LED lighting expansion curtain opens integration mergers and acquisitions are diversified

The reporter recently from the National Semiconductor Lighting Engineering Research and Development and Industry Alliance (CSA) It is learned that since the semiconductor lighting industry entered the second quarter, demand has been strong and competition has been fierce. The business conditions of enterprises represented by listed companies have continued to improve. The upstream, middle and downstream enterprises have increased their capacity utilization rate due to strong market demand, the expansion curtain was opened again. From the recent half-year performance report released by some LED listed companies in 2014, in the first half of this year, the overall performance of China's LED listed companies was outstanding, and most of the companies' net profit achieved year-on-year growth. Among them, the net profit attributable to shareholders of listed companies in the first half of the year, such as Huacan Optoelectronics, Lianjian Optoelectronics, zhouming technology and Jiawei, doubled year-on-year, up 215, 270, 113 and 176 respectively. Although the net profits of Qianzhao Optoelectronics, Ruifeng Optoelectronics, luxiao technology, maoshuo power supply, Nanda optoelectronics and other enterprises have declined to varying degrees year-on-year, they have also achieved profitability. According to the data provided by CSA, from June to this year, the proportion of LED lighting products in all lighting products increased rapidly, thus driving the rapid development of LED packaging market. Since the beginning of this year, not only domestic LED packaging manufacturers have used a large number of domestic chips, but also domestic LED application enterprises have accepted a large number of domestic devices with high cost performance, greatly stimulating the demand of the packaging market. In the situation of supply and marketing, packaging companies have signed supply and demand agreements with chip companies in order to avoid chip shortages. Among them, Hongli, jufei and Guoxing signed a strategic cooperation agreement with Sanan Optoelectronics respectively, and planned to purchase Sanan Optoelectronics within one year. LED chips of 0. 3 billion yuan, in addition, Jason and Aoyang Shunchang (002245, stock bar) Signed a 2-year purchase of 0. 4 billion yuan chip contract, Changfang semiconductor and Suzhou xinnajing signed a 52. 65 million yuan chip purchase contract. The explosive growth of LED lighting market has LED to major changes in the market structure. Enterprises in all links of the upper, middle and lower reaches are increasingly competitive in order to seize more market share. In order to cope with the competition and consolidate the existing market position, mergers and acquisitions, as one of the convenient and effective rising roads, have been favored by all kinds of enterprises. Not long ago, Sanan Optoelectronics signed a strategic cooperation agreement with Guoxing and Hongli to cooperate in LED chips. At present, MOCVD, the company's main equipment, is full. The relevant person in charge of Sanan Optoelectronics introduced that the market penetration rate of LED will gradually increase this year. In order to cope with the strong market demand, the company will adopt a series of stabilization measures. On July 28, Feile Audio announced the reorganization draft, which will acquire Beijing shen'an group, thus realizing the integration of lighting industry. Core technology is very important for LED lighting enterprises. Enterprises without core technology can develop and grow through mergers and acquisitions. Crystal electron (Guangzhou)Song Dong, special assistant to the president of the company, said. Compared with previous years, the integration of mergers and acquisitions between enterprises is more frequent, and the integration direction is also changed from the strong to the weak to the strong. According to the relevant person in charge of CSA production and research department, the purpose of LED mergers and acquisitions is not only to extend the industrial chain to achieve diversified development, but also to consider channels, brands and production capacity, to strengthen strength and expand scale.