LED competition era, packaging enterprises seek new growth points

In 2014, the LED lighting feast was really kicked off! Corresponding to the strong growth of the market, LED manufacturers will usher in a real golden development period. However, under the new competitive situation, there is not much time left for enterprises to arrange troops, and the second half of this year is crucial for enterprises. Especially for packaging enterprises in the middle of the industrial chain and in a relatively severe situation, how to seize the favorable opportunity of the production market volume, quickly improve their competitive strength, and quickly occupy a favorable position for future development? In addition to keeping up with the development trend of the industry in technology, many packaging manufacturers are undoubtedly starting to practice actively building a vertically integrated supply chain through complementary advantages and strong alliances in various ways. In addition, in the expansion of their own business areas, many packaging companies are also actively developing new market segments in order to find new profit growth points. The lighting demand has risen faster than expected when the fight for position is launched. In order to seize the position and occupy a favorable terrain in the future competition, LED industry is experiencing a fierce merger and reorganization that has developed so far, the packaging link is more prominent. For the Strength packaging enterprises in the middle link of the industrial chain, if they can form synergy effect, realize scale income and actively enter the terminal market through the development strategy of industrial chain integration, it is undoubtedly impossible to increase the profit margin. But the road to the upper reaches of the atmosphere is always so rugged and difficult. For example, Guoxing Optoelectronics, a leading domestic packaging enterprise, has launched a vertical integration development strategy as early as 2010 and officially entered the upstream. However, by the end of 2013, 10 MOCVD equipment that had been installed, debugged and put into production had contributed only 2. 89 million yuan to Guoxing Optoelectronics, accounting for only of the total revenue. 26. Compared with professional chip manufacturers, the road to upstream is a long way to go. Of course, the way enterprises extend the industrial chain is never static. In the era of competition, the merger or combination of big and small, strong and weak enterprises have been fully reflected in the LED packaging process. Active cooperation with upstream manufacturers to ensure sufficient and stable supply of goods while obtaining enough cost-effective chips is undoubtedly one of the ways for midstream packaging enterprises to enhance their competitiveness. Yiguang, a packaging manufacturer in Taiwan, has invested in Jingyuan optoelectronics as early as 2007 to maintain its competitiveness in the chip link. Ye Yufu, chairman of Yiguang, also served as vice chairman of Jingyuan Optoelectronics. A few days ago, mulinsen also signed the 'strategic cooperation agreement' with Aoyang Shunchang. The focus of the agreement is to continuously purchase LED chips of not less than 0. 4 billion yuan from Huaian Optoelectronics, a subsidiary of Aoyang Shunchang, within two years. Hongli Optoelectronics, a packaging company listed in recent years, announced on June 25, 2014 that it signed a strategic cooperation agreement with Sanan Optoelectronics Co. , Ltd. The agreement stipulates that the strategic cooperation period is three years. During the agreement period, the company will purchase LED chips from Sanan Optoelectronics for an amount of about 2. RMB 8 billion. Ruifeng Optoelectronics, a listed company, is no exception. Recently, it also held a press conference to jointly build the downstream lighting brand pryifeng with Bridgelux of the United States. It is understood that Pu Ruifeng's series of products will be sold by Ruifeng optoelectronics in mainland China. In addition to actively competing for the upper reaches in the value chain, it may be a relatively easy way for the middle-stream packaging enterprises to continuously strengthen their sphere of influence in the middle reaches, or to extend downstream and close to the terminal market. In 2014, the demand for LED lighting and backlight continued to flourish, and the capacity utilization rate of packaging enterprises was mostly above 90, approaching full load, and the release could not keep up with the pace of market demand, enterprises in the packaging sector that win by scale are seeking to expand production plans. For listed companies with early capacity expansion plans, Hongli Optoelectronics is also continuously strengthening its position in the packaging process, recently, Hongli Optoelectronics has a strong complementary space in terms of production technology, product structure, sales channels and other aspects through the combination of issuing shares and paying cash. It is white and EMCLED at the lighting level. smade, who has rich experience and technical reserves in the field, A total of 100 equity, the total payment transaction consideration is 1. RMB 0. 8 billion.