LED lighting market supply and demand two boom expansion curtain reopened
Aluminum Tube,Aluminum Making Production Line,Steel Tube Production Line,Welding Production Line Yangzhou Donglun Industrial Equipment Co., Ltd , https://www.dltubemill.com
Recently, the reporter learned from the National Semiconductor Lighting Engineering R&D and Industry Alliance (CSA) that the semiconductor lighting industry has entered a strong demand and competition in the second quarter. The business conditions of listed companies continue to improve, and the upstream, downstream and downstream enterprises are in strong market demand. The capacity utilization rate has been continuously improved, and the expansion curtain has been opened again. From the recent semi-annual report of 2014 released by some LED listed companies, in the first half of this year, the overall performance of China's LED listed companies was excellent, and most of the company's net profit achieved year-on-year growth. Among them, Huacan Optoelectronics, Lianjian Optoelectronics, Zhouming Technology, and Weiwei Co., Ltd. have doubled their net profit attributable to shareholders of listed companies in the first half of the year, respectively, up 215, 270, 113, 176. Ganzhao Optoelectronics, Ruifeng Optoelectronics, Although the net profit of companies such as Luxiao Technology, Maoshuo Power Supply and Nanda Optoelectronics decreased to a certain extent year-on-year, they also achieved profitability. From the data provided by CSA, from January to June this year, the proportion of LED lighting products in all lighting products increased rapidly, which led to the rapid development of LED packaging market. Since the beginning of this year, not only domestic LED packaging manufacturers have used a large number of domestic chips, but domestic LED application companies have also received a large number of cost-effective domestic devices, which has greatly stimulated the demand of the packaging market. In the situation of both supply and marketing, packaging companies have signed supply and demand agreements with chip companies in order to avoid chip shortages. Among them, Hongli, Jufei and Guoxing signed a strategic cooperation agreement with Sanan Optoelectronics respectively, and plans to purchase 730 million yuan of LED chips from Sanan Optoelectronics within one year. In addition, Mulinsen and Aoyang Shunchang signed a purchase of 400 million chips for two years. Contract, Changfang Semiconductor signed a 52.25 million chip purchase contract with Suzhou Xinnajing. The explosive growth of the LED lighting market has led to major changes in the market landscape. Enterprises in all segments of the upper, middle and lower reaches have seized more market share and the competition has become fiercer. In order to cope with competition and consolidate the existing market position, M&A, as one of the most convenient and effective roads to rise, has been favored by various enterprises. Not long ago, Sanan Optoelectronics successively signed a strategic cooperation agreement with Guoxing and Hongli to cooperate in LED chips. At present, the company's main equipment MOCVD has been full. The relevant person in charge of Sanan Optoelectronics introduced that the penetration rate of LED market will gradually increase this year. In order to cope with the strong market demand, the company will adopt a series of stabilization measures. On July 28th, Feile Audio announced the reorganization draft, which will acquire Beijing Shenan Group, thereby realizing the integration of lighting industry. The core technology is very important for LED lighting companies. Enterprises without core technology can grow and develop through mergers and acquisitions. Song Dong, special assistant to the president of Jingke Electronics (Guangzhou) Co., Ltd. said. Compared with previous years, the current integration of mergers and acquisitions between enterprises is more frequent, and the direction of integration has also changed from strong and weak to strong and strong. According to the relevant person in charge of the CSA Research and Development Department, the purpose of LED M&A is not only to extend the diversification of the industrial chain, but also to increase the strength and scale up from the perspective of channels, brands and production capacity.