However, as competition in the industry peers intensify and the penetration rate of the LED backlight market becomes saturated, this gorgeous growth will not last long in the next few years.
On February 24, Ruifeng Optoelectronics (300241.SZ) issued the "Foreign Investment Correction Announcement", saying that Ruifeng Optoelectronics and Shenzhen Lingtao Optoelectronics Technology Co., Ltd. (hereinafter referred to as "Lingtao Optoelectronics"), Peng Xiaoling and Wang Weiquan signed the "equity" The Subscription Agreement stipulates that Ruifeng Optoelectronics will invest RMB 30 million to purchase 15% of Lingtao Optoelectronics to quickly cut into the market of mobile phones, MP3, MP4, PAD, digital cameras, camera notebooks and tablet computers, and become bigger and stronger. Size backlight LED market.
“Lingtao Optoelectronics has been operating in the small and medium-sized LED backlight market for five or six years. It is very beneficial for both parties to expand its related business through its shareholding. It is also possible to continue to increase capital investment in Lingtao Optoelectronics. Gong Weibin, chairman of Ruifeng Optoelectronics, told reporters that we hope that Lingtao Optoelectronics can develop into one of the top companies in the domestic small and medium size backlight field, and will be able to compete with Jufei Optoelectronics in the future.
Wang Jianmin, general manager of Dongshan Precision (002384.SZ) LED Business Unit, said in an interview with "High-tech LED" reporter that Dongshan Precision has been investing in mobile phone backlight for more than one year. Currently, the small and medium-sized LED backlight production capacity is about 100KK/month. Around the end, the company plans to expand the production of small and medium-sized LED backlights to 300-400 KK/month by the end of 2014, surpassing Jufei Optoelectronics in terms of capacity.
Quan Jinsong, general manager of the LED business unit of 002429.SZ, also said that in the small and medium-sized LED backlight business, Zhaochi has plans related to it. Currently, relevant projects are being evaluated, and the merger and acquisition method will not be ruled out in the future. Expand the layout.
It is not difficult to see that the above-mentioned mainstream large-size LED backlight manufacturers have begun to gradually extend the layout focus to the small and medium-sized backlight field. Therefore, the market share of small-size LED backlights in Jufei Optoelectronics may be greatly challenged in the future.
“Jufei Optoelectronics is mainly because the small-size LED backlights are concentrated, and the market share and gross profit margin are relatively high, but this situation can't be maintained for too long.†Wang Jianmin told reporters that Dongshan Precision cut into small and medium-sized LED backlight business in the later stage. After the scale of production capacity comes up, the cost of backlight products will be reduced by 15% to external sales. They need to give profits to customers and then push the industry chain.
Obviously, the battle for the small and medium size backlight market is quietly brewing. Fan Zhencan, president of Yimeixinguang, told reporters that on the technical level, there is no big technical threshold for switching from large-size backlight to small- and medium-sized backlight. Related business expansion can be achieved through capacity deployment. “The current gross margin of small and medium size backlights may be higher, but as more and more manufacturers enter, the market may be difficult to say after two years.â€
Micro Data Line is a portable version of the Data Line 2.0 standard. The Micro data cable has a smaller interface than the Mini data cable used in some mobile phones, and is the next generation of Mini data cable specifications. This data line supports OTG and is 5PIN like MINI data line. Micro-usb supports OTG and, like Mini-USB, is also 5PIN. The definition of Micro series includes Micro-B series slots for standard equipment; Micro-ab slots for OTG devices; Micro-a and micro-B plugs, and cables. The Micro series is unique in that they include a stainless steel case that can be inserted and removed for 10,000 times. Compared with the Usb Cable Type C, the Type-C interface is plugable, but the Micro USB interface is not.
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