This week, Xiaodi’s circle of friends and the WeChat public account of concern were all screened by Xiao Lizi (Leonardo DiCaprio) who finally ended the 'companion run' and won the Oscars. The car website took stock of Xiao Lizi’s car. The gossip website counted Xiao Lizi’s 56 (or 57) supermodel ex-girlfriends. The mass media has sorted out every movie since Xiao Lizi’s film, and the media analyzed Xiao Li’s nomination. The reason for the end of the award is the sadness.
How do you connect LEDs with this big news? Hey, yes, those reporters use the camera's flash is LED, Xiao Lizi valued the Oscar, there is also in the LED industry, that is the annual high-tech LED Golden Globe Award~
The Golden Globe Awards are still early, we still have to look at the news first, and prepare for the prize.
1. Cross-border mergers and acquisitions become an important source of profit. LED listed companies are “busy†(click for details)
On the evening of last Sunday, the domestic LED big 林林林森 issued an annual report. At first glance, both revenue and net profit fell. Surprisingly, I carefully looked at the annual report and found that the decline was also reasonable. In 2015, we established channels, expanded factories, and invested in lighting. Set up a subsidiary, each of which will cost money, and will also drag down the overall profit to varying degrees (click on the details).
At the same time, Xiaodi also discovered one thing. In many capital operations, Mulinsen only invested in a company, that is, the upstream development crystal. It seems that Mulinsen does not seem to like to acquire other companies, but prefers to develop by himself. For example, in the field of LED packaging, relying on its own expansion, LED lighting field, in addition to open channels, are set up their own subsidiaries.
But in many other companies, mergers and acquisitions are the most direct way to increase revenue. For example, the acquisition of Smale, Liangyou Hardware, and the participation of Zhuhai Airlines school car, Liard acquired Jinda Lighting, Lifeng Culture, etc., Lianchuang Optoelectronics acquired Shanghai Shengchuang, Nanjing Hann Internet (click details), etc. M&A and cross-border mergers and acquisitions in LED listed companies are numerous.
It seems that LED listed companies are still very rich, and they can afford to buy and buy.
However, some things can be bought without money, such as Philips' Lumileds, the US government does not sell, and the forced Go Scale Capital has to consider turning to buy other Philips services (click for details). People with Philips revealed that Philips’ lighting and medical care had been officially separated in February, and lighting was estimated to be non-selling.
Who is it sold to? Xiao Di is also curious.
2, LED industrial lighting is rapidly growing LED explosion-proof lamp market can be expected (click for details)
There is a saying that "the bamboo blossoms are three or two, the spring river plumbing duck prophet." In the case of repeated compression of the traditional lighting industry in the LED industry, which market is slightly different, the profit is slightly higher than the traditional field, it will definitely attract People in the industry are facing each other.
I don't know if you have noticed that from the New Year to the present, the price of vegetables is high and scary. One paragraph on the Internet says that water is more expensive than oil, and vegetables are more expensive than steel. It is also thanks to the promotion of petroleum and related industries that LED explosion-proof lamps will occupy a large market position in mining, petroleum-related industries, military and transportation.
It is understood that in July 2015, the National Standards Commission launched three LED explosion-proof lamp standards development plan, aiming to standardize the market in the field of LED explosion-proof lamp intelligent lighting control, application interface specifications and accelerated detection methods through the formulation of technical standards. Guide the industry and promote innovation. In the international arena, the Zhaga Alliance announced the LED explosion-proof lighting engine interface specifications Book7 and Book8. The new energy efficiency standard for LED explosion-proof lamps developed by the European Union was officially implemented in March 2014. The new products of the LED explosion-proof lamps for sale are mandatory to be labeled with energy.
It seems that the LED explosion-proof lamp has long been waiting for it, but it has not yet received the attention of domestic LED companies.
On the afternoon of March 4th, Infinex’s new product launch conference, Infineon Electronics cited the data to explain that the global industrial and mining lamp market has great prospects and is expected to reach US$1.6 billion by 2017, which is the total market of LED street lamps worldwide. 4 times or so.
This also shows that the LED market is actually very broad, but everyone has rushed into the field of low-energy lighting, and has overlooked many areas with more potential but higher requirements. In this respect, Taiwanese manufacturers have done better than the mainland. Due to the low gross profit of the general LED lighting market, some Taiwanese manufacturers have transformed and developed special applications that can increase profits. LED explosion-proof lamps are one of them.
Business profits are considerable, but it is difficult to do. Xiao Lizi can become fat and fat for Xiaojin people, from the male god to "frustration" God, can LED people work hard for the immediate benefit?
3, patch profit repeatedly compressed 2016 to go to the filament war? (click for details )
Since last week, Gaogong LED has planned to do a series of reports on the observation of filament lamps. Try to analyze why the filament lamps have gone from the beginning to the past, and now they have enthusiasm for many companies. .
At this stage, the filament lamp has evolved from the previous technological dispute to the channel dispute. Some companies involved in the main business of filament lamps are worried about how to achieve automated production based on cost optimization and how to establish stable Sales channels and distribution paths.
It is reported that the efficiency of LED filament lamps is only 1/4 of the patch. Even giants such as Osram, GE and Mulinsen are interested in this field. What attracted them? Certainly not production efficiency, nor market share. Based on the current technology and process, the LED filament lamp products are of high standard, reasonable price and beautiful shape, and can win the acceptance of consumers who are used to incandescent lamps.
Ms. Lin Lin, executive general manager of Mulinsen, is outspoken. "At present, the related products of Mulinsen's LED filament lamp have been certified by domestic and foreign mainstream markets, and the distribution of samples has begun. Soon in the world, Mulinsen will set off a 'LED filament light whirlwind' ."
Perhaps this seemingly inconspicuous filament lamp will really have an outbreak in 2016.
When I was not careful, Xiao Di said a lot. All in all, the market for LEDs is really big. Everyone bites their teeth and always sees the victory of the day after tomorrow. Ma Yun said that tomorrow is cruel, the day after tomorrow is beautiful, but many people died tomorrow night. If Xiao Lizi gave up before the previous nominations, he wouldn’t have been screened by him.
Have a good weekend and see you next week.
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