With the continuous development and maturity of the LED industry, new challenges and opportunities are posed to LED packaging both at the market level and at the technical level. Since this year, the packaging field has been extremely active in terms of market and capital. Let’s take a look at the development direction of the nine major LED packaging listed companies in the second half of the year.
Mu Linsen: Digging deep into channels to increase market share
While expanding production capacity, Mulinsen has further increased research and development and construction of production lines that are matched with the supply of raw materials required for the production of LED packaging products, such as brackets, epoxy resins, etc., integrating the raw material industry chain, improving production efficiency, improving product quality, forming scale effects and cost effects, and consolidating the company's position in the industry chain Leading position in integration; improving the technical level of Lamp LED products and further optimizing the production process; increasing investment in SMD LED and power LED products, improving the packaging product line; developing LED application products that are in line with the trend of the times, of high quality, and highly competitive. At this stage, Mulinsen Lighting will still focus on increasing market share. Once the market share increases, the market will have the right to speak and will be more able to promote the healthy growth of the industry and market.
Lianchuang Optoelectronics: Entering smart cities and strengthening smart lighting
In the first half of 2015, Lianchuang Optoelectronics actively promoted industrial optimization and integration and set up bases in major LED distribution centers: the new and old parks in Nanchang were built into production bases targeting LED, infrared, lighting, backlight, and high-temperature superconducting sensing equipment; the entire industry was promoted in Ji'an The chain strategy is to build a base for communication cables and power cables; to build Xiamen into a base for IT intelligence, infrared, LED, and lighting; to build Shenzhen into a base for backlight, modules and their application industries; and other industrial integration work are also being carried out in a targeted and steady manner.
In June, Lianchuang Optoelectronics stated that the acquisition of Fangda Intelligent Control can quickly strengthen the company's shortcomings in smart lighting, thereby realizing the transformation and upgrading of the company's lighting business from a lighting manufacturer and engineering contractor to a smart lighting solution provider. In addition, the introduction of overseas technical teams and resources through Fangda Intelligent Control will help the company further expand into smart cities, cloud computing and other fields.
Nationstar Optoelectronics: Focus on packaging, taking into account both upstream and downstream
In order to further improve the technical level of the LED upstream, adjust and optimize the product structure, continuously strengthen the market competitiveness of the LED upstream, and improve the profitability of the upstream business, during the reporting period, the company acquired Zhejiang Yaweilang Technology Co., Ltd. through equity transfer and capital increase, further expanding the company's epitaxial chip scale, and continuing to fully promote the company's corporate development strategy of "based on packaging, becoming stronger and bigger, taking into account the vertical integration of upstream and downstream".
Hongli Optoelectronics: Looking for partners to build LED main business + Internet finance + Internet of Vehicles platform
In the first half of this year, according to the business plan at the beginning of the year, the company’s management actively sought suitable investment cooperation targets in the Internet of Vehicles industry. In the first half of the year, the company increased its capital to Cayman Netli by US$10 million and planned to develop financial services for the LED industry; it invested RMB 45 million to acquire an 18% stake in Dina Technology to enter the Internet of Vehicles industry. In the future, the company will gradually establish an ecological platform of LED main business + Internet finance + Internet of Vehicles.
Jufei Optoelectronics: Increase the expansion of optical film materials and explore strategic emerging areas
In response to the adverse effects of the macro environment and the industry, Jufei Optoelectronics is actively promoting its internationalization strategy while consolidating its original market share. Jufei Optoelectronics' large-size LED backlight business continues to maintain its rapid growth momentum, further strengthens its sales position among a number of large customers, and continues to increase its market share. Jufei Optoelectronics has now taken the optical film business as an entry point. It attaches great importance to the development of the optical film business and is striving to build comprehensive competitiveness with leading technology, reliable quality, cost advantages and considerate service: on the one hand, it develops a variety of mid-to-high-end products through technological innovation to occupy the technological commanding heights. At the same time, it introduces advanced equipment to improve product quality and establish quality and cost advantages; on the other hand, it actively develops first-line major customers and uses the good cooperative relationships it has established with customers to give full play to its advantages of being close to the market, expand product sales scale, and increase market share. At present, first-line customers have been introduced one after another, the number of customers continues to increase, sales increase month by month, and the products have been widely recognized by customers. The management team has enough confidence to cultivate the optical film business into a new profit growth point for the company. While the company is strengthening and expanding its existing LED and related main businesses, it is also strategically
Actively explore emerging industries.
