LED industry reshuffle end, how to reverse?

Downward phase of the economic cycle, some industry experience complete industry reshuffle, mighty wave crashing on a sandy shore, the pattern has been set, leading the company talent shows itself. Definition of the industry reshuffle is a completely, after several years of investment too fast; two is in recent years the price decline is very obvious, the price of the chain continued to decline; three is the industry's big companies restructuring or bankruptcy liquidation; four is the leading companies market share continue to improve. Founder Securities said good LED packaging industry, the follow-up will further supplement, active interest in the proposed LED packaging industry leader rawlinson. 1, the period of economic downturn, the industry reshuffle. The performance of this round cycle is roughly 2010-2012 years to accelerate investment in capacity, especially manufacturing investment, the growth rate remained at 20%-30% for three consecutive years, no doubt increased the huge capacity. 2012-2015 years, prices continued to decline, there have been 4 years, some sectors completed a thorough reshuffle, in the macroeconomic phase of stability and stability in the background, some sectors have reversed. 2, reversal industry: LED packaging industry. Due to the encapsulation of LED low barriers to entry, the scale of investment in more than 20 million, in the early development of the industry has attracted a lot of capital to enter, the packaging industry to form a small and scattered pattern, more than 10 years ago the industry basically presents the warlords hegemony pattern, 14, 15 years LED package prices fell 30%, of which 14 years 15 years, down 30%-50%, in this context, the large-scale enterprises bankruptcy restructuring, mergers and acquisitions industry increased significantly, large merger cases increased significantly, the amount of billions of M & A case number reached 39, accounting for 73.6%. 3, LED package leading companies: rawlinson. From the packaging capacity, M.L.S. was 360 billion 2015, nationstar 48 billion, honglitronic 15 billion, Linsen the advantage of no shake. Subsequent core aspect: first, the continued expansion of the LED packaging capacity; two is to vigorously layout the downstream lighting field; three is the existence of overseas mergers and acquisitions expected; international brand OSRAM is possible target.