2016 in the second half of the LED industry tide will go?

Review of the first half, if there is what key words, then the "crossover" can not be ignored, more than LED, cross-border restructuring seems to have become a "popular" trend, a wave of news hit, some people dizzying. Companies involved in other fields based on the LED main business is not the beginning of this year, these two years is not uncommon.

For example, in the field of photoelectric digital media fast, through the establishment of linkage culture, the acquisition of media, public relations, accurate mass Youtuo, yishida and a series of actions to expand the "digital media group". Riyadh deep culture media business, the acquisition of JINDA lighting, Internet Phyllis, laford cultural, and Jin Lixiang can photoelectric company. Lehman photoelectric implementation of LED+ sports double main industry development strategy, in 2015, the Chinese language of Lehman photoelectric changed to Lehman shares". KingSun involved in education, the acquisition of 100% stake in Longwen Guangzhou. Honglitronic will actively cultivate the second main industry, to create "LED+ car networking" double main form, and the company intends to change the name from "Guangzhou Hongli Au Optronics Co" for "Hongli Newell group Limited by Share Ltd, the company securities referred to by" honglitronic "changed to" Hongli newell". There are thousands of science and technology of China cross-border Internet advertising media industry, the layout of the digital marketing industry chain, alto electronic financial electronic attention......

In the macroeconomic impact, the semiconductor lighting industry growth and other factors, enterprises should consider continued to improve profitability, need to explore new profit growth point, the cross, and the main implementation of dual core business strategy is one of the enterprises to actively expand new profit growth point of the way. There are a lot of cross-border business, LED business outside of the company contributed greatly.

Some analysts pointed out that, for the enterprise, whether it is cross-border, or transformation, as long as there is a good development for enterprises are positive. For some of the strong financial enterprises, cross-border is a good way to develop. However, in the double main industry or multi main industry layout, the proportion of LED may be weakened, the final transformation of the enterprise, LED is no longer the main business, companies are no longer focused on the production and manufacture of LED products. Of course, this possibility is there, but for now, the future of LED can be as the main industry to the final is still unknown, can only wait and see its change.

In the cross-border and multi industry layout, a lot of LED display based enterprises, and cultural media and sports industry is the direction of many companies choose. Insiders said that these companies have a good profit, and many listed companies, capital operation ability is very strong, the object of its acquisition is promising but many current profit is insufficient, after the acquisition, the equivalent of two complementary. Relative display based enterprises, many of the listed companies are lighting lighting enterprises, and the emerging LED lighting listed companies are relatively small, so the difficulty will be greater, less chance. After the listing, what will be relatively easy cross-border. "

Of course, whether listed or not, the strength is strong or not, cross-border restructuring is not a simple thing, not to cross the cross. A few years ago, a cross-border restructuring problem, LED executives said that cross-border restructuring of the temptation does exist, but the risk involved in another field is obviously, the management level of enterprises, the risk of resistance, the new field of grasp of the market degree is a very big test, will not easily get involved in. Today, although the increasing number of cross-border cases, but the risk is not reduced, cross-border risk, action need to be cautious.

Giant collective move"

Giants who naturally can not afford to see the action, in the first half of this year, like a good general, a few giants have heavy news. Among them, a spin off from PHILPS PHILPS lighting in May 27th this year in Holland, the Amsterdam stock exchange, the sale of PHILPS lighting event was finally settled, from the planned sale to the final listing, this is reversed to striking one snag after another. Of course, PHILPS lighting will be "independent" is the industry knew the fact, as early as 2014, PHILPS announced that the plan will be under the lighting business will set up a separate Philips Lighting Company, consumer goods and medical departments merged into a valuation of 15 billion euros PHILPS medical technology company, in order to allow the company to focus on healthcare and consumer electronics, PHILPS also gradually stripped of the lighting business, but never mind that such process will be ups and downs.

For PHILPS stripping the lighting business, many industry insiders believe that the lighting business for PHILPS's contribution in decline, while PHILPS's focus is on more lucrative medical and health fields, this detachment is a win-win situation for PHILPS and want to take over the company concerned.

OSRAM approved the peeling of the LED Lighting Department last year, and decided to divest the LED lighting business to set up a company, and was named "Ledvance", in May this year, OSRAM forecast, Ledvance will officially split in July 1, 2016. Ledvance's product portfolio includes standardized consumer lighting, traditional lighting and modern LED lights. New business will also provide intelligent building and home connected smart lighting solutions. OSRAM said that stripping LED lighting business will enable Ledvance to operate independently of a leaner body, able to respond to rapid market changes and individual customer needs.

GE is also a major adjustment in the past two years, the main industry as a re