LED companies will start the battle and mergers and acquisitions will become the norm

In 2014, the LED lighting feast is truly a curtain! Corresponding to the strong growth of the market, LED manufacturers will usher in a real golden period of development.

However, in the new competitive situation, there are not many time left for enterprises to arrange for troops. The second half of this year is crucial for enterprises. Especially for packaging enterprises that are in the middle of the industrial chain and in a relatively serious situation, how to seize the favorable opportunity of the production market, quickly improve their competitive strength, and quickly occupy a favorable position for future development?

In addition to technically keeping up with the trend of industrial development, actively complementing each other and strengthening the alliance through various channels, and actively creating a vertically integrated supply chain is undoubtedly a lot of packaging manufacturers are now practicing. In addition, in the expansion of its own business field, many packaging companies are also actively developing new market segments in order to find new profit growth points.

The demand for lighting has exceeded expectations. In order to gain a position, it will be able to occupy a favorable position in the future competition. The LED industry is experiencing the most dramatic mergers and acquisitions, and the packaging is more prominent. .

For the strength packaging enterprises in the middle of the industrial chain, if they can develop synergies through the development strategy of industrial chain integration, realize scale benefits, and actively cut into the terminal market, it is undoubtedly perfect to improve profit margins.

But the way to the upper reaches of the high-end atmosphere is always so rugged and difficult. For example, Guoxing Optoelectronics Co., Ltd., a leading domestic packaging company, has launched a vertical integration development strategy in 2010 and officially entered the upstream.

However, until the end of 2013, the sales of 10 MOCVD equipments that had been installed and commissioned and put into production contributed only 2.89 million yuan to Guoxing Optoelectronics, accounting for only 0.26% of the total revenue. Compared with professional chip manufacturers, the road to the upstream is a long way to go.

Of course, the way the enterprise extends in the industrial chain is never fixed. In the "competition era", large-scale, strong and weak corporate mergers or strong alliances in the LED packaging link can be said to have been fully reflected.

Active cooperation with upstream manufacturers to obtain sufficient and cost-effective chips while ensuring sufficient and stable supply is undoubtedly one of the ways for midstream packaging companies to enhance their competitiveness.

Taiwan's packaging manufacturer Yiguang had already invested in Jingyuan Optoelectronics in 2007, maintaining its competitiveness in the chip segment. Yiguang Chairman Ye Yufu also served as the vice chairman of Jingyuan Optoelectronics.

Recently, Mulinsen also signed a "Strategic Cooperation Agreement" with Aoyang Shunchang. The agreement focuses on the continuous procurement of LED chips of not less than 400 million yuan from Huai'an Optoelectronics, a subsidiary of Aoyang Shunchang Holdings, within two years.

Hongli Optoelectronics Co., Ltd., a listed packaging company listed in recent years, announced on June 25, 2014 that it signed a Strategic Cooperation Agreement with Sanan Optoelectronics Co., Ltd. The agreement stipulated that the strategic cooperation period is three years. In the first year of the agreement period, the company purchased LED chips from Sanan Optoelectronics, amounting to about 280 million yuan.

Listed company Ruifeng Optoelectronics is no exception. Recently, a press conference was held to team up with Bridgelux in the United States to build the downstream lighting brand “Purifeng”. It is understood that the series products of Prefund will be exclusively sold by Ruifeng Optoelectronics in mainland China.

In addition to actively “striving for the upstream” in the value chain, it may be a relatively easy way for midstream packaging companies to continuously strengthen their sphere of influence in the middle reaches, or extend downstream and close to the terminal market.

In 2014, LED lighting and backlight demand continued to look prosperous, and the capacity utilization rate of packaging enterprises was mostly above 90%, and it was nearly full. The release has not kept pace with the market demand, and companies that are winning in the scale of winning are seeking Expansion plan.

Hongli Optoelectronics Co., Ltd., which has a capacity expansion plan, is also strengthening its position in the packaging chain. Hongli Optoelectronics recently purchased through the issuance of shares and payment of cash in terms of production technology, product structure and sales channels. With a strong complementary space, Smect, which has rich experience and technical reserves in the field of lighting white light and EMC LED, has a total of 100% equity, and the total transaction consideration is 180 million yuan.

