Weekly dynamics (10.25~10.31)|This week you must know the LED event

[Text|High-tech LED Huang Yaping] At present, the Golden Globe Organizing Committee has publicized the final number of votes for WeChat voting. On November 6th, the organizing committee will announce the finalists. After the finalists, whether they can get the final Golden Globe Award, as well as the final judges' voting and on-site voting (the annual voting rules for the annual meeting will be announced when the shortlist is announced on November 6).

Zhongwei Optoelectronics and Hongyan Electric have reached the "machine substitution" strategy. The renovation projects include the automatic assembly line of Qingshan Lake Hongyan Industrial Park lighting products, the automatic assembly line of Wuchang Hongyan Industrial Park electrical products and the automatic production line of Wuchang Hongyan Industrial Park.

Schneider sells its entire shareholding in Juno Lighting LLC, a subsidiary of its lighting business, or heralds another international giant to exit the lighting business.

Market wind direction 1. In the future LED industry, low-end production capacity must be eliminated, let the market spoilers leave the industry, and let the enterprises that are truly committed to brand and technology stick to it, so that the industry has a way out.

2. It is understood that the accelerated development of the LED lighting market has brought huge business opportunities to the heat dissipation industry of supporting materials, especially the market demand for LED street light cooling housing kits that are just driven by the policy has surged. With the rapid development of the current commercial lighting and outdoor high-power lighting market, the market demand for LED lamp cooling housing is also rapidly increasing.

3. The increasingly popular LED products continue to play a price war with the increase of enterprises entering the lighting industry. At the same time, traditional enterprises are facing the impact of the Internet and the downward pressure of the economy. The LED lighting industry has become the "blue sea" and the "red sea". The living conditions are worrying.

4. “The LED industry is maturing, and the number of enterprises will be less and less,” GGII said. It is difficult for companies that are going to take low-cost routes to face competition in the future and even in the current market. Small companies will face a crisis of survival.

5. The cooperation between China and the UK is 400 billion yuan, which will usher in an unprecedented opportunity for LED import and export trade. Chinese LED companies should actively carry the Sino-British "Golden Age" express train and accelerate the pace from the automobile, infrastructure, sports and other industries. Accelerate the entry into the UK LED product market.

6. Nowadays, the 3D technology is gradually matured. After many LED practitioners have tasted the sweetness of it, Zhongshan Guzhen is the national lighting experiment center, which is being implemented in batches.

The listed company , China Optoelectronics Holdings (01332.HK), announced that the agreement to acquire the entire equity interest in the LED business, High Gear Holdings Limited, at a consideration of 496 million yuan has lapsed because the preconditions for the expected agreement will not be Achieved before the final deadline.

2. From January to September 2015, Mulinsen's operating income was 2.887 billion yuan, a slight increase of 4.24% and net profit of 249 million yuan. Since the beginning of this year, Mu Linsen has drastically expanded its production capacity and developed its terminal lighting business.

3. In the first three quarters of the Aihua Group, the net profit attributable to shareholders of the listed company was 148 million yuan, an increase of 11% over the same period of the previous year of 133 million yuan. It can maintain the growth trend of revenue and net profit, mainly due to the layout of the company's LED power supply field.

4. In the first three quarters of Sanan Optoelectronics, the net profit attributable to listed shareholders was 1.447 billion yuan, a year-on-year increase of 37.82%. Recently, it is planned to increase the capital of RMB 180 million to Wuhu Anrui, a wholly-owned subsidiary.

5. The Lumileds lighting division’s plan to sell to the Chinese consortium for $3.3 billion was blocked because the US authorities opposed the deal on the grounds of national security.

6, NVC lighting commemorated a plunge after the resumption of trading, the biggest decline once reached 40%, after the end of the palace storm, chicken feathers.

7. Hongli Optoelectronics doubled its net profit in the third quarter. At the same time, it is also actively expanding its extension industry and vehicle networking, with a view to establishing an ecological platform for LED main business + Internet finance + car networking.

New Sanban 1, Hangke Optoelectronics listed the new three board was approved, Hang Ke photoelectric technical director Dr. Gao Jiwei said that Hangke photoelectric filament lighting effect has exceeded 200lm / W, and has a zero-blue leakage health eye protection characteristics, widely in the market Customer recognition.

2. Yimin Lighting (833893.OC) is mainly engaged in LED filament lamps, and has recently been listed on the New Third Board.

3, LED display company Shanghai Yangbang successfully listed the new three board, single and dual color controllers occupy half of the domestic high-end.

Big Data 1. In addition to the packaging field, Mulinsen has also entered the manufacturing and sales of LED lighting products. Up to now, Mulinsen has established more than 2,000 core distributors and more than 26,000 sales outlets in the domestic market, which has been successfully penetrated in China. North America, India, Turkey and other markets.

2. According to the survey data of the High-tech Research Institute LED Research Institute (GGII), the price of the upstream chip has dropped by more than 30%, and the price of packaged devices has also dropped by about 30%. The price of some devices has dropped by more than 50%. As for the LED lighting application, there is a phenomenon that is not consistent. Light source lighting products, such as bulbs and lamps, have also dropped by about 25% in the first half of the year.

3, high-tech production research LED Research Institute (GGII) statistics show that from the supply and demand situation, LED low-power power supply capacity surplus, especially low-power indoor lighting power supply, the market disorderly competition, the price war has already started. The average price range of medium and small power supply is about 0.4~0.6 yuan/W, and the mid-to-high end price is about 1 yuan/W. Link.

Focus on overseas 1, GE released a new light bulb product - C Sleep, you can adjust the color temperature according to the time of day. GE hopes to make it easier for users to fall asleep and get up by matching the indoor lighting of the user to the actual outdoor lighting.

2. Qualcommd announced that its subsidiary Qualcomm Athein and LIFX have jointly launched a Wi-Fi-based turnkey intelligent lighting platform to accelerate the development of networked lighting.

3. Osram launched the new Soleriq L 38, the first LED filament product in its product line. This slim LED filament is similar in appearance to an ordinary incandescent filament, but has an absolute advantage.

4. Toshiba announced that it will exit the CMOS image sensor and white LED market by the end of March 2016.

5. Recently, the supply chain manufacturers in the industry said that Philips required OEMs and ODMs in China and Taiwan to reduce the ex-factory price of LED bulbs by US$0.8 in 2016, which is in the LED circle.

6. Japan Matsushita Co., Ltd. successfully developed a small-scale power storage system that can provide LED lighting services for areas without electricity. The product is equipped with an LED straight tube lamp and an LED bulb that provides high brightness and high quality light.

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