Ruifeng Optoelectronics: Entering into smart home and actively making mergers
With the increase in the proportion of automotive LED business, the company's profitability will be further improved. At the same time, the company is actively looking for investment targets in the field of LED car lights, and is expected to accelerate the completion of the industrial chain layout of automotive electronics LED sources-LED car modules-LED car lights through extended mergers and acquisitions.
At present, medium and large-sized backlight LEDs and LED lighting products are still the company's main products and maintain steady growth. Although the TV backlight LED market has matured, the company has maintained in-depth cooperation with heavyweight customers such as Konka and Changhong, and raised matching funds from TCL in June this year, with a lock-in period of three years. Therefore, the company's original backlight business has the potential for stable growth. Basic resources. In the field of LED lighting products, downstream demand continues to increase. In June this year, the company took a stake in Zhongxun Weiyi and officially entered the smart home industry chain. The company's performance growth in the next two years is highly certain, and it coincides with the industry consolidation trend of high-quality companies in the LED industry.
Cangfang Lighting: Relying on the Internet platform to provide financial services, focusing on LED EMC packaging technology
In the context of intensified market competition and rapid growth of the lighting application market, the company is consolidating its competitive position in the packaging market, while actively extending the industrial chain, accelerating resource integration, and striving to enrich business forms and optimize the upstream and downstream industrial chains. Huizhou officially signed a construction contract and put into construction. In 2015, the company will arrange decoration and put into production according to the project construction situation, so as to build the project into a lighting manufacturing center integrating R&D, production and sales as soon as possible. At the same time, the company will continue to carry out expansion adjustments, strategic adjustments to product structure, channel construction and brand promotion, to increase the output and sales of application products and improve profitability. The company promotes the construction of its wholly-owned subsidiary Changfang Financial Holdings, relying on the Internet platform and leveraging the capital market to provide financial services around the main business of Changfang Lighting and create an ecosystem for the Changfang Lighting industry. In the first half of the year, the company began to focus on the research and development of LED EMC packaging technology and market development.
Wanrun Technology: Developing smart home and high value-added market segments
In the first half of the year, the company increased its investment in research and development, investing 15.8426 million yuan, an increase of 132.90% over the same period last year. LED packaging and LED lighting research and development keep up with cutting-edge market demand, and reserve and develop corresponding intelligent control products and technologies. Actively lay out and develop high value-added market segments such as smart homes, infrared touch screens, rail transit, rail transit and airports, and other large transportation station halls, and military special lighting; in the future, we will continue to promote the "big customer" marketing strategy, enhance the stickiness of existing customers, and develop target potential big customers; increase efforts to cultivate emerging markets such as Australia and the Americas, cultivate regional core high-quality customers, and improve channel construction; actively plan capital operations and carry out major asset restructuring.
Furi Electronics: Strengthening and expanding the main business
In the first half of the year, the company further expanded and strengthened its three main industries including LED optoelectronics and green energy and environmental protection, communications and smart home appliances, and domestic and foreign trade supply chain business, further optimized the industrial development layout, improved the profitability of its main business, and generally showed a good development trend. Friendly Environment continues to develop new businesses on the basis of existing projects. Steady development of domestic and foreign trade supply chain business, expansion of the proportion of self-operated exports, adjustment of import and export products to high value-added products, and further improvement of profitability. The company plans to use three years to implement the construction of management information systems for the parent company and subsidiaries step by step. The company vigorously develops main industries such as LED optoelectronics, green energy, environmental protection, and communications. In the field of energy conservation, it has gradually expanded from the original product supplier to a comprehensive solution provider covering engineering project investment/contracting, engineering design, engineering construction, project operations, and technical services. In the communications field, it has upgraded from a simple mobile phone OEM manufacturer to a communications solution provider that provides ODM services such as mobile phone R&D, design, manufacturing, and value-added applications to world-renowned mobile phone manufacturers.
ANNA