China's "smart city" construction enters the fast lane Philips / NVC / GE grab the market!

2017 is an important year for implementing China's 13th Five-Year Plan and a key year for the construction of a new smart city.

According to the "13th Five-Year National Informationization Plan" adopted by the State Council executive meeting, by 2018, China will classify and construct 100 new model smart cities; by 2020, the construction of new smart cities will achieve remarkable results. Ubiquitous Huimin service, transparent and efficient online government, integrated and innovative information economy, precise and precise urban governance, safe and reliable operating system.

As the country vigorously promotes the construction of smart cities, the market prospects of smart cities are widely optimistic.

The lighting system is an indispensable part of the city. The transformation of a smart city is indispensable to the smart city lighting. At present, cities across the country are accelerating the pace of intelligent transformation of traditional street lamps and promoting the city's smart street lamps.

In the face of the trillion-dollar "big cake", domestic and foreign companies including Feile Audio (600651), Shanghai Sansi, NVC Lighting and GE have entered the smart city field and seized the market. However, in the lighting industry, smart city construction work is the best in the first push Philips lighting.

There are several success stories for Philips Lighting worldwide. Whether it is the citywide road lighting system upgraded in Jakarta, Indonesia, or the smart connected road lighting pilot project in Los Angeles, we can see the continuous upgrading of Philips lighting smart connected lighting system, which fundamentally changes the way the city operates.

With the rapid growth of urban population, it is estimated that by 2030, the global urban population will account for 60% of the total population. Philips Lighting has developed a blueprint for lighting and IoT services in smart cities in the future, responding to the rapidly growing urban population with “people-oriented” lighting products, systems and services. In terms of the construction of smart cities in China, Philips Lighting also spares no effort.

“China is one of the fastest-growing countries in the world. It is estimated that by 2030, China’s urban population will reach 1 billion and the urbanization rate will reach 70%. The Chinese government is actively exploring a more sustainable new urbanization process.” Hong Guangli, CEO of Philips Lighting, said, "Philips Lighting is committed to providing a lighting solution suitable for the Chinese market through local innovation, enhancing the user experience, enabling smart cities, sustainable office space and smart connected home lighting to help China promote Sustainable urbanization."

The media broke the news that Sanan Optoelectronics was implicated in "illegal violations"

According to the China Economic Net, Wang Sanyun, the secretary of the Gansu Provincial Party Committee, who was recently dismissed, was involved in the violation of law and discipline of Fujian listed company Sanan Optoelectronics during his tenure as Anhui Governor. According to the data, in October 2002, Wang Sanyun became the deputy secretary of the Fujian Provincial Party Committee. From November 2007 to December 2011, Wang Sanyun was in charge of Anhui.

In January 2010, the Wuhu Optoelectronics Industrialization Project of Sanan Optoelectronics, a listed company in Fujian, signed a contract in Hefei. During the eight years from 2009 to 2016, Sanan Optoelectronics Annual Report showed a government subsidy of 3.395 billion yuan. According to public reports, almost all the street lamps of Sanan Optoelectronics were purchased from Cinda Optoelectronics, and then resold to the government at a price three times the market price. All orders involving government sources did not pass the procurement bidding process, suspected of breaking the law. .

According to the report of the Securities Market Weekly on April 1, 2013, since 2010, Sanan Optoelectronics has received a total of 2.65 billion yuan of street lamp orders from the governments of Wuhu, Huainan, Quanzhou and Anxi.

Surprisingly, Sanan Optoelectronics' LED street lights are from outsourcing, not its claimed “design and production”. Moreover, the price of LED street lamps provided by Sanan Optoelectronics to local governments is much higher than the market price, especially in Quanzhou. Anxi is more than three times the market price.

The magazine believes that Sanan Optoelectronics only plays the role of “hacker” from the government in the LED streetlight business, and contributes to the streetlight business of Sanan Optoelectronics' nearly half of the main profit in 2011. He also pointed out that the streetlight contract signed by Sanan Optoelectronics and local governments not only has problems in implementation, but also is suspected of violating relevant laws on government procurement.

April LED filament lamp exports amounted to 5.25 million US dollars

According to GGII's "2017 China LED Filament Lamp Export Monthly Monitoring Report" data, in April 2017, China's LED filament lamp exports totaled 5.25 million US dollars, and the export volume was about 3.41 million.

