Shake Qian Shu! Do car LED lighting enterprise fishing gold geometry?

[LED] China network LED general lighting price grappling, falling profits, LED enterprises are in urgent need of looking for new profit growth point, so such as intelligent lighting, lighting, Flash LED, UV plant LED and other segments gradually incorporated into the part of the LED business layout, automotive LED lighting is also true.

However, compared to many areas of intelligent lighting, such as thunder and rain is small, in terms of automotive LED lighting really contributed a lot of gold for LED companies.

Big coffee competing layout fishing gold"

The domestic packaging chiefs honglitronic through the acquisition of lamp enterprises across the full field of automotive lighting Forda signal. The former holds 62% stake in Hongli Forda signal in August 2013 will eat all the remaining stake in florida. Let's look at Hongli automotive lighting products revenue and gross margin, according to Li reported over the years, 2013, 2014, the first half of 2015 revenues were 66 million 818 thousand and 700 yuan, 102 million 365 thousand and 700 yuan, 53 million 659 thousand and 800 yuan, gross margin was 44.25% in 2013, the first half of 2015 gross margin was 43.52%.

Through mergers and acquisitions cut the field of automotive lighting and acoustics. In 2010, the main business for the acquisition of audio production, processing and sales of auto parts, electronic products, electrical equipment of Shanghai St. Lanna Industrial Co. ltd..

According to the audio report shows that in 2015, St. Lanna company in 2015 1-6 month total revenue of 288 million 450 thousand yuan, an increase of 30.6%, operating profit 25 million 130 thousand yuan, net profit of 20 million 850 thousand yuan, down 4%.

Let's look at. Ruifeng photoelectric 2012 - automotive applications LED revenues were 7 million 562 thousand and 800 yuan, $7 million 127 thousand and 700, $4 million 701 thousand and 400, gross margin was 54.87%, 53.66%, 45.25%. 2015 first half of the automotive application LED revenue 4 million 839 thousand and 500 yuan, up by a large increase of 164.79%, gross margin of $51.78%. It can be compared, accounting for the proportion of total revenue over 60% of the proportion of Ruifeng lighting LED business this year, the gross profit margin is only about 11.55%. Ruifeng in this year's report is mentioned, the company is actively looking for LED lights in the field of the subject, LED lights with high barriers to entry, profitability and stability of the characteristics, and the company's strategic planning is highly consistent.

BYD lighting with its own advantages, to start the automobile lighting is always more than other companies hundreds of times and handy. According to BYD lighting sales director Xiao Zhiyong revealed that BYD lighting in the first half of 2015 with about 90000000 yuan LED car revenue, the future will continue to force in this piece.

There is a good opportunity to make money, big brother Sanan optoelectronics will not be missed. An optoelectronic wholly owned subsidiary of Wuhu Rui photoelectric July 17th and Silver Cheung's agreement, Rui photoelectric branch supporting services for Beiqi Silver Cheung in Chongqing City, the production of automotive lamps and LED products, BAIC silver Xiang Rui photoelectric commitment supporting the share of not less than 70%. This year's report pointed out that Sanan optoelectronics, Rui photoelectric products business has been engaged in the application of a variety of automotive manufacturers certification, has started to supply some models, as of the reporting period, the sales income of 100 million 572 thousand and 500 yuan, net profit of 10 million 905 thousand and 800 yuan.

The coveted piece of the market and Wright, in September 2014 to 10 million 856 thousand yuan of capital shares lam-kawatech photoelectric 57.42% stake, snow Wright photoelectric lam-kawatech 2014 report shows that in 2014 achieved revenues of 175 thousand and 900 yuan, net profit was 572 thousand and 300 yuan loss. Although the acquisition of the company profit and loss, snow Wright and automotive lighting business enthusiasm, not only to automotive lighting products set up the joint venture Foshan snow Wright automobile intelligent electronic Co. Ltd is mainly responsible for domestic sales of the company, and Wright snow staff also shares capital Yi branch (the end of June this year, the photoelectric snow Wright staff Mr. Liu Huogen 18 core staff a total investment of 2 million 748 thousand and 300 yuan of capital shares accounted for lam-kawatech lam-kawatech photoelectric photoelectric 12.69% stake after the capital increase. After the completion of the capital xuelaite photoelectric lam-kawatech holds equity ratio of 50.13%).

Light game player Xingyu shares will gradually focus on the LED light field, the 2015 semi annual report, the planning of an annual output of 500 thousand sets of LED lights and supporting the project has generated revenue of $420 million 397 thousand and 700.

Newcomers to the threshold

Behind the layout of large coffee competition is a huge market potential. According to relevant statistics, China's car market from 17 billion 800 million yuan in 2010 to grow to $25 billion 500 million in 2013, the future is still optimistic about the space. According to 2015 China's auto sales reached more than 31 million calculations, the corresponding light car market will be more than 35 billion yuan, the continuous improvement of the market space for the strength of the car companies to create a good growth space.

However, although the market space is huge, and many companies in this fishing gold, but want to enter the field of automotive LED lighting is not so easy. "Unlike other LED lighting industry, each segments are not related, its market operations are not the same. Wang Peng, deputy general manager of lion lion, said the lion did not cut into the automotive LED lighting field.

"The car is very high reliability requirements for supporting materials. In addition, the automotive industry production parts and services must pass TS16949 quality system standards, which also have some difficulty. Crystal platform photoelectric chairman Gong Wen said that at present there are several sets of crystal production LED indicator light, turn lights and other automotive lighting products, but the amount is not large.

TS16949 is indeed a threshold, the same side of the three year plan through the photoelectric. Yang Fan, general manager of the same side of the light, said the same side of the photoelectric manufacturers to do some lights for two or three years, Future Ltd is also very optimistic about the potential of this market.