In the first half of review, if have what words, then "crossover" can not be ignored, not only LED, cross-border transition seems to have become a trend of "masses", a bobo news hit, let a person too many things to see some. Companies based on the core business of LED into other areas and didn't begin this year, this is becoming less rare for two years.
Such as factory photoelectric architecture takes root in the field of digital media, through the establishment linkage culture, acquisition time sharing media, friend's pr, precise focus, easy to reach and a series of actions, is trying to do big "digital media group". Leah's deep culture media business, bought a gold of lighting, interconnected yida, LiFeng culture, glux and lighting and other companies. Lehman photoelectric implement "LED + sports" double main business development strategy, in 2015, lehman photoelectric Chinese securities referred to as "change to" lehman shares ". Frequently on the photoelectric involved in education, acquired 100% of guangzhou yong man. Hon optoelec actively cultivate the second main business, and strive to create "LED + car networking" double main form, and will the name of the company by "guangzhou hong photoelectric co., LTD." changed to "hong god send group co., LTD.", the company securities referred to as the "hong photoelectric" change for "hong god send". And honest cross-border Internet advertising media industry science and technology, digital marketing the whole industry chain layout, otto about financial electronic...
In macro economy and the semiconductor lighting industry under the influence of growth factors, enterprises should consider to improve sustained profitability, need to find new profit growth point, this kind of crossover, implement double main business and main business strategy to become more enterprises to actively develop new profit growth point. There are a number of cross-border business, business outside of the LED has contributed a lot to the company.
Analysis indicates that, for the enterprise, whether crossover, or transformation, as long as have a good development for the enterprise are positive. For some well-funded companies, crossover is a good way of development. , however, the main business in two or three main layout, the proportion of the LED can be weakened and eventually the enterprise transformation, the LED is no longer the main business, enterprise is no longer with emphasis on the production of LED products and manufacturing. There is the possibility that, of course, but for now, the future of LED can be as the core to the last is unknown, only to sit tight.
In the crossover and the main layout, a lot of LED display is based enterprises, and the culture media and the direction of the sports industry is a lot of enterprises to choose. The personage inside course of study says, most of these companies have good profits, and many of the listed company, has a strong ability of capital operation, its object is a lot of promising but the profit of less than, after the acquisition, the two sides equal to complement each other. Relative display based enterprises, many listed companies are established illumination enterprise, and the emerging of LED lighting listed companies is relatively small, so difficult, fewer opportunities. "After listed, crossover what relative will be easier."
Whether listed or not, of course, powerful or not, the crossover transition is not a simple thing, not to cross to cross. A few years ago, on the issue of the cross-border transformation, have LED executives said that the temptation of cross-border transformation do exist, but in another area where risk is obvious, to the enterprise management level, risk resistance ability, degree of mastery of new areas of the market is very big, not easily. Today, although cross-border cases increasing, but the risk does not reduce, crossover is risky, action also need to be careful.
"Giant" collective "pushing"
Giants of nature is not to watch, in the first half of this year, like an appointment, a few giants have a bombshell. From philips spin-off of philips lighting on May 27 in Amsterdam in the Netherlands, stock exchange, finally the dust settles, philips lighting sale events listed, from planning to sell to the final wrangles, among this reversal. Philips lighting will be "independent" is, of course, the industry has long been known that fact, as early as in 2014, philips said in a news release, plan separately within its lighting business of philips lighting company, consumer and medical units into a value of 15 billion euros philips medical technology company, in order to make the company to focus on health care and consumer electronics, philips, also gradual stripping lighting business, just never thought that after this process is so ups and downs.
For philips stripping lighting business, a lot of the personage inside course of study thinks, lighting business for philips in the fall, the contribution of the philips's focus is on more lucrative healthcare, at this time, for philips and want to take over the company is a win-win situation.
Osram last year approved a spin off its LED lighting division, and decided to the stripping of the LED lighting business to establish a company, and name it "Ledvance", osram in May this year forecast, Ledvance will be officially on July 1, 2016 spin-off. Ledvance product portfolio including standardized consumption lighting, traditional lighting and modern LED lights. New business will also provide intelligent building and intelligent lighting solutions of family connections. Osram said, stripping LED lighting business will make Ledvance able to work independently with a leaner body, to be able to cope with the fast changing market and individual customer requirements.
