LED industry reshuffle how to reverse the end

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 of the cycle is about 2010-2012 years to accelerate investment in production capacity, especially in manufacturing investment, the growth rate remained at 20%-30% for three consecutive years, will undoubtedly increase the huge capacity. 2012-2015 prices continued to decline, has been 4 years, some of the industry to complete a thorough reshuffle, in the context of macroeconomic stability in the background, some industries 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 and 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. Follow the core aspect: first, given the continued expansion of LED packaging capacity; two is the layout of the downstream lighting field; the three is the presence of overseas mergers and acquisitions is expected, the international brand OSRAM is the subject of possible.