[Text / Gaogong LED Huang Yaping] The People's Government of Jiangxi Province issued the "Implementation Plan for Building Nanchang Optical Valley and Building Jiangxi LED Industrial Base" to build a Nanchang Optical Valley and build a Jiangxi LED industrial base, and to strengthen technological synergy and innovation. Scientifically plan the industrial layout, promote the industrial agglomeration development, and promote the LED industry to become bigger and stronger.
In 2015, many international giants announced their withdrawal from the white LED market. Even many domestic LED companies went bankrupt, and many people in the industry put the idea of ​​“holding a group to warm up†on the agenda. Gaogong LED summed up the well-known circles in the circle. People's views on the warmth of the group. (Click to read the specific point of view)
Market trend
1. Most of the “Belt and Road†routes are emerging economies and developing countries. They are the new blue ocean for China's LED product exports. Last year, the export “One Belt, One Road†market reached US$10 billion, a year-on-year increase of 43%.
2. Although the smart lighting market is still in its infancy, the existing intelligent lighting system systems have been actively promoting integration among enterprises in many industries, from control platforms and control protocols to light source products.
3. The third-generation wide-bandgap semiconductor technology, visible light communication technology and integrated circuit chip industry with greater market space are gradually becoming the next competition space for LED chip companies.
4, LED glue industry After years of development, each program has also reached a very mature stage, the more in this case, the more difficult it is for enterprises to reduce the price demand for supply chain customers.
5. In the future, in the field of upstream chips, silicon-based and sapphire technologies will be promoted simultaneously, silicon-based technologies will be given priority, and research and development in silicon-based LED technology and application fields will be strengthened, with emphasis on the development of large-scale substrate manufacturing and general illumination. Epitaxial wafer and chip manufacturing technologies for high-end applications such as LED backlights further improve the overall performance of silicon-based LED products.
6. As early as a few years ago, there were complaints such as “there are too few LED standards and the products could not be relied on to cause market confusion.†The standardization issue has been a topic of heavy discussion in the industry. How do you view the domestic LED standardization problem? (Click to read the specific point of view)
Listed company
1. Feile Audio (600651) issued a non-binding letter to Osram to acquire its lighting business, and authorized the company's management to take the lead preparation and the next transaction process. In conjunction with HSBC, the Bank terminated the letter of appointment and HSBC no longer served as the exclusive international financial advisor to the company's acquisition of OSRAM Lighting's business project.
2. Huacan Optoelectronics will invest in LED epitaxy, chip and industrial chain extension projects in Yiwu Industrial Park. It is estimated that the total investment will be about RMB 6 billion. At the same time, both parties agreed to jointly set up LED industry M&A funds for Huacan Optoelectronics to carry out LED industry chain. M&A integration.
3. The 01 and 02 projects undertaken by Silan Micro (600460) received a total subsidy of RMB 4.03 million from the local financial supporting funds in Zhejiang Province. The company received the above subsidy funds on December 7, 2015.
4. Sanan Optoelectronics (600703), a subsidiary of Xiamen Sanan Integrated Circuit Co., Ltd., recently received a special investment support fund of 150 million yuan from the Xiamen Torch High-tech Industrial Development Zone Management Committee. Currently, the payment has been received.
5. Maoshuo Power Supply (002660) and its wholly-owned subsidiary Shenzhen Maoshuo Electronic Technology Co., Ltd. recently received a government subsidy of 8.46 million yuan.
6. “MOCVD Equipment Subsidy Contract†signed by Deli Optoelectronics Co., Ltd., a wholly-owned subsidiary of Guangdong Ganhua, and Jiangmen High-tech Industrial Development Zone Management Committee. On December 31, 2015, Deli Optoelectronics received the second phase of equipment subsidy RMB. 29.7 million yuan.
7. Qinshang Optoelectronics released the restructuring plan and disclosed the draft purchase of assets. It intends to purchase 100% equity of Guangzhou Longwen held by Yang Yong and Huaxia Life Insurance in the form of issuing shares and paying cash.
Big Data
1. It is understood that in 2015, the export of LED key products in Guangdong was about 125 billion yuan, a year-on-year increase of about 33%, accounting for 42% of the total export value of LED products in the national key areas.
2, high-tech production research LED Research Institute (GGII) statistics show that in 2014 China's LED upstream epitaxial chip production value reached 12 billion yuan, an increase of 43%. In 2015, the output value of China's upstream epitaxial chips increased by only 8.3% year-on-year, with an output value of 13 billion yuan, and its growth rate slowed down noticeably.
3, high-tech production research LED Research Institute (GGII) statistics show that in 2015 China's LED lighting penetration rate reached 45%, the total industry size reached 396.7 billion yuan, an increase of 15.1%. GGII expects LED penetration to reach 80% in the next three years (-2018).
4, high-tech production research LED Research Institute (GGII) survey data show that the average price of domestic LED low-profile silicone in 2015 has dropped from 200-400 yuan / kg in 2014 to 100-150 yuan / kg; high-definition LED silicone The average price dropped from 1,000 yuan / kg to 600-800 yuan / kg.
5. According to GGII research, at present, the global LED industry market potential will reach 1 trillion yuan, and the demand for MOCVD equipment is still growing. In 2014, domestic MOCVD equipment was 1,172 units, and in 2015 it increased to 1222 units. It will reach 1,400 units in the year and 1,500 units in 2018.
See overseas
1. Colorado State University (CSU) and Philips Lighting signed a long-term cooperation to establish a school of LED lighting education, research and training units in the university.
2. In 2017, the white LED patent of Nichia will be lifted, and the patent competition of the LED industry will enter a new era. The flip chip package and wafer level package (CSP) will become the main battlefield. The Japanese and the new century are the only two. The suppliers that can stabilize the mass production are expected to ship in large quantities after March of the new century. The proportion of revenue of the two major products in the second half of the year is expected to be 50%.
3. Due to the sluggish performance of the LED business group, Samsung Electronics is currently considering the internals of the LED business group to stay in the company. Recently, Samsung Engineering has decided to promote a pay-as-you-go program. From December 2015 to November 2016, grassroots employees can apply for free leave for one month without paying attention to their business. Higher-level management employees are pay cuts. In the case of a one-month replacement, it is worthy of attention whether the performance of the main subsidiary of the Samsung Group is weak.
new product release
1. Jingke Electronics recently launched a variety of high-efficiency COB+ series products with improved brightness, among which the 3120 series has super high light efficiency (up to 85lm/W at 3000K), which is especially suitable for high-end LED lighting market, such as boutiques and high-end clothing. Shop and so on.
2. Hunter introduces two smart ceiling fans that support Wi-Fi connectivity. In addition to being controlled by smartphones, Hunter also supports Apple's HomeKit protocol.
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