According to GLII statistics, the operating rate of MOCVD machines in 2012 was only about 50%. Since the MOCVD machine is the most important and core equipment upstream of the entire LED, the excess supply directly led to the price of sapphire substrates hovering around $6-7 (2†in 2012.
Not only in the MOCVD machine part, including the upstream sapphire crystal growth equipment, midstream chip manufacturing, packaging, there are different degrees of overcapacity. At present, the number of sapphire production enterprises in China is around 20, and the number of chip manufacturing enterprises is around 50. The number of downstream enterprises such as packaging and modules is as high as 2,000. The market expects that the number of LED industrial chain enterprises will be reduced by half in the next few years.
Industry integration small test knife
At the same time as the overall slump in the LED industry, the competition and integration behind the manufacturers has continued. The industry should be the largest industry leader Sanan Optoelectronics and Dehao Runda. Taiwan's Yiyuan Optoelectronics and China's LED epitaxial giant Xiamen Sanan Optoelectronics officially signed a "share subscription agreement" at the Grand Hyatt Hotel in Taipei on November 13. Sanan will acquire a 19.9% ​​stake, more than 15% of the Japanese manufacturer Mitsui. Sanan became the largest legal person shareholder of Yuanyuan.
In fact, the integration of LED companies outside the mainland has already begun. For example, Philips acquired lumileds in August 2005, starting with the production of traditional lighting products to LED manufacturing business; in 2010, respectively purchasing LED lighting application companies Luceplan and OptimumLighting, the company completed Layout in areas such as LED commercial, outdoor, architectural and interior lighting solutions.
Judging from the development in recent years, it has not been smooth sailing. Emerging LED lighting products manufacturers face many obstacles such as fierce market competition, mixed products, lack of industry standards, lack of core technologies and high prices. The case of Sanan Optoelectronics and Dehao Runda also reflects the current dilemma faced by domestic LED companies.
European and American manufacturers aim at China,
On August 8, 2012, OSRAM laid the foundation for the new plant in Wuxi, China. It is expected to be completed and put into production in 2012. The main business is LED chip package. Osram entered Foshan Lighting in 2005, but did not provide much LED technology support to Foshan Lighting as originally hoped. The purpose was to develop itself with the channel of Foshan Lighting. There is also Cree's factory in Huizhou Zhongkai High-tech Development Zone, which is Cree's first chip production base outside North America. On December 15, 2011, Philips built a Philips LED professional lighting project in Chengdu High-tech Zone, hoping to take a slice of China's huge lighting market. According to market research data, the share of the Asian region in the general lighting market currently accounts for about 35% of the global total, and is expected to increase to 45% by 2012. The Chinese lighting market alone has now exceeded 8 billion euros and is expected to double at least by 2020.
These European and American manufacturers have completed the layout of all product lines in China, and Japanese companies with both cost and technical advantages, Korean manufacturers are also trying to enter the Chinese mainland market through self-built or joint ventures. The industry generally expects that with the development of chip light efficiency, heat dissipation technology and the establishment of industry standards such as light engines, the next few years will be the outbreak of outdoor lighting, commercial lighting and home lighting. The industry believes that before the overcapacity situation in the upstream/midstream areas has not improved, companies with both mid-upstream advantages and downstream channel integration capabilities are likely to survive the brutal price-capacity battles of the future.
Continental LED industry chain integration acceleration
The market is cruel, and commercial competition will inevitably lead to the collapse of enterprises. In 2012, Haobo Optoelectronics, Jiahao Optoelectronics, Big Eyes and many other LED lighting manufacturers with annual revenues of over 100 million yuan have closed down for the LED industry in 2012. On the pessimistic mark.
In addition to the integration of Sanan and Dehao Runda, Gong Weibin, chairman of Ruifeng Optoelectronics and Jiang Guozhong, president of Lianchuang Optoelectronics, said they are considering acquiring LED packaging and application companies with an annual output value of over 100 million. According to GLII data, the industry concentration of epitaxial chip links in China has exceeded 50%, but the industrial concentration of packaging links is only 16.8%. Especially the concentration of LED lighting applications entered by a large number of enterprises is only 5.7%. The industry is highly competitive. It will be a key area for industry consolidation in 2013.
The industry believes that the key to LED industry integration is to have an end market, that is, channels. Only by occupying a certain market share through channels can we ensure that enterprises, especially upstream chips and packaging companies, survive in the cruel market. By mergers or acquisitions, it is easier to capture the market than new channels. In order to expand product sales and increase gross profit margin, LED upstream companies are constantly trying to set up or acquire downstream application companies. In addition to Dehao Runda, on September 25, 2012, Hongli Optoelectronics announced that it plans to increase the investment of Latvia Lighting by 35 million yuan. The registered capital of Ledia has been changed from 15 million yuan to 50 million yuan, becoming a wholly-owned subsidiary of Hongli Optoelectronics. At the beginning of November 2012, Letia Lighting officially moved from Shenzhen to Gaodong Technology Industrial Base of Huadong Town, Huadu District, Guangzhou, hoping to expand the company's share of the lighting application market in Guangzhou.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
Not only in the MOCVD machine part, including the upstream sapphire crystal growth equipment, midstream chip manufacturing, packaging, there are different degrees of overcapacity. At present, the number of sapphire production enterprises in China is around 20, and the number of chip manufacturing enterprises is around 50. The number of downstream enterprises such as packaging and modules is as high as 2,000. The market expects that the number of LED industrial chain enterprises will be reduced by half in the next few years.
