Expansion of packaging enterprises to drive the overall sales of Dazu Optoelectronics increased by 30%

March 11, 2020

[High-tech LED reporter / Long Zonghui] "The expansion of the packaging plant in the first half of this year has played a big role in the sales of our wire bonding machines. Up to now, our wire bonding machines have sold hundreds of units, and the market has responded. Not bad.” He Yunbo (Henry), general manager of Shenzhen Dazu Optoelectronic Equipment Co., Ltd. said that in addition to wire bonding machines, sales of solid crystal machines and spectroscopic tape machines have increased, and overall sales have increased by 30% compared to last year. .

“At present, our marketing focus is on the wire bonding machine. Now there are not many companies entering this market, and the competition is not so intense.” Henry said that the sales price of wire bonding machines in the first half of the year has not changed much, basically maintained. At the level of last year.

According to the reporter's understanding, there are many domestic equipment manufacturers that produce solid crystal machines, splitters and tape machines, and the competition is fierce. There are already solid crystal machine manufacturers in order to ship and even played the "zero profit" card, the price war is very fierce.

"Solid crystal machine, we can now guarantee the sale of this product is not easy, this piece of business itself, and some enterprise warehouses have more goods, in order to retreat them, they will adjust the price." Henry said.

In the past few years, the technology of the splitter and the tape machine has been close to the Japanese manufacturers that have been very advantageous before. The technology of domestic manufacturers is also similar. Dazu Optoelectronics is currently positioned in the low-end segment of the splitter, but the tape machine can currently use high-end quality at low-end prices, so the price is very good and the competitive advantage is obvious.

Compared with the domestic packaging equipment factory, ASM is in short supply due to the expansion of the packaging factory. "After all, ASM has been done for decades. If our equipment does not have an absolute advantage in price, customers will still choose ASM equipment." Henry believes that domestic equipment still has advantages in after-sales, price/performance, and accessory price. Still depends on the customer's point of appeal.

If the domestic equipment can do the performance and the price, the market prospect of the domestic packaging equipment is still there. At present, there are already new equipments for listed packaging factories to use domestic equipment, which is a good proof.

Judging from the current earnings reports of some listed companies, many companies are still in the stage of increasing profits, and the packaging industry is facing a major test of the capital chain.

Henry believes that although the prospects are promising, in the second half of the year, everyone is relatively conservative. On the one hand, these months are the traditional off-season, and on the other hand, the large-scale expansion in the first half of the year has left everyone with a lingering fear. In the second half of the year, there may be a factory expansion, because the expansion plan of the big factory is generally divided into several periods, but there is no equipment demand or demand is large, or it depends on the market environment.

At present, the days of domestic equipment manufacturers are more painful, and the possibility of price drop in the second half of the year is not too big. But the technical competition must be the main theme of the second half of the year. “Our four models will continue to be upgraded in the second half of the year. Some models may be upgraded. We may introduce new models. The focus of this upgrade will be on expanding the range of equipment, such as the new ones used in the matching package. Materials, new process forms, and more emphasis on the stability of the equipment."

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