Olympic scenery behind the domestic small and medium enterprises or face the elimination of the fate of the screen

China made LED screen debut international sporting events.

Public data shows, the Rio Olympic Games opening ceremony held in Brazil, known as the National Stadium known as Maracana stadium around, installed four sets of the photoelectric screen area of 100 square meters of outdoor fixed screen, a total area of 400 square meters.

In fact, these four sets of display adopted since the 2014 World Cup in Brazil, the photoelectric said in the 2014 annual report, the success of the LED display screen installed in the Brazil World Cup opening ceremony and closing ceremony of home court hall Maracana stadium.

Behind the Olympic scenery, is the integration of these enterprises LED screen this year, as well as the growing tide of cross-border. More and more listed companies to the advertising media, sports and other fields of business extension; part of the small and medium enterprises, but also struggling to stay on the line of life and death.

Photoelectric seeking diversification

In order to build photovoltaic as an example, the application of LED products in the proportion of revenue decline, from 2013 to 2015, the application of LED products sales in the proportion of revenues were 96.99%, 64.60% and 51.30%.

From another perspective, the photoelectric LED application product sales continue to grow. 2013 to 2015, LED applications revenue was 580 million yuan, $627 million and $781 million.

Landing A shares at the beginning of the photoelectric apparently to a screen in the LED field. In the prospectus, the photoelectric says the goal is to achieve full color LED display applications industry status in the global top three in the next three years, and in some market segments, LED lighting applications have a leading position in the market.

One can not ignore the fact that the extension to bring significant benefits to the photoelectric acquisition. At the end of April 2014, the acquisition of the media on the photoelectric complete, the main business also transition to "manufacturing + advertising media industry". In the consolidated financial statements, the photoelectric year revenue was 970 million yuan, a year-on-year increase of 65.53% -- this is the daylight from 2009 to 2015, revenue growth was the fastest of the year.

Now do a single screen profit is very thin, a lot of screen enterprises in the good golden section of the package a number of good advertising, do their own screen to achieve advertising revenue, which is to increase the economic benefits of the channel. Guo Xiu, Secretary General of Guangdong lighting electrical association, said in an interview with reporters.

The photoelectric report shows that in 2015, the company outdoor advertising media business achieved revenue of 438 million yuan, accounting for 28.77%; in addition, the photoelectric 2015 new public relations services business contributed revenues of 299 million yuan, accounting for 19.65%.

It is difficult to do a simple screen"

In the LED screen enterprises, the transition has become the norm. According to the reporter found combing the Oriental Wealth CHOICE client, A shares of a total of about 15 enterprises producing LED screen, in addition to the photoelectric, Lehman shares in the extension to the sports industry chain, KingSun to education in Longwen through mergers and acquisitions, the formation of "double main LED+ education", there are some listed enterprises in the acquisition of culture related screen media companies.

Listed companies still have the scale effect, can obtain new profit by investing in mergers and acquisitions and extend the industrial chain, and a major feature of the LED industry is the number of small and medium-sized enterprises too much, industry concentration is not enough, in recent years in the industry mergers and acquisitions, integration, more frequent failures.

"Now do the screen too many companies, the competition is too intense, for businesses, simply rely on the screen is difficult to survive," said Guo Xiu. This is because, if the enterprise is simply assembled to do the screen, all materials must be purchased, the loss of the right to price the material, there is no competitive advantage.

Guo Xiu said, the LED display industry chain about about 1300 enterprises, the real LED screen assembly, production enterprises is probably less than 500, the scale of these enterprises ranging from real size enterprises accounted for only about 10%, "the integration and combination of space in the future, 3 to 5 years after keeping enterprise not more than 100. "

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