LED display, backlight, and lighting development have challenges and opportunities

There are challenges and opportunities in the development of display, backlight and lighting.

The display on the technical public relations, such as the size, pixel development will increasingly tend to HD display this direction. If the display factory has its own core technology and research and development capabilities, it can still maintain its market share and competitiveness, and vice versa may be forced to leave due to fierce competition in the market. That is to say, with the development of the industry, the comprehensive requirements of the LED display industry for enterprises will become higher and higher, so the integration may be more obvious on the display. ?

As for the backlight, I personally feel that it is growing because of the growing demand for LED backlights, TVs, computers, and mobile phones. Moreover, with the rise of the concept of intelligence, the demand for LEDs in the backlight market will be even greater in the future. It should be noted that the impact of overseas markets on backlight products will continue to increase, which will lead to a decline in product prices and an expansion of application space, both advantages and disadvantages. Second, OLED is also an emerging force that cannot be ignored. If the cost of OLED itself is falling fast enough, new OLED companies can be more mature, and the application plan can be matured, then the impact will be accelerated. In short, OLED is still a high-end product, and the market has not yet been fully accepted. ?

Lighting is one of the most extensive branches of the LED industry. There is no doubt about the market prospects, but the survival and competition of enterprises is a big problem. Judging from the situation this year, the performance of enterprises is not increasing production, but I think this is normal. Because when a product enters mass production, its gross profit margin will decrease and its production capacity will increase. This is a very natural phenomenon, and it is not a bad thing. It is just that everyone must grasp a balance. According to the cost control of their own enterprises and the balanced development of their operations, it will not affect the survival and progress of enterprises. ??

Home lighting will lead the LED packaging future packaging market?

Pan Yirong believes that it is inevitable that LED lighting will enter the home market in the future. With the increasing recognition of LED lighting by ordinary consumers and the strong support for LED lighting at home and abroad, the development of LED lighting continues to create new possibilities. The first is the technological advancement. A few years ago, LED was only an experimental new product. The room temperature, life, and actual light efficiency were not satisfactory. With the accumulation and precipitation of technology, the quality of LED lighting products and The reliability is greatly improved, fully meeting the needs of indoor living lighting. Secondly, the price has dropped. After the adjustment of the market and the suppression of competition, the price of LED lighting products has dropped very fast, and it is entirely possible to reach the level acceptable to ordinary consumers. Finally, the orientation of the policy. The policies of countries around the world are increasingly biased towards the direction of low carbon and environmental protection, which fits well with the intrinsic development trend of LED products. Therefore, the policy has also played a very good guiding role in accelerating the entry of LED into the home market.

Wanrun's main business is packaging, but it is also involved in the downstream application. Pan Rongrong said that Wanrun will cooperate with international leading companies to develop more market-oriented light source products with the advantages of light source packaging. On the other hand, it has continuously increased lighting investment and steadily achieved preparations for the future lighting market, especially the home market.

Industry consolidation is a trend, companies need to be cautious

Pan Yirong believes that the trend of integration is the process that needs to go through any industrial development process. The reform of LED is inevitable. It is a period of shock that needs to be experienced from one stage to another. If we really want to do a good job in this industry, then this process must be continued until it reaches a reasonable state. After optimization, enterprises with comprehensive strength will survive. Therefore, in addition to contributing to the healthy development of the industry itself, the integration potential can also make investors and fans of the industry more clear.

At the same time, he also said that the purpose of integration is to promote the development of enterprises, which is conducive to the progress of the industry. Integration is a trend. Enterprises need to make appropriate adjustments according to their own positioning, rather than blind actions. At present, Wanrun is learning the integration of other large and advantageous enterprises, and constantly absorbing new technologies and strengthening innovation.

Technology, flowers, innovation, never stop

Technology is the source of product advancement, and the development of LED lighting benefits from different technologies. Pan Yirong believes that LED technology is flourishing, as long as it is recognized by the market and has a certain price/performance ratio, then there is room for survival. As for the future, which kind of packaging technology can lead the rivers and lakes remains to be verified.

At present, Wanrun's measures are to improve the technology according to the needs of customers, develop new products according to the needs of the market, and in short, will not close the door to research and development.

In the future, where is the development of packaging, some people have proposed the concept of decapsulation. Pan Yirong’s point of view is that the prospects are good and the practice is difficult. He believes that the current technology can not hit the rational height of encapsulation, from the concept of the proposal to the actual test phase, and then further confirm that its application of intelligence, market acceptance, etc. take a while. "From the technical point of view, we always need to have breakthroughs and continuous improvement. We will not be doing this right now because of this idea. I think this product will definitely appear in the future, just saying that it is different in the same market. Choice, there will be no big impact for the time being," Pan said.