The pain has just begun! Lighting industry in the future three pre judgment and trend

LED lighting industry development so far, can be roughly divided into three stages. In 2014 as a watershed, in which a year ago, is an "unknown and hopeful stage", the original more than 5 thousand lighting business, suddenly increased to more than 30 thousand, at that time, we are still thinking about the future of the huge market for LED. However, in the 2014 year after a rapid alternative stage, since the beginning of 2015, has entered a stage of mature shuffle sort". In this regard, OPPLE lighting China CEO Ding long bluntly: painful days have just begun! "

2015 has entered the final month of nature, the year will be done, just took the opportunity to look back on the lighting industry in 2015 a major event. Over the years, the industry probably have a feeling: LED lighting is destined to be a restless newborn, a change in the traditional lighting industry in the past quiet state. Especially in the past one or two years, the global lighting giant's new choice, new action, the moment has attracted the attention of the industry, affecting the industry's nerves.

Mergers and acquisitions investment wave after wave

From September 2014 onwards, PHILPS will have to split the lighting business news spread like wildfire. By March 2015, PHILPS lighting decided to sell its own 3 billion 300 million dollar car light and chip business (Lumileds). In September 9th of the same year, OSRAM again to the rising price of the sale to 2 billion 622 million stake in FSL, so rising became the largest shareholder of FSL. At the same time, Osram said it would sell the general lighting business again, Lang affectionate concubine intentionally ", audio and other enterprises have become a" disk access man". A transnational marriage, watching and will be born.

According to statistics, as of October 15th this year, China's domestic lighting enterprises large mergers and acquisitions investment cases have been as high as 33, involving an amount of more than $31 billion 800 million. Ding Long said, this is an unprecedented amount". In these mergers and acquisitions cases, there are 19 mergers and acquisitions within the LED industry investment, accounting for 58%. In addition, in addition to the upstream and downstream of the LED extension, foreign media, sports, investment, the Internet has become the direction of investment and investment in the field of lighting companies, accounting for 42%.

Case of bankruptcy

On the one hand to tie the knot, the other side of the car is "Starving people fill the land. industry funding strand breaks," the enterprise, when the collapse occurred. After the "pulse" of the "cause", is obviously the excess supply and demand. Not to mention the specific name disappeared in sight of the enterprise, all lighting stores rent single industry, inside a large mess, as has been surfacing decadent. In August this year, the industry news on the relevant reports. It is reported that, after nearly 30 years of soaring, Guzhen lighting industry, the rapid increase in the number of enterprises, the formation of the "Ten Mile Street Lights", creating a better environmental needs, and then spawned a big market". However, the world is easy to move, once the rental rate of return is difficult to return to a complex, and ultimately the formation of the collective food is now an embarrassing situation.

There is a comparison of the investigation, big store rental prices from the beginning of 2014, the number of new lows, including light cube 58 yuan, up to $38. To this year, the WTO is 48 yuan, Star Alliance "integrity is not insured or even as low as 25 yuan. The whole industry downturn, difficult to do business, the supermarkets for discontent is homely food is also vacant, street stores. Therefore, in the face of the cruel reality, the choice of stores is: "drop tenants, not to die". Ding Long believes that Zhongshan is a window of the industry, through it can see the bleak scenery outside. In fact, the lighting market is almost the same situation.

Lighting industry in the future three pre judgment

For the development trend of the industry this year, Ding Long again for the future of the industry to make a pre judgment, in fact, this is only 7 of the last year's pre cut to this year's 3". Let's take a look at the three sentences that survived:

1, upstream production capacity increase and downstream demand decline will be the norm;

2, general lighting will shift from decentralized to centralized, the industry will be part of the sea, while the flame;

3, seize the technical characteristics of LED and intelligent small businesses, may be strong segments.

To this end, he reviewed the past three Chinese economic transformation, according to the introduction, 1978-1997, is a planned economy to heavy industrialization industrial economic transformation, the rapid development of the textile industry to meet the basic needs of the people of home appliances. He pointed out that at this time China is a shortage of the market, as long as the production of (home appliances) products are selling well. In 1998-2014, there have been some China domestic market saturation, 2001 China joined the WTO export led economy in 1998, the abolition of welfare housing, housing economy, lighting industry is from the beginning of this period. There is no doubt that the abolition of welfare housing distribution, into the era of commercial housing consumption is an opportunity to directly stimulate the rapid development of the entire building materials industry. Until now, the situation is China facing rising labor costs and the inflection point, two-child policy completely liberalized, it shows that the population structure has been a problem, but the price of labor, the manufacturing cost Chinese equivalent to about 80% of the United states. Exports and real estate will slow down, the new transformation has only just begun. Internet banking, industrial manufacturing 2025, industrial 4, is still in a conceptual stage.

Warm home sales (source: National Bureau of statistics, China Industrial Information Network)

Real estate development investment growth