[Text|High-tech LED Huang Yaping] In the past two years, the LED industry has experienced explosive growth and has become the target of various funds. From the perspective of the first half of 2015, the LED market competition has become more and more fierce, although the overall growth rate has declined compared with last year; and the downstream application link is still growing rapidly. In terms of the development characteristics of the LED lighting industry, we interpret the development of the LED lighting industry in the second half of the year through the following keywords.
Keywords: M&A tide “From the whole year of last year to the first half of this year, the LED industry has frequent mergers and acquisitions. According to the research data of the High-tech Research Institute LED Research Institute (GGII), in 2014, the overall amount of the M&A case was 6.07 billion yuan. In the first eight months of this year, the amount of mergers and acquisitions has reached 29.31 billion yuan, and the amount of mergers and acquisitions has been five times." Zhang Xiaofei said that the amount of mergers and acquisitions will reach 100 billion in the next two years, and the number of mergers and acquisitions with a scale of more than 500 million yuan will increase. At the same time, the merger will be internationalized, and the number of overseas mergers will increase simultaneously.
To this end, if the majority of small and medium-sized enterprises want to get out of the dilemma, the products must be refined, specialized, and constantly innovated. The business model needs to be combined with e-commerce, crowdfunding and other personalized labels. The production model can be subcontracted through production, with as little production as possible or If it is not produced, the vertical and vertical integration mode will promote the cooperation between industries, otherwise you will embark on the road of being merged or withdrawn.
Huacan Optoelectronics purchased 100% of Yunnan Lanjing Technology Co., Ltd. through the issuance of shares and payment of cash. The acquisition of Yunnan Blue Crystal solved the most important raw material problem, and also added a key link for Huacan Optoelectronics to open the LED upstream industry chain.
The acquisition of Lifeng Culture and Jin Lixiang has become an important key to the innovative profit model of Liard's LED stylistic education media.
Wanrun Technology acquired a 22% stake in Auman Technology for 30 million yuan, and opened up downstream channels to digest its packaging capacity.
GGII expects that in the second half of 2015, market concentration will further increase, and leading enterprises in various fields will also have more technological advantages and scale effects. With the rapid increase in LED lighting demand, the LED industry will usher in the peak period of development, and the industry chain will enter a new round of expansion and distribution channels to seize more market share.
Keywords: internet +
"Internet +" first appeared in Premier Li Keqiang's government work report and became a new national strategy. The LED industry is no exception. Major companies are rushing to combine the Internet with the industry to create new products, new services and new models, and to promote the "Internet +" strategic actions.
So what is LED+? It is another profit growth point provided by LED companies on the basis of doing a good job; it is to give LED enterprises more possible opportunities; it is also a test of the wisdom and courage of LED entrepreneurs. Applying the words of Dr. Zhang Xiaofei, Chairman of Gaogong LED, "The goodness of + is good, the bad of + is the 'clip'."
Guoxing Optoelectronics (002449) intends to open the “LED+†electronic integration door with a 100% equity interest in Guangdong Desheng held by the Electronic Group of no more than RMB 250 million and its corresponding full equity. Although Sanxiong Aurora is not a listed company, its "LED + design" concept has been first.
From this point of view, "Internet +" is a speedy, flat competition, not only a simple intelligent upgrade of products, but also an Internet intelligence upgrade of the industry chain. LED companies need to understand how to leverage the Internet, rather than simply hit the Internet. brand.
Key words: small pitch <br> <br> small spacing on the market today more popular star product, therefore, the manufacturer has placed enormous demands. At the same time, the technical level of the user is also a big threshold, not all manufacturers can produce. All links are interlocking and indispensable.
The small pitch of the LED will advance to the next stage and become a carrier of the Internet. There is no limit to the future of small pitch. Although the prospects are good, at the same time, the presence of a large number of manufacturers has made the competition in the LED small-pitch packaging device market more intense, and there is also a price hike in the price.
As far as the current domestic LED display package is concerned, the trend of localization of small-pitch devices is becoming more and more clear. The LED packaging companies in mainland China are struggling to rise and currently occupy a certain market share in the market.
In the first half of the year, Zhouming Technology achieved a revenue of 167,794,600 yuan, accounting for 26.68% of the main business income, an increase of 113.01% over the same period of the previous year. During the reporting period, the company's small-pitch commercial super TV received a total of 24,094,200 orders. Yuan, an increase of 192.72% over the same period last year.
Keywords: intelligent lighting <br> <br> smart lighting market has shown tremendous growth potential in the coming years, according to statistics, over the next three to five years is still the stage LED replacement, LED last year accounted for only 40% of the market, needless Doubt, smart lighting will be the next blue ocean market.
