Lighting giant wary of waiting for the timing of the LED industry mergers and acquisitions

It is understood that the current Shenzhen, Huizhou, Foshan brought together most of the domestic led enterprises. According to the latest industry report shows that Shenzhen gathered more than and 900 LED companies, accounting for about 70% of the country's total. Huizhou LED companies also have nearly 80, and Huizhou is favored by large enterprises, the United States, CREE, OSRAM, the world's top four LED manufacturing enterprises have settled in Huizhou.

In this upsurge, NVC seems unusually calm. In Huizhou NVC headquarters, assistant to the president, the company brand director, said Shi Yongjun, LED energy saving effect and market effect, but it has been overly enlarged. At present, NVC also in LED products, but also no large-scale production and marketing of products to. LED is currently a topic of great concern to everyone, not just in the industry, some investors outside the industry is also very concerned about. And we will only gradually according to the needs of the market and customer requirements to do. Shi Yongjun said.

It is understood that not only is the NVC, many traditional lighting giants such as OPPLE, in the production and promotion of LED lighting products are only tentative, very cautious attitude.

Very cautious now

Shi Yongjun points out the reasons for caution. He said: "the use of aspects. LED is a point light source for local illumination, outlining an outline is feasible. But on the basis of lighting, but also rely on other lighting tools to achieve. For example, in shopping malls and hotels, the entire space bright, light source is a diffusion, LED is not. It is the focus of a commodity, such as focus, LED can be very good implementation. "

In addition to the scope of the application is not a wide range of factors, Shi Yongjun also mentioned: two is the technical aspects. LED from the data is really such, but the current LED life, light attenuation, light color, and the biggest problem is the price factor, resulting in the large area has a very big difficulty. As a listed company, it is necessary to do investment, but also consider the return on investment. "

It is understood that the current NVC involved in the LED lighting field, which is just the most commercial lighting, decorative products, such as landscape lighting, landscape decoration etc.. In the functional lighting such as indoor lighting, NVC, there should also be based on energy-saving lamps, NVC energy-saving products in fact (including energy-saving lamps, energy-saving bracket and office use energy-saving lamp panel) accounted for about 45% of the sales of nvc. It is reported that in July this year, NVC is no longer in production of incandescent bulbs. "Energy-saving lamps will definitely replace incandescent lamps, which is a major trend has been identified. Shi Yongjun said.

Caution does not mean that there is no strategy

China lighting appliance association director of semiconductor lighting LED lighting industry Specialized Committee Tang Guoqing is a staunch supporter of a traditional lighting giant LED why not a positive attitude, he said: "this is the NVC had lost. The original NVC in Hongkong at the beginning of the listing, and ignore the poor stock price performance LED has certain causal relationship. As far as I know, NVC executives have realized this point, they have now developed a detailed LED programming, the LED lighting to a strategic height. "

At present, many LED manufacturers profit is not high, or even loss. Under such circumstances, enterprises in the LED lighting how to have enthusiasm? Tang Guoqing said, LED companies to make money, mainly depends on the company's strategy, such as the position of the enterprise in the industrial chain and product layout. According to Tang Guoqing introduction, in Sanan optoelectronics as an example, when the company made the red light products, profit is very low, but instead of blue and green lighting products, car manufacturing, profits increased. Another example Silan, not only in the epitaxial wafer, chip production line, the profit is low; in the capital, the expansion of epitaxial wafer manufacturing capacity, to enhance profits.

Future: bring doctrine

Shi Yongjun said that the current NVC LED lighting in the main products in the application of research and development, no further into the front-end technology, the core technology is not included, such as chip package.

According to Shi Yongjun introduction, the current domestic packaging enterprises do have some, but the chip is still abroad. It is understood that the global patent core technology lies in Japan, Germany, the United States CREE Nichia OSRAM and other giants, at the same time, the wafer and chip area, the United States and Japan companies in monopoly.

Shi Yongjun said, in NVC also examine some of the new enterprises and projects, do not rule out some cooperation relationship, or alliance business relationship. The lighting industry is a very large body, hundreds of billions of scale is not a single large, can not make a monopoly to a lot of business opportunities. Many small businesses in the future will gradually withdraw from the market, and some companies have technology, have the strength to help others do matching. "Shi Yongjun also said:" the NVC brand as we are familiar with, NVC also has considerable advantage in the channel. "It seems that the NVC envisaged by the brand and channel advantages to integrate the whole industry chain, and there is only a matter of time before.

According to the analysis, at present, China's large traditional lighting business has been relatively skilled in mergers and acquisitions, industrial chain integration, and they have funds, there are brands, channels, there is a market. Specific to the LED industry, due to the existence of many uncertainties, including market size and technical route, etc.,