[Source: "High- tech LED" magazine January issue (total 61)] According to the forecast of the High-tech LED Industry Research Institute (GLII), the total output value of China's LED industry in 2014 will reach 344.5 billion yuan, an increase of 31%. Among them, the output value of LED upstream epitaxial chips, midstream packaging and downstream applications were 12 billion yuan, 56.8 billion yuan and 275.7 billion yuan respectively, up 43%, 20% and 32% respectively.
From the data point of view, the industry as a whole is good, but "the layman looks at the excitement and the insider looks at the doorway." Only those who are in this industry can feel that every step of the way is as thin as ice.
Keywords: M&A integration
In the process of the LED lighting industry gradually mature, mergers and acquisitions integration is an inevitable process.
Looking back at 2014, the LED lighting industry and M&A events surged, with more than 100 M&A cases and more than 10 billion M&A. Among them, there are more than 20 M&A cases of listed companies in the LED industry chain, and the amount of M&A exceeds 6 billion. In the merger and acquisition of listed companies, Feile Audio acquired 100% equity of Shenan Group for 1.59 billion yuan, and Tsinghua Tongfang acquired 51.6% equity of Zhen Mingli for HK$900 million. Changfang Optoelectronics acquired 60% equity of Kang Mingsheng for 528 million yuan, ranking the top three.
The High-Tech LED Industry Research Institute (GLII) believes that according to the current trend of industry and M&A integration, it will be a high probability event for a company with a level of 10 billion after three years. The eyes of domestic enterprises need to be more international. International companies such as Philips, Osram, GE, CREE, etc. are also taking M&A as an important means to continue to grow and develop. Whether domestic enterprises can successfully use M&A strategies in the process of internationalization will be their international The key to success.
Keywords: loss of running
On October 22, 2014, the owner of Zhongshan Hualiang Lighting (Fengguang Legend) lost contact with his relatives, and dozens of suppliers were chasing money from the factory and the police handled it on the spot. Hesitant and legendary legendary Fengguang legend, owed more than 70 million bosses ran...
Since the start of Fengguang, the LED lighting industry can be said to have opened a wave of "running tides" that can't stop. Xilin Lighting, Zhongshan Qike Lighting, Jinqiutian, and good lighting have joined the ranks.
On the evening of December 6, some industry WeChat circles began to rumor that Jiangmen Guojing Optoelectronics was being squandered by hundreds of suppliers. Subsequently, Gaogong LED reporter learned from informed sources that the owner of Guojing Optoelectronics Co., Ltd., Guangzhou Juliang Optoelectronics Technology Co., Ltd. (hereinafter referred to as “Juliang Optoelectronicsâ€) lost contact, and hundreds of suppliers were enclosed at the door of the factory.
According to incomplete statistics, Juliang Optoelectronics and its subsidiaries have defaulted on suppliers' payment of more than 200 million yuan, making it the largest case for LED companies in 2014.
Keywords: e-commerce shock
From 35 billion yuan in 2013 to 57.1 billion yuan in 2014, Tmall's “Double 11†sales have once again climbed sharply. In this shopping spree, LED lighting companies naturally do not want to show weakness, Taobao and Tmall sold a total of 450 million yuan in lighting on the "double 11" day, compared with last year, nearly 40% growth. Among them, Tmall Mall sales of lighting products reached 194 million yuan, Taobao sales of lighting products reached 259 million yuan.
Judging from the above data, it is undeniable that the scale of China's e-commerce market is getting bigger and bigger, and the impact on offline stores is obvious.
However, in terms of the current development of offline commercial entities, e-commerce is far from mature enough to replace physical sales, so the O2O model has become one of the important directions for the development of lighting e-commerce in the future. More and more companies are beginning to try to combine offline sales online. Although there is no clue at present, many companies say that this will be an important strategic direction for the future.
Keywords: according to the enterprise into the "pan"
With the fierce competition in the home lighting industry, the concept of the overall home lighting is outdated, and the concept of pan-home lighting proposed by lighting companies has begun to rise. It is not uncommon for home lighting of various styles and categories to appear in one store at the same time.
