[Text / Gaogong LED Huang Yaping] Golden Autumn October is the harvest season, harvesting golden, harvesting red, harvesting hope... Looking back at LED lighting companies in the past 10 months, it seems that not all are fruitful. There are LED lighting companies investing in large-scale investment to expand production, and a new round of layout to find new markets. But there are also some LED lighting companies who have no choice but to announce their exit from the LED market and step into the final.
1. Toshiba announced its withdrawal from the white LED market
On October 28, Toshiba announced that it will carry out structural reform measures for the system integration chip (System LSI) business and the discrete component business. Toshiba will withdraw from the CMOS image sensor and white LED market.
Toshiba said it will withdraw from the CMOS image sensor market and plans to sell the facilities, equipment and other related assets of the Oita factory supporting 12-inch silicon wafers to Sony. The plan is to complete the sale by the end of March 2016.
In addition, Toshiba white LEDs are part of the discrete component business, and Toshiba plans to exit the white LED market at the end of 2015 (end of March 2016), and then concentrate resources on products with growth potential such as power control chips and optical components.
2, Yuanrong Technology acquired Jason Electric layout deep ploughing deep ultraviolet LED
In mid-October, Yuanrong Technology announced that the company intends to acquire 85.61% equity of Qingdao Jiesheng Electric Co., Ltd. by means of non-public offering of shares and payment of cash. Through the acquisition, Yuanrong Technology will further improve its strategic layout in the deep ultraviolet field and expand the “big health†territory.
With the strengthening of the market requirements for product sterilization and purification lamps, deep-UV LEDs have advantages that other sterilization products can't match, and will gradually enter the civil, medical, military and other industries.
According to the data, Qingdao Jiesheng, the target of the acquisition, has been involved in the research of deep-UV LEDs for more than ten years. It has the unique GaN-MOVCD (deep-UV growth equipment) manufacturing technology and deep-UV epitaxial chip production technology. The technical indicators of the products have reached the international advanced level.
Through this acquisition, Yuanrong Technology will officially enter the big health industry and become one of the few “Healthy China†concept stocks in the New Third Board.
Some analysts pointed out that the strategic significance of Yuanrong Technology's acquisition of Qingdao Jiesheng is in the long run. The company will actively expand into the field of deep ultraviolet chips in the future. The combination of deep ultraviolet chips and medical health will have broad application prospects.
3, Oupu hand in hand Dutch company or will subvert the European and American LED market
On October 28, 2015, China Lighting's leading brand, Op Lighting, signed a technical cooperation agreement with Seaborough, based in Amsterdam, to jointly integrate the world's first universal LED tube oneTLED technology into the development and manufacture of LED tubes. This technical cooperation will have a huge impact on the existing European and American LED market, and even subvert the LED market in Europe and America.
The Netherlands is the cradle of the world's lighting industry, cultivating a number of lighting giants. Under the witness of the Dutch royal family, Opp has signed a breakthrough technical cooperation agreement for the Dutch company, which is undoubtedly a huge for the Chinese lighting industry. At the milestone, Op Lighting is also expected to take this opportunity to further promote the strategic expansion of globalization.
This international cooperation, with the help of high technology or will achieve the rapid breakthrough of the European international brand, it is undoubtedly an important turning point and inflection point in the company's international strategy construction.
4, Hongyan Electric invested 50 million yuan and Zhongwei Optoelectronics reached a "machine substitution" cooperation
On October 28, Hongyan Electric and Zhongwei Optoelectronics reached a strategic cooperation in “machine substitution†in Hangzhou. According to the agreement, Hongyan Company has compiled a master plan for “machine substitutionâ€. It plans to invest in not less than RMB 50 million for three years, to automate the production line and assembly line, to carry out intelligent transformation and to build a new intelligent factory. The implementation of the "machine substitution" project by Hongyan Electric will be fully entrusted to Zhongwei Optoelectronics.
Wang Micheng, president of Hongyan Electric, said that the strategy of "Hongyan Electric's machine substitution" was also forced out."
