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led all alround made price surge and lets discuss the news potential mystery

The recent circle of friends was led fluorescent tube lamp lights scraper, a lot of peers are writing relevant content, this is not the industry to pick up it, or simply because the cost of high had to rise it? Prior to online Jun analysis of price increases for the current LED business is not a wise strategy, then why prices?

In fact, Jun-line that the current price increase is not what industry pick up, really is the price of the material only, LED has little profit, and business prices just to ensure that the original point “button price” only.

On the other hand, they think that we should put more eyes on the market with more profit margins. This kind of market with low gross profit margin will be handed over to several large enterprises to do well, Small and medium enterprises to take the cost of the material than the large enterprises, the result is also hard to spell it is not equal to suicide? Jun-line that we should still look to the high-margin market, do not believe this week’s news to know.

【Industry and Market】

♦ LED lighting to enhance the penetration rate, downstream applications open up a new blue ocean

With technological innovation and cost reduction, LED downstream applications to accelerate the development of lighting has become the largest LED downstream application market. According to TrendForce’s Green Energy Division LEDinside latest “2017 Global Lighting Market Outlook” report pointed out that this (2016) global LED lighting market will reach 29.6 billion US dollars in 2017 is expected to reach 33.1 billion US dollars, the market penetration will exceed 52 / RTI & gt;

In addition, LED in the infrared and ultraviolet light area also has broad application prospects. In addition to the infrared LED for security monitoring and sensors, the benefit of Samsung introduced a new generation of flagship mobile phone with an infrared LED sensor to match the iris recognition technology, the future infrared LED development space will be greater, market research agency LEDinside is expected this year, infrared LED market size will exceed 300 million US dollars, 2020 is expected to reach 711 million US dollars.

♦ LED lighting tube popular in Thailand in 2016, the market value is expected to exceed 900 million

LED lighting is increasingly gaining the favor of Thai consumers, as more and more companies to join the LED lighting market competition led to lower prices. At present, the price of LED lighting tube has been close to the price of ordinary lamp. As the energy-saving characteristics of LED tubes and longer life than ordinary lamps, government departments to promote energy conservation and encourage the use of LED fluorescent tubes instead of fluorescent tubes, to promote SMEs and some consumers to switch to more LED lamps, and factories, farms or New residential or apartment renovation and so use LED tube, because that the installation of LED lamp in the long run more cost-effective.

In this regard, the Kaitai Research Center predicted that 2016 LED lamp market value is expected from 2015 to 37.3 billion baht (equivalent to about 696 million yuan) to expand to 49.8-51.5 billion baht (equivalent to about 9.30-9.62 billion yuan ), An increase of 27.7% from 2015 to expand to 33.5-38.1%. 2016 lighting lamp market will reach 219.7-223.8 billion baht (equivalent to about 41.04 – 41.81 billion yuan), 20.62 billion baht in 2015 increased by 6-8%, of which the market share of LED lighting lamp can be Hope to reach 23.0%.

♦ Polarization of the semiconductor lighting industry is obvious, the output value in 2016 estimated at 500 billion

“In 2016, the output value of China’s semiconductor lighting industry is expected to reach 500 billion yuan.” Wu Ling also said that the semiconductor lighting industry, the National Semiconductor Lighting Industry Alliance Secretary-General Wu Ling 26 in Nanchang, said: The polarization is becoming more and more obvious, the concentration in the continuous improvement of the “downstream” applications are gradually opening up, thus promoting the supply chain prices rise. At present, emerging markets such as intelligent lighting, plant lighting, UV-LED, IR-LED, optical communication, automotive lighting and other new markets have become hotspots in the industry with high added value.

【Emerging Markets】

♦ Added blue and UV LED, Toyota synthesis procurement of new technology module equipment

Toyoda Gosei, the Japanese maker, has purchased a new MOCVD-related module from AIXTRON, a German manufacturer, in order to create newer LEDs for blue and ultraviolet light. This is a new technology introduction tool.

