If you have a light machine, do you want to go back to that time? When the time goes by, we turn the hour hand back to December 11-12, 2015. The 30 chart takes you back to the exciting high-tech LED annual meeting 40 days ago. (click to read the details)
Market trend
1. Due to the sluggish global economy, the LED market growth rate is slow, resulting in oversupply in the market; vicious competition in the market is intensifying, and major manufacturers have set off a “price reduction tornadoâ€. Almost all LED packaging companies are struggling with the banner of small profits but quick turnover. Advance.
2, nowadays, major LED companies have established an IoT industry base, intelligent information platform, industrial 4.0 intelligent manufacturing and other news emerge one after another. At a time when the current kinetic energy of the LED industry is slightly insufficient, the exploration of new areas of LED has become an urgent matter.
3. Convergence concentration is an inevitable trend in the development of the LED industry. The more the industry is market-competitive and full of competition, the more the oligarchs will be formed by several giant monopolies.
4. Looking forward to 2016, GGII believes that the domestic market and major overseas markets are currently very competitive. In 2016, LED lighting companies will mainly engage in other areas that have not been fully opened through mergers and acquisitions, in order to get rid of the Red Sea market.
5. The LED lighting market has become a reality. The industry is fiercely competitive, product prices have fallen sharply, and profit margins have fallen. In this context, “cross-border†has become a hot word in the LED industry in 2015.
6. If the current small-pitch LED display wants to achieve larger-scale application promotion, the price reduction has become a rigid demand, especially in the case that the technology upgrade has been far ahead of the market application, the small-pitch application will become 2016. The main theme of the market development in the year.
Listed company
1. Dehao Runda (002005) controlling shareholder Wuhu Dehao reduced its holdings of 8 million shares and 23 million shares by a large transaction, totaling 31 million shares, accounting for 2.22% of the company's total share capital.
2, Lehman shares (300162.SZ) titled the Portuguese professional football league football Shenzhen press conference was successfully held, in recent years Lehman shares are "high-tech LED" combined with "sports industry" dual main business layout of the enterprise development of.
3. Wanrun Technology (002654.SZ) In 2015, Wanrun Technology achieved operating income of 839 million yuan, a year-on-year increase of 60.34%; net profit attributable to shareholders of listed companies was 56.408 million yuan, an increase of 39.79% over the same period of the previous year.
4, Sanxiong Aurora cost reduced by 20%, Lin Yan personally served as the director of the R & D department, participated in each product review meeting to ensure that the company's products can follow the market changes, does not produce a trace of "clam meat."
5. Ruifeng Optoelectronics (300241) expects net profit attributable to shareholders of listed companies from January to December 2015 to be 32 million to 39 million yuan, up 34.26% to 63.63%, and net profit for the quarter decreased by 26.69% from the previous quarter. 90.62%.
6. Zhouming Technology (300232) expects net profit in 2015 to increase by 85% - 100% over the same period of the previous year, and the profit for the same period of the previous year was 60,865,900 yuan.
Big Data
1. According to the survey data of the High-tech Research Institute LED Research Institute (GGII), in 2015, the price of most LED packaging devices in China fell by more than 50%, and the price of international LED packaging manufacturers also fell by more than 20%.
2, high-tech production research LED Research Institute (GGII) statistics show that in 2015 domestic LED mergers and acquisitions amounted to 42 billion yuan, an increase of 600%, in 2014 this figure was only 6 billion yuan.
3. According to the research data of the High-tech Research Institute LED Research Institute (GGII), the total output value of China's LED industry in 2015 was 396.7 billion yuan (excluding China's Hong Kong, Macao and Taiwan regions), an increase of 15.1% year-on-year, and the growth rate was down 15.5 percent from 2014. percentage point.
4, high-tech production research LED Research Institute (GGII) statistics show that in 2015 domestic LED mergers and acquisitions amounted to 42 billion yuan, an increase of 600%, in 2014 this figure was only 6 billion yuan.
5. According to the research of the High-tech Research Institute LED Research Institute (GGII), in the first half of 2015 alone, the market size of the small-pitch LED has exceeded 600 million yuan, an increase of more than 50%.
See overseas
1. Option announced the acquisition of Lemnis Lighting and Innolumis Public Lighting, a Dutch LED lighting company. It intends to seize the IoT market share by acquiring LED lighting bulbs through the acquisition of lighting companies.
2. Toshiba announced that it will withdraw from the CMOS image sensor and white LED market. The company's white LEDs are attributed to the discrete component business and are scheduled to officially exit the white LED market at the end of 2015, that is, at the end of March 2016.
3. The Jinsha River had no chance to hold Lumileds. The two sides announced that they could not solve the “national security concerns†of the US Foreign Investment Committee. The two sides have decided to stop the transaction.
4. GE has announced that it will set up a new company that combines GE's LED, solar, energy storage and electric vehicle businesses with its Predix platform, named Current, and Maryrose Sylvester will lead the new company.
Industry perspective
Li Kun Cone, Director of Hongli Optoelectronic Technology Engineering Department
At present, the development of domestic LED packaging faces four major bottlenecks, namely overcapacity, diluting profits, limited patents and rising costs. The domestic LED packaging industry has basically formed a ladder, the industry's rational development period has arrived, the market elimination is accelerating, and the survival environment of small and medium-sized packaging enterprises is more difficult.
Sanxiong·Aurora Deputy General Manager Lin Yan
With the development of domestic intelligent lighting R&D and production technology and the promotion of product promotion, intelligent lighting applications in the home field are expected to become popular.
Zhou Xuejun, Marketing Director, LUMILEDS Asia
For domestic LED lighting companies, most of them belong to small and medium-sized enterprises, and the product positioning is mostly in the first two categories. Due to the limitations of technology, channels and scale, the future survivability is worrying. In the future, the LED industry will present a pattern of “large enterprises seeking scale and small enterprises taking subdivisionâ€. Segmentation is also applicable to LED lighting.
Zhou Yuanjun, President of Jingyuan Optoelectronics
Due to the increasingly fierce competition, all LED chip manufacturers in Taiwan are expected to merge into 1-2 manufacturers, as will China, and only 5-6 LED chip manufacturers are expected to survive.
Du Xuehong, Chairman of Guoxing Semiconductor
LED itself is a product of cross-border. It is not appropriate to define LED as a light source. We should consider the direction of modernization and adapt to the development of information technology. In addition to information equipment, we can also consider electrical appliances, furniture and even The fusion of walls and ceilings.
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