Recently, the circle of friends has been screened by LED prices. Many of the peers are writing relevant content. Is this the industry's recovery, or is it simply because the cost is high? Previously, online analysts have analyzed the price increase for the current LED companies is not a wise strategy, then why is the price increase?

In fact, Xiao Bian believes that the current price increase is not a matter of industry recovery, it is really the price increase of the material, LED has no profit, the price increase of the enterprise is only to ensure the original "button price".

On the contrary, these price increases caused by the "friend circle" of the city, Xiao Bian still feel that everyone should put their eyes on the market with more profit margins. This market with low gross profit margins should be handed over to several large enterprises. The cost of materials for small and medium-sized enterprises is higher than that of large companies. Is it not the same as suicide? Xiao Bian feels that everyone should still look at the high-margin market. Do not believe that this week's news will be known.

【Industry and Market】

LED lighting penetration rate increases, downstream applications open up new blue ocean

With technological innovation and cost reduction, LED downstream applications have accelerated, and lighting has become the largest downstream application market for LEDs. According to LEDinside's latest “2017 Global Lighting Market Outlook” report from TrendForce's Green Energy Business Unit, the global LED lighting market will reach US$29.6 billion in 2016 (2016), and it is expected to reach US$33.1 billion in 2017. The market penetration rate will exceed 52. %.

In addition, LEDs have broad application prospects in the infrared and ultraviolet regions. In addition to infrared monitoring and sensors, infrared LEDs benefit from Samsung's new generation of flagship mobile phones using infrared LED sensors to match iris recognition technology. In the future, infrared LED development space will be even larger. Market research institute LEDinside expects this year's infrared The LED market will exceed $300 million and is expected to reach $711 million by 2020.

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

LED lighting tubes are increasingly favored by Thai consumers, as more and more companies join the competition in the LED lighting tube market, resulting in lower prices. At present, the price of LED lighting tubes has been close to the price of ordinary lamps. Due to the energy-saving characteristics and longevity of LED tubes, the government departments promote energy conservation and encourage the use of LED tubes instead of fluorescent tubes, prompting SMEs and some consumers to switch to more LED tubes, and factories, farms or LED lights are used in new homes or apartment renovations, because it is considered more cost-effective to install LED tubes in the long run.

In this regard, Kaitai Research Center predicts that the market value of LED lighting tubes in 2016 is expected to increase from 3.73 billion baht (equivalent to approximately 696 million yuan) in 2015 to 49.8-51.5 billion baht (equivalent to approximately 9.30-964 million yuan) ), the year-on-year increase will be expanded from 27.7% in 2015 to 33.5-38.1%. In 2016, the total value of the lighting tube market will reach 219.7-223.8 billion baht (equivalent to RMB 4.104-41.81 billion yuan), which is 6-8% higher than the 20.72 billion baht in 2015. The market value of LED lighting tubes can be accounted for. Hope to reach 23.0%.

The semiconductor lighting industry is highly polarized, with an estimated production value of 500 billion in 2016.

Wu Ling, chairman of the International Semiconductor Lighting Alliance and secretary general of the National Semiconductor Lighting Engineering R&D and Industry Alliance, said in Nanchang on the 26th: "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 Polarization is also becoming more and more obvious, concentration is constantly increasing, and the demand for “downstream” applications is gradually opening up, thus driving the supply chain price recovery. At present, emerging markets with high added value and new market segments such as intelligent lighting, plant lighting, UV-LED, IR-LED, optical communication, and automotive lighting have become hot spots in the industry.

【Emerging Markets】

Plus blue light and UV LED, Toyota Synthetic Purchasing New Technology Module Equipment

Toyoda Gosei, a Japanese manufacturer, has purchased a new MOCVD-related module from AIXTRON, a German manufacturer, in order to create newer Blu-ray and UV LEDs. This time, it is a tool for introducing new technologies, and its features are also curious.

According to AIXTRON, the Japanese manufacturer purchased the enhanced 5x4 inch CRIUS Close Coupled Showerhead (CCS) system to create blue LEDs and deep ultraviolet LEDs, which are expected to be delivered to Toyota Synthetic in the first half of 2017. This new technology module has a higher process temperature than the previous III-V MOCVD equipment. It is designed to produce high efficiency blue and UV LED products for high color rendering LED illumination, UV UV curing, and photocatalyst purification applications on the market.