According to the AIXTRON statement, the Japanese manufacturer purchased the device is to strengthen the 5×4 inch CRIUS Close Coupled Showerhead (CCS) system, can create blue LED and deep UV LED, is expected in the first half of 2017 delivery to the Toyota synthesis. This new technology module, and before the III-V MOCVD equipment, compared with higher process temperature. It is designed to produce high efficiency blue and UV LED products, available on the market of high color rendering LED lighting, UV ultraviolet curing, and photocatalyst purification applications.

♦ For OLED, Huawei, Vivo, backgammon and other forms of alliance?

According to the Macx website November 29, Huawei, Vivo and Oppo’s parent company BBK communications equipment company and specialized in flexible display technology start-up company Yu-technology is likely to form an alliance, and in 2017 on the flexible OLED new investment.

♦ Anxi plant plant has a total investment of more than 800 million yuan, with an annual production capacity of 8 billion yuan

First planted in the germination chamber, in the room under the LED light Lianmiao grow seedlings, and then sent to the cultivation room to continue to receive light … … in accordance with this process, Anxi Lake head of the “plant factory” can be harvested every 20 days or so A large number of green pollution-free, nutrient-rich fresh vegetables. June 2016, by the Fujian Branch in the construction of Biological Co., Ltd. Lake head of the first “plant factory” put into operation, opened up nearly 10,000 square meters of “plant factory” cultivation area, Fujian Province, the largest one.

Fujian Zhongke Biology Co., Ltd. is a biological high-tech company founded by San’an Group, Chinese Academy of Sciences Institute of Botany and six natural persons. It has a base of photobiology research institute and headquarters and Zhongke biological industrialization base. In 2015 December, “plant factory” project settled in Anxi lake head photoelectric industrial park, a total investment of 7 billion yuan, construction area of ​​9000 square meters.

According to the person in charge of Pei Kequan said, in the Anxi Lake Optoelectronics Industry Park, there is only one factory in production, and the other two plants in the building. Next month, the company will start the second batch of medicinal plant cultivation plant, second-generation plant and photobioreactor plant construction; start anti-tumor and other major diseases pharmaceutical intermediates demonstration project construction, and strive for in the 2017 in the second half of succession into production. “Plant” fully put into production, the annual tax will reach 200 million yuan, is expected to achieve output value of 8 billion yuan.

【Entreprise’s news】

♦ Redevelopment of the Chevrolet Interconnection Network: Acquisition of the equity interests in UMC

(Hereinafter referred to as “Hai Zhe Zhe”), Zhejiang Yangtze River Delta Research Institute of Tsinghua University, Tongxiang all new energy automotive industry investment partnership (Limited Partnership (hereinafter referred to as the “Shanghai Automotive Industry Co., Ltd.”), ), Beijing billion Huatong Technology Co., Ltd. signed the “Equity Investment Agreement.” The Company acquired a 5% equity interest in Zhejiang Hezhong New Energy Vehicle Co., Ltd. (hereinafter referred to as “Hezhong Automobile”) held by Haizhe on its own fund of RMB 9.15 million (corresponding to the subscribed capital contribution of RMB 20 million, of which the paid-in capital Amount of 915 million). The transaction is completed, the company holds a 5% stake in United Automotive.

At the same time, the equity transfer is completed, the relevant state departments in the United States issued a new energy vehicles approved the approval of the project under the premise of the future, the company plans to not more than 510 million yuan to subscribe for the amount of Hezhong additional (Not including the equity ratio of the equity transfer), or the price per unit of the investment of the Company is not more than 8 yuan.

♦ Rectangular Group plans to hold 250 million shells of Campbell to reinforce the dual business structure

November 28, Shenzhen Mayor Group Co., Ltd. issued “on the company to participate in the establishment of education industry investment M & A Fund signed an investment framework agreement announcement.” According to the announcement, Zhuhai Hengqin Changfang Yide Education Industry Investment and M & A Fund (limited partnership), which is under the umbrella of Changfang Group, intends to invest in Shell Jinbao Educational Technology (Beijing) Co., Ltd. (hereinafter referred to as ” Jinbao “), the ultimate access to shellfish Campbell 51% stake, turnover amounted to 12,000 yuan.

◆ Guangzhou Longwen completed the acquisition of the completion of delivery, follow-up more education layout action?

