[Text|High- tech LED reporter Luo Shenghua] In 2014, the LED industry continued the hot market since last year, especially the downstream lighting application field continued to maintain rapid growth. The gradual maturity of technology and the rapid improvement in price/performance ratio have led to the growth of LED lighting penetration and market confidence.
After the outbreak last year, the entire industry gradually became more rational, and more companies began to think about the key issues in the development of the entire LED industry in the next few years.
At the upstream chip level, benefiting from the accelerated start of the terminal LED lighting market, the market for LED chips in the first half of this year continues. The localization rate of the domestic LED epitaxial chip industry is also constantly improving. In addition to the domestic enterprises in the packaging field began to erode Taiwan's corporate share, the trend of chip procurement to domestic leading enterprises has become more and more obvious. But behind the prosperity, the situation of no increase in revenue has not been significantly improved.
The concentration of LED chip industry is getting higher and higher, and the polarization between domestic LED chip factories is becoming more and more serious. The era of capital competition and scale competition has arrived. Some chip makers benefited from government support and their own strength, and continued to expand their scale, increase production capacity and price competition, and the survival pressure of second- and third-tier manufacturers gradually increased.
From the perspective of midstream packaging, after years of fierce competition, the domestic LED packaging market has been relatively mature. The leading enterprises of the first echelon represented by Ruifeng Optoelectronics and Hongli Optoelectronics have continuously strengthened their competitiveness and expanded their scale. They are not weaker than the LED packaging enterprises in foreign countries and Taiwan in terms of domestic market competitiveness and independent intellectual property rights. In terms of packaging, domestic companies already have the same strength as international LED companies.
As far as the current mature packaging industry is concerned, there is not much difference in the technical aspects of various LED packaging companies in China. The only difference is the size of the company's production capacity, the consistency between product batches, and the difference in product reliability.
On the other hand, although domestic packaging enterprises are developing rapidly, it is undeniable that the current packaging market is still in a changing stage. Most enterprises are still constrained by the scale effect of standardized product mass production, the product line is too long, and the price is vicious. As a result, the company's profitability and revenue growth cannot be consistent. Actively distributing differentiated products has become one of the most important ways for packaged companies to improve their profitability.
With the rapid development of LED industry technology, various new products and new technologies emerge one after another. Under such circumstances, not only upstream and midstream enterprises, but also downstream application manufacturers are constantly adjusting their product layout and positioning to meet market requirements. . Compared with the “survival of the fittest†in the upper and middle reaches, the competition in the downstream application market is more intense.
At the same time, downstream lighting application enterprises have risks such as large fluctuations in engineering projects or uncertainties in channel development and input and output. In particular, the domestic LED lighting industry faces a situation in which the scale of enterprises is generally small and the degree of industrial concentration is low, and mergers and acquisitions have become a trend.
In the first half of this year, with the further development of industry integration, many small and medium-sized enterprises have suffered bankruptcy. Even some large enterprises that can barely maintain their operations have encountered problems such as insufficient orders and poor circulation of funds.
In this process, LED listed companies with strong strength and single business hope to expand their product and market share and improve their industrial chain through mergers and acquisitions among enterprises. Lighting companies with channels, fame and poor economic strength hope to ease their financial pressure and win more working capital through mergers with large companies.
Industry insiders estimate that in 2014, the company will continue to shuffle, and some companies with weak competitiveness will be phased out, leading the industry.
The 12th High-tech LED Industry Summit Forum and LED Supply Chain Brand Summit will be held as scheduled from September 26th to 27th in the conference room of No.1, C-floor, Guangzhou Pazhou Canton Fair. The theme of the theme of this year's forum is scheduled to start at 13:30 on September 26. At that time, representatives of well-known LED manufacturers such as PHILIPS LUMILEDS, Zhen Mingli, Hongli Optoelectronics, Hangzhou Zhongwei will give a keynote speech at the conference, and discuss the middle and lower reaches of the entire industrial chain such as chip, packaging, lighting, power supply, equipment and accessories. Opportunity, driving force and direction, stay tuned!