GE this two years in a big adjustment, also to industry as its main business, spin off the financial business, this year is to industry sold for $5.4 billion to haier group. Has set up a combination of GE's LED, solar power, energy storage and electric car business with its Current Predix platform of the new company, at the same time actively into the Internet industry, in April this year, GE's Current to a $$bought DaintreeNetworks was established in Melbourne of emerging building automation company, the company is the industry of the Internet
In addition to lighting companies, happen less often in the acquisition of equipment material, from equipment companies ace strong message to attract people's attention. In march of this year, officially announced the sale ace is strong, welcome investment enterprises. May, China formally to ace chip investment fund takeover offer, and would like to 6 euros per share, a total of 676 million euros (RMB 5 billion) for love is strong. It is thought that the acquisition of MOCVD equipment in our country enterprise to bring the pressure of competition, technology is difficult to achieve in the short term, however, ace Chinese m&a will help to complement the domestic equipment industry, the rapid development of the compound semiconductor industry. At present the acquisition has not been completed, is expected to be completed in the second half of the year.
Changes, along with the development of the semiconductor lighting industry giants each have each plan and considerations, the pattern of industry forces is also quietly changing, and in the change, from Chinese companies and capital strength should not be ignored.
Resources concentrated, integrated to continue
"In general, the trend of resources in the rendering set, whether it's upstream link or middle link. As resources, once the epitaxy chip packaging pattern, position after the scheduled will be difficult to change, it is difficult to go beyond the first second." One industry source said.
Integration, mergers and acquisitions is the topic of "old", is still going on. Hierarchical link the exiting a small factory, but there are also some enterprises is still in the overweight. Among them, the chip companies HuaCan photoelectric through acquisitions, equity participation and qiangqiang cooperation mode, continue to expand capacity, speed up the industry concentration. Acquired 100% merryman photoelectric scene, blue SPAR acquisition, the participation north wake photons, wood Tomlinson and 1.5 billion yuan HuaCan photoelectric signed cooperation agreement, etc.
Last year listed on the shenzhen stock exchange wood Tomlinson, has been continuously, overweight LED business, a wholly owned subsidiary capital, equity participation and development of lighting (xiamen) 10.91% stake, quasi 315 million acquired 80% super era of light source, to participate in the acquisition of OSRAM lighting business assets Licht AG part... A series of measures, the performance is very outstanding.
"This two years the progress of domestic enterprises is very big, such as wood Tomlinson businesses to participate in international mergers and acquisitions, began to have a global vision." For the performance of the domestic enterprise, industry insiders said.
Downstream link is also facing a centralized trend is gradually, however, change is bigger, the downstream application transformation relative speed is faster. "Unlike a hierarchical link due to the limitation of technology, equipment, etc, transformation is not that easy." Although the application field competition is intense, the personage inside course of study thinks that enterprise can some as in marketing. "Due to the location and orientation of different countries, different needs of customers, especially in marketing, can according to the needs of different regions, to do some marketing features, such as some customers to pursue high quality, some value price, and through some electric business platform, such as the amazon products can be sold to other areas, also can maintain some good profit margins."
Market segment organic can be found
From light from exhibition exhibition such as BBS, including smart lighting, lighting plants, such as UVLED niche is very popular. "Segment of the market development, demand is also changing, technology is also in ascension, such as UV test of pseudo applications, yanchao of authenticity and the other is different, so there are a lot of opportunities. Market segment that things can be found there are many." The personage inside course of study says.
Bullish on niche applications, many enterprises in the layout. Such as hon optoelec launch the inorganic UVLED, automotive LED products, such as LGInnotek, static photoelectric also have UVLED products, such as light vehicle LED products as one of the main focus of this year, there are a number of UV - ALED products, for curing and application market. Seoul semiconductor and career are also actively import car market. Ronda electronic lighting ratio is increasing, has also been applied in high-speed rail, automotive lighting such as niche.
Taipei photoelectric weeks during this year, ronda electronic business enterprise group of lighting enterprise marketing associate Huang Daoheng said, the LED lighting must be the future development direction of lighting, ronda electronic lighting part of the last two years have been growing, ronda will electronic lighting products as far as possible to the direction of high added value, in some good profits, lamps and lanterns with high additional value products, after the third quarter will slowly adjust, hope can improve lighting part of the profits.
However, although the market segment of attention, but it is still in the breeding period, enticing prospect but also is not easy, each niche also has its own problems to be solved. Pattern of intelligent lighting in person many, for example, the direction is unknown, from a product to the standards are still in exploration. LED application prospect in the field of agricultural light there is no doubt that agriculture is the plant light illumination applications development is relatively mature in some part, although has many applications, there is still price, meet the demand, technology promotion and so on various problems need to be solved. Automotive lighting applications is not want to go to can enter.
