How does K&S, the wire bonding machine manufacturer, realize the transformation path?
[High-tech LED news / reporter Tang Guirong] According to the research data of the High-tech LED Industry Research Institute (GLII), as of May 2011, there are as many as 1,200 LED packaging companies in China. Among them, small and medium-sized packaging enterprises (with a monthly production capacity of 30 KK or less) are equipped with an average of 8 wire bonding machines per household, and large enterprises (with a monthly production capacity of 30 KK or more) have an average of more than 20 sets per household.
According to the above production line configuration scale calculation, as of May 2011, China's LED packaging companies have more than 10,000 wire bonding machines, including a large number of manual and semi-automatic wire bonding machines. Based on the current mainstream LED gold wire bonding machine on the market, which is calculated at 500,000 yuan each, the huge domestic wire bonding machine market in the future will allow a group of traditional IC wire bonding enterprises to accelerate the pace of transformation.
However, the well-known wire bonding machine manufacturer Kuliso K&S has maintained a low profile in the domestic LED industry. In 2002, K&S Semiconductor (Suzhou) Co., Ltd. was established in Suzhou to transfer its production base in Singapore. In the past two years, the company has established a number of agent channels throughout the country in an effort to rapidly transform the LED wire bonding machine market.
However, some investigations by the reporter found that K&S's LED wire bonding machine is still in the market cultivation period in the domestic packaging field. Whether it is ASM, Kajio and other foreign manufacturers that seize the market opportunities, it is still rising Weitianxing, Cui Tao and other domestic wire-bonding machine enterprises have exerted certain pressure on them. The transformation path of K&S is destined to be an unknown number.
Entering the LED wire bonding machine market
Subject to the impact of the price of gold, Taiwan’s Sun Moonlight announced on May 24 that it would purchase $366.6 million of equipment from K&S and take another step toward expanding the copper wire machine.
According to Dong Hongsi, chief financial officer of ASE, the global semiconductor packaging market reached 55 billion US dollars, and the cost of gold wire accounted for 7 billion to 8 billion US dollars. If it is changed into copper process, the cost is expected to be reduced to 1 billion US dollars, which is cost-effective.
Regardless of the gold wire or copper wire, K&S's IC wire bonding machine has ushered in a good market this year. According to the CEO of the K&S Welding Department, "Our wire bonding machine occupies an absolute market in China."
However, in the rapidly rising LED lighting industry, K&S's LED wire bonding machine market is not the case.
As a wire-bonding machine company with an annual revenue of 763 million US dollars, K&S has not had much action in the LED lighting market in China. In the US ASM, Japan Kaijo has already laid out the Chinese market, occupying 60% and 15% respectively in the high-end field. Share.
A few years ago, when the IC market was booming, LED lighting was just a small market.
But the speed of LED lighting is indeed beyond imagination.
Liu Fan, general manager of Wei Tianxing, who is deeply cultivating the domestic LED wire bonding machine market, marveled, "Because of the pull of the industry last year, the supply of wire-bonding machine is in short supply, the shipment of automatic machine is not enough, the sales volume of manual wire-bonding machine is out of imagination. In addition, a small number of companies eager to ship will also choose to buy second-hand wire bonding machines and reassemble." And this is the true portrayal of the current development of the industry.
"China's LED packaging market has a large capacity, and the market potential of the wire bonding machine is very huge in the future." Huang Wenbin, vice president of K&S wire bonding machine marketing department, expressed his feelings at the wire bonding machine exchange meeting held in June.
China is a world manufacturing country, which concentrates 70% of the world's packaging factories. According to the survey of the High-tech LED Industry Research Institute, there are 1,200 LED packaging companies in China, accounting for 90% of the global market. In the past two years, a number of listed companies such as Guoxing Optoelectronics, Lehman Optoelectronics, Hongli Optoelectronics, and a number of listed companies such as Ruifeng and Mulinsen have been born.
This means that the wire bonding machines used by 1200 LED packaging companies need them to digest. The average number of small and medium-sized wire mesh machines for each small and medium-sized enterprise is 20 or more for each large enterprise. As of May 2011, China LED packaging. The company's existing wire bonding machine stocks more than 10,000 units, including a large number of manual and semi-automatic wire bonding machines. Xin Yaqiao, manager of K&S sales department, said that in the future, K&S will definitely transform into LED wire bonding machines and differentiate in product lines.
However, K&S not only faces competition from a number of mature foreign companies such as ASM in the market, but also domestic equipment companies are gradually breaking through technical barriers and heading for the market, which has a certain impact on the K&S market. In addition, in terms of price, K&S is also a high-profile, in terms of technology, the introduction of copper wire bonding machine is not easy... K&S's transformation is not good!
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