Guoxing Optoelectronics Ultra-thin and high-voltage optocoupler: the "invisible cornerstone" of smar

The stepless temperature regulation and speed regulation of the high-speed anion hair dryer makes hair care precise and controllable; the automatic rice and water ratio adaptation of the smart electric rice cooker allows novices to cook fragrant soft rice. Behind these convenient smart home appliance functions, it is inseparable from each tiny but critical electronic device. Guoxing Optoelectronics 'latest FOC-30XXM4 series ultra-thin and high-voltage thyristor optocouplers are the hard-core cornerstone supporting these intelligent controls. However, in the context of fierce competition in the field of LED packaging and companies such as Zhaochi and Zhongqi are accelerating COB layout to erode the market, whether this new product can become a weapon for Guoxing Optoelectronics to open up the second growth curve still needs market test.​

New optocoupler products: underlying support for intelligent control

As a key component in controlling AC loads, SCR optocouplers play the dual role of bridge + barrier in electrical control systems, which not only realizes signal transmission between input and output, but also provides reliable electrical isolation. They are the core components of home appliance intelligence. Based on the advantages of its main packaging business, Guoxing Optoelectronics launched the FOC-30 XXM4 series of silicon controlled optocouplers, which accurately designed the pain points of smart home appliances.​

This series of products adopts an ultra-thin package, with a size of only 4.4mm, 4.1mm and 2.0mm, which is perfectly suitable for the compact spatial layout inside small household appliances such as hair dryers and rice cookers; the isolation and withstand voltage of 3750Vrms builds high walls for electrical safety. In high-speed ion hair dryers, it can accurately regulate the power of motors and heating wires driven by MCU to achieve stepless speed regulation and temperature regulation; in smart electric rice cookers, by accurately controlling the cooking power and cooperating with the rice-water ratio algorithm, Ensure the taste of rice.​

From the perspective of technical principles, the thyristor optocoupler is composed of an infrared light emitting diode and a bidirectional thyristor. Through the electric-optical-electrical signal conversion mechanism, it not only avoids the interference of strong electricity on the weak current control system, but also achieves accurate power regulation. The four advantages of Guoxing Optoelectronics 'new product make it competitive in the market: 100mA current driving capability can directly drive 10 - 16A power devices, adapting to a variety of home appliance loads; the photoelectric response speed of 10 - 40 s is higher than that of conventional products. It is improved by 20% to ensure the accuracy of transient control; the red copper high-density frame improves weather resistance and can withstand salt-alkali corrosion and electromagnetic interference; the stability performance at high temperatures of 110 ° C extends the service life of the equipment.​

At present, this series of products has passed many certifications such as CQC, VDE, and UL, and has entered the supply chain of many home appliance manufacturers, becoming the preferred solution in the field of intelligent control.​

Market worries: Squeeze under the COB layout craze

Guoxing Optoelectronics 'breakthrough in the field of optocouplers cannot conceal the challenges it faces in its core LED packaging business. In recent years, Zhaochi, Zhongqi and other enterprises have accelerated COB(Chip On Board) layout, relying on large-scale production and cost advantages, constantly eroding the traditional market share of Guoxing Optoelectronics.​

An LED industry analyst pointed out that COB technology has become a mainstream solution in fields such as small-pitch display and smart lighting due to its high integration and good heat dissipation. Zhaochi has pushed the price of COB products to low levels in the industry through mass production, while Zhongqi has made efforts to customize solutions for subdivided scenarios, which has put pressure on Guoxing Optoelectronics, which is mainly based on traditional packaging. rdquo; Data shows that the domestic COB packaging market will increase by 35% year-on-year in 2024, while Guoxing Optoelectronics 'market share in this field will drop by 2 percentage points compared with the previous year. The price war has caused the gross profit margin of its packaging business to drop by 1.5% year-on-year.​

This market squeeze has forced Guoxing Optoelectronics to seek diversified development, and new electronic devices such as optocouplers have become an important direction for its strategic extension. However, cross-border expansion is not easy. The optocoupler market has long formed a pattern dominated by international giants such as ON Semiconductor and Sharp. As a latecomer, Guoxing Optoelectronics needs to find a balance between technological differentiation and cost control.​

