Analysis of the current status of COB package light source

The biggest advantage of MLCOB is its high luminous efficiency. How to achieve such high luminous efficiency? Unlike traditional COB, MLCOB has a unique reflector design and multi-lens multi-prism technology. In the use of LEDs, the combination of these two technologies combined with traditional COB technology has increased COB light efficiency by 30% or 40% in traditional light effects. This should be the highest light efficiency product in the current COB series.

There are dozens or even more products, all tailored to different users, the entire series represented by MLCOB. There are also medium-power and high-power products. The medium power includes 0.2W and 0.5W, and the high power includes 1W and 3W. Among them, in the high power part, it exceeds 150LM/W. The Guangshen Expressway currently seen is the lamp bead applied to the LED.

Mainly in the high-end market to become the most competitive LED packaging company

COB standards chaos is expected to form a truly representative industry leader

In view of the current industry problems in which COB standards are confusing, the standards are chaotic and the flexibility is also the biggest. For manufacturers, this has both advantages and disadvantages, although the bad side may be larger. We often receive different needs from different manufacturers. It is very difficult to do product development and structural design on a regular basis. SMDLED traditional surface-mount LEDs are relatively uniform and interchangeable, and this road will become more and more concentrated. When I wanted to make a patch at the beginning of the year, there were also a dozen specifications. Gradually, I found that the 3.5X2.8 or 3.0X1.46 size is the best, and I gradually concentrated this specification. I think that COB will also go through such a stage. As the technology advances, you will slowly find that some structures and specifications are most suitable for lighting, and these specifications will be retained. Secondly, some large-scale, benchmarking companies, including some benchmarking companies and benchmark lighting companies, often use something that will form a driving role. Although it is rather confusing, it will gradually form an industry in time. standard.

At the same time, he pointed out that the current basic situation of the domestic packaging process is "there are many enterprises and small scales." According to statistics, the current packaging output value of China is about 30-400 billion yuan, but the number of enterprises is more than 2,000. Gong Wen believes that it is still more likely to exceed the number of more than 2,000. Even on average, each company has only a few million output value, which is very low. In addition, there are no leading companies in this field in China. He said: "Now I have seen the largest LED packaging company in the country, and secondly, listed companies such as Ruifeng Optoelectronics and Hongli Optoelectronics, but these companies have turnover. Probably around 3-5 billion, which means that a single company accounts for about 1% of the entire market, so it is far from the formation of leading enterprises. This is the objective environment in which the industry is currently, and he expects "In the future of a few years, there should be several truly representative leading companies, and then the number of entire packaging companies will gradually decrease, not as much as it is now."

First of all, for the extension to the upstream, it is impossible to have so much money to do the chip. Even with this capital, now I see that the chip factory is losing money, and the production capacity is overdone. It seems that there is no point in making this excitement. And extending downstream, to a certain extent, will allow us to have a certain competitive relationship with our customers, so we will not make such a choice. I think our positioning is very clear and very simple. We need to better understand the LEDs in our packaging field through application companies, how to better understand our downstream customers, and the core of LED components for lighting companies. Where is the demand point, so that our understanding of LEDs is deeper. Therefore, if we extend downstream, not to promote our products, or to occupy a share in the downstream, we are more to serve our packaging plant. ”

Competition is intensifying and actively investing in LED packaging technology innovation

Previously, a research report by a French research institute pointed out that in the face of increasingly fierce competition, many packaging companies have come to the fore, and have proposed to provide more types for the choice of LED packaging technology. Some insiders pointed out that similar to IC packaging, new LED packaging technology is also imitating existing products, there is still a lot of room for innovation.

At the same time, we also believe that the future of LED can be improved in many places, including performance, light efficiency, such as Cree to achieve the value of 276LM / W, in fact, has broken the original limit of 250LM / W estimated, also Many of the theories that reflect the original are no longer valid. After a period of change in the future, I think the future of LED can reach 400LM/W. Moreover, its future structure will become more and more simple, the cost will be lower and lower, and LED will become brighter and more energy-efficient.