The resumption of LEDvance marriage in Linsen efficiency first appeared in emerging markets

In order to planning a major reorganization of assets, LED package (MLS), the leading M.L.S. since July 18, 2016 continuous suspension, finally on Tuesday (May 2, 2017) to resume trading. MLS announced intends to spend no more than 4 billion yuan, the acquisition of mingsum photoelectric 100% stake, the company made the main assets: 100% stake in LEDVANCE. LEDVANCE is the German giant OSRAM lighting (OSRAM) lighting business subsidiary, continue to cooperate in various resources, develop and manufacture, research and development, brand channel, synergy, Linsen the acquisition mingsum photoelectric, and the subsequent development of LEDVANCE, in the era of LED lighting, is a great benefit.

Acquisition of the core of the gem and the core of the Ming Rui Rui Rui Ming Investment Holdings

According to the restructuring plan proposed by the company to the MLS, the issuance of shares and payment of cash to buy assets and raise matching funds, the price of 4 billion yuan, the acquisition of the Ming Ming core and 100% core photoelectric harmonious Zhuo Rui investment holdings. Ming and opto LEDVANC equity prices have not yet made a formal, but according to the best estimate of the number of overseas delivery provided by LEDVANCE LEDVANCE, a 100% stake in the initial price of 485 million 700 thousand euros for overseas delivery.

According to the information provided by the MLS foreign acquisitions, mingsum photoelectric is paid in cash, payment of shares as. In addition, M.L.S. also to not more than 10 specific investors, non-public offering of shares to raise. After the completion of the transaction, Sun Qinghuan is still the actual controller for the rawlinson.

LEDVANCE a new situation, cooperation synergy show

After a number of checkpoints, OSRAM announced in March 3, 2017 at the time of Germany and IDG, wood chips and other companies to invest in the group's equity delivery. So far only two months, the market has had a synergy effect. The first is in the field of LED filament lamp, Linsen (Shaoxing) and the acquisition of new green lighting, is currently the largest China LED lamp manufacturers, with strong production line support, the estimated LED filament lamp LEDVANCE this year to sell for about three to forty million, ranking the international brand factory crown.

In addition, according to the report of LEDinside master data, North American and European markets in the proportion of revenues accounted for LEDVANCE of about 40% or so, other countries and regions, only less than 20%, in other words, LEDVANCE is still much room for growth in emerging markets. According to LEDinside observation, emerging countries because of national policy, mega projects and economic development, LED lighting market opportunities. In the past PHILPS China, India and Indonesia's three largest market topped, rival OSRAM GE, which is difficult to catch up with the advantage foundation.

The MLS in cooperation with LEDVANCE, synergy in the design and manufacture of components, LEDVANCE has cost advantages, it can expand the market territory. Like LEDVANCE in the near future with the government of India about twenty million of the lighting standard, it is quite remarkable industry index, the market demand is expected to successfully enter, the two sides can deepen the layout of emerging markets in the future, more growth momentum.

In addition, in the past, the LEDVANCE in the LED lamp market performance is not as good as competitors, especially in fast-growing emerging markets, such as China and Southeast Asia, slow start. If LEDVANCE can be combined with the production of the two sides in the future our advantage, the lamp should be expected to help LEDVANCE expand cooperation, more market share in this area, and the lamp is mainly to the wholesale, suitable for brands to play for LEDVANCE.

Policy is expected to adjust to more innovative LEDVANCE to re adjust the growth of the brand

OSRAM SIEMENS inherited the conservative culture, steady in production, ensure quality and without fear. And LEDVANCE can complement each other in manufacturing wood Linsen, is its strength, the future is expected to LEDVANCE will be more emphasis to the brand, sales, R & D and innovation. While LEDVANCE has the majority of the production bases in the world, not in the past, the advantages of raw material components, also have the opportunity to be filled through the wood Linsen, so that LEDVANCE can do around the lamp assembly, implemented in assembly (local for local), to better meet the needs of local market segments, expand the size of the market.

The LEDVANCE proportion is still higher than traditional lighting LED lamp, in the process of transformation of LED manufacturers, MLS will be an important driving force, from the synergy view, performance can be expected. In addition to grasp these short-term growth, medium to long term, as long as the LEDVANCE can continue to improve the product line, through channel sales more abundant, and actively develop new markets, to consolidate in the new era of LED competitive advantage.

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