LED industry keywords: excessive competition / visible light wireless communication

Keywords: compound annual growth rate

Market research firm IHS Research pointed out that the total shipments of direct-view LED video market in 2015 increased by 15.6% compared with the same period of last year. However, overall revenue in 2015 increased by only 1.2%, mainly due to the price decline in all pixel spacing categories. Between 2016 and 2020, shipments of direct-view LED video units are expected to maintain a CAGR of 16%.

In 2015, small-pitch LEDs below 1.99mm achieved a year-on-year growth of 366%, and the 2mm to 4.99mm category achieved a growth of 129%. The strong growth momentum of these two categories is expected to continue in 2016, and shipments below 1.99mm are expected. The volume will increase by 84.8%, and the 2mm to 4.99mm category will increase by 77.1%. Major brands such as Chau Ming, Alto, and Liard have positioned products below 1mm for large-size displays in retail stores, control rooms, conference rooms, airports, and other indoor applications.

In the long run, the industry is replacing traditional surface mount devices (SMDs) with new packaging methods, such as chip-on-board (COB), especially for small pitch LEDs. COB can achieve higher LED package density, LEDs are compactly arranged for higher thermal efficiency, cost efficiency and durability.

Keywords: excessive competition industry

Under the support of the government, the mainland panel, LED, and solar energy industry have taken advantage of the low price to seize the market share, and squeezed into the living space of the three major industries in Taiwan, which also caused the banking industry to be nervous. According to sources from the banking circle, some banks have placed the three industries on the credit watch list and controlled credit lines to reduce risks.

Bankers pointed out that in recent years, banks will control the credit limit for industries that are "excessive market competition". The credit limit will be included in the credit line, but the limit will be different according to the capital and net value of each bank. In the industry that has recently been closely watched, it is reported that there are panels, LEDs, solar energy and other industries.

According to industry analysts, these industries are over-competitive industries. The situation of mutual price hikes in the industry is quite serious, and they are strongly competitive by mainland players. The living space is severely compressed, so they are included in the industry.

Keywords: NVC stock allocation

NVC Lighting announced that the company entered into a subscription agreement with an independent subscriber. Conditionally issued a total of 85 million subscription shares at a price of 0.83 yuan per share, representing a discount of approximately 3.49% to the previous closing price of 0.86 per share, representing approximately 2.65% of the enlarged issued total share capital.

The gross and net proceeds of the Subscription were approximately RMB 70.55 million and RMB 70 million respectively. The company intends to use the net proceeds for general corporate purposes, business development and working capital requirements.

NVC Lighting pointed out that the subscriber is a Sichuan distributor of the company and has more than 10 years of industry experience in the lighting industry.

Keywords: bidding consortium

On May 23, LED giant Mulinsen opened at a price of 32.19 yuan per share, opening up a new day's capital market process.

This LED company, which is accelerating the globalization of its layout, has been engaged in continuous mergers and acquisitions since its launch in February 2015, expanding its main LED business (as of March 31, holding 80.01%).

Mulinsen said that in order to promote its internationalization process and improve its strategic layout in the LED industry, it has decided to form a bidding consortium with partners to participate in the bidding for the acquisition of some of Osram's lighting business assets. The cooperation with Mu Linsen in the formation of the bidding consortium is IDG, an internationally renowned investment fund, involving the regulations of the CSRC, and has made many plans.

According to the data, IDG entered the Chinese LED industry very early. As early as 2010, it joined forces with the Jinshajiang Venture Capital Fund, and joined forces to invest in Yimeixinguang (Beijing) Technology Co., Ltd. to jointly create the flagship of high-brightness light-emitting diode (HB LED). Another well-watched action of IDG is to invest in domestic chip supplier giant Huacan Optoelectronics.

Keywords: the beauty of the US market

According to the National Electrical Manufacturers Association (NEMA), the United States' first quarter 2016 LED bulb (A-linelamps) shipment index performance is still eye-catching, compared with the first quarter of 2015, an increase of 375.9%, compared to the fourth quarter of 2015 Growth of 38.5%. The halogen bulb shipment index increased by 7.4% year-on-year in the first quarter of 2015, down 13.3% from the fourth quarter of 2015. Compact fluorescent lamps (CFLs) fell 49% from the first quarter of 2015, down 24.3% from the fourth quarter of 2015. Incandescent bulbs fell 14.2% year-on-year in the first quarter of 2015, down 21.3% from the fourth quarter of 2015.

Compared with the fourth quarter of 2015, LED bulb sales accounted for 26.1% of the US light source market, compact fluorescent lamps accounted for 19.2%, incandescent bulbs accounted for 8.2%, and halogen bulbs accounted for 46.5%.

Keywords: visible light wireless communication

In the environment where wireless communication is prevalent, the threat of excessive exposure to electromagnetic waves by modern people is increasing, and the potential risks of human health are also higher. As a result, visible light is the best choice for human health, and optical communication using visible light to transmit information has become an alternative technology for wireless networks.

This year is the first year of LiFi technology launch, PureLiFi and Lucibel will promote LiFi-enabled LED luminaires, which combine wireless transmission. By converting traditional luminaires into LED luminaires, LiFi can benefit from free riders and reduce the cost and barriers to building LiFi infrastructure. The listing of LiFi-enabled LED lamps will be the pioneer of LiFi's entry into the market.

The biggest challenge in the popularization of LiFi technology is to create an ecosystem of LiFi, such as the development and marketing of IC chips supporting LiFi functions, and communication devices supporting LiFi (such as smart phones), which require time and investment.

The birth of LiFi technology will improve the quality of the network and achieve the benefits of reducing the proliferation of electromagnetic waves.

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