According to GGII's "2017 China LED Filament Lamp Export Monthly Monitoring Report" data, in April 2017, China's LED filament lamp export value accounted for 93% of the top ten destinations. Among them, exports to the United States accounted for 37%.

According to the "2017 China LED Filament Lamp Export Monthly Monitoring Report" released by GGII, in April 2017, the top ten enterprises in China exported LED filament lamps accounted for 95% of the total.

Among them, Zhejiang Kaiyao filament lamp exports accounted for 2.97 million US dollars, accounting for 57%; Hangzhou Zhete Electronics Co., Ltd. filament lamp exports 1.52 million US dollars, accounting for 29%. It can be seen that LED filament lamps are more concentrated in the export share of enterprises than other lamps.

April LED lighting exports increased by 45% year-on-year

According to GGII's "2016-2017 China LED Lighting Export Monthly Monitoring Report" data, in April 2017, China's LED lighting exports totaled 1.81 billion US dollars, a year-on-year increase of 45%, and the export volume was 1.37 billion, an increase of 27%.

According to the "2016-2017 China LED Lighting Export Monthly Monitoring Report" released by GGII, the total of the top 20 destinations of China's LED lighting exports in April 2017 accounted for 75%. Among them, exports to the United States accounted for 26%.

According to the "2016-2017 China LED Lighting Export Monthly Monitoring Report" released by GGII, the top 20 enterprises in China's LED lighting exports in April 2017 accounted for 16%.

Among them, Debang Lighting exported 40 million US dollars, an increase of 8% from the previous month, surpassing Rieter letter, ranking second. Among the top 20 companies, it is worthy of attention that Zhongpusen Technology (Zhuzhou) Co., Ltd. has significantly increased its export share since 2017, with an average monthly growth rate of 35%.

Taiwan Factory Accelerates Micro LED Patent Layout

Taiwanese manufacturers are actively rushing to take advantage of the future commercial boom of Micro LED (micro-light-emitting diode). The industry is optimistic, including the key component PCB and early investment in R&D and related patent layout acceleration, which will help to create a smart home 8K new application.

According to industry observations, the application of Micro LED terminals is not limited to mobile phones. The demand for more innovative smart home devices and high-definition display applications is also quite strong. The focus is on the actual reduction of production costs and the speed of commercial introduction.

It is understood that in addition to Apple, Samsung and SONY, Hon Hai Group is currently actively deploying the 8K ecosystem as an engine to improve profitability, especially Hon Hai and Sharp jointly investing in next-generation display technology Micro LED also allows related patents and technology applications. Full of imagination space.

In retrospect, the US startup eLux has mastered Micro LED technology. In late May of this year, Hon Hai and Sharp announced their shareholding investment. Hon Hai said recently that the subsidiary CyberNet has invested in the company's share of the US eLux and is scheduled to complete a total of 10 million US dollars (equivalent to RMB 68.148 million) before the end of October this year.

For the development of Micro LED, it is understood that Sharp has mastered the key patent technology, but it has not yet been commercialized, mainly because of the potential growth and application opportunities of the technology in the next three to five years.

Guoxing Optoelectronics purchases equipment to meet the needs of expansion of packaged devices

On the evening of (11), Guoxing Optoelectronics announced that the sixth meeting of the fourth board of directors of the company reviewed and approved the “Proposal on the Company's Purchase of Production Equipment”.

According to the announcement, Guoxing Optoelectronics plans to purchase production equipment for the company's expansion project, with a total amount of RMB 44.496 million, which will help meet the expansion needs of the company's packaged devices, expand the product scale, and stabilize the company's LED devices in the domestic packaging industry. Its leading position, consolidate the domestic market and seize the overseas market share, enhance the company's comprehensive competitiveness and ensure the sustained growth of profit.

In 2017, the industry market sentiment showed an overall good trend. The LED general lighting market has huge development space. Guoxing Optoelectronics adheres to the concept of serialization and standardization development of high-end white light packaging, develops the white light packaging market, and maintains business with the top 10 domestic lighting manufacturers. Cooperation.

At the same time, the small-pitch LED display technology and market explosive growth led to a new round of display applications, and Guoxing Optoelectronics continued to increase.


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