Competing for OLED, Huawei, Vivo, BBK and other alliances?

According to the Macx website on November 29th, Huawei, Vivo and Oppo's parent company, BBK Communications Equipment Co., Ltd., and the startup company Flexi Technology, which specializes in flexible display technology, are likely to form an alliance, and will be new to flexible OLEDs in 2017. investment.

Anxi “plant factory” has a total investment of more than 800 million, and it is expected to achieve an annual output value of 8 billion.

First, it is sown in the germination chamber, and the seedlings grow under the LED illumination of the refining room, and then sent to the cultivation room to continue to receive the light... According to this process, the “plant factory” of the Anxi Lake Head can harvest one every 20 days or so. A large number of green, non-polluting, nutritious fresh vegetables. In June 2016, the first “plant factory” of Hutou built by Fujian Zhongke Biological Co., Ltd. was completed and put into operation, opening up a planting area of ​​nearly 10,000 square meters of “plant factory”, which is the largest one in Fujian Province.

Fujian Zhongke Biotechnology Co., Ltd. is a bio-tech company jointly established by Sanan Group, the Institute of Botany of the Chinese Academy of Sciences and six natural persons. It has the Photobiology Research Institute and Headquarters Base and the Zhongke Bio-industrialization Base. In December 2015, the “Plant Factory” project was settled in Anxi Hutou Optoelectronic Industrial Park with a total investment of 7 billion yuan and a building area of ​​9,000 square meters.

According to the person in charge, Yu Kequan revealed that at the Anxi Hutou Optoelectronic Industrial Park, only one factory is currently in operation, and two other plants are under construction. Next month, the company will start construction of the second batch of medicinal plant cultivation plants, second-generation plant factories and photobioreactors; launch the demonstration project for the industrialization of medicinal intermediates for major diseases such as anti-tumor, and strive for In the second half of 2017, it has entered production. After the "plant factory" has reached full production, the annual tax will reach 200 million yuan, and it is expected to achieve an output value of 8 billion yuan.

【Entreprise's news】

Hongli Zhihui car network layout and then move: acquisition of Hezhong Automobile equity

Hongli Zhihui announced on the evening of November 28th that the company and Shanghai Zheao Industrial Co., Ltd. (hereinafter referred to as "Shanghai Zheao"), Zhejiang Tsinghua Yangtze River Delta Research Institute, Tongxiang Zhonghe New Energy Automobile Industry Investment Partnership (limited partnership) ), Beijing Yihuatong Technology Co., Ltd. signed the "Equity Investment Agreement". The company acquired a 5% stake in Zhejiang Hezhong New Energy Automobile Co., Ltd. (hereinafter referred to as “Hezhong Auto”) held by Shanghai Zheao with its own funds of 9.15 million yuan (corresponding to the subscribed capital contribution of 20 million yuan, of which The amount of capital paid was 9.15 million yuan). After the completion of the transaction, the company holds a 5% stake in Hezhong Automobile.

At the same time, after the completion of the equity transfer, under the premise that Hezhong Automobile has obtained the approval of the new new energy vehicle project issued by the relevant state department, in the future, the company plans to subscribe for the additional issue of Hezhong Automobile with an amount not exceeding RMB 510 million. The equity of the company is not less than 15% of the equity (excluding the equity ratio of the equity transfer) or the price of each unit of capital invested by Hezhong Automobile is not more than 8 yuan.

Changfang Group plans to adopt 120 million holding shell Jinbao to consolidate the dual business pattern

On November 28th, Shenzhen Changfang Group Co., Ltd. issued the “Announcement on the Company's Participation in the Establishment of an Investment Industry M&A Fund to Sign an Investment Framework Agreement”. According to the contents of the "Announcement", the Zhuhai Hengqin Changyide Education Industry Investment M&A Fund (Limited Partnership) under the Changfang Group intends to invest in Shell Jinbao Education Technology (Beijing) Co., Ltd. (hereinafter referred to as "shells" by means of equity transfer and capital increase. Jinbao"), eventually obtained a 51% stake in Shell Jinbao, with a turnover of RMB 120 million.

Diligently acquired Guangzhou Longwen to complete the delivery, followed by more education layout actions?

