Domestic LED packaging equipment replacement usher in the opportunity?

In recent years, with the continuous breakthroughs made in the rubber control program in Mainland China, the domestically-made dispensing equipment has begun to emerge in the market competition, and the market share may continue to accelerate in 2013.

“The service life of general dispensers is between 3-4 years. Before 2009, the imported dispenser equipment purchased by packaging plants has now reached a replacement cycle. New market opportunities have already arrived.” Shenzhen Tengsheng Industrial Equipment Co., Ltd. Lu Guoming, general manager of the company (hereinafter referred to as “Teng Sheng”), told reporters that the previous generation of imported dispensers had the problems of slow speed, serious aging, and poor stability. This is also a lot of packaging companies to upgrade or replace old equipment. major factor.

According to statistics from a LED industry research institute, in 2012, the market size of LED packaging equipment in mainland China was 8.6 billion yuan, of which only 30% was replacement equipment. This year's proportion is expected to be close to 50%, and the rapid growth of replacement equipment will be invisible. China promotes the market share of domestic equipment.

Replace usher in the opportunity?

“Before 2009, the dispenser equipment had not yet been domesticated, and mainland packaging companies could only purchase machines for Musashi and ASM in Japan.” Lu Guoming recalled the situation in that year, when imported dispensers drove straight into the market. Basically monopolized by the above-mentioned several importers.

Lu Guoming stated that after 2010, there has been a new breakthrough in mainland-made packaging equipment technology, and many new packaging manufacturers have begun to try to purchase domestic-made dispenser equipment. The shipment of Teng Sheng has started to increase substantially during this period. “This year we have seen the opportunity of this replacement and hope to shock the mainland market.”

According to statistics, as of the end of 2012, there were more than 1,700 companies involved in the production of LED packaging devices in mainland China, of which more than 48% of the companies were established in 2009 and before, according to a 4-year replacement cycle for dispensing equipment, this year is just Nearly half of mainland packaging companies replace the first year of packaging equipment.

“At present, the enterprises that use our dispensing equipment mainly include packaging manufacturers such as Haotian Optoelectronics, Wanbang Optoelectronics, and Jiaqing Optoelectronics. Basically, they are mainly medium-sized companies, especially those in packaging factories in Zhongshan.” Lu Guoming disclosed to reporters. Sheng will be in touch with packaging companies with larger capacity such as Ruifeng Optoelectronics, Hongli Optoelectronics and Huizhou National Exhibition this year and provide free trials of dispensing equipment.

As one of the representatives of the mainland-made LED dispenser equipment manufacturing, Shenzhen Wesson Automation Equipment Co., Ltd. (hereinafter referred to as "Venison") has also targeted this year's major target companies in several major mainstream packaging companies.

“By the sluggishness of the entire LED industry, the sales growth of our dispensing equipment has slowed down in 2012, but many packaging companies in the mainland have signs of upgrading and replacing the dispenser equipment this year.” General Manager of Veneson Zhang Custody revealed that the company is currently negotiating with four listed companies including Ruifeng Optoelectronics, Vanguard Technology, Lehman Optoelectronics, and National Star Optoelectronics. Once orders are received, it is expected that 2013 will become a turning point in the company's performance.

However, Musashi and ASM's agents in China have performed very coldly on the upcoming “replacement cycle”. In the interview, their judgment on market competition is still very optimistic, and even stubbornly believe that the Chinese mainland market is still the world of imported equipment.

“From our current shipments, the market share of imported dispenser equipment has not changed much. Customers who use Musashi dispensers have a good response for 3 to 4 years. It should be no problem to maintain the use cycle for 6-7 years."

Long Minhong, chief sales officer of Shenzhen Lingdian High-precision Equipment Co., Ltd., told reporters that even if there is a “replacement cycle”, the replacement will not be very obvious, and the agents of the mainland Musashi will provide customers with free lifetime maintenance services.

Luo Xingliang, general manager of Dongguan Donghehe Technology Co., Ltd., said that currently, the market share of imported dispensing equipment such as Musashi and ASM is about 50%-60%, although domestic manufacturers of dispensing equipment have a price and efficiency. Certain advantages, but large-scale mainstream packaging companies will still give priority to import equipment.

"Although domestic equipment has been improved in terms of speed and efficiency, the dispensing machine and the solid crystal machine and wire bonder are better than one. The accuracy is not enough and the quality is not enough to persuade customers." Luo Xingliang disclosed to reporters last year. The drop in the price of imported dispenser equipment is about 30%. Since 2013, Donghe has been receiving large orders from Ruifeng Optoelectronics, Hongli Optoelectronics and National Star Optoelectronics.

“Home-made dispensing equipment may have a large number of opportunities in the domestic low-end market, but the high-end market is mainly import-oriented, and foreign manufacturers such as Musash and ASM are also making continuous advancements in technology. For example, the latest product can significantly improve the packaging process. The import of LED die-top machines, the mainland has not yet a device manufacturer can do it." Luo Xingliang told reporters.

