LED industry high-power COB segmentation "leader"

"Our pursuit of product quality has always been unwavering. In the absence of sufficient technical reserves for a certain technology, it will never be easy to get involved." Yin Xiaopeng, vice president of marketing of Liyang, said in accepting Gaogong LED.

Established in 2008, Liyang Co., Ltd. is mainly engaged in the R&D, production and sales of LED packaging devices and LED lighting products. Among them, high-power and high-efficiency LED packages (between 10W and 200W) are well-known in the industry. Power has become their label and offers customized product development services.

On August 8 this year, Liyang shares were officially listed on the New Third Board. According to financial report data, the operating income of Liyang Co., Ltd. increased by 38.15% compared with last year. The data shows that the situation next year may be more stable.

The growth of Liyang's shares is mainly due to the flip-chip light source and the large-capacity COB products. As early as this year, relevant people in the industry have expressed their opinions, and the flip-chip must be the trend in the next few years.

As far as the flip-chip market is concerned, Liyang has been investing for more than a year since last year and has been on a growing trend. Relevant data show that the average annual growth rate of more than 20% in the first three quarters of this year is promising.

As we all know, there are certain technical thresholds for flip-chip technology, and the customer base is also changing quietly. “The relatively large lighting companies at home and abroad are flipping this one and recognize our benchmark position in the industry.” Vice President Yin Xiaopeng indicated.

According to previous market feedback, whether it is the upstream chip company or the downstream lighting company, considering the cruel reality of high cost, the flip-chip market responds with a relatively negative attitude.

In today's flip-chip field, with the continuous improvement of technology in the industry, if it is a high-end application field, the price of its dress and flip-chip is 3%-5%, and it is comparable in terms of parameter performance and brightness of light. However, the stability of the flip-chip is much stronger, and the gold wire of the dressing is prone to problems, especially the integration of high-power COB, with or without gold wire, the stability difference is quite large, in fact, if the patch is 0.2W -0.5W of low power, it is not recommended to use flip.

Although in terms of market share, the formal wear still dominates the mainstream, but for some high-end or special fields, the domestic flip-chip can also completely replace the foreign positive-loading chips to meet the various requirements of the products, and the customers can rationally screen after a certain period of time. After that, it will undoubtedly choose to flip, and because of its huge profit margin, it has become the most important reason for lighting customers to be optimistic about the flip-chip market.

After experiencing a new round of reshuffle, the LED industry chain is undeniably more and more healthy. Yin Yupeng revealed, "Next, we will lay out two areas, one is the headlights, and the other is the high-end stage lights. Install the market, research and develop products, either do not do it, do it best, and the most important thing is to solve the pain points of customers."

For the relatively scattered downstream lighting market, Yin Xiaopeng believes that “the enterprises with good downstream operations will become more and more prosperous, and the failure of poorly-operated enterprises will be inevitable, while the downstream customers will change the demand for products. The most obvious phenomenon is the product. The increasing quality requirements are forcing us to continuously improve and enhance the overall performance of our products."

As the benchmark enterprise in the industry, Liyang has the following advantages: First of all, most of our technological innovations and research projects are endorsed and supported by the government, and are different from other general factories in terms of product input, equipment and technical threshold.

Secondly, it is reflected in the LED industry to accelerate the reshuffle and centralization. Many customers will gradually choose enterprises with strong anti-risk ability. (Business is paying attention to the door-to-door business. In the enterprises listed in the new three-board segment, the comprehensive strength of Liyang shares is obviously ahead. , ready to finance and anti-risk ability).

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