After the outbreak last year, the entire industry gradually became more rational, and more companies began to think about the key issues in the development of the entire LED industry in the next few years.
At the upstream chip level, benefiting from the accelerated start of the terminal LED lighting market, the market for LED chips in the first half of this year continues. The localization rate of the domestic LED epitaxial chip industry is also constantly improving. In addition to the domestic enterprises in the packaging field began to erode Taiwan's corporate share, the trend of chip procurement to domestic leading enterprises has become more and more obvious. But behind the prosperity, the situation of no increase in revenue has not been significantly improved.
The concentration of LED chip industry is getting higher and higher, and the polarization between domestic LED chip factories is becoming more and more serious. The era of capital competition and scale competition has arrived. Some chip makers benefited from government support and their own strength, and continued to expand their scale, increase production capacity and price competition, and the survival pressure of second- and third-tier manufacturers gradually increased.
From the perspective of midstream packaging, after years of fierce competition, the domestic LED packaging market has been relatively mature. The leading enterprises of the first echelon represented by Ruifeng Optoelectronics and Hongli Optoelectronics have continuously strengthened their competitiveness and expanded their scale. They are not weaker than the LED packaging enterprises in foreign countries and Taiwan in terms of domestic market competitiveness and independent intellectual property rights. In terms of packaging, domestic companies already have the same strength as international LED companies.
As far as the current mature packaging industry is concerned, there is not much difference in the technical aspects of various LED packaging companies in China. The only difference is the size of the company's production capacity, the consistency between product batches, and the difference in product reliability.
On the other hand, although domestic packaging enterprises are developing rapidly, it is undeniable that the current packaging market is still in a changing stage. Most enterprises are still constrained by the scale effect of standardized product mass production, the product line is too long, and the price is vicious. As a result, the company's profitability and revenue growth cannot be consistent. Actively distributing differentiated products has become one of the most important ways for packaged companies to improve their profitability.
With the rapid development of LED industry technology, various new products and new technologies emerge one after another. Under such circumstances, not only upstream and midstream enterprises, but also downstream application manufacturers are constantly adjusting their product layout and positioning to meet market requirements. . Compared with the “survival of the fittest†in the upper and middle reaches, the competition in the downstream application market is more intense.
At the same time, downstream lighting application enterprises have risks such as large fluctuations in engineering projects or uncertainties in channel development and input and output. In particular, the domestic LED lighting industry faces a situation in which the scale of enterprises is generally small and the degree of industrial concentration is low, and mergers and acquisitions have become a trend.
In the first half of this year, with the further development of industry integration, many small and medium-sized enterprises have suffered bankruptcy. Even some large enterprises that can barely maintain their operations have encountered problems such as insufficient orders and poor circulation of funds.
In this process, LED listed companies with strong strength and single business hope to expand their product and market share and improve their industrial chain through mergers and acquisitions among enterprises. Lighting companies with channels, fame and poor economic strength hope to ease their financial pressure and win more working capital through mergers with large companies.
Industry insiders estimate that in 2014, the company will continue to shuffle, and some companies with weak competitiveness will be phased out, leading the industry.
The 12th High-tech LED Industry Summit Forum and LED Supply Chain Brand Summit will be held as scheduled from September 26th to 27th in the conference room of No.1, C-floor, Guangzhou Pazhou Canton Fair. The theme of the theme of this year's forum is scheduled to start at 13:30 on September 26. At that time, representatives of well-known LED manufacturers such as PHILIPS LUMILEDS, Zhen Mingli, Hongli Optoelectronics, Hangzhou Zhongwei will give a keynote speech at the conference, and discuss the middle and lower reaches of the entire industrial chain such as chip, packaging, lighting, power supply, equipment and accessories. Opportunity, driving force and direction, stay tuned!
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