The person in charge of purchasing a home appliance company revealed: When we choose optocoupler products, we give priority to the stability of international brands. Although Guoxing Optoelectronics's new products meet the standards in terms of parameters, they still need time to accumulate in long-term reliability verification. Moreover, companies such as Zhaochi are also trying to integrate COB technology with optocouplers. Once a breakthrough is made, it may create new competitive pressure on Guoxing. rdquo;​

Third-party perspective: The game between technological breakthrough and ecological construction

Regarding Guoxing Optoelectronics 'diversified layout, industry views are divided. Proponents believe that optocouplers and LED packaging belong to the field of semiconductor packaging, and their technical paths are in common. Guoxing Optoelectronics can use existing production equipment and process experience to reduce cross-border costs. After its optocoupler products have been verified by home appliance manufacturers, it is expected to replicate the domestic alternative path in the field of LED packaging and gain a piece of the pie in the mid-to-high-end market.​

However, skeptics pointed out that the smart home appliance optocoupler market is limited in size. In 2024, the global market will be approximately US$4.5 billion, and the growth rate will slow down to 5%, making it difficult to support Guoxing Optoelectronics 'large-scale growth demand. More importantly, the COB expansion of companies such as Zhaochi and Zhongqi is still continuing. If Guoxing cannot hold its position in core areas, its diversified layout may become a helpless move to distract its efforts.​

An electronics industry observer said: Guoxing Optoelectronics's advantage lies in the accumulation of packaging technology, and transforming it into the quality competitiveness of optocoupler products is the key. However, if the loss of market share in the main LED business continues, it may affect the company's overall R & D investment capabilities, which in turn will drag down the development of new businesses. rdquo;​

Future path: Building barriers in segmented areas

Guoxing Optoelectronics's solution is to create synergy between new businesses such as optocouplers and its main LED business. On the one hand, we can rely on optocoupler technology to strengthen the integration capabilities of smart lighting control systems and create an integrated solution of light source + control to withstand the simple price impact of COB products; on the other hand, for high-end fields such as new energy vehicles and industrial automation, Develop high-reliability optocoupler products, avoid positive competition with international giants, and establish technical barriers in market segments.​

At present, Guoxing Optoelectronics has laid out a complete high-performance optocoupler product matrix. The next step is to accelerate the research and development of vehicle-level optocouplers and enter the electronic supply chain of new energy vehicles. This field has higher requirements for isolation, voltage resistance and temperature stability, has a more substantial profit margin than that of the home appliance field, and has a relatively small gap with international brands, and is expected to become a new growth engine.​

However, the certification cycle for vehicle regulation-grade products is as long as 2-3 years, and Guoxing Optoelectronics needs to stabilize the basics of its main LED business in the short term. Faced with the COB offensive of Zhaochi and Zhongqi, we can focus on high-end packaging areas such as Mini LED and Micro LED, hedge price competition through technology premiums, and buy time for new business research and development.​

Conclusion: The survival philosophy of the invisible champion

Guoxing Optoelectronics's ultra-thin and high-voltage optocoupler is like the invisible nerve of smart home appliances. Although it is not directly targeted to consumers, it determines the quality of the product experience. The launch of this new product demonstrates the efforts of traditional packaging companies in technological diversification, and also reflects that the breakthrough path of China electronics companies in the global industrial chain must not only achieve the ultimate in segmented areas, but also resist the impact of cross-border competition.​

At a time when companies such as Zhaochi and Zhongqi are rewriting the industry landscape, the challenge for Guoxing Optoelectronics is how to turn new businesses such as optocouplers from supplements to pillars, while maintaining technical dignity in the Red Sea competition of LED's main business. This is not only a topic for Guoxing Optoelectronics, but also a survival philosophy that many China electronics companies must face in the global competition. Only by deeply transforming technology into scenario value can they stand firm in the midst of industrial transformation.