For middle trend of the development of packaging industry, Wang Donglei admitted that the encapsulation technology still has great uncertainty, it remains to be seen. Throughout the industry, only choose separation of upstream and downstream, Taiwan chip, chip do do packaging.
Epitaxy chip technology, he argues, is in a stage of rapid change, the past is with chip technology enterprise configuration a lot of solid crystals welding equipments, but if my chip sticker directly, such as flip chip technology, will the traditional encapsulation process have a significant impact. At the same time, also includes phosphor coating technology, there is also too many alternative technical solutions in the choice and the laboratory.
For lighting applications in the first half of this year than expected growth downstream of the market demand, Wang Donglei believes that the future functional lighting light source products will become one and a half of monopoly industries, he said in the traditional lighting, for example, a standard light source products only earn $3 cents, 5 cents up to 1, enterprise must be completely depends on the quantity win finally, it also has a natural monopoly.
At present, the LED chip, 23% – 23% of the cost of light source products as a whole, in Wang Donglei point of view, the future with other light source parts manufacturing costs decline gradually, the cost of LED chip will rise to 65% – 75%. “Chip cost of light source, will only more not less. The light source and chips are very close together, because of the additional value and cost of the chip, determines its profits.”
Another aspect, that is, as a consumer, demand market, channel construction become in the past years many LED lighting companies rushing to an important means, although many LED enterprise brand has never been on any media publicity.
“Yesterday, a reporter asked me, a lot of people regarded 2013 as channel construction, ask me.” Wang Donglei admits, channels of the construction of the game is over. “Because channels need enough money, take time, but also luck.”
My production line busy two months, can pave a faulty goods. Under the growth condition, how do you build channels, build brand? Today, in terms of channel itself, in the lighting is the most channels and brand power. No channels, there is no lighting in the future. You build now, no time on time. Although now there are some new brands appear, but the effect still is hard to predict.