After Taiwan’s Jingyuan Optoelectronics started the first price increase, Sanan Optoelectronics, Guoxing Optoelectronics, Mulinsen and other mainland companies followed suit, and the LED industry entered a period of price recovery. According to industry insiders, after experiencing the “big reshuffle†of the industry in 2015, the price of LED chips and packaging began to bottom out. In view of the fact that price wars and disorderly competition have become a thing of the past, it is expected that this round of price recovery will continue and extend to the end products. field.
More importantly, under the background of global integration, the LED industry has entered a capital-driven growth stage and opened a new round of mergers and acquisitions. With GE, Osram and other exiting the lighting market and the elimination of Chinese incandescent lamps, China will become the main platform for the LED industry to transfer, ushered in a new round of development opportunities.
Industry recovery will continue
The recent "price hike" has swept the LED industry circle, and the industry is showing signs of recovery. Driven by Taiwan's Jingyuan Optoelectronics' first price hike, the mainland's LED faucet Sanan Optoelectronics followed the price of some small and medium-sized products by 10%; Guoxing Optoelectronics decided to increase the price of its display products by 10%; Mulinsen decided to The price of the display RGB lamp beads is uniformly increased by 5%. In addition, non-listed companies such as Cinda Optoelectronics have also raised the price of lamp beads.
In fact, since the second quarter, the LED industry has shown signs of stabilization. Taking Huacan Optoelectronics as an example, the company said in the semi-annual report that due to excessive price declines, the prices of industrial products have bottomed out since the second quarter.
The rise in raw materials and costs has become a major factor in the rise in LED prices this round. Mulinsen said that its price increase due to rising raw material prices; Sanan Optoelectronics said that the price increase due to gold, substrate and labor costs; Guoxing Optoelectronics will increase the price due to the high cost of gold wire and silver bracket, sapphire lining The bottom price has risen sharply.
In this regard, Liu Can, president of Huacan Optoelectronics, said that the rebound in prices is expected to continue and continue into the end product segment. The rising cost of raw materials and other factors is a dominant factor in LED price increases, but more importantly, after a period of vicious low-price competition, the profit margin of all links in the entire industrial chain has been compressed to the limit, and product price increases become inevitable. With the elimination of incandescent lamps and the improvement of people's quality requirements, the era of low-quality and low-price competition has become a thing of the past, and product prices continue to be expected.
Capital drives a new round of mergers and acquisitions
Liu Wei also stressed that under the background of global integration, the LED industry has entered the stage of capital-driven growth, and the leading companies that adhere to the main business will achieve greater and stronger through more mergers and acquisitions at home and abroad.
Due to the decline in industrial profits, international LED giants such as GE, OSRAM and Samsung have withdrawn from the lighting market. China will become the main platform for the transfer of LED industry. It is expected to usher in more overseas and high-end market share and a new round of industrial M&A opportunities. .
Based on the "ubiquitous screen", LED company's cross-border industrial chain upstream and downstream, preempting the layout of the main business has become a trend. Reporter statistics, VR (virtual reality), sports, cultural entertainment is the favorite of the LED company. In Liu Wei's view, the LED industry has entered a mature stage, and there are not many opportunities for explosive growth. More companies with no technology or scale advantages will turn to industries that are experiencing more explosive growth opportunities. In this regard, some insiders said that these cross-border transformation companies seeking high growth opportunities outside the industry deserve attention.
However, Liu Wei is more optimistic about mergers and acquisitions in those industries or based on the upstream and downstream of the industry chain. "The overlap of business, manufacturing and customers can form complementary advantages, such as the extension of the screen-based sports to sports, and the extension of integrated circuits based on manufacturing technology."榕 said that Huacan Optoelectronics' acquisition of Meixin is based on the “multiple similarities between LED and MEMSâ€: In addition to some general and similar advantages in production, the advantages of Meixin in the field of consumer electronics and automotive electronics contribute to China. The growth of Can Optoelectronics, and Huacan Optoelectronics will help Meixin to develop customers.
It is reported that Huacan Optoelectronics' Yiwu plant construction is nearing a critical stage and will enter trial production early next year. At that time, Huacan Optoelectronics will have the capacity to provide 1.3 million LED epitaxial chips and nearly 1.6 million sapphire substrates per month, further consolidating its The status of the industry.
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