Qinshang Optoelectronics announced on December 1 that it has officially completed the acquisition of assets of Guangzhou Longwen Education Co., Ltd. (hereinafter referred to as “Guangzhou Longwen”). Guangzhou Longwen has been transferred to the company name, the counterparty, and the matching funds. The subscription party has paid the subscription fee and the registration procedures for the above new shares have been completed.

Sanan Optoelectronics: Sanan Group completed an increase of 1.04% in shareholding

Sanan Optoelectronics announced on the evening of November 30th that the company received a notice from the shareholder Sanan Group on the same day, and its decision to end the increase plan. Sanan Group has increased its shareholding in the company since January 14, and plans to continue to increase its holdings. Sanan Group has increased its shareholding in the company by 2,569.75 million shares (the shares before the implementation of the 2015 annual profit distribution plan), accounting for 1.04% of the company's total share capital. As of the date of information disclosure, Sanan Group holds 321 million shares of the company, accounting for 7.86% of the company's total share capital.

Wanrun Technology invested 190 million to build Wanrun Technology Hubei Industrial Park Project

Wanrun Technology announced on the evening of November 30 that Wanrun Technology Hubei Co., Ltd., a wholly-owned subsidiary of the company, plans to raise funds of RMB 198.15 million to invest in the construction of Wanrun Technology Hubei Industrial Park in Xiantao City, Hubei Province, to further improve Wanrun. The industrial layout and regional layout of science and technology in the domestic LED market will enhance the comprehensive competitiveness and profitability of the LED industry. Wanrun Technology said that this investment will help to further improve the industrial layout and regional layout of Wanrun Technology LED products in the domestic market, enhance the market share and popularity of LED products in the Midwest market, and foster new profit growth areas, which will help improve Company competitiveness.

In the construction of the third phase of Jing’an Optoelectronics, the investment in this period was 740 million yuan.

Jingan Optoelectronics Co., Ltd., a wholly-owned subsidiary of Sanan Optoelectronics Co., Ltd., recently introduced that the first and second phases of Jingan Optoelectronics completed an investment of 3.78 billion yuan to achieve an annual production capacity of 1.5 million pieces per month for LED substrate. The monthly output of the crystal rod reached 1.06 million mm, and the PSS patterned substrate sheet was 400,000 pieces/month. According to the relevant person in charge of the company, in January this year, Jingan Optoelectronics Phase III project was launched, with an investment of 3.266 billion yuan, an annual planned investment of 1.05 billion yuan, and an investment of 740 million yuan. According to reports, from January to September this year, the company has completed an output value of 1.7 billion yuan and realized tax payment of 130 million yuan. It is estimated that by the end of this year, the company's LED sapphire flat-film substrate production capacity will reach 1.8 million pieces / month, the new PSS patterned substrate capacity of 500,000 pieces / month.

OSRAM Malaysia LED chip factory completed, put into production at the end of 2017

On November 24th, OSRAM Opto Semiconductors held a ceremony to celebrate the roof of the LED chip manufacturing plant in Malaysia's Kulim Hi-Tech Park. Mr. Aldo Kamper, CEO of OSRAM Opto Semiconductors Germany, Dr. Roland Mueller, General Manager of Malaysia Branch, and Mr. YB Datuk Chua Tee Yong, Deputy Minister of International Trade and Industry of Malaysia, attended the company's internal ceremony. The Kulin plant covers an area of ​​48 acres and will become the world's largest and most advanced LED chip production base. The products developed and produced at the new plant in Kulim include semiconductor LED chips based on 6-inch wafers.

NVC Lighting Raises Annual Cap under the DeHao Runda Purchase Agreement

On the evening of November 29, NVC Lighting announced that due to better-than-expected demand for Dehao Runda products, the company expects that the annual original cap of the relevant transactions under the Dehao Runda Purchase Agreement will not be sufficient to meet the company's needs.

Accordingly, the Board of Directors approved the upward revision of the annual cap on the transaction under the DeHao Runda Purchase Agreement. The original annual caps for the purchase price payable by the Group for the three years ended December 31, 2018 were RMB 100 million, RMB 100 million and RMB 100 million, respectively. The revised annual caps are RMB 120 million, RMB 130 million and RMB 140 million respectively. On the evening of November 29, NVC Lighting announced that due to better-than-expected demand for Dehao Runda products, the company expects that the annual original cap of the relevant transactions under the Dehao Runda Purchase Agreement will not be sufficient to meet the company's needs.

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