Kingsun Optoelectronics announced on Dec. 1 that it had completed the acquisition of assets of Guangzhou Longwen Education Co., Ltd. (hereinafter referred to as “Guangzhou Longwen”). Guangzhou Longwen has already transferred its name to the company and traded its counterparties and raised matching funds The subscription has been paid by the Subscriber and the registration of the aforesaid additional Shares has been completed.

♦ San An Optoelectronics: San An Group completed the cumulative increase of 1.04%

On the evening of November 30, San An Optoelectronics announced that it had received the notice from the shareholders of San An Group and decided to close the plan. San An Group since January 14 from holdings of company shares, and intends to continue holdings. San An Group, the cumulative holdings of the company shares 2659.75 million shares (the implementation of the 2015 annual profit distribution plan before the shares), accounting for about 1.04% of the company’s total share capital. As of the date of information disclosure, San An Group holds 321 million shares of the company, accounting for 7.86% of the company’s total share capital.

Wanrun Science and Technology Investment 190 million Construction of Wanrun Science and Technology Hubei Industrial Park project

Wanrun Technology November 30 evening announcement, the company’s wholly-owned subsidiary of Wanrun Science and Technology Hubei Co., Ltd. intends to self-financing 19,815 million in Xiantao City, Hubei Province, investment and construction of Wanrun Science and Technology Industrial Park in Hubei project to further improve the million-run technology in the The domestic LED market, industrial layout and regional distribution, enhance the LED industry’s comprehensive competitive strength and profitability. Wanrun Science and Technology, said the investment is conducive to further improve Wanrun Technology LED products in the domestic market, the industrial layout and regional distribution, to enhance LED products in the Midwest market share and visibility, cultivate new profit growth area is conducive to upgrading Company competitiveness.

♦ Jing An Optoelectronics Phase III project construction, the current investment of 740 million completed

led all alround made price surge and lets discuss the news potential mystery

Optical Security Co., Ltd., a wholly-owned subsidiary of Jing An Optoelectronics recently introduced that Jing An Optoelectronics of the first and second phase of the completion of the investment of 3.78 billion yuan to achieve annual production capacity of LED flat film 1.5 million / month, The annual output of crystal rods reached 1.06 million mm and the PSS patterned substrate was 400,000 pieces per month. Relevant person in charge of the company, in January of this year, the third phase of the photoelectric photoelectric start, plans to invest 3.266 billion, the annual plan to invest 1.05 billion yuan, has completed an investment of 740 million yuan. According to reports, from January to September this year, the company has completed the output value of 1.7 billion yuan, 130 million yuan to achieve tax. Is expected to the end of this year, the company LED sapphire flat substrate production capacity will reach 1.8 million / month, the new PSS graphics substrate capacity of 500,000 / month.

♦ OSRAM Malaysia LED chip factory completed by the end of 2017 put into production

November 24, OSRAM Opto Semiconductors for the Malaysian high-tech park LED chip manufacturing plant in the roof of the completion of the celebration ceremony. Mr. Aldo Kamper, CEO of OSRAM Opto Semiconductors GmbH, Dr. Roland Mueller, General Manager of Malaysia, and Mr. YB Datuk Chua Tee Yong, Vice Minister of International Trade and Industry of Malaysia, attended the company’s internal ceremony. Kulim factory covers an area of ​​48 acres, will become the world’s largest and most advanced LED chip production base. The new R & D and production of products include the 6-inch wafer-based semiconductor LED chip.

♦ NVC Lighting raised the annual caps under the BDO Runda Purchase Agreement

On the evening of November 29, NVC announced that, due to better than expected demand for BDO Runda products, the company expects BDO Runda under the purchase agreement, the annual cap on the transaction will not be sufficient to meet the company’s needs.

As a result, the Board of Directors has approved an increase in the annual caps for the transactions under the BDO Runda Purchase Agreement. For the three years ended 31 December 2018, the original annual caps for purchase price payable by the Group were RMB 100 million, RMB 100 million and RMB 100 million respectively. The revised annual cap amounts to RMB120 million, RMB130 million and RMB140 million respectively.

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