36 LED companies in the performance of the big secret

[China LED network news] 2015 has gone to half, LED industry a few degrees? Recently, LED companies have announced the revenue data in 2015 1-6 month notice, in order to how the current situation of LED industry in the first half of the performance of LED network statistics about?, 26 companies notice data and 10 Taiwan LED chip package to the first half of the market situation on enterprise data interpretation in 2015.

36 companies to raise the market share of 4 losses may be king

Statistics on the performance of 36 companies notice, the middle and lower reaches of the packaging industry in the field of lighting display positive net profit growth of more than 5, while the first half of the cumulative revenue in the field of packaging in Taiwan positive growth of over 6.

2015 26 Mainland LED companies half net profit forecast

Although the mainland chip leader Sanan optoelectronics and Elec-Tech has not yet been announced, but according to Huacan and changelight notice, chips net profit growth seems to be in decline, this point in Taiwan 4 chip chip companies total revenue will see more obvious.

According to LEDinside statistics show that in 2014 the chip performance charts and three in crystal electric championship, but the total revenue of the first half of 2015 crystal electric growth fell nearly 10%, 2015 will once again won the championship?

The decline in net profit, the price war, EPISTAR Marketing Center Associate Linyida has said that the first half of 2015 chip prices fell 7%-8%, the estimated annual reduction in 20%-25%. He stressed that in 2015 the price is not the most important, increase market share is the most important goal of epistar.

However, due to fierce competition in the price, but also will accelerate the elimination of the second tier manufacturers do not have a competitive advantage, it is not a good thing for the long-term development of the industry.

In addition to the chip, it is worth mentioning that, 26 LED enterprises in the field of lighting, ocean king, Jiawei shares and drive the enterprise, the first half of Haizhelun mosopower is at a loss.

Pattern changes LED integration speed

The positive growth of the net profit of the enterprise statistics found that net profit growth in the lower reaches of the enterprise, in the first half of more than 80% involved in the tide of mergers and acquisitions.

In the past six months, the performance of the company notice, 2015 is a veritable acquisition year. From the beginning of the year so far, LED lighting industry consolidation mergers and acquisitions events emerge in an endless stream regardless of the horizontal integration, the acquisition of 100% competitors, or to the downstream enterprises and the proportion of equity vertical acquisitions, the average monthly several.

Prior to the beginning of the year, regardless of the single, said recently in July. At the beginning of the month came, first is beneficial up heavily 635 million acquisition of 3 advertising companies, and foreign markets are not willing to, Australia 4Cabling acquisition of OzLighting lighting business. According to the previous statistics, I think there will be 1 in July almost, but do not want to simply stop. Then the country star intends not to exceed 250 million acquisition of Guangdong De Sheng, Lehman's 230 million acquisition premium of 11 times, the Xiamen XinDa intends to purchase the extension to enjoy some 75% stake in the development of crystal to $130 million acquisition of U.S. LED LED acquired 100% stake in the company, simply can not stop the rhythm.

In this regard, EPISTAR general manager Zhou Mingjun said in the conference this year LEDinside6 month said, now, LED industry chain integration between enterprises and reshuffle acceleration, domestic LED downstream manufacturers began a comprehensive integration of mergers and acquisitions. LED industry is only the continuous integration of mergers and acquisitions, in order to continue.

When the circulation of lighting products increasingly meager profits, accelerate market integration, further concentration of leading enterprises has the advantage of technology and scale effect gradually, LED lighting pattern is quietly changing.

The price war affected emerging markets to mature terminal

Due to the lack of external demand, domestic demand is weak, the industry entered a mature stage, all manufacturers into the civilian market. Lighting products prices continue to brush down, the competition is in full swing, high cost is still the mainstream trend of the development of the application of products.

Liu Bangyan believes that, while for most of the LED package on the scale of the factory, the current competition is the key point to optimize the product, improve the cost, which is currently doing billion light.

Xu Zhenfeng, general manager of China Star optoelectronics lighting division said, do not participate in disorder, blind price war". It believes that the second half of the year, the price war will continue to "fight", but have bottomed out, prices fell more and more small space. Some small and medium enterprises in the price war may be shuffle, with the lighting industry will gradually tend to rational development.

Growth in the first half of 2015, the industrial chain, chip packaging field, due to fierce competition in the market, the production capacity of micro excess, the overall growth rate declined compared with last year. Downstream lighting applications, first of all, the lighting market penetration of LED increased, the price decline has narrowed, according to business, home market performance. In addition, with small spacing and mature technology to enter the market price range, the display market growth is even more gratifying.

In addition, when prices continue to refresh the bottom line, increasing competition, leading domestic and foreign enterprises have to adjust marketing strategy, actively layout emerging markets for smart lighting, automotive lighting, lighting plants high margin market segments. (text / China LED network skavy)

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