And more powerful packaging companies, such as the strong position of the packaging sector and the relatively abundant cash flow of listed companies, Mulinsen, Changfang, Guoxing, and Yiguang have already extended to the downstream industry chain in the past few years, and the market moves very much. .

Mulinsen has extended and exerted its strength in the downstream application. In recent years, it has also launched large-scale marketing and layout at home and abroad. In 2014, the lighting market in China is expected to be 1.2 billion yuan. Recently, Mulinsen actively cooperated with the Institute of Electric Light Sources of Fudan University. In the future, he will explore new technologies in LED application, LED professionals and LED production, research and research to further consolidate and enhance the advantages of Mulinsen in LED lighting.

In the past two years, the rectangular lighting has been deployed in lighting products and channels. Its products have grown very fast in the market with high cost performance, but today's rectangular lighting has become synonymous with low-cost competition and inferior products, leading to its indoors. The lighting market is weak.

To this end, Changfang Lighting, which is not short of money, is also an integrated application company that is actively looking for advantages in the industry. After two months of suspension, it publicly announced the acquisition of LED flashlights, LED lanterns and LED emergency lights. Fang Lighting hopes to quickly activate the indoor lighting business through Kang Mingsheng's marketing network resources.

Guoxing Optoelectronics is also step by step in the construction of brands and channels for downstream lighting. In 2013, Guoxing Optoelectronics held dozens of investment promotion conferences. And in Zhejiang, Hebei, Hunan and other places have set up operations centers. The layout of East China, North China and South China has been successfully completed, and the total number of dealers has increased to 1,000. Agent dealers also generally reflect that their quality is excellent, and the product cost is high.

Yiguang is also actively strengthening its downstream channels and building its own lighting brand. In order to strengthen the layout of the channel, Yiguang is also actively looking for suitable channels to purchase. In order to meet the capital needs of brand expansion and mergers and acquisitions, in consideration of the need to purchase funds, Yiguang announced on May 14 this year that it will hold a shareholding in the company, and its shareholding will fall from 11% to 2%. Ye Yifu also resigned. Vice Chairman of Jingdian. It shows that it is determined to exert its strength in the downstream.

In addition to the large-scale actions of listed companies in the extension of the industry chain, according to the reporter's understanding, the companies that do the packaging basically have downstream application extensions, or focus on self-branding abroad, or OEM for large lighting companies. Or ODM.

"At least 80% of them have extended to the downstream. There is still room for development in this area. The current practice in the market proves to be feasible, and everyone is developing well," said the marketing director of an industry company.

For the packaging companies do not focus on packaging, the recent action is frequent, an industry insider said: "These listed companies, on the one hand, hope to pass some positive feedback to the shareholders through their own actions; from the 2013 annual report of these listed packaging companies The profit in the lighting sector is not very impressive. It is very painful for companies not to make money."

Some experts also said that the development of industrial technology to a certain extent, resources will certainly gather to some large and high-quality enterprises. Whether it is for investment or integration of the industrial chain to strengthen and expand, mergers and acquisitions have been and will continue to be the norm for future industrial development. Vertical integration is still the main way for midstream package companies to break through.

Controller Batteries

This accessories including Xbox Series X Controller Batteries, PS5 Controller Battery Pack,Xbox One Battery ,our battery usually 600/1200/2400mAh, we also can customize your own capacity.

The Xbox Series X Controller Batteries, and PS5 Controller Batetry Pack are our private model with compectitive price and high qualtiy,all battery we got CE,FCC, RoHS , we also can do others certificates for you. and we can customize your logo ,package , carton ect.we accept OEM/ODM,welcome your inquiry.

we are good partner you can trust.

We test all battery one by one with controller before shipping, we can ensure the quality for you , we also can offer any samples for you to test before you make order, we will try our best to offer you best services . thanks for choosing us. Xbox Series X battery SX battery packPS5 batetry pack

Controller Batteries,Ps5 Battery,Charge Controller,Battery Charge Controller

Shenzhen GEME electronics Co,.Ltd , https://www.gemesz.com