Can the trend of LED enterprise integration usher in a new dawn in the industry?1

The combination of strong LED enterprises has become a trend. Are major LED enterprises also considering the combination of strong LED enterprises? Can you open up a new world of LED? Overview of the incident: recently, Ruifeng Optoelectronics announced that it plans to jointly invest with TCL Group Co. , Ltd. and Yuxing Enterprise Co. , Ltd. to jointly invest in a joint venture company in Huizhou Zhongkai High-Tech Development Zone. The company accounts for of the registered capital of the joint venture company, and its business scope covers the research and development, manufacture and sales of LED related products. Sales scope and domestic and foreign markets. Recently, Sanan Optoelectronics and zhaochi shares issued separate announcements. Sanan Optoelectronics Co. , Ltd. Anhui Sanan and zhaochi Co. , Ltd. Shenzhen zhaochi signed the 'strategic procurement framework agreement', the agreement stipulates: in the next year from the date of signing the agreement, Shenzhen zhaochi will purchase a total amount of 0. 5 billion yuan of LED chips from Anhui Sanan, which accounts for about 2012 of Sanan Optoelectronics. 6. 3 billion of sales revenue 15. Event Analysis: downstream demand is tight, and the industry is clearly picking up. Since the beginning of this year, the LED market has begun to improve, especially in the second quarter, when demand began to grow vigorously. Sanan Optoelectronics said that in addition to several development equipment, the remaining more than 130 MOCVD equipment in production have been fully in production. And the additional issuance plan abandoned in March was re-proposed at the end of May, showing the company's confidence in the downstream demand of the industry. Zhaochi shares also said that with the release of downstream LED lighting demand and the gradual transfer of TV backlight to domestic procurement, zhaochi shares LED business revenue ushered in a rapid growth. According to the target set by the management, the sales of zhaochi energy-saving lighting company will increase to 10% of the sales revenue of zhaochi shares this year, and are confident that in the next 3- In the past five years, it has become one of the top five LED enterprises in China. The announcement highlights the company's full orders from the side, and also shows that the management is full of confidence in the company's LED business development. The production capacity of enterprises is generally tight, and the strong combination is a trend. Since the second quarter of this year, the LED industry has obviously warmed up, and the products of various enterprises are in short supply, and the production capacity is generally tight. At the beginning of July, Ruifeng Optoelectronics announced that it plans to use its own funds to invest in SMLED expansion projects. The cooperation with TCL Group and Yuxing company is a secondary investment in a short period of time. show companies full confidence in the industry. And this round of investment has become a trend. The combination of upstream and downstream enterprises is conducive to the long-term development of the LED industry. For enterprises, this form of cooperation is conducive to giving full play to their respective resource advantages. reduce the production cost of each company's products and ensure the stable demand of each company's industrial chain.