In general, “Pan Home†integrates all related industries by surrounding the core area of ​​“homeâ€. Under the "pan-home" mode, lighting companies can "jump" out of the lighting circle, and cooperate with furniture, kitchen and bathroom, doors and windows, building materials, ceramics and other enterprises to jointly develop their respective advantages, and ultimately achieve the development of the group.
Through the case of resource integration in the industry, although some LED companies in the upper, middle and lower reaches have integrated resources, they mainly stay in the LED industry, and the limitations are relatively large.
From the perspective of the development direction of the entire lighting industry, with the increase of people's awareness of LEDs and the enhancement of product quality and price, LEDs have begun to penetrate into the field of home lighting.
Keywords: urgent transformation
Zhang Xiaofei, chairman of Gaogong LED, said at the 4th G20-LED Lighting Summit that the overall profitability of the LED industry is not optimistic. The upstream, middle and lower reaches are facing their own problems, and the transformation needs are entering the deep water area.
The main business is LED packaging Xinyue Optoelectronics, its general manager Zou Yiming made it clear that the company is already thinking about transformation and upgrading, and may consider the development of downstream lighting applications in the future.
Not only Xinyue Optoelectronics has the same consideration. Traditional lighting companies such as Sunshine Lighting and Sanxiong Aurora are coming from LED lighting. Some traditional LED industries are on the way forward.
In the view of Dr. Zhang Xiaofei, the next three years will be a very crucial golden time. The competition in the industry will be even more fierce. Nearly two-thirds of SMEs will withdraw. By 2015, the penetration rate of LEDs will exceed 60%. This data exceeds the previous forecast, which means that the traditional lighting is basically overcome.
Keywords: channel smoke
Since 2014, both traditional lighting companies and emerging LED lighting companies have exhausted their efforts in distribution channels, such as Mulinsen lighting, sunlight lighting, rectangular lighting, and new Teli.
Mulinsen's performance in the circulation field in the first half of the year was eye-catching, entering the third quarter, and the layout further penetrated into depth.
In March, Sunshine Lighting successively held dealer conferences and new product launch conferences in various regions of the country.
In July, Xinteli launched the mid-end brand – whisper, and plans to complete the construction of 1,000 “whispered†brand stores in three years.
Downstream applications are more about competition around channel construction. Traditional retail channels, engineering channels, e-commerce channels, and O2O channels are all territories where lighting companies can compete. When the channel construction is basically implemented, when the marketing modes of various channels become transparent and similar, product quality and corporate brand become the core competitiveness of LED lighting enterprises, and the value of innovation for enterprises may be decisive.
Keywords: high-level exchange of blood
In 2014, executives of LED companies were also in turmoil. Qinshang Optoelectronics director changed blood, NVC lighting founder Wu Changjiang was expelled from the enterprise, Wang Donglei "violent takeover", "Ghost" Wu Zhengyi left Yiguang, Osram appointed new CEO ... Every time personnel changes are involved in thousands of dollars Awkward relationship.
Executives have set off a wave of resignation, which has drawn people's attention. There are many reasons for this. There are "personal reasons" and "work needs". It is difficult to distinguish between reality and reality. Under the current situation of the resignation of executives, the lighting industry has begun to worry about the market. The worrying aspects include the instability of the company's management caused by frequent personnel changes, which in turn affects the company's performance growth.
For the reason for the resignation of the resignation executives, the listed company did not make detailed disclosures in the announcement, which was basically a sum. In the face of the resignation request from the listed company executives, as an ordinary investor, they can only be deeply helpless while understanding.
It can be seen that the behavior of executives leaving early is irresponsible for listed companies and investors. What companies can do is how to minimize losses.
Keywords: giant face
"Osram layoffs" "Samsung retreats to South Korea" "Philips split", like three blockbusters caused an uproar in the industry.
In July 2014, OSRAM announced a layoff of 7,800 people worldwide. And Osram's biggest competitor, Philips, announced in September that the lighting and healthcare split will be operated by two companies, and Philips Lighting will be upgraded from a division of the group to an independent operating company.
Zhang Xiaofei, chairman of Gaogong LED, pointed out that global LED giants such as Philips, Osram and Cree want to expand their sites, and the application market has become the focus of competition.
In October, Samsung Electronics, one of the world's top ten LED manufacturers, announced its withdrawal from the LED lighting market outside Korea. Samsung said that it will focus on the upstream core components of LEDs in the future. This shows that the LED lighting industry has entered the integrated deep water area.
