LED observation|World April day LED hopes to bloom

"You are the blossom of a tree and a tree, and Yan is whispering between the beams. You are love, warm, hope. You are the April day of the world!" A small poem of the country's talented woman Lin Huiyin made the world four The spring of the month, warmth and hope.

The flower of LED hope blooms in this April.

At the 2016 Gaogong LED Spring Festival, CCTV2 will talk with leading companies in the LED segment such as Mulinsen, Hongli Optoelectronics, Mingwei Electronics, and Keheng. In the future, competition will remain fierce, but growth is still the mainstream. More than two-thirds of the leaders of the participating companies are full of confidence in the growth of the LED lighting market in 2016. They believe that the growth space is around 15%, and many companies believe that the market growth space will exceed 30%.

This is just like the April of the world, although there is rain and rain, but the flowers are fascinating and can’t be stopped.

1. Expansion and mergers and acquisitions of two-wheel drive National Star Optoelectronics in 2015 net profit of 160 million yuan (3.28, the third article)

According to the financial report, in 2015, National Star Optoelectronics achieved a total operating income of 1.839 billion yuan, an increase of 19.15% over the same period of the previous year; the net profit attributable to shareholders of listed companies was 160 million yuan, an increase of 10.70% over the same period of the previous year.

As one of the few vertically integrated LED companies in the upper, middle and lower reaches of China, Guoxing Optoelectronics is on the road of LED lighting and Kangzhuang Avenue, which combines internal expansion and outsourcing. At present, its vertically integrated industrial layout has basically been reached. The upstream epitaxial chip business is produced and operated by the subsidiaries Guoxing Semiconductor and Zhejiang Yaweilang. The midstream LED package is the main business of Guoxing Optoelectronics, and has maintained a high growth rate of nearly 50%. The downstream terminal lighting business has been a gratifying development as a part of Guoxing Optoelectronics' push in recent years. In 2015, Guoxing Optoelectronics held dealer conferences in Henan, Beijing, Hubei, Jiangsu, Zhejiang and Fujian. As of the end of last year, Guoxing Optoelectronics has 8 provincial-level operation centers, 5 direct-operated offices and more than 1,000 distribution outlets across the country.

In the LED industry, the vertical integration path is dominated by multinational giants. Philips and Osram are all examples of vertical integration. However, these two international giants have begun to spin off some low-margin businesses and turn to Focus on the high niche market.

Vertical integration and specificization are not yet known, but from the perspective of current domestic LED lighting development, vertical integration still has a strong competitive advantage.

2. Smart street lights become a smart city focus still needs time (3.28 headlines)

The wind of smart lighting has been blowing for a long time, but it has not been seen to spread over a large area. The reason is that market demand is the biggest obstacle.

A veteran of the industry said, "Any technology development that is not market-oriented is a hooligan." Yu Shenbiao agrees that the market is the test of all the truths of R&D, production and sales.

At present, it seems that smart street lamps are the most likely to be the breakthrough point for smart lighting. At the policy level, smart cities are advancing rapidly, and the Internet of Things is on the rise. Outdoor smart lighting has emerged as the “new darling” of the market.

At the 2016 Frankfurt exhibition in Germany, Shanghai Sansi and German BMW jointly launched the LED Smart Street Light Application System, which attracted widespread attention in the industry. Street lamp + charging pile directly solves the problem of electric vehicle charging. In addition, LED street lights + WIFI, street lights + display, street lights + optical communication lights and other functions, have opened up a new path for the development of LED smart street lights.

The application of LED smart street lamps in urban areas is a trend. With the cost reduction and technology improvement, LED smart street lamps promote the rapid development of urban intelligent lighting in the construction of smart cities and become the focus of smart cities. Faced with a huge market cake in a smart city, IT giants such as Huawei and ZTE have also participated in it and released related smart streetlight solutions.

Perhaps, in the future, the real benefit of smart lighting may not be LED lighting companies.

3.LED Weekly Report - 2016 China Top 10 LED Display Companies

As the most authoritative industrial research and media organization in the LED field, the high-tech production research institute LED Research Institute (GGII) has always attracted a lot of attention in the industry.

In 2015, China's LED display industry showed a double-fire situation. On the one hand, key enterprises increased and expanded their own business volume through a series of means, and M&A display complementary industries expanded channels; on the other hand, small and medium-sized enterprises Display companies are gradually moving towards a dead end, the scale is stagnant or getting smaller and smaller, and some enterprises have suddenly withdrawn from the market.

Throughout 2015, compared with the tragic situation of LED lighting companies in the low-margin Red Sea, the small days of display companies have been moisturized. Compared with other LED application fields, China's LED display industry maintained steady growth in 2015, and revenue and net profit growth became the "normal" of key display companies.

However, according to the incomplete statistics of high-tech LEDs, since 2013, dozens of LED display companies including Shifang Optoelectronics and Haobo Optoelectronics have closed down and bankrupted, and most of their output value is below 200 million yuan, but There are also companies like Daeyes with a production value of more than 500 million yuan.

With the continuous development of China's LED display industry, the market maturity continues to increase, the disorderly competition will gradually withdraw, the market performance will be a benign competition situation, the competitive landscape will gradually become clear, the industry concentration will increase rapidly, and the key enterprises in the industry will gradually position. Clear.

From April to April, the annual national survey tour of Gaogong LED will start again. Unlike in previous years, the 2016 National High-tech LED National Survey will focus on the rapid development of high-quality segments this year. Research and discussion, and will hold a series of seminars to help LED companies find the segmentation.

On April 26th, the 2016 Hi-Tech LED National Tour's first filament lamp special seminar will be held in Qingqing World. Since last year, Philips and Osram International have also begun to seek filament lamp OEMs in China, and overseas market demand has begun to grow rapidly. Domestic enterprises represented by Mulinsen, Richangjing, Fozhao, Yapuer, Baishi, and Hengxing Gaohong are also accelerating the competition in the filament lamp market.

The filament lamp market will become the new LED lighting segmentation battlefield in the next three years. Want to join the filament light battlefield, quickly sign up to participate in the 2016 high-tech LED national tour research activities - filament lamp special seminar. (Article 2.30)

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