Packaging companies have different attitudes

Domestic dispenser equipment started late, but with the continuous improvement of technology and performance, it has gradually been recognized by some of the mainland packaging companies, and equipment country productivity has also been continuously improved. According to GLII statistics, in 2012, the localization rate of LED packaging equipment in mainland China was around 60%, of which the national yield of packaging auxiliary equipment exceeded 90%.

“The dispenser we used before was Musashi, and it has now been replaced by the equipment of Zhongshan Naoxina.” Wu Xianghui, general manager of Shenzhen Opto Optoelectronics Technology Co., Ltd., told reporters that from the current situation of use, domestic dispensing The basic performance of the machine equipment has been achieved, which is not much different from that of Musashi's dispenser equipment.

“At present, in the packaging production line, both domestic and imported dispensing machines are in use. The LAMP series packaging lines are made with fully automatic domestic equipment. They have surpassed imported equipment in terms of speed, automation and efficiency, and are in the SMD packaging line. On the other hand, Musashi's semi-automatic dispenser was used.” Zhu Xihe, general manager of Shenzhen Xingguangbao Optoelectronics Technology Co., Ltd., told reporters that domestic dispensing equipment is still not enough in terms of yield, so the relatively high-end SMD packaging line is still used. Imported equipment.

Although the cost-effectiveness of domestic dispensing equipment has won the favor of most small and medium-sized enterprises, it seems that domestic mainstream packaging companies do not feel too cold or even have some prejudice.

“At present, all the dispensing machines used in our packaging production lines are imported, and basically we will not use domestic ones.” Gong Wen, general manager of Shenzhen Jingtai Optoelectronics, told reporters that the medium- and high-power SMD and MLCOB series of products are suitable for gluing, The stability of dispensing is relatively high, and domestic dispensing machines still have a certain gap in these aspects.

Gong Weibin, chairman of Ruifeng Optoelectronics, also admitted that domestic dispensing equipment has improved in terms of technology, process, and performance. However, in terms of precision, it is still inferior to imported equipment.

However, at present, Ruifeng Optoelectronics' packaging line has started to use domestic dispensing equipment in small batches, accounting for about 30% of the company's total packaging equipment. “One of our main business is LED backlight, which requires very strict precision for dispensing, and the performance of domestic dispensing equipment is still insufficient. Of course, if there is a domestic dispensing machine provided for us to try, we are still very happy of."

Homogeneity is extremely serious and bad?

“We have tested Tenstron's dispensers and imported equipment. From the test data, the accuracy of our equipment can reach about 95% of the same type of imported equipment, and in terms of efficiency, it has completely exceeded the foreign equipment. “Lu Shengming, General Manager of Tengsheng Industry, admitted to the reporter that the price of the company’s fully automatic dispenser is only about 70%-80% of the semi-automatic imported equipment with equivalent performance. Basically, the price of two imported dispensing machines can be purchased. Taiwan Teng Sheng's same equipment.

Lu Guoming told reporters that except for a few listed companies that are still importing rubber dispensers such as Musashi, other companies have basically started using domestic equipment. In particular, after the launch of domestically-manufactured automatic white light dispenser equipment last year, the import of semi-automatic dispensing equipment will gradually fade out of the stage.

"A Musashi semi-automatic dispensing machine sells for about 160,000 yuan, the fastest is 15-18K per hour, and a domestically-made fully automatic dispensing machine sells for about 200,000 yuan per hour. In 60K, the efficiency is four times that of the former, but the automatic equipment of the same section of Musashi still needs 700,000 yuan.” Lu Guoming told reporters that the cost-effectiveness of domestic dispensing equipment will stimulate the rapid growth of market share in the next two years. , The spring of domestic dispensing equipment has quietly arrived.

An LED industry research institute expects that the LED packaging equipment market in mainland China will reach 9.8 billion yuan in 2013, which will increase faster than 2012 and reach 14%. It is the fastest growing year in the past three years. Among them, replacement of the market will be the main driving force for the growth of the overall market.

However, as for the prospects of the domestic dispensing machine market, Veyron’s general manager Chang Cun has expressed different views with Lu Guoming. “Despite the fact that domestic dispensing equipment has become more and more mature in terms of technology and processes, the homogenization of products is becoming more and more serious.”

“In the next two years, domestic dispensing equipment may reach a short-term peak in marketization. Especially last year, the capacity utilization rate of packaging equipment in China has reached 60%-70%, which can basically meet the current market demand.”

Zhang Custody stated that any product has a life cycle, and the dispenser equipment is the same, and it is extremely prosperous. In the coming years, as the flip-chip technology gradually matures, the domestic dispensing machine market may gradually shrink.