Dr. Zhang Xiaofei believes that Samsung is good at making large-scale, standardized products, such as color TVs and mobile phones. But there are so many kinds of LED lighting, and the shape of the lamps is varied, so there are so many lighting factories in China that can survive.
Keywords: Nobel Prize
On October 7, 2014, the Royal Swedish Academy of Sciences announced that the 2014 Nobel Prize in Physics was jointly awarded to Japanese scientists Akasaka, Amano and the Japanese-American scientist Nakamura Shuji of the University of California, Santa Barbara, in recognition of them. The contribution to the invention of a new high-efficiency energy-saving light source, namely blue light-emitting diodes (LEDs), opens up new possibilities for energy savings.
As soon as this news came out, it immediately gave the industry a shot in the arm, and for a time, the high-tech LED industry CEO circle was very lively. It is natural for all industries to be happy, but they are not happy to be fainted. They have expressed their responsibility as the LED industry. They have the responsibility to put the quality of their products up, not to produce and sell inferior products for the immediate benefit, so that users can use them with confidence. Peace of mind.
The Nobel Prize Committee wrote: "The incandescent lighting is in the 20th century, and the LED lights will illuminate the 21st century." This road is naturally full of ups and downs, but all LED industry people want it to be as short as possible.
Keywords: smart products
In 2014, LED smart products were hot. Whether it is Philips, Osram, GE, Toshiba Lighting, TCL-Rogrange and other international lighting companies, or domestic lighting electrical enterprises such as Sunlight Lighting, Hongyan Electric, Hedong Electronics, Juhui Electronics KOTI, Bangqi Electronics, Nanjing Tiansui, etc. The home intelligence of LED light sources has become its highlight.
In the second half of the year, companies with capital and brand strength announced that they have already laid out their layouts and even launched intelligent lighting products to control LED intelligent lighting in wireless control, dimming and user experience, and seize the commanding heights.
"LED intelligent lighting will drive the smart home market to be active, and once the intelligent cost and landing and after-sales issues are solved, smart homes will develop rapidly," said Guan Yong, general manager of Sunshine Lighting.
At present, Philips has launched a smart connected LED lighting system for home, office, commercial and urban lighting in the application market. Hue is a representative product of Philips Smart Connected Home Lighting.
From the data point of view, the industry as a whole is good, but "the layman looks at the excitement and the insider looks at the doorway." Only those who are in this industry can feel that every step of the way is as thin as ice.
Keywords: M&A integration
In the process of the LED lighting industry gradually mature, mergers and acquisitions integration is an inevitable process.
Looking back at 2014, the LED lighting industry and M&A events surged, with more than 100 M&A cases and more than 10 billion M&A. Among them, there are more than 20 M&A cases of listed companies in the LED industry chain, and the amount of M&A exceeds 6 billion. In the merger and acquisition of listed companies, Feile Audio acquired 100% equity of Shenan Group for 1.59 billion yuan, and Tsinghua Tongfang acquired 51.6% equity of Zhen Mingli for HK$900 million. Changfang Optoelectronics acquired 60% equity of Kang Mingsheng for 528 million yuan, ranking the top three.
The High-Tech LED Industry Research Institute (GLII) believes that according to the current trend of industry and M&A integration, it will be a high probability event for a company with a level of 10 billion after three years. The eyes of domestic enterprises need to be more international. International companies such as Philips, Osram, GE, CREE, etc. are also taking M&A as an important means to continue to grow and develop. Whether domestic enterprises can successfully use M&A strategies in the process of internationalization will be their international The key to success.
Keywords: loss of running
On October 22, 2014, the owner of Zhongshan Hualiang Lighting (Fengguang Legend) lost contact with his relatives, and dozens of suppliers were chasing money from the factory and the police handled it on the spot. Hesitant and legendary legendary Fengguang legend, owed more than 70 million bosses ran...
Since the start of Fengguang, the LED lighting industry can be said to have opened a wave of "running tides" that can't stop. Xilin Lighting, Zhongshan Qike Lighting, Jinqiutian, and good lighting have joined the ranks.
