The LED industry is facing a cross-border transformation?

Looking back on the first half of the year, if there are any keywords, then "cross-border" can not be ignored, not only LED, cross-border transformation seems to have become a "popular" trend, a wave of news hit, people are somewhat dizzying. It is not the beginning of this year that companies are involved in other fields on the basis of LED main business. It is not uncommon in these two years.

For example, Lianjian Optoelectronics has taken a prosperous role in the field of digital media. Through the establishment of a linkage culture, the acquisition of time-sharing media, Utopus public relations, precision differentiation, and easy-to-reach, and a series of actions, and strive to become a "digital media group." Liard went deep into the cultural media business and acquired Jinda Lighting, Internet Yida, Lifeng Culture, Jin Lixiang and Pinergy Optoelectronics. Lehman Optoelectronics promoted the dual-main development strategy of “LED+Sports”. In 2015, Lehman Opto's Chinese securities abbreviation was changed to “Lehman Shares”. Qinshang Optoelectronics was involved in education and acquired 100% equity of Guangzhou Longwen. Hongli Optoelectronics actively cultivates the second main business and strives to create a dual main business form of “LED+ Internet of Vehicles”, and intends to change the company name from “Guangzhou Hongli Optoelectronics Co., Ltd.” to “Hongli Zhihui Group Co., Ltd. "Company", the company's securities abbreviation changed from "Hongli Optoelectronics" to "Hongli Zhihui". There is also Wanrun Technology cross-border Internet advertising media industry, the layout of digital marketing industry chain, Alto Electronics focus on financial electronics...

Under the influence of macroeconomics and weak growth of the semiconductor lighting industry, enterprises should consider improving their sustainable profitability and need to explore new profit growth points. This cross-border, strategy of implementing dual main businesses and even many main businesses has become a positive expansion of enterprises. One of the ways in which new profit growth points. There are many cross-border companies, and the business outside of LED contributes a lot to the company.

Some analysts pointed out that for enterprises, whether it is cross-border or transformation, as long as there is good development, it is positive for enterprises. For some well-funded companies, cross-border is a good way to develop. However, in the dual main business or multi-main business layout, the proportion of LED may be weakened, and eventually the enterprise is transformed, LED is no longer the main business, and enterprises are no longer focused on the production and manufacturing of LED products. Of course, this possibility exists. However, at present, whether the LED can be the main business in the future is still unknown, and can only wait and see.

In the cross-border and multi-main business layout, many are LED display-based enterprises, and the cultural media and sports industry are the direction of many enterprises. Some insiders said that most of these companies have good profits, and many of them are listed companies. They have strong capital operation capabilities. Many of their acquisition targets are promising but they are still not profitable. After the acquisition, the two sides are complementary. Relatively display-oriented enterprises, many lighting listed companies are old-fashioned lighting companies, and emerging LED lighting listed companies are relatively few, so the difficulty will be larger, less opportunities. “After listing, it’s easier to cross the border.”

Of course, whether it is listed or not, whether it is strong or not, cross-border transformation is not a simple matter, and it is not a cross-over. A few years ago, on the issue of cross-border transformation, LED executives had said that the temptation of cross-border transformation does exist, but the risk involved in another field is also obvious, the management level of the enterprise, the risk resistance, and the new field. The degree of grasp of the market is a very big test and will not be easily involved. Nowadays, although the number of cross-border cases is increasing, the risks are not reduced, there are risks across the border, and actions need to be cautious.

The actions of the giants are naturally indispensable. In the first half of this year, like the appointment, several giants have heavy news. Among them, Philips Lighting, which was spun off from Philips, was listed on the Amsterdam Stock Exchange in the Netherlands on May 27 this year. The Philips lighting sales event has finally settled. From the planned sale to the final listing, there is a twist and a twist in the middle. Of course, Philips Lighting will be "independent" is a fact that the industry has long known. As early as 2014, Philips announced that it plans to set up its lighting business separately to set up Philips Lighting, which will merge the consumer goods and pharmaceutical sectors into a valuation of 15 billion. Philips' medical technology company in the euro, in order to focus the company on health care and consumer electronics, Philips has gradually divested the lighting business, but never thought that the process will be so ups and downs.

For Philips' stripping lighting business, many industry insiders believe that the contribution of the lighting business to Philips is declining, and Philips' focus is on the more profitable medical and health field. At this time, it is for the company that Philips and the company wants to take over. It is a win-win situation.

OSRAM approved the divestiture of its LED lighting division last year and decided to re-establish its divested LED lighting business and named it "Ledvance". Osram announced in May this year that Ledvance will be officially unveiled on July 1, 2016. . Ledvance's product portfolio includes standardized consumer lighting, traditional lighting and modern LED lights. The new business will also provide intelligent lighting solutions for smart building and home connectivity. Osram said that the divestiture of the LED lighting business will enable Ledvance to operate independently as a leaner organization capable of responding to rapid market changes and individual customer needs.

