Where is the 2016 road? See how LED listed companies say

After experiencing a slowdown in the market demand for LED lighting in 2015 and a huge decline in product prices, what is the trend of LED market in 2016? How to survive in the fierce competition and continue to grow and become the focus of many LED companies .

As a leader in the industry, listed companies are paying attention to every move. Whether it is in product development or market layout changes, it represents the trend of the entire industry, as is LED.

Gaogong LED combed a number of LED listed companies' pre-judgment of the 2016 LED lighting market and the company's planning in the market, products and capital.

Huacan Optoelectronics: Demand has increased steadily, and some companies have quit continuously

Hua Ai Optoelectronics, Secretary-General Ye Aimin said that with the global LED supply capacity concentrated in mainland China, Huacan Optoelectronics predicts that there will be 5-8 companies in the domestic and international extension chip, of which only 2-3 leading companies compete. At that time, it will be relatively stable. For the leading LED chip companies in the mainland, the prospects are bright.

In 2016, enterprises will continue to withdraw, and market demand will continue to increase steadily, and the industry will pick up. But when this time comes, it still needs to look at the development of the market. The future competitive situation of the company will have a chance to rebound.

In the long run, LED global demand will continue to grow steadily. Only LED lighting will double in demand, so the entire industry still needs a relatively large-scale expansion.

Huacan Optoelectronics also has room for expansion and necessity. The company will continue to promote technological transformation projects on an existing basis, further expansion at the appropriate time, and does not exclude other attempts in the semiconductor materials and device industry.

Mulinsen: The gross profit rate gradually returns again, and the less competitive enterprises withdraw

In the reception of institutional investors, Mu Linsen said that the maturity of an emerging product must be accompanied by a decline in product prices, the gradual popularization and replacement of traditional products, but the price will not decline to a certain extent, but the cost has room for optimization. In 2015, the LED industry caused a decline in gross profit due to price wars. As some weaker companies exited, the gross margin of the LED industry will gradually return to normal levels.

Hongli Optoelectronics: gross profit margins remain stable and demand rises

Hongli Optoelectronics Dongshou Deng Shoutie said that the gross profit margin of the company's LED packaging products is expected to be relatively stable in 2016, and there will be no significant fluctuations. In the future, LED technology prices, industrial scale expansion, market competition and other factors will affect the price of LED products. The decline in product prices will drive up the demand for LED lighting and increase product penetration, which is conducive to the long-term sustainable development of LED companies.

Guoxing Optoelectronics: Growth is the normal state of the industry and continues to expand the package size

Wang Sen, general manager of Guoxing Optoelectronics, said in an interview with the media that the LED industry as a whole still has a certain growth, but the growth of different market segments is different. The growth of packaging and indicator display fields is slower, and the lighting application field is growing faster, but Compared with the past, it has also declined. Compared with other industries, the overall development of LED is still in the fast lane, "growth" is still the industry's normal state, and the reshuffle will be intensified in 2016.

In 2016, Guoxing Optoelectronics will continue to expand the production scale of the midstream packaging field, continue to improve the production capacity of Guoxing Optoelectronics, and seize a larger market share. Continue to strengthen the development of core technology core products, seize the opportunity of the industry to survive the fittest.

Ruifeng Optoelectronics: Competition is still fierce

Gong Weibin, chairman of Ruifeng Optoelectronics, said in an investigation by institutional investors that with the continuous maturity of LED technology, the industry is fiercely competitive and product prices are falling. The LED industry is in the “shuffle” stage, and the competition in the LED industry is still fierce in 2016.

Gong Weibin said that in the face of fierce competition in the industry, the company will take measures to strengthen internal management, control related costs, and actively seek new strategic layouts, relying on the capital market to become bigger and stronger. At the same time, Ruifeng Optoelectronics is also actively looking for suitable targets, including but not limited to LED industry chain enterprises. The direction is mainly in "energy saving and environmental protection" and high-tech enterprises.

Wanrun Technology: Demand slows down M&A integration

Wanrun Technology said in its annual report that after rapid development in recent years, the LED industry has gradually moved from maturity to maturity, especially in the middle and downstream packaging and application sectors. In order to win market share in terms of price, products, The market has launched fierce competition and the LED industry has shuffled. The LED industry, which is gradually moving towards maturity, will show development trends such as slower demand growth, lower profit margins, and mergers and acquisitions.

Wanrun Technology will drive the sustainable development of existing industries, focus on new professional market segments, expand market share and enhance profitability through industrial integration, technology improvement and service improvement. At the same time, it decided to transform the Internet advertising media industry.

Alto Electronics: Intense competition in the display field

Alto Electronics’ secret secretary, Kong Dejian, said that in the past few years, the LED display industry has been very competitive. Through the survival of the fittest, the entire industry is continuously integrated and the market concentration is gradually increasing. In the future, this situation will continue for some time.

For the increasingly fierce external competition environment, Alto Electronics will continue to do its main business in the future, namely LED application and financial electronic business, and at the same time, based on the original advantages, carry out related business innovations, such as in the sports industry and wisdom. Banks and other fields, through business model innovation and technological innovation, actively expand the market and continue to strengthen and expand the company.

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