On the evening of December 6, some industry WeChat circles began to rumor that Jiangmen Guojing Optoelectronics was being squandered by hundreds of suppliers. Subsequently, Gaogong LED reporter learned from informed sources that the owner of Guojing Optoelectronics Co., Ltd., Guangzhou Juliang Optoelectronics Technology Co., Ltd. (hereinafter referred to as “Juliang Optoelectronicsâ€) lost contact, and hundreds of suppliers were enclosed at the door of the factory.
According to incomplete statistics, Juliang Optoelectronics and its subsidiaries have defaulted on suppliers' payment of more than 200 million yuan, making it the largest case for LED companies in 2014.
Keywords: e-commerce shock
From 35 billion yuan in 2013 to 57.1 billion yuan in 2014, Tmall's “Double 11†sales have once again climbed sharply. In this shopping spree, LED lighting companies naturally do not want to show weakness, Taobao and Tmall sold a total of 450 million yuan in lighting on the "double 11" day, compared with last year, nearly 40% growth. Among them, Tmall Mall sales of lighting products reached 194 million yuan, Taobao sales of lighting products reached 259 million yuan.
Judging from the above data, it is undeniable that the scale of China's e-commerce market is getting bigger and bigger, and the impact on offline stores is obvious.
However, in terms of the current development of offline commercial entities, e-commerce is far from mature enough to replace physical sales, so the O2O model has become one of the important directions for the development of lighting e-commerce in the future. More and more companies are beginning to try to combine offline sales online. Although there is no clue at present, many companies say that this will be an important strategic direction for the future.
Keywords: according to the enterprise into the "pan"
With the fierce competition in the home lighting industry, the concept of the overall home lighting is outdated, and the concept of pan-home lighting proposed by lighting companies has begun to rise. It is not uncommon for home lighting of various styles and categories to appear in one store at the same time.
In general, “Pan Home†integrates all related industries by surrounding the core area of ​​“homeâ€. Under the "pan-home" mode, lighting companies can "jump" out of the lighting circle, and cooperate with furniture, kitchen and bathroom, doors and windows, building materials, ceramics and other enterprises to jointly develop their respective advantages, and ultimately achieve the development of the group.
Through the case of resource integration in the industry, although some LED companies in the upper, middle and lower reaches have integrated resources, they mainly stay in the LED industry, and the limitations are relatively large.
From the perspective of the development direction of the entire lighting industry, with the increase of people's awareness of LEDs and the enhancement of product quality and price, LEDs have begun to penetrate into the field of home lighting.
Keywords: urgent transformation
Zhang Xiaofei, chairman of Gaogong LED, said at the 4th G20-LED Lighting Summit that the overall profitability of the LED industry is not optimistic. The upstream, middle and lower reaches are facing their own problems, and the transformation needs are entering the deep water area.
The main business is LED packaging Xinyue Optoelectronics, its general manager Zou Yiming made it clear that the company is already thinking about transformation and upgrading, and may consider the development of downstream lighting applications in the future.
Not only Xinyue Optoelectronics has the same consideration. Traditional lighting companies such as Sunshine Lighting and Sanxiong Aurora are coming from LED lighting. Some traditional LED industries are on the way forward.
In the view of Dr. Zhang Xiaofei, the next three years will be a very crucial golden time. The competition in the industry will be even more fierce. Nearly two-thirds of SMEs will withdraw. By 2015, the penetration rate of LEDs will exceed 60%. This data exceeds the previous forecast, which means that the traditional lighting is basically overcome.
Keywords: channel smoke
Since 2014, both traditional lighting companies and emerging LED lighting companies have exhausted their efforts in distribution channels, such as Mulinsen lighting, sunlight lighting, rectangular lighting, and new Teli.
Mulinsen's performance in the circulation field in the first half of the year was eye-catching, entering the third quarter, and the layout further penetrated into depth.
In March, Sunshine Lighting successively held dealer conferences and new product launch conferences in various regions of the country.
In July, Xinteli launched the mid-end brand – whisper, and plans to complete the construction of 1,000 “whispered†brand stores in three years.
Downstream applications are more about competition around channel construction. Traditional retail channels, engineering channels, e-commerce channels, and O2O channels are all territories where lighting companies can compete. When the channel construction is basically implemented, when the marketing modes of various channels become transparent and similar, product quality and corporate brand become the core competitiveness of LED lighting enterprises, and the value of innovation for enterprises may be decisive.
