition to benefiting from the demand growth brought by the downstream application market, the packaging companies themselves increased their capacity release, especially the development of production and equipment for lighting white light devices. No.

"Now the downstream bulbs, lamps, panel lights and other products are mainly used domestically produced devices." Wang Peng, deputy general manager of Baishi Optoelectronics, said that this is a major market opportunity for domestic devices. Last year, the supply of white light devices in many packaging companies was very tight.

On the other hand, with the technological advancement of domestic packaging companies, the product research and development strength is continuously enhanced, the quality of domestically produced devices is significantly improved, and downstream application manufacturers are also accepting cost-effective domestically produced devices. In the past, they were firmly put in place by Japanese and Korean companies and Taiwanese packaging factories. Some of the mid- to high-end devices in control are now being tapped into their supply chains by domestic packaging companies.

"In the middle, domestic packaging devices occupy the vast majority of the domestic market, the proportion of imported packaging devices in China is rapidly decreasing, and domestic devices occupy a major domestic market share." Dr. Zhang Xiaofei, a high-tech LED CEO, believes that some domestic packaging devices have been exported to foreign countries, China. LED packaging is beginning to go global.

Dc Gear Motor can be defined as an extension of Dc Motor which already had its Insight details demystified here. A dc Gear Motor has a gear assembly attached to the motor. The speed of motor is counted in terms of rotations of the shaft per minute and is termed as RPM .The gear assembly helps in increasing the torque and reducing the speed. Using the correct combination of gears in a dc gear motor, its speed can be reduced to any desirable figure. This concept where gears reduce the speed of the vehicle but increase its torque is known as gear reduction.  

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Application field: usually used Electronic door locks, shutter motor, home audio equipment, sweep the floor machine robot

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Features: dc gear motor drive precision, small volume, large torque, low noise, durability, low energy consumption, customized power design,easy installation, easy maintenance;Simplify design and save space.


Method of use: the best stable in horizontal plane, installed on the dc gear motor output shaft parts, cannot use a hammer to knock,knock prone to press into the dc gear motor drive, may cause damage to internal components, and cannot be used in the case of blocked.


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Operating temperature range:

Dc geared motors should be used at a temperature of -10~60℃.

The figures stated in the catalog specifications are based on use at  ordinary room temperature catalog specifications re based on use at ordinary room temperature  (approximately20~25℃.

If a geared motor is used outside the prescribed temperature range,the grease on the gearhead area will become unable to function normally and the motor will become unable to start.Depending on the temperature conditions ,it may be possible to deal with them by changing the grease of the motor's parts.Please feel free to consult with us about this.

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Storage temperature range:

Dc geared motors should be stored ta a temperature of -15~65℃.

In case of storage outside this range,the grease on the gearhead area will become unable to function normally and the motor will become unable to start.


Service life:

The longevity of dc gear motor is greatly affected by the load conditions , the mode of operation,the environment of use ,etc.Therefore,it is necessary to check the conditions under which the product will actually be used .The following conditions will have a negative effect on longevity.Please consult with us should any of them apply.

●Use with a load that exceeds the rated torque

●Frequent starting

●Momentary reversals of turning direction

●Impact loads

●Long-term continuous operation

●Forced turning using the output shaft

●Use in which the permitted overhang load or the permitted thrust load is exceeded

●A pulse drive ,e.g.,a short break,counter electromotive force,PWM control

●Use of a voltage that is nonstandard as regards the rated voltage

●Use outside the prescribed temperature or relative-humidity range,or in a special environment.

●Please consult with us about these or any other conditions of use that may apply,so that we can be sure that you select the most appropriate model.

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