LED entered the era of capital war nearly 70 new board companies list

According to statistics, since the new board, the number of companies on board from 343 in 2013, an increase of 5074 in 2015, and some even speculated that the number of Listed Companies in will exceed the number of Listed Companies in 2016. In the new three board general trend struck, LED companies are flocking, according to incomplete statistics LED network, found that the current LED companies have nearly 70 new board, and has not yet approved the application of the enterprise is also increasing.

LED industry has shifted from the market for technology to capital for technology

In the past, the domestic LED industry through the introduction of CREE, OSRAM, PHILPS and other foreign giants LED investment, and guide foreign investment enterprise technology transfer, absorption through the past few years to digest, the formation of independent LED industry of our country finally. Until now, the domestic listed companies have been involved in mergers and acquisitions, including audio, Xinian million acquisition of technology acquisition and Elec-Tech, Linsen Puri, have expressed interest in OSRAM lighting business...... A number of cross-border acquisitions, as well as the hands of FSL's acquisition of OSRAM rising equity, equity and development, some of the major crystal M.L.S. equity transactions, almost domestic LED listed companies are involved in mergers and acquisitions.

In addition to these listed companies, there are a number of very competitive central enterprises have also participated in the capital war, into the new three board. LED network from the side of the statistical point of view, the early backlight display, lighting and driven enterprises. Of course, the new board of LED enterprises, such enterprises are perfect photoelectric chip, which in 2015 is also involved in the tide of mergers and acquisitions, the acquisition of Qingdao Jason force high margin UV market, which is relatively rare in the new three board business, the future may be more.

It is worth mentioning that the new board in addition to the influx of small and medium enterprises, there are a number of benefits, such as a number of listed companies, such as a subsidiary of the company also have an independent impact on three new board. From these enterprises have entered into the new board, the 2016 capital merger war intensifies, success of the new three panel subsidiary of listed companies, the enterprise funds and fund-raising will be greater, will be the subject of the acquisition is more and more big, the future will show LED enterprises listed companies bigger, with the direction of enterprise development is more diversified and differentiation.

High margin market growth cycle shortened

2015 LED industry into the deep water area, industry maturity further, although derived from a number of high margin market, but unfortunately, these blue ocean market to the Red Sea market cycle will be shortened.

First of all, the blue ocean market in the early stages of development, but once into the growth period, there will be more enterprises to participate in the competition, which is the price war, the homogenization of competition, so that the gross margin will be significantly thinner.

Secondly, the current LED industry itself there is a surplus in the next 2 years, in addition to being acquired or eliminated, the fastest growing direction of LED companies are now hot high margin market. Although it is a small market, but the big opportunity, will inevitably become the cake for enterprises.

Finally, on the one hand, more and more enterprises listed on the new board, on the other hand, more in New York foreign exchange market funds gradually return to the new board, which leads to the new board of corporate finance has become relatively easy, difficult is a good project, it also further promote the high margin of blue sea into the red sea.

These three points will make the original price war speed, so that the speed of industrialization of product technology, forcing the market into a mature stage in advance, and finally be concentrated in the hands of several relatively large enterprises. (text /LED net Skavy)

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