For the LED industry, this week is not easy, there are joys and sorrows, mixed tastes.
The rising tide of the industrial chain price continues to spread, the LED market is warming into a foregone conclusion, the intelligent lighting from indoors to outdoors, the lighting enterprise owner runs, the multinational giants hit the price war to India, GE Lighting canceled the agreement with the Chinese distributor in advance, and Siemens sold the OSRAM The equity intention has been decided... The next move in the future indicates that the LED lighting industry has stood in the new round of reshuffle and integration.
Change, may not be able to pass, but unchanged, will be eliminated.
"This year's year is not very easy, it is a year of mixed tastes," and it is a slogan. Many people in the industry admit: "The LED industry still has good development opportunities, but the transformation of the company itself must be accelerated, otherwise it will face many difficulties."
For Chinese LED companies, in a complex and ever-changing era, companies must maintain a keen sense of technology trends, market trends, and business trends.
Especially when Chinese LED companies have reached the most difficult bones in the “啃â€, although they have certain advantages in the general lighting market, they still need to fight lastingly in the fields of automotive lighting, infrared, deep ultraviolet, and intelligent lighting. .
In particular, companies that already have a competitive edge with foreign companies must seek opportunities to become bigger and stronger in a rapidly changing market environment.
Sweet, sour, bitter, spicy, salty, high-tech LED for your focus this week, perhaps represents the different voices of the current LED industry.
Bitter: On the other hand, when the price rises, it closes down, and the taste of the heart is not good.
This week, the information on the network about the closure of the lepton lighting is not lost. A self-proclaimed lepton lighting employee reported that the company owner had been running for ten days, the factory had been shut down on the 21st, the boss owed two and a half months of salary, and there were more than 20 million yuan in supplier money.
In connection with the incident, there was also a protest video about the redemption of the banner of the Edison Optoelectronics Dongguan factory. Subsequently, Edison officially issued an autographed announcement by the chairman of the company, Wu Jianrong.
The contents of the announcement show that the gathering and protests of the masses in the Dongguan factory area of ​​the company in recent days are not related to the company's business problems. It is because the recent Lezi (Shenzhen) Lighting Co., Ltd. defaulted on the supplier's payment and employee salary. Among them, some people think that the company has an investment or joint venture relationship with Edison, so there is the scene above.
According to the announcement, Edison does not have any investment relationship with the company, nor is it related to the company or a subsidiary of the company. Both parties are only supplier relationships.
At present, it is not known whether Edison Optoelectronics and Lepton Lighting are really just supplier relationships as announced by Edison Optoelectronics. However, many people in the industry have said that the relationship between Edison Optoelectronics and Lepton Lighting is subtle.
Sweet: After a few years of price wars, it’s rare to raise prices.
The wave of price hikes in the LED industry has not recovered. Following the price increase of LED chips and packaging companies, the two aluminum substrate manufacturers issued a price increase notice this week.
With the explosive growth of the demand for new energy vehicles, it is necessary to use a large amount of electrolytic copper foil. Copper foil manufacturers have transferred most of their orders to the field of new energy vehicles. At one time, there has been a shortage of supply of upstream copper foil, and the market gap is very large.
According to industry insiders, the price of raw material suppliers has actually started to increase since June, and has risen by three rounds so far, with a growth rate of 10% to 30%.
Ding Huisheng, vice president of CITIC China, one of the largest suppliers of PCBs in China, said, “The shortage of copper foil is equivalent to the lack of rice in the plate makers, and even some plate manufacturers are starting to bid for copper foil.â€
At the same time, as the electronics industry is about to enter the peak season, it directly leads the board manufacturers to have no right to speak when ordering raw materials. At present, raw material prices are changing every day, causing some customers to start panic buying.
In fact, the reshuffle of the industry is the general trend, and the price increase of materials only accelerates the process of shuffling.
"This price increase has a certain role in promoting the reshuffle of the LED industry. This is like a catalyst, but it will not have a particularly large impact." Lin Xi, deputy general manager of Sanxiong Aurora.
