Six signs of LED chip war outbreak!

Victory day, Juan to money! Countless martyrs sacrificed to bring us a peaceful and happy life, however, the arduous task of rejuvenation of the Chinese nation is far from complete. Exposure to the LED industry, Chinese and foreign patent war has never been interrupted, the price war in the middle and lower reaches of the wind and waves, and there are signs of war spread upward, LED chip world war may be quietly approaching!

According to the August release of the electronic components industry research report, 2014 global LED chip supply and demand ratio from 130% in 2011, fell to 104% in the overall balance, with the rapid development of LED industry Chinese, LED chip for the benefit of enterprises in the industrial chain.

However, on the other hand, in recent years, in the process of continuous accumulation of the lighting industry, innovation and revolution, accompanied by its entire development process. In the downstream competition like a raging fire, LED chip industry is not alone, carefree and content.

1 Giant demolition business, adjust the deployment of troops

Over the past two years, PHILPS, Samsung, OSRAM and other international key enterprises have decided to sell or spin off LED lighting business. On the face of it, these international companies to give up LED lighting because of its lower profits. But its fundamental, or because of the rapid rise of China's LED lighting industry chain, the rapid rise of the enormous competitive pressure.

PHILPS Lumileds although the scale and cost of production is similar to its medical business, but the profit is more weak". The sale of Lumileds shares is a huge relief for PHILPS because of its high cost and strong work pressure. After the sale of a large stake in Lumileds, PHILPS will be able to pay more attention to its brand and medical products business, estimated market output of about $130 billion. Not-so-profitable (less profitable) LED components and manufacturing operations can take less effort. In other words, PHILPS may have smelled the future of gunpowder in the field of chips, he was reluctant to intervene in the dispute, but to force its high profit margins have been medical field.

As early as last October, Samsung said in a statement: "we have decided to stop in South Korea all market LED light business, so we can put more resources to focus on our core business areas, keep the LED component business active in the LED industry, and continue to provide high-quality products and services to our customers. In other words, Samsung's strategic layout is to focus on the strength of the core, high-end areas. The chip, which is the core of semiconductor lighting, is the top of the LED Pyramid.

OSRAM announced in July that it was negotiating with potential buyers of its lighting business. In early March, OSRAM chief financial officer Klaus Patzak said OSRAM will analyze the future structure of the product, but he refused to disclose the company in the summary strategy review, saying that "we will decide our capital allocation according to OSRAM in what the market is more active, according to our capital allocation decisions, the use of available funds. Industry rumors OSRAM will be more focused on automotive lighting and LED components. Although there is no clear message to show the layout of the future of OSRAM, but the sale of the next to the lamp business, freeing up more power OSRAM is not in the field of chip positive challenge?

2 Chinese enterprises keen to acquire, seeking global rise

Over the international sale of large enterprises, where Chinese companies actively buy. March 31st, GO Scale Capital (Jinsha River venture capital and oak investment partners jointly fund) led the acquisition of PHILPS's Lumileds 80.1% stake. In this regard, the domestic LED from the beginning of the excitement, appreciation, to the recent question, debate. Although it critically-acclaimed, but one point should be the consensus of the industry, namely: Lumileds has rich LED patent technology. Because the LED has long been the core technology of PHILPS, OSRAM, TOYOTA, CREE, Nichia chemical synthesis of the five international giants have Chinese, LED enterprises to go into the patent blockade of the market. The PHILPS Lumileds is the largest of the five patents, technical strength of the most abundant. Chinese LED companies to seek the status of the global chip obvious intent.

Then, the deep science and technology in July 19th issued a notice to disclose the announcement, said the company intends to develop its full interest in the acquisition of an American LED company. Industry guesses the company or as Bridgelux (Pu Rui). It is worth noting that the announcement that the company is a company engaged in the LED chip, package and optical module products R & D, manufacturing business of the company, currently worldwide has more than 750 technical patents in LED chip and package, and the CREE (CREE.O) patent cross licensing.

In August 25th, Elec-Tech announced that the company is planning a major asset and equity acquisition: 1 affiliates, the company and the company intends to buy a domestic listed company equity, in order to obtain the final for the purpose of control; 2, the company intends to cooperate with the national industry fund acquisitions outside of a lighting business assets, is expected to involve in the amount of 40 - 6 billion yuan, has entered a substantive stage of negotiations. Industry analysts believe that the acquisition of OSRAM and Elec-Tech or remove the sale of business related lamps. As the chip companies Elec-Tech will build a more powerful industrial chain downstream application fields will promote upstream chip production release and expansion.

3 national capital shares, chip strategy highlights

In June 16th, three optical announcement of the company's second largest shareholder of Fujian Sanan Group Co. Ltd and the national integrated circuit industry investment fund Limited by Share Ltd signed "