In the next five years, the demand for intelligent lighting and intelligent lighting control is transforming from traditional lighting at an alarming rate, which will further promote the development of intelligent lighting systems. In 2020, the total smart lighting market is expected to reach $8.14 billion, with a compound annual growth rate of 22.07% between 2015 and 2020.
With this growth, the market is foreseeable to innovate in all directions, and in order to meet the growing demand for lighting control systems, different types of suppliers have entered the lighting control market.
Keywords: cross-border Since the first half of 2015, LED companies have been irritated, and cross-border has become a new trend of mergers and acquisitions.
It is understood that Keheng shares completed the acquisition of Shenzhen Lian Teng Technology Co., Ltd., prompting the company to enter the LED terminal industry.
Hongli Optoelectronics takes LED as its main business. In addition, it participated in the 18% equity of Dina Technology, and plans to participate in Shenzhen Wisdom, in order to cut into the car networking industry. In terms of internet finance, Hongli Optoelectronics invested in Cayman NetEase and holds 10% of its equity.
On the evening of July 22, Jufei Optoelectronics (300303.SZ) announced that it intends to acquire a 51% stake in LiveCom Limited owned by Newinfo Holdings Limited and use its Hong Kong SBO telecom operation license to enter the Internet information and communication industry.
Lianchuang Optoelectronics announced the acquisition of Fangda Zhikong and increased its capital, thus entering the field of Internet of Things.
Key words: Expansion of the LED factory This year's peak season is later than expected, but there are still manufacturers to start fundraising and expansion plans.
With the rapid growth of LED lighting demand, Hongli Optoelectronics as a white light package leader has expanded its business scale in recent years. The capacity utilization rate of the first-phase SMD LED production line has increased year by year. Recently, the company will use 420 million yuan to expand the production of SMD LEDs.
Mulinsen, who also serves as the leader of the package, also raised the banner of additional issuance, and plans to raise 2.3 billion yuan to increase the packaging and lighting production capacity.
The main infrastructure of Xiamen Sanan Optoelectronics Co., Ltd., a wholly-owned subsidiary of Sanan Optoelectronics Investment Project, has been completed. The 100 chambers ordered (converted into 2 inches and 54 wafers, equivalent to 200 units) have reached 32 chambers.
Jufei Optoelectronics has raised 600 million yuan of funds, 320 million yuan for backlight LED product expansion projects, 214 million yuan for lighting LED product expansion projects, and 0.66 billion yuan for LED technology R&D center expansion.
Everlight passed the NT$5 billion convertible bond to expand the plant and enrich the working capital. In the next three years, there will also be a substantial increase in production plans. At present, it has been approved to invest 1.3 billion yuan to purchase a new plant in Miaoli.
Keywords: M&A tide “From the whole year of last year to the first half of this year, the LED industry has frequent mergers and acquisitions. According to the research data of the High-tech Research Institute LED Research Institute (GGII), in 2014, the overall amount of the M&A case was 6.07 billion yuan. In the first eight months of this year, the amount of mergers and acquisitions has reached 29.31 billion yuan, and the amount of mergers and acquisitions has been five times." Zhang Xiaofei said that the amount of mergers and acquisitions will reach 100 billion in the next two years, and the number of mergers and acquisitions with a scale of more than 500 million yuan will increase. At the same time, the merger will be internationalized, and the number of overseas mergers will increase simultaneously.
To this end, if the majority of small and medium-sized enterprises want to get out of the dilemma, the products must be refined, specialized, and constantly innovated. The business model needs to be combined with e-commerce, crowdfunding and other personalized labels. The production model can be subcontracted through production, with as little production as possible or If it is not produced, the vertical and vertical integration mode will promote the cooperation between industries, otherwise you will embark on the road of being merged or withdrawn.
Huacan Optoelectronics purchased 100% of Yunnan Lanjing Technology Co., Ltd. through the issuance of shares and payment of cash. The acquisition of Yunnan Blue Crystal solved the most important raw material problem, and also added a key link for Huacan Optoelectronics to open the LED upstream industry chain.
The acquisition of Lifeng Culture and Jin Lixiang has become an important key to the innovative profit model of Liard's LED stylistic education media.
Wanrun Technology acquired a 22% stake in Auman Technology for 30 million yuan, and opened up downstream channels to digest its packaging capacity.
GGII expects that in the second half of 2015, market concentration will further increase, and leading enterprises in various fields will also have more technological advantages and scale effects. With the rapid increase in LED lighting demand, the LED industry will usher in the peak period of development, and the industry chain will enter a new round of expansion and distribution channels to seize more market share.
Keywords: internet +
"Internet +" first appeared in Premier Li Keqiang's government work report and became a new national strategy. The LED industry is no exception. Major companies are rushing to combine the Internet with the industry to create new products, new services and new models, and to promote the "Internet +" strategic actions.
