Weekly dynamics (2.15~2.19)|This LED event you have to know this week

After the winter of 2015, it has not been warm since the spring of 2016. He Huaqiang, general manager of the South China Operations Center of Rare Earth Research, believes that “when there is no high profit, it is the beginning of integration.” Integration is essentially a concentration of resources, strong and strong, and 2016 must be more turbulent. One year.

Through the visit of several high-tech LEDs to several companies after the opening of the year, large-scale enterprises still have an optimistic attitude towards 2016. They believe that the market is chaotic and low, which is a good time to shuffle; some “fishing in troubled waters” is only for earning barrels of gold. Small companies that disrupt the market will lose their environment and soil.

Market trend

1. With the continuous expansion of chip factories such as Sanan Optoelectronics and Huacan Optoelectronics, and the slowdown in demand for LED lighting, the competition in the industry has intensified. As the most upstream chip of the LED lighting industry chain, the pressure is also felt.

2, looking for high-margin segment market has become the only way for LED companies. Ultraviolet LEDs have thus leapt into the eyes of many LED companies, and they have been laid out. Including Seoul Semiconductor, Crystal Power, RayVio, Nikkiso and domestic Hongli Optoelectronics, Qingdao Jiesheng and other companies have already begun to show their edge in the field of UV LED.

3. Throughout 2015, even the price of commercial COB devices with relatively stable prices has exceeded 30%, and ordinary devices need not be said. It is estimated that the price of packaged devices will drop by more than 20% this year, and it is expected to stabilize in 2017 (2017).

4. At present, China's sports industry is a big cake, which has attracted the infusion of various domestic capitals. As LED displays are playing an increasingly important role in sports competitions, there is no reason to suspect that LED display companies will continue to deepen their layout in the sports industry in the future.

5. In the LED lighting market segment, LED filament lamps have become a highlight. The full-period LED filament lamp is connected in series by a high-voltage LED chip, which can improve the luminous efficiency under the reduced current density.

6. In the context of continuous compression of profit margins, how can we maintain the bottom line of profit? Introducing intelligence to increase the added value of products to seize the market has become a common choice for many LED lighting companies. However, the market situation of smart lighting "thunder is loud and rain is small" has not changed.

Listed company

1. NVC Lighting Co., Ltd., a wholly-owned subsidiary of NVC Lighting Co., Ltd. ("Hong Kong NVC") entered into an equity transfer agreement with the transfer party, and will acquire a 75% equity interest in Yao Neng Holdings Co., Ltd.

2. Lehman shares intends to acquire 100% equity of Shenzhen Huashi New Culture Media Co., Ltd. for 780 million yuan. Lehman and Vision New Culture will use the media resources of different channels to provide comprehensive advertising services to customers. Media resource customers extend to metro TV resources, and metro TV resource customers promote to sports media resources to achieve market synergy.

3. Foshan Lighting announced that OSRAM GmbH, the controlling shareholder of Osram, the company's largest shareholder, signed a share sale and purchase agreement with Electronic Group on the transfer of 100% of Osram Holdings Limited on September 9.

Big Data

1. According to the statistics of the High-tech Research Institute LED Research Institute (GGII), the price reduction of domestic LED packaged devices reached 30%-50% in 2015, and the price drop of most chip companies in the LED chip industry also reached more than 20%.

2. There is still a lot of room for development in the future for COB and light engines. According to GGII estimates, the size of the COB market in 2017 will exceed 6 billion yuan, and will reach 10 billion yuan in 2020.

3. According to statistics, the total demand for LED filament lamps in the world exceeded 100 million in 2015, and will increase rapidly by more than 35% per year.

4. In 2015, the price of domestic packaged devices dropped by 30%-50%, which made many companies unable to eat. The area of ​​indoor lighting, which has the largest market share, is no exception, with a drop of more than 15%.

5. According to customs data in 2015, China's LED exports reached US$10.228 billion in 2015, an increase of 10.95% from 2014 ($9.2195 billion). Among them, LED bulbs still topped the list with an export value of 1.156 billion US dollars, but fell by 1.4% compared with 2014. The second largest export volume is the LED tube. In 2015, the export value was 927 million US dollars (including bracket lights), which was 12.66% higher than the US$823 million in 2014.

See overseas

1. The US Department of Energy (DOE) has announced a proposal for a light source standard for light bulbs. It is said that the proposed light source efficiency standard provides a more cost-effective and energy-efficient alternative for home and office lighting.

2, GE plans to stop selling energy-saving light bulbs (CFL), the US market will be completely suspended, it is expected to complete the exit of the CFL market at the end of the year to fully sprint LED bulbs.

3. After the spin-off of the luminaire business, OSRAM's business strategy will shift to focus on building three pillars, special lighting, lighting solutions and systems and LED components. At the same time, the company also launched a stock repurchase program of up to 500 million euros.

4. Juventus announced on the official website that Philips will become the official lighting partner of the club. The two parties signed a contract for 2 years and the contract will expire at the end of the 2016/2017 season.

5. The UK developed a new UV-C LED module that was selected to participate in the BIO WYSE project for the Integrated Biofouling Research and Prevention of Biological Pollution.

6. Osram (OSRn.DE) Chief Executive Officer's strategy to expand the general LED lighting market was attacked by Siemens (SIEGEn.DE), the company's largest shareholder.

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