Hongli Optoelectronics (300219.SZ) recently disclosed its 2013 annual performance report, showing that Hongli Optoelectronics has gradually become one of the most profitable packaged listed companies in the industry. The lighting white light device and LED lighting project have become the biggest highlights of Hongli Optoelectronics.
"LED packaging is the core business of Hongli, especially white light devices." Liu Yusheng said that although the overall packaging capacity of Hongli is not the largest in the industry, it should be the largest in the domestic high-end white light devices.
In the 2013 Top 10 Enterprises in China's LED Lighting White Light Packaging Competitiveness released by the High-Tech LED Industry Research Institute (GLII), Hongli Optoelectronics is the leading white LED packaging company with revenue scale, technical strength and development of Hongli Optoelectronics. In recent years, the lighting project has been continuously exerted, showing the comprehensive strength of the company in an all-round way, and the future automotive lighting will also become its new source of profit. The three comprehensive scores of potential are the highest in the country.
In 2012, the 100,000-square-meter new industrial park invested by Hongli Optoelectronics was completed. After that, Hongli Optoelectronics moved to the new industrial park as a whole, and completed the new industrial park as the LED packaging production base and the west of the automobile city Dongfeng Avenue. The implementation of the layout of the signal/lighting production base. In November 2012, the company moved the production capacity of Shenzhen Ladia to the new industrial park to carry out LED general lighting business in Guangzhou Laidiya.
“With the gradual arrival of equipment, the company's monthly production capacity will reach about 1000 kk.†Liu Yusheng said that Hongli insists on selecting the best raw material suppliers, and the products are dominated by versatility, achieving high cost performance through technological innovation and quality control. .
In 2013, most people in the industry called LED lighting a critical year for explosive growth. The technical performance of LED application products has gradually stabilized, the price has dropped rapidly, and the demand in the downstream application market, especially in the lighting field, has surged, which indirectly drives the packaging capacity of the midstream. Digestion, some of the packaging companies, including Hongli, even appeared in the queue order that was rarely seen before.
"By the development of competition over the past few years, LED technology has gradually matured and prices have fallen sharply. Both price and quality have been accepted by consumers. In the next few years, LED lighting should be the best development period." Liu Yusheng It is believed that the next few years will be a good time for the development of packaging companies.
The development of all this is inseparable from the "technical innovation" concept that Hongli Optoelectronics has always adhered to.
It is understood that in 2013, Hongli Optoelectronics launched the first anti-vulcanization design high thermal conductivity and high efficacy COB LM series, high brightness copper-based package COB LT series (10W-150W), the first domestic stage light source RGB COB, the third generation The new EMC process package includes excellent LED package products such as the EMC3535 series. In the 2013 Gaogong Golden Globe Awards, Hongli Optoelectronics High Power White Light Device won the Golden Globe Award.
As of the first quarter of 2014, Hongli has obtained 287 patents, of which 15 have been granted invention patents; a total of 84 patents have been accepted, of which 33 have been accepted.
Liu Yusheng said that the LED industry is currently small and large, especially the homogenization of packaged products. In the future, LED packaging companies will have a lot of room for improvement. The technological advancement of LED and the expansion of industry scale will be the main factors for product price changes.
With the rapid start of the LED lighting market, packaging companies have also accelerated the pace of expansion.
"The production capacity of LED packaging and backlight modules has been expanded recently, and the production equipment for expansion is being sent to the company. After this expansion, we will continue to expand production capacity in the future based on market conditions." Liu Yusheng believes that packaging needs to be washed Quantity, scale is very important.
For the package-free technology, Liu Yusheng said that Hongli is already conducting research and follow-up. At this stage, the package-free technology is not yet mature, and the product advantage has not yet been highlighted, requiring a process. Packaging-free technology is one of the future directions for LED packaging development.
"Hongli has always relied on its core competitiveness to push the market." Liu Yusheng said that Hongli will focus on building products with technical content to ensure the profits of enterprises.
According to the annual report, some of the LED device products include: SMD3528/3014/2835/5730, EMC3535, high-power ceramic C3535 and high-power COB LB019, which is the first in the country to pass the US Environmental Protection Agency (EPA)-approved third-party IES LM-80. 6000 hours of testing. Many products of the company have obtained CE certification, D-MARK certification, UL and FCC certification in the United States, and meet the relevant quality requirements in the EU RoHS and REACH regulations. In April of this year, Hongli Optoelectronics LED "Energy Star" testing laboratory passed the CNAS review, and the test report issued by Chongli Optoelectronics can be stamped with CNAS and ILAC logos, and the data issued by the company is mutually recognized.
In the backlight device market, Liu Yusheng said that Hongli will increase the layout of large-size backlights, and strive for a rapid growth in the 14-year backlight.
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