Led Packaging Smart Lighting Suppliers

Foshan Electrical and Lighting (000541.SZ) is the largest China lighting company by 2024 revenue (RMB 9.05B). Broadest overseas presence with E-Mark certification covering 120 countries. Vehicle light subsidiary Liaowang supplies BYD and Nio. State-owned background (广晟控股集团). 2024 non-recurring profit -64% (after RMB 299M one-time land compensation). 2024 vehicle light revenue +15.13% YoY — the strongest growth segment.

Jiangxi Jingke Electronics is an LED filament bulb specialist in Guixi, Jiangxi. Founded 2013 by Zhang Shexi (former Guiya Lighting president, PhD in gas mixtures). 90,000 m² factory, 13 years exporting to 100+ countries (per self-disclosure). Note: this is a different company from Guangdong Jingke Electronics (HKEX: 02551) — do not mix their financials or client lists. Full vertical integration: LED packaging + bulb design + smart lighting integration. 141+ patents. National High-Tech Enterprise, "Little Giant" specialized company.

Nationstar Optoelectronics (002449.SZ) is a top-5 China LED packaging company, controlled by Foshan Lighting (FSL, 000541.SZ). Specializes in high-end RGB packaging for LED displays. Automotive LED supplied through Liaowang (FSL subsidiary, BYD/Nio supplier). New third-generation semiconductor packaging business. 2024 LED packaging revenue RMB 2.7B (within FSL group).

Yankon (600261.SH) is the most balanced traditional big-box ODM — 70%+ overseas revenue, integrated factory in Shangyu, Thailand (500K units/year to US) and Vietnam partnership. Own consumer brands: Energetic (Americas), Megaman (Europe, 30+ years of brand equity), Noelse (Europe). 2024 turned a corner from OEM-only to "brand + OEM" model, with own brand at 50%+ of sales. 2025 financial decline: revenue -15.98% YoY.

Zhaochi (002429.SZ) is a unique cross-over: global top-5 TV ODM + China top-10 LED packaging. 2024 total revenue exceeds RMB 20B. Mini LED backlight modules supplied to TV ODM customers (Samsung, TCL, Hisense, Xiaomi) — strong synergy between LED and TV businesses. The company's LED packaging arm serves both internal TV backlight needs and external customers.