In the past two years, GE has also undergone a major adjustment. It has re-introduced the industry as its main business and divested its financial business. This year, it sold the home appliance industry to Haier Group for US$5.4 billion. Established the new company Current, which combines GE's LED, solar, energy storage and electric vehicle business with its Predix platform, and actively entered the industrial Internet industry. In April of this year, GE's Current acquired in Melbourne for over US$100 million. The emerging building automation company DaintreeNetworks, the company is the industrial internet

In addition to lighting companies, in the equipment and materials that occur less frequently in mergers and acquisitions, the news from the equipment company Ai Siqiang attracts people's attention. In March of this year, Ai Siqiang officially announced the sale of shares, and welcome investment companies to bid. In May, China's chip investment fund officially proposed an offer to Ai Siqiang, and is willing to acquire Ai Siqiang at a price of 6 euros per share and a total price of 676 million euros (about 5 billion yuan). Some people believe that this acquisition will bring competitive pressure to China's MOCVD equipment enterprises, and it is difficult to realize the transfer of technology in the short term. However, Chinese acquisition of Ai Siqiang will help to fill the shortcomings of the domestic equipment industry and rapidly develop the compound semiconductor industry. The acquisition is currently not completed and is expected to be completed in the second half of the year.

With the development of the semiconductor lighting industry, the giants have their own plans and considerations, and the power of the industry is quietly changing. In this change, the power from Chinese companies and capital cannot be ignored.

“Overall, resources are in a concentrated trend, whether it is upstream or midstream. With the concentration of resources, once the epitaxial chip packaging pattern is determined, it will be difficult to change after the location is scheduled. It is difficult to rank second. Beyond the first place." An industry insider said.

The topic of integration and mergers and acquisitions is already a "old talk" and is still going on. Some small factories in the middle and upper reaches have gradually withdrawn, but some companies are still overweight. Among them, chip company Huacan Optoelectronics continued to expand production capacity and accelerate industrial concentration through acquisition, equity participation and strong cooperation. Acquired 100% equity of Ruijing Optoelectronics, the acquisition of Blue Crystal Technology, and participated in the shareholding of North Huaguang, and Mulinsen and Huacan Optoelectronics signed a cooperation agreement of 1.5 billion yuan.

Mu Linsen, listed on the Shenzhen Stock Exchange last year, has been constantly moving, adding LED main business, increasing capital to wholly-owned subsidiaries, participating in the development of 10.91% equity of Jingguang Lighting (Xiamen), planning to acquire 80% equity of Chaoyin Light Source and acquiring OSRAM Licht AG. Lighting business assets... a series of measures, the performance is very prominent.

“In the past two years, local enterprises have made great progress. For example, companies such as Mulinsen participated in international mergers and acquisitions and began to have a global vision.” For the performance of domestic enterprises, some insiders said.

The downstream links are also gradually facing a concentrated trend. However, the downstream applications are relatively large, and the relative speed of transformation is also faster. “Unlike the middle and upper reaches of the industry due to limitations in technology and equipment, the transition is not so easy.” Although the application field is highly competitive, some insiders believe that companies can do something in marketing. “Because of the location and country, the customer needs are different. Especially in marketing, we can do some special marketing for different regions. For example, some customers pursue high quality, some value price, and some through Amazon. The e-commerce platform can sell products to other regions and maintain some good profit margins."

From the situation of the exhibition forums such as Guangya Exhibition, the sub-areas such as intelligent lighting, plant lighting and UV LED are very concerned. “The market segments are constantly evolving, the requirements are constantly changing, and the technology is also improving. For example, in the application of UV verification, the authenticity of counterfeiting is different from other, so there are still many opportunities. There are still many." Some insiders said.

Optimistic about the segmentation application, many companies are in the layout. For example, Hongli Optoelectronics has launched all-inorganic UV LEDs, automotive LEDs and other products. LG Innotek, Tiandian Optoelectronics, etc. also have UV LED products. Yiguang has adopted automotive LED products as one of the main focus of this year, and also has many UV-A products. LED products for the application market for curing and manicure. Seoul Semiconductor and Cree are also actively introducing the automotive market. Ronda Electronics, which has an increasing proportion of lighting, has also taken action in the areas of high-speed rail and automotive lighting applications.

During this year's Taipei Photonics Week, Huang Daoheng, associate of the Lighting Business Group of Lunda Electronics Marketing Business Group, said that LED lighting is definitely the future development direction of lighting. Longda Electronics has been growing its lighting in the past two years. Longda Electronics will turn lighting products. Try to develop in the direction of high added value, and exert some strength on some high-value-added lighting products with high added value. After the third quarter, it will be slowly adjusted, hoping to increase the profit of the lighting part.

However, although the market segment is highly regarded, it is still in the process of nurturing and developing. The prospects are tempting but not easy. Each segment also has its own problems to be solved. For example, there are many people involved in intelligent lighting, and the direction of the pattern is still unknown. From product to standard, etc. are still being explored. The application prospect of LED in the field of agricultural illumination is undoubted. Plant illumination is a relatively mature part of agricultural lighting application. Although there are many applications, there are still many problems in price, demand satisfaction and technology improvement. Automotive lighting applications are not intended to enter.

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