So what is LED+? It is another profit growth point provided by LED companies on the basis of doing a good job; it is to give LED enterprises more possible opportunities; it is also a test of the wisdom and courage of LED entrepreneurs. Applying the words of Dr. Zhang Xiaofei, Chairman of Gaogong LED, "The goodness of + is good, the bad of + is the 'clip'."
Guoxing Optoelectronics (002449) intends to open the “LED+†electronic integration door with a 100% equity interest in Guangdong Desheng held by the Electronic Group of no more than RMB 250 million and its corresponding full equity. Although Sanxiong Aurora is not a listed company, its "LED + design" concept has been first.
From this point of view, "Internet +" is a speedy, flat competition, not only a simple intelligent upgrade of products, but also an Internet intelligence upgrade of the industry chain. LED companies need to understand how to leverage the Internet, rather than simply hit the Internet. brand.
Key words: small pitch <br> <br> small spacing on the market today more popular star product, therefore, the manufacturer has placed enormous demands. At the same time, the technical level of the user is also a big threshold, not all manufacturers can produce. All links are interlocking and indispensable.
The small pitch of the LED will advance to the next stage and become a carrier of the Internet. There is no limit to the future of small pitch. Although the prospects are good, at the same time, the presence of a large number of manufacturers has made the competition in the LED small-pitch packaging device market more intense, and there is also a price hike in the price.
As far as the current domestic LED display package is concerned, the trend of localization of small-pitch devices is becoming more and more clear. The LED packaging companies in mainland China are struggling to rise and currently occupy a certain market share in the market.
In the first half of the year, Zhouming Technology achieved a revenue of 167,794,600 yuan, accounting for 26.68% of the main business income, an increase of 113.01% over the same period of the previous year. During the reporting period, the company's small-pitch commercial super TV received a total of 24,094,200 orders. Yuan, an increase of 192.72% over the same period last year.
Keywords: intelligent lighting <br> <br> smart lighting market has shown tremendous growth potential in the coming years, according to statistics, over the next three to five years is still the stage LED replacement, LED last year accounted for only 40% of the market, needless Doubt, smart lighting will be the next blue ocean market.
In the next five years, the demand for intelligent lighting and intelligent lighting control is transforming from traditional lighting at an alarming rate, which will further promote the development of intelligent lighting systems. In 2020, the total smart lighting market is expected to reach $8.14 billion, with a compound annual growth rate of 22.07% between 2015 and 2020.
With this growth, the market is foreseeable to innovate in all directions, and in order to meet the growing demand for lighting control systems, different types of suppliers have entered the lighting control market.
Keywords: cross-border Since the first half of 2015, LED companies have been irritated, and cross-border has become a new trend of mergers and acquisitions.
It is understood that Keheng shares completed the acquisition of Shenzhen Lian Teng Technology Co., Ltd., prompting the company to enter the LED terminal industry.
Hongli Optoelectronics takes LED as its main business. In addition, it participated in the 18% equity of Dina Technology, and plans to participate in Shenzhen Wisdom, in order to cut into the car networking industry. In terms of internet finance, Hongli Optoelectronics invested in Cayman NetEase and holds 10% of its equity.
On the evening of July 22, Jufei Optoelectronics (300303.SZ) announced that it intends to acquire a 51% stake in LiveCom Limited owned by Newinfo Holdings Limited and use its Hong Kong SBO telecom operation license to enter the Internet information and communication industry.
Lianchuang Optoelectronics announced the acquisition of Fangda Zhikong and increased its capital, thus entering the field of Internet of Things.
Key words: Expansion of the LED factory This year's peak season is later than expected, but there are still manufacturers to start fundraising and expansion plans.
With the rapid growth of LED lighting demand, Hongli Optoelectronics as a white light package leader has expanded its business scale in recent years. The capacity utilization rate of the first-phase SMD LED production line has increased year by year. Recently, the company will use 420 million yuan to expand the production of SMD LEDs.
Mulinsen, who also serves as the leader of the package, also raised the banner of additional issuance, and plans to raise 2.3 billion yuan to increase the packaging and lighting production capacity.
The main infrastructure of Xiamen Sanan Optoelectronics Co., Ltd., a wholly-owned subsidiary of Sanan Optoelectronics Investment Project, has been completed. The 100 chambers ordered (converted into 2 inches and 54 wafers, equivalent to 200 units) have reached 32 chambers.
Jufei Optoelectronics has raised 600 million yuan of funds, 320 million yuan for backlight LED product expansion projects, 214 million yuan for lighting LED product expansion projects, and 0.66 billion yuan for LED technology R&D center expansion.
Everlight passed the NT$5 billion convertible bond to expand the plant and enrich the working capital. In the next three years, there will also be a substantial increase in production plans. At present, it has been approved to invest 1.3 billion yuan to purchase a new plant in Miaoli.
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