Industry integration small test knife
At the same time as the overall slump in the LED industry, the competition and integration behind the manufacturers has continued. The industry should be the largest industry leader Sanan Optoelectronics and Dehao Runda. Taiwan's Yiyuan Optoelectronics and China's LED epitaxial giant Xiamen Sanan Optoelectronics officially signed a "share subscription agreement" at the Grand Hyatt Hotel in Taipei on November 13. Sanan will acquire a 19.9% ​​stake, more than 15% of the Japanese manufacturer Mitsui. Sanan became the largest legal person shareholder of Yuanyuan.
In fact, the integration of LED companies outside the mainland has already begun. For example, Philips acquired lumileds in August 2005, starting with the production of traditional lighting products to LED manufacturing business; in 2010, respectively purchasing LED lighting application companies Luceplan and OptimumLighting, the company completed Layout in areas such as LED commercial, outdoor, architectural and interior lighting solutions.
Judging from the development in recent years, it has not been smooth sailing. Emerging LED lighting products manufacturers face many obstacles such as fierce market competition, mixed products, lack of industry standards, lack of core technologies and high prices. The case of Sanan Optoelectronics and Dehao Runda also reflects the current dilemma faced by domestic LED companies.
European and American manufacturers aim at China,
On August 8, 2012, OSRAM laid the foundation for the new plant in Wuxi, China. It is expected to be completed and put into production in 2012. The main business is LED chip package. Osram entered Foshan Lighting in 2005, but did not provide much LED technology support to Foshan Lighting as originally hoped. The purpose was to develop itself with the channel of Foshan Lighting. There is also Cree's factory in Huizhou Zhongkai High-tech Development Zone, which is Cree's first chip production base outside North America. On December 15, 2011, Philips built a Philips LED professional lighting project in Chengdu High-tech Zone, hoping to take a slice of China's huge lighting market. According to market research data, the share of the Asian region in the general lighting market currently accounts for about 35% of the global total, and is expected to increase to 45% by 2012. The Chinese lighting market alone has now exceeded 8 billion euros and is expected to double at least by 2020.
These European and American manufacturers have completed the layout of all product lines in China, and Japanese companies with both cost and technical advantages, Korean manufacturers are also trying to enter the Chinese mainland market through self-built or joint ventures. The industry generally expects that with the development of chip light efficiency, heat dissipation technology and the establishment of industry standards such as light engines, the next few years will be the outbreak of outdoor lighting, commercial lighting and home lighting. The industry believes that before the overcapacity situation in the upstream/midstream areas has not improved, companies with both mid-upstream advantages and downstream channel integration capabilities are likely to survive the brutal price-capacity battles of the future.
Continental LED industry chain integration acceleration
The market is cruel, and commercial competition will inevitably lead to the collapse of enterprises. In 2012, Haobo Optoelectronics, Jiahao Optoelectronics, Big Eyes and many other LED lighting manufacturers with annual revenues of over 100 million yuan have closed down for the LED industry in 2012. On the pessimistic mark.
In addition to the integration of Sanan and Dehao Runda, Gong Weibin, chairman of Ruifeng Optoelectronics and Jiang Guozhong, president of Lianchuang Optoelectronics, said they are considering acquiring LED packaging and application companies with an annual output value of over 100 million. According to GLII data, the industry concentration of epitaxial chip links in China has exceeded 50%, but the industrial concentration of packaging links is only 16.8%. Especially the concentration of LED lighting applications entered by a large number of enterprises is only 5.7%. The industry is highly competitive. It will be a key area for industry consolidation in 2013.
The industry believes that the key to LED industry integration is to have an end market, that is, channels. Only by occupying a certain market share through channels can we ensure that enterprises, especially upstream chips and packaging companies, survive in the cruel market. By mergers or acquisitions, it is easier to capture the market than new channels. In order to expand product sales and increase gross profit margin, LED upstream companies are constantly trying to set up or acquire downstream application companies. In addition to Dehao Runda, on September 25, 2012, Hongli Optoelectronics announced that it plans to increase the investment of Latvia Lighting by 35 million yuan. The registered capital of Ledia has been changed from 15 million yuan to 50 million yuan, becoming a wholly-owned subsidiary of Hongli Optoelectronics. At the beginning of November 2012, Letia Lighting officially moved from Shenzhen to Gaodong Technology Industrial Base of Huadong Town, Huadu District, Guangzhou, hoping to expand the company's share of the lighting application market in Guangzhou.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
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