Keywords: high-level exchange of blood
In 2014, executives of LED companies were also in turmoil. Qinshang Optoelectronics director changed blood, NVC lighting founder Wu Changjiang was expelled from the enterprise, Wang Donglei "violent takeover", "Ghost" Wu Zhengyi left Yiguang, Osram appointed new CEO ... Every time personnel changes are involved in thousands of dollars Awkward relationship.
Executives have set off a wave of resignation, which has drawn people's attention. There are many reasons for this. There are "personal reasons" and "work needs". It is difficult to distinguish between reality and reality. Under the current situation of the resignation of executives, the lighting industry has begun to worry about the market. The worrying aspects include the instability of the company's management caused by frequent personnel changes, which in turn affects the company's performance growth.
For the reason for the resignation of the resignation executives, the listed company did not make detailed disclosures in the announcement, which was basically a sum. In the face of the resignation request from the listed company executives, as an ordinary investor, they can only be deeply helpless while understanding.
It can be seen that the behavior of executives leaving early is irresponsible for listed companies and investors. What companies can do is how to minimize losses.
Keywords: giant face
"Osram layoffs" "Samsung retreats to South Korea" "Philips split", like three blockbusters caused an uproar in the industry.
In July 2014, OSRAM announced a layoff of 7,800 people worldwide. And Osram's biggest competitor, Philips, announced in September that the lighting and healthcare split will be operated by two companies, and Philips Lighting will be upgraded from a division of the group to an independent operating company.
Zhang Xiaofei, chairman of Gaogong LED, pointed out that global LED giants such as Philips, Osram and Cree want to expand their sites, and the application market has become the focus of competition.
In October, Samsung Electronics, one of the world's top ten LED manufacturers, announced its withdrawal from the LED lighting market outside Korea. Samsung said that it will focus on the upstream core components of LEDs in the future. This shows that the LED lighting industry has entered the integrated deep water area.
Dr. Zhang Xiaofei believes that Samsung is good at making large-scale, standardized products, such as color TVs and mobile phones. But there are so many kinds of LED lighting, and the shape of the lamps is varied, so there are so many lighting factories in China that can survive.
Keywords: Nobel Prize
On October 7, 2014, the Royal Swedish Academy of Sciences announced that the 2014 Nobel Prize in Physics was jointly awarded to Japanese scientists Akasaka, Amano and the Japanese-American scientist Nakamura Shuji of the University of California, Santa Barbara, in recognition of them. The contribution to the invention of a new high-efficiency energy-saving light source, namely blue light-emitting diodes (LEDs), opens up new possibilities for energy savings.
As soon as this news came out, it immediately gave the industry a shot in the arm, and for a time, the high-tech LED industry CEO circle was very lively. It is natural for all industries to be happy, but they are not happy to be fainted. They have expressed their responsibility as the LED industry. They have the responsibility to put the quality of their products up, not to produce and sell inferior products for the immediate benefit, so that users can use them with confidence. Peace of mind.
The Nobel Prize Committee wrote: "The incandescent lighting is in the 20th century, and the LED lights will illuminate the 21st century." This road is naturally full of ups and downs, but all LED industry people want it to be as short as possible.
Keywords: smart products
In 2014, LED smart products were hot. Whether it is Philips, Osram, GE, Toshiba Lighting, TCL-Rogrange and other international lighting companies, or domestic lighting electrical enterprises such as Sunlight Lighting, Hongyan Electric, Hedong Electronics, Juhui Electronics KOTI, Bangqi Electronics, Nanjing Tiansui, etc. The home intelligence of LED light sources has become its highlight.
In the second half of the year, companies with capital and brand strength announced that they have already laid out their layouts and even launched intelligent lighting products to control LED intelligent lighting in wireless control, dimming and user experience, and seize the commanding heights.
"LED intelligent lighting will drive the smart home market to be active, and once the intelligent cost and landing and after-sales issues are solved, smart homes will develop rapidly," said Guan Yong, general manager of Sunshine Lighting.
At present, Philips has launched a smart connected LED lighting system for home, office, commercial and urban lighting in the application market. Hue is a representative product of Philips Smart Connected Home Lighting.
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