Summarize the prospects for the diversified development of the LED lighting industry in the near future

Snow Wright: LED + UAV + car headlights

Shellett announced on the evening of the month that the wholly-owned subsidiary Fushun Optoelectronics Technology Co., Ltd. invested 10,000 yuan in its own funds to establish Fujian Fushunda Optoelectronics Technology Co., Ltd. in Fujian Province. The new company has a registered capital of 10,000 yuan, and its main business includes Ru0026D, manufacturing and sales of LED displays, LED lighting products, road street lamps, solar street lamps, and energy-saving lamps, as well as the import and export of self-operated and agency products and technologies.

Snow Wright is no longer staying in the traditional and LED lighting application business, but is accelerating the transformation. It is said that Xue Wright is the only company in the market that independently develops and produces consumer-grade and aerial drones, and its drone business ranks among the top three in the industry. Snow Wright increased its capital and held the drone company-Manta Intelligence, whose founders are several American PhDs and drone players, with obvious advantages in products, technology and experience. It is expected that the Snow Wright UAV business will achieve a revenue of 100 million yuan in the whole year, with a sales volume of about 10,000 aircraft. The annual production capacity of Snow Wright UAVs will reach 10,000 UAVs per month.

At present, the scale of global consumer-grade and aerial survey drones has reached 100 million U.S. dollars. Capital analysts believe that the growth of consumer aircraft and aerial survey drone business has exceeded market expectations, and the market has insufficient understanding of the market position of Shell Wright drones. In addition, the market has also underestimated the future growth of Shelllight’s new LED automotive headlight products.

Kingsun Optoelectronics: LED lighting + smart products + financial investment

On the evening of the first day of the month, Kingsun Optoelectronics, a major outdoor lighting manufacturer, disclosed its third quarter report. The report shows that in the third quarter, Kingsun Optoelectronics revenue was 100 million yuan, a year-on-year decrease of .%; the net profit attributable to shareholders of listed companies was 10,000 yuan, a sharp drop of .% year-on-year, and the net profit after deducting non-recurring gains and losses It is even more of a loss of 10,000 yuan.

In order to reverse the declining performance, Kingsun Optoelectronics has made frequent moves. Recently, Kingsun launched two new concept smart lights-'Hyun Xuan' and 'Yao Yao'. Judging from the propaganda copywriting of Qinshang, in the direction of civilian smart hardware, the concept of 'smart life' was first proposed in the industry. The launch of 'show off' and 'show off' is the test of its entry into the field of smart lighting. Made.

In the previous month, Kingsun Optoelectronics and Shenzhen Taihesheng Financial Holdings Co., Ltd. jointly funded the establishment of Shenzhen Hongyi No. 1 Mu0026A Fund Investment Enterprise (Limited Partnership). The proposed investment direction of the Mu0026A fund is the industrial direction of listed companies or related industries or other high-growth non-listed companies in the fields of technology, media, and communications with major correlations or equity-related investments; non-publicly issued shares of Chinese domestic listed companies , Bonds and warrants; smart cities, supply chain finance, sports and cultural industries, smart grids, cloud computing, Internet of Things, big data information management, etc.

Sanan Optoelectronics: LED chip + gallium arsenide + LiFi + PA design

The follow-up growth of Sanan’s chip business depends on the release of MOCVD equipment capacity purchased by fund-raising projects: downstream LED lighting is still in a period of rapid penetration, and the compound growth rate of the global LED lighting industry is estimated to be around %-% in the past two years. Drive the demand for LED chips. The rapid decline in the price of LED chips is beneficial to leading companies with advantages in technology and scale, while Sanan is in a state of continuous expansion. The MOCVD equipment purchased by the company's fundraising project Xiamen San'an Optoelectronics Co., Ltd. has already arrived in Taiwan. It is expected that another one will gradually be in place next year, and production capacity will begin to be released. The company's annual sales revenue will increase by 100 million yuan and net profit will increase by 100 million yuan after all production is reached.

And its gallium arsenide has entered the trial run stage, and its production capacity will be gradually released in the later period: the company's gallium arsenide business is steadily advancing, and the monthly equipment has been installed and entered the production test run stage; samples will be sent to customers for verification in the next month, and will be gradually released in the later period Release production capacity, and the first batch of production capacity will reach one piece per month. At present, the customers of gallium arsenide are mainly military customers. They have signed a ten-thousand-yuan tapeout order with Chengdu Yaguang, and cooperated with the Shanghai Aerospace Institute to develop and promote indoor and outdoor LED intelligent lighting communication (LiFi) products. It will start from the military industry and accumulate technology; The first step is to capture domestic PA design companies (such as RDA, National Technology, Han Tianxia, u200bu200betc.), and provide them with tapes; the next step is to open OEM cooperation to mainstream IDM customers around the world, and each step means tens of billions Level market space. After the gallium arsenide project reaches production capacity, it will achieve an annual production capacity of 10,000 pieces, with a sales revenue of 100 million yuan and a net profit of 100 million yuan.