It is understood that Hongyan Electric, which started with electrical products, was established in 1981. The company's electrician product market share has always been at the forefront of the industry. In 2010, the company began to enter the LED lighting industry and invested in eight production lines in the company's two industrial parks.
However, with the rapid development of Hongyan lighting industry, the company urgently needs to further expand its production capacity. For example, from January to September this year, Hongyan Lighting's revenue increased by 80%, orders increased rapidly, and it was difficult to recruit workers and high labor costs. A big drag.
Nowadays, Hongyan has begun to lay out the smart home field. According to Wang Micheng's vision, Hongyan not only needs to produce intelligent products and solutions, but also to realize the intelligentization of the production process, in order to cope with external challenges and seize the commanding heights of competition.
5, GE set up new energy company lighting business or will be divested
On October 7, General Electric (GE) announced the formation of a new company and named the new company Current.
It is understood that the current company will be incorporated into the LED business responsible for commercial and industrial customers, and GE Lighting will continue to sell LED bulbs to the general consumer.
While GE has recently continued to sell non-core businesses, many industry insiders estimate that lighting will be sold sooner or later.
"The signal from this incident is that Maryrose Sylvester, who is currently president and CEO of GE Lighting Group, will be in charge of Current, and also acknowledges that the expansion in 2015 will not include the LED market, which may also mark the lighting part of GE. It is about to enter the end," said GGII senior analyst Li Shengfa.
6. The United States opposes Chinese acquisition of Philips on the grounds of national security
In October 2015, Philips said its plan to sell the Lumileds lighting division to the Chinese consortium for $3.3 billion could be hampered because the US authorities opposed the deal on the grounds of national security.
Lumileds is the world's leading manufacturer of lighting equipment. Philips announced in March this year that it will sell 80% of its equity to Go Scale Capital, a fund formed by a combination of venture capital and oak investment partners.
Lumileds' sales and earnings are mostly from its automotive lighting business, but the company is also developing light-emitting diodes (LEDs) in San Jose and has a portfolio of lighting patents.
Philips CEO Wan Hao Dun said that he will try to calm the concerns of the committee and still believe that the transaction will be completed smoothly.
7, Jingdian and Mu Linsen set up a factory in India to resist the conversion of Yiguang to Sanan
In 2015, a foreign newspaper reported during the National Day in October that Jingdian (2448.TW) intends to establish a factory in India in conjunction with Mulinsen (002745.SZ).
The report pointed out that after the announcement of the adoption of the mainland LED die, the company will not be outdone, and will join hands with the mainland packaging leader Mu Linsen to set up a joint venture in India to seize the huge Indian-driven policy. LED lighting business opportunities, and appointed by Crystal Power as the general manager of Mulinsen India."
From this point of view, the "tear force" battle between the LED chips and packaging factories on both sides of the strait is on the string.
Mulinsen’s secretary-general Lai Aimei told Gaogong LED. “Mu Linsen has set up a subsidiary in India to take charge of local sales. The factory has no plans yet. But as the market develops, it is not impossible to set up a factory in India.â€
8, crystal power to accelerate the layout of LED car lighting into the Dominant
At the beginning of October, LED faucet ICP (2448, TW) announced that it intends to acquire 11 million shares of Dominant Opto Technologies' common stock in Malaysia's LED packaging plant, with a total amount of RM64.85 million (equivalent to NT$512 million) and sign an investment. protocol.
It is understood that Dominant is an important supplier in the LED automotive lighting market, and Crystal Power can use this to deepen the field of automotive lighting. At present, the production bases are in Malaysia and Laos, and the sales bases cover the United States, Germany, Japan, South Korea, Shanghai and other places, and serve the car customers nearby.
Jingdian said that this investment is a concept of virtual cooperation, mainly strengthening the strategic cooperation between the two parties, promoting closer cooperation between the two parties and accelerating the introduction of new products into the market. The investment amount is not large, and Jingdian will not be involved in Dominant's operation, but it is purely strategic investment.
The new round of layout of Jingdian is to find a new niche market for the current LED backlight and general lighting market.
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