Acid: One of the three great giants, now people are walking tea
This week, a General Motors Enterprise Development (Shanghai) Co., Ltd. issued a written notice to the dealer requesting the termination of the agreement, "dropping" a blockbuster in the lighting industry.
Previously, GE Lighting announced that it will terminate all direct commercial activities in Asia and Latin America from November 30 this year. The early termination of the agreement means that GE Lighting is taking the first step to withdraw from the Chinese market and withdraw from China.
According to GE's financial report, since the fourth quarter of 2015, the lighting business revenue has declined for three consecutive quarters.
For the negative impact of the sudden termination of the agreement, the relevant dealers pointed out that at least the following aspects are included:
First, many projects have signed long-term users of strategic cooperation. Due to the inability to deliver, they will face huge fines. Second, GE inventory will not be sold due to incomplete specifications and GE will be out of the market. Third, GE's commitment to customers is 5- 7 years of quality assurance will not be honored, and many claims are currently not resolved.
Or due to the pressure of Chinese lighting distributors and the industry's doubts, GE China responded and declared the “Distributor Agreement Termination Notice and GE Lighting Dealer Joint Statementâ€.
Salty: once the most beautiful MOCVD, now want to sell
This week, Grand Chip Investment GmbH, registered in Frankfurt, officially announced the acquisition of all American depositary shares of Aixtron (NASDAQ: AIXG) in a public offer.
Earlier, in May of this year, there were already foreign media reports that AIXTRON might be acquired.
The purchase price is 6 euros per share. Compared to Aixtron's weighted average share price for the past 3 months, the above quote represents a 51% premium. The deadline for the takeover offer is 24 o'clock on October 7, 2016.
Aixtron CEO Martin Goetzeler said: "The board of directors and the board of supervisors both welcome (investment in China)." China's participation is expected to end the company's four-year loss.
"This acquisition has little impact on the domestic chip industry, because the mainstream LED chip companies are buying VEECO equipment, and the use is also very good. Ai Siqiang's equipment is not selling well, and the use is not good. Optimistic.†A responsible person of a domestic chip company said that the acquisition has little impact on the domestic chip industry and may have a little impact on Taiwanese companies.
At present, AIXTRON's main competitor VEECO's equipment is relatively mature, relatively automated, and highly maneuverable. The AIXTRON machine, the standard type is not good, many designs are not ideal, and the current development trend is not very close.
Spicy: the price of the lighting market is still hot
This week, Philips Lighting in the Indian government's public LED bulb lamp bidding project, the "price killing" to participate in a bid for a price of only 0.57 US dollars (about 3.8 yuan) 9W LED bulbs. This price is 30.8% lower than the price of the bidding product in March this year.
The industry believes that the price of Philips will increase the level of competition in the Indian market. Previously, Mulinsen Lighting, together with Jingyuan Optoelectronics, cooperated with local Indian companies to assemble LED bulbs in the local area.
Since last year, China's lighting products have also continued to enter the Indian market. According to the data, from January to December 2015, among the importing countries of India's LED lighting products, China ranked first with 75.4% of imports.
Since 2014, China’s export of LED lighting products to India has surged, with an export value of US$371 million, a year-on-year growth rate of 231.25%. In 2015, the export volume reached 609 million US dollars, and it is expected that the scale of exports will increase steadily in the future.
Under the current situation that Chinese companies are strongly squeezing the global LED lighting market, some international brands such as Philips Lighting are also suffering from price competition and constantly adjusting their brand positioning.
At the same time, due to the technological advancement and scale expansion of the LED industry, the price of LED lighting products is generally in a downward state. Therefore, even if Philips Lighting "price cuts" or even "join the price war", it is normal.
In addition, due to the spin-off of the Philips lighting business, it is also necessary to rely on performance to deliver on promises to investors. At the same time, considering the possible future sale of assets, it is also necessary to find a good market share support for asset premiums.
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