In the first week of the Lunar New Year in 2017, the LED industry as a whole is still in a relatively calm stage. However, the new round of lamp price increase news from Mulinsen and the production capacity of Hongli Zhihui plus code package related accessories seem to indicate that the industry will still be “unsettled” in the first half of this year.

With the further deepening of the supply-side reform, the supply-demand relationship will be further improved, and the low-end backward production capacity will be further eliminated. At the same time, a number of large-scale plants are still increasing their investment in capacity expansion in their supply chains.

This week, Hongli Zhihui (300219) announced that its wholly-owned subsidiary Liangyou Hardware plans to invest in the Liangyou Electronic Project in Dalingshanside Industrial Park, Dongguan City. The total investment is 500 million yuan, and it will invest in building infrastructure such as headquarters office building, production workshop and living facilities.

The construction period of the project is 24 months, with two phases of construction, with a total construction area of ​​about 70,000 square meters. It is used to produce LED brackets, mobile phone accessories, precision molds, precision component products and services. The first phase of investment is 400 million yuan, which is expected to be completed and put into production before August 30, 2019.

Although the package manufacturers began to increase the price of some devices from the end of last year. But the cost pressure has not been fundamentally alleviated. Recently, some insiders revealed that the price of some lighting lamps for Mulinsen will be raised by 15% and will be implemented immediately to reduce the pressure from rising raw material prices.

At the same time, the leading players in the industry, such as Hongli Zhihui and Mulinsen, tend to take advantage of scale and solid profits in the current market situation, and actively deploy segmented application markets, as well as through capital integration. Ways to achieve the expansion and development of its own share.

And Lin Lizhi also increased the supply chain investment, as well as Mulinsen.

Previously, Mulinsen (002745) issued an announcement to change the previous LED application lighting product investment project, and turned to LED lighting components. According to the strategic planning adjustment, the future business of Mulinsen's parent company and existing subsidiaries will focus on LED packaging and LED application lighting components.

Mulinsen / Guoxing Optoelectronics / Yiguang Electronics continue to expand production capacity

Due to the strong demand for small-pitch display, the cross-strait LED industry continues to expand its production capacity. Among them, the mainland LED packaging leader Mulinsen will expand its production capacity target to 100 billion to 150 billion in 2017, and the focus will be on small-pitch display applications. , accounting for about 60 to 70% of new capacity, and another 40% of new capacity is used in LED lighting demand.

Mulinsen estimates that the demand for LED chips in 2016 is about 60 billion, which translates into about 20 billion LED packages. It is expected that the demand for chips will increase to 90 billion to 100 billion in 2017. Currently, Mulinsen is used for small-pitch display applications. The LED packaging capacity is about 10 billion, and the market share is about 50%. With the continuous expansion of production capacity in 2017, the 2017 target will increase the market share to over 60%.

Guoxing Optoelectronics has also started the expansion of LED packaging, and Jingtai Optoelectronics has promoted the expansion of the second phase of the project. With the accelerated expansion of the mainland LED packaging plant, the products are mainly high-end specifications such as 2020 or 1010, plus The price is competitive and will continue to expand the market share.

Taiwan's LED packaging manufacturer Everlight has been the largest supplier of small-pitch display applications in the world. In recent years, although the market share has been reduced, the main products have been pulled up to 0808 or 1010, and the new Miaoli plant has been commissioned. Capacity will also be concentrated in niche products, including small-pitch displays, automotive and invisible applications.

Mu Linsen's fundraising project changes important signals

Recently, Mulinsen (002745) issued an announcement to change the previous LED application lighting product investment project and switch to the LED lighting accessory component project.

The fundraising project to be changed this time is “Shinyu LED Application Lighting Phase I Construction Project”. The project plans to build a new LED lamp, candle lamp, ceiling lamp and downlight production base in the high-tech zone of Xinyu City, Jiangxi Province. The project design capacity is 148.47 million pieces per year, with a total investment of 904.243 million yuan.

According to the announcement, the company is currently planning to acquire LEDVANCE for the general lighting business set up by Osram. Therefore, the company's strategic planning has been adjusted. In the future, the business of Mulinsen's parent company and existing subsidiaries will focus on LED packaging and LED application lighting components. The field, while the LED application lighting business will be concentrated in LEDVANCE or through outsourcing production.

The changed “Xinyu LED Lighting Package Component Project” plans to build a new LED display panel and LED indoor lighting panel production base in Jiangxi Xinyu High-tech Zone. The project design capacity is an annual output of 15,903,300 square meters, and the total investment amount of the project is 1,034,291,100. yuan.

Philips plans to sell 14.8% stake in lighting business

According to reports, the Dutch giant Philips (Philips) recently said that they will sell 14.8% of the shares of Philips Lighting (LIGHT.AS).

As part of the Philips Group's strategy, the division of the lighting business to go public is an important plan for the company, Philips is expected to achieve a full plan within two years, the company's share price has risen 20% after this news.

Philips currently owns 71.2% of Philips Lighting's equity, and this time it sold 14.8% of the shares. If it is sold, it is expected to reduce Philips' Philips Lighting business share to 56.1%.

In addition, the sale of the Lumileds business, which has been in a state of suspension, also fell out at the end of last year.

In December last year, Philips announced that it had signed an equity transfer agreement to sell 80.1% of Lumileds' shares to certain funds managed by Apollo's global management company subsidiary. Philips will retain the remaining 19.9% ​​stake in Lumileds.

Osram's revenue in the fourth quarter of last year exceeded 7 billion yuan

Recently, Osram released its earnings report, and its revenue in the fourth quarter of 2016 increased by nearly 8% compared with the same period of the previous year; the adjusted profit margin before interest, taxes, depreciation and amortization was 18%.

Osram CEO Olaf Berlien said that in the first quarter of fiscal 2017 (the fourth quarter of 2016), OSRAM continued its growth last year.

Compared with the previous year, growth has further accelerated. Product demand remains strong, indicating that our strategy is working and that OSRAM is in the right direction. OSRAM ushered in a good start in the 2017 fiscal year, with accelerated growth in the first quarter.

Affected by the adjusted portfolio and currency, the first quarter of 2017 fiscal year (three months ended December 31) revenue increased by nearly 8% compared with the same period of the previous year, and also increased by about 5% over the same period of the previous year. 991 million euros (equivalent to about 7.303 billion yuan).


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