LED enterprise mergers and acquisitions and strong integration continue
In 2011, "integration" has undoubtedly become an industry trend, and the situation that the "stronger" is stronger has been fully highlighted.
After large-scale production expansion in the previous two years, some powerful companies have consolidated their market positions through mergers and acquisitions, strong alliances, and vertical integration of the industrial chain.
In 2011, the chip supply exceeded demand, and the price dropped significantly. The application market has not yet really opened up. The profits of LED companies have generally decreased. There will be more news about LED manufacturers exiting the market in half a year, and industrial integration is inevitable.
is not only a small and medium-sized LED lighting manufacturer, but also large foreign LED lighting brand manufacturers can feel the tremendous pressure of operation, and are committed to expanding product lines in different fields through acquisitions to consolidate their market position. From the dynamics of major international manufacturers, Philips has frequently acquired LED lighting manufacturers. In 2011, it actively acquired two professional lighting manufacturers Indal and Optimum to consolidate the status of lighting brands in different fields; Osram focused on construction, shops and hotels through acquisitions Traxon, a professional lighting company, has acquired the technology to develop professional LED lighting solutions and is actively attacking emerging markets.
Chinese LED chip and packaging manufacturers are also deploying a vertical integration layout in the supply chain through their huge resource advantages. Following Samsung, LG and other Korean manufacturers competing to introduce the vertical integration of the LED lighting supply chain, Taiwan Everlight and Delta have also followed up and entered the downstream lighting application field. Get involved in lighting and implement brand and pipeline construction projects to integrate the entire industry chain.
In addition, strong cooperation, mergers and integration tides are also emerging. China's major home appliance manufacturers Skyworth, TCL, Konka, etc. have successively invested in LED chip and packaging companies. For example, in June 2011, TCL and Taiwan Hongqi jointly established an LED packaging plant; Skyworth, Chip Optoelectronics, and Delta jointly invested US$600 million to set up LED Chip production base; Konka also injected capital into the listed packaging company Ruifeng Optoelectronics.
After the LED industry undergoes industrial mergers and acquisitions and reorganization, it will present a situation of "several joys and sorrows", but with the elimination of the weak and the strong, the industrial order will continue to be rectified, which will help the overall market develop.
2012 LED industry takes a leap forward
China's LED industry, after a year of downturn, will not stop its development. Because under the influence of continuous global warming and rising energy prices, energy conservation, emission reduction, green and low carbon have become the common development path of all mankind. The weak performance of LED in the backlight market and the slight increase in sales in the lighting market are nothing but the darkness before dawn. With the introduction of the "Twelfth Five-Year Plan", government support policies have become more vigorous. For example, Guangdong Province will successively invest 10 billion yuan in special funds in five years to concentrate on supporting the development of strategic emerging industries. As the most important development of the strategy, LED lighting is undoubtedly still the most explosive industry star.
2012 will be a year full of more opportunities and challenges.
The future LED industry will continue to show a trend of resource integration and industrial chain integration. At present, Taiwan Chip Optoelectronics, Guanggal Optoelectronics and other international chip giants continue to extend downstream or look for partners in packaging and applications for strategic cooperation. Manufacturers of traditional energy-saving lamp brands are also actively moving into this area, from materials, epitaxy, chips, packaging, applications to pipelines, and brand integration of the entire industry chain, in order to get a share of the pie. As the vertical integration of LED packaging and application, Zhongheng Optoelectronics pays more attention to the development of double heads. On the one hand, it strives for independent research and development of technology, and extends to the upstream and expands chips; on the other hand, it utilizes its own sales network of lamp bead devices and lighting application products. , Actively build independent brands and channels. From the entry of LED lighting to precise positioning of LED indoor lighting, the company continuously integrates the industrial chain and optimizes the product line to enhance the cost-effectiveness of products; it provides key support through the existing sales network and pursues rapid development with a point-to-face market share.
Cheaper and higher luminous efficiency chips will continue to be used as the market is promoted. Lighting is no longer a simple survival requirement, but is upgraded to the pursuit of life. The ultimate direction of the development of indoor lighting products will be into thousands of households. As an enterprise with the most complete indoor lighting product line in the mainland, Zhongheng Optoelectronics will further develop the "special supply lights for rural areas" and personalized art lanterns at the wholesale and retail product line that are more suitable for mass consumption; in the engineering application product line , Develop higher luminous efficiency, longer life and more energy-saving alloy LED light sources, which are fully used in indoor lighting in commercial, industrial, office and other places.
Three or five people with a soldering iron and a screwdriver can also make LEDs. Then in 2012, who will win the Bright War?
Three to five years ago, most of the leaders in the LED industry in mainland China came through step by step through simple equipment, rough craftsmanship, and primitive management. But today, can you win with the old methods? 2011 gave us the answer: who lost is like being attacked by the cold wave at the end of the year, harvesting the wealth and dreams of how many people; who won, laughing with emotion, LED, simple, not so simple.
