GG-LED·Quick Review: “殇” in the new normal state

When an industry's market develops into the Red Sea, what will happen next? For example, what is not needed, has a brilliant exhibition economy?

Indeed, as the LED lighting industry enters a mature stage, whether it is a multinational giant such as PHILIPSOSRAM, or a leading domestic company such as Op, NVC, etc., they have missed the just-concluded Guangzhou International Lighting Exhibition.

Once there is no big brand manufacturer to participate in the exhibition, Guangya Exhibition seems to have lowered the level. It is one of the needs of many visitors to experience the products with technical content and direction to the industry, and lost these benchmark-level manufacturers. To participate in the exhibition, the content in this area is greatly reduced.

Throughout the world, in the process of restructuring and restructuring of industrial structure, LED is no exception. Some old balanced and old models are being broken by new “normalization” one by one. This kind of phenomenon that has just appeared in the Guangya exhibition is also an inevitable outcome of the development of the exhibition economy to a certain stage.

There is a saying that is particularly good: the market is now accustomed to using the past thinking logic to analyze the main economic data, and fundamentally it is not adapted to the "new normal" changes. The current domestic LED industry is also in the fission period, transition period and structural adjustment period, and all aspects must actively adapt to this new normal.

It is foreseeable that the future LED industry will certainly experience the baptism of centralization, standardization and even globalization. In the face of these new normal challenges, LED people are more likely to have a humble attitude.

Guangya Exhibition in the post-lighting era (click for details)

In the same period of Guangya Exhibition, Gaogong LED held the 14th Industry Summit Forum. The theme of this year is the opportunities and traps of globalization.

Dr. Zhang Xiaofei, Chairman of the High-Technology Research Institute, bluntly said that the LED industry has experienced rapid development in 2012-2014. From the performance of domestic LED listed companies in 2015, the LED lighting industry has passed a period of rapid development and has gradually become a “traditional industry”.

According to the data of the High-tech Research Institute LED Research Institute (GGII), the total scale of China's LED industry in 2015 was 396.7 billion yuan, and the growth rate has slowed to 5.1%. Zhang Xiaofei said that with the intensification of competition, 4,000 companies doing downstream LED lighting left last year.

In the context of the rapid decline in the average price of the industry, multinational giants such as Philips, Osram, and Cree also feel that the LED lighting industry is no longer the “profit” of the past, and the lighting industry has been stripped off, or prepared. Sale transfer. This provides a rare opportunity for Chinese companies to internationalize mergers and acquisitions.

In 2015, of the 24 domestic LED listed companies, only 6 net profit margins exceeded 10%, and LED entered the traditional industry. At the same time, among the 24 LED listed companies, only 13 companies increased their operating income and net profit, and only 6 of the 13 companies achieved rapid growth through their own business development. Many companies cross-border mergers and acquisitions to “double main business” ".

“In the first half of 2016, the amount of M&A in the LED industry reached 10.9 billion yuan, and it is expected to exceed 100 billion in the whole year.” Zhang Xiaofei asserted that internationalization is an inevitable choice for China’s LED lighting industry to release huge production capacity. Large LED listed companies can accelerate through mergers and acquisitions. With the expansion of overseas markets, small LED companies can collaborate and penetrate a certain overseas market segment.

The big show, as scheduled - will be "lighting the world" Mulinsen! (click for details)

Mulinsen (002745) disclosed the announcement on the evening of June 15th. The company's wholly-owned subsidiary in Hong Kong, Mulinsen limited and Yan Jianguo signed the "Acquisition Agreement". The company accepted the super-era light source (Group) held by Yan Jianguo at a price of 315.5 million yuan. 80% equity of the company.

Mulinsen said that the foreign investment is in line with the company's development strategy, and the technology and market share of the LED filament lamp can be obtained as soon as possible by acquiring the ultra-era source (Super Time Light source holds 100% equity of Xinhe (Shaoxing)), Enriching and enriching the company's LED lighting product line has positive significance. At the same time, based on the industry synergy and integration benefits after the merger, it will have a positive effect on the company's future performance.

In the same period, Mulinsen Company increased its capital to the company's Hong Kong-owned subsidiary, Mulinsen Limited, in a batch manner with its own funds of US$100 million. This will help strengthen the capital strength of Mulinsen and promote its better overseas business. International paving roads.

Informed person analysis, Mulinsen tried to enter the world's top three LED lighting industry sequence after three years, (currently according to incomplete statistics, Mulinsen's global LED market share ranked ninth, ranked first in Nichia, OSRAM, Lumileds, CREE , LG and other international giants). One of the must-see layouts may be the bid for Osram's lighting assets.

At the moment, the exact message is that Mulinsen has sent a tender for the price (for OSRAM), which includes the purchase amount. Dr. Zhang Xiaofei, who is familiar with the progress of this incident, said that he is more optimistic about Mulinsen, and even bluntly, he has a 99.99% chance.

DOB breaks out of the shell and becomes a new choice for LED lighting applications (click for details)

DOB (Driver on Board) or Driverless, which is commonly referred to as "go" power, a new type of drive that is derived from LED switching characteristics, which is different from traditional switching power supplies.

The DOB IC solution has many pioneers in the industry. Foreign countries include Seoul Semiconductor, LynkLabs in the United Kingdom, Texas Instruments, Exclara in the United States, Industrial Technology Research Institute in Taiwan, and Interlight.

Nowadays, with the well-known enterprises in Seoul and other leading enterprises to take the lead in the layout of DOB technology, domestic enterprises have also set foot, including Mingwei Electronics, Changyuntong and other well-known mainland IC companies.

At present, under the impetus of Philips, Osram, GE and other large manufacturers, smart lighting products in the European and American markets are more popular, mainly concentrated on bulbs, panel lights and other products. In terms of intelligent lighting, DOB IC has its inherent advantages over traditional switching power supply drivers.

DOB can provide new flexibility for luminaires, with appropriate AC design to solve stroboscopic problems, and due to the simplicity of DOB and the integration of different gateway-connected sensors, DOB will surely occupy a place in the field of intelligent lighting.

At the same time, DOB technology is fast becoming a new choice for LED lighting applications. Although it will not penetrate as fast as SMD or other traditional forms, it is expected that DOB will reach a market share of more than 20% in the next few years.

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