Iphone8 will be released soon, in addition to Apple's latest mobile phone, as well as the latest OLED full screen, OLED display technology has self-illumination, wide viewing angle, almost infinite contrast, low power consumption, high response speed, etc. . As the benchmark of the mobile phone industry, Apple will lead to a global follow-up if there is any innovation. In the field of LED lighting, the price war has already become hot, and the situation of oversupply is irreversible, so many manufacturers have transformed into OLED battlefields.
Recently, Jingdong invested 670 million yuan to cooperate with domestic manufacturers to jointly develop OLED applications in the AR/VR field. It can be seen that not only the industry, but also large companies, want to share a piece of cake. The entire industrial chain of OLEDs can be divided into upstream, midstream and downstream. Upstream includes LCD and OLED panels, various raw materials and components required for module processing and assembly. Midstream includes LCD and OLED panel manufacturing and display module assembly. The downstream industry is mainly used in various display products.
China's industrial base is weak, the industrial chain is imperfect, and the competitiveness of upstream products is not strong. In China, there are many companies that have entered and are about to enter the OLED field, but they are mainly concentrated in the downstream manufacturing of the industrial chain, and the upstream equipment and raw materials are weak. Most Chinese OLED manufacturers are still in their infancy, and mass production is still far from being realized. The manufacturing equipment and raw materials required by Chinese OLED companies rely heavily on imports from Japan and South Korea.
South Korea's Samsung is currently the largest exporter of the global OLED industry. Supporting its global status not only has its strong R&D capabilities in the display field, but also the huge demand for downstream mobile phones, tablet PCs, high-end TVs and other products. In China's OLED industry, there are currently no large-scale, full-product, and highly synergistic companies. The imperfect industrial chain directly leads to the small scale of the output value of China's OLED industry.
Eight chip companies have very different fates in the first half of the year
As of August 30, with the completion of the first half of 2017 performance report of Dehao Runda, LEDs including Aan Optoelectronics, Huacan Optoelectronics, Aoyang Shunchang, Silan Micro and Ganzhao Optoelectronics were listed. The chip company's interim financial report disclosure has come to an end.
Judging from the mid-term results of LED chip companies, the competition in the chip market in the first half of 2017 is still fierce. However, the price of LED chips has continued the steady trend since the fourth quarter of last year, and the overall market is improving.
For the rapid growth of the LED chip industry in the first half of the year, Ganzhao Optoelectronics, which has the strongest growth in net profit, has a strong voice. Gan Zhaoming, manager of Ganzhao Optoelectronics, told Gaogong LED that after the market volatility in 2015, the price of chips fell, the packaging factory expanded rapidly, and the support of the national 13th Five-Year Plan for the semiconductor industry, 2016 and 2017 as a whole. The industry has completely recovered. At the same time, the display industry has increased the demand for chips due to the narrowing of the spacing, which has intensified the development of the industry and the shortage of chips.
For the trend of the chip industry in the second half of this year, Huo Dongming said that in the second half of the year, product prices will stabilize, and chip companies will gradually introduce more cost-effective products, and the overall production and demand will be in a balanced state.
At the beginning of 2016, the problem of oversupply in the field of LED chips remains unresolved, and as the crystal power shuts down 25% of the production capacity, the supply of small plants decreases and the downstream drive, the supply and demand structure is gradually adjusted. In the second half of 2016, downstream demand drives the upstream. The demand for LED chips is in short supply, and the price of LED chips has rebounded. This has led to a rebound in the growth rate of LED chips, reaching 11.54% and a total output value of 14.5 billion.
Undoubtedly, LED lighting is the main driving force for the continued rapid development of the LED chip market. In the future, with the outbreak of the small-pitch market and the continuous rapid growth of the lighting market demand, the LED chip industry will promote steady and rapid growth. GGII expects that the output value of China's LED chip industry will reach 18.8 billion yuan in 2017, up 29.6% year-on-year; in 2020, the output value of China's LED chip industry will exceed 28.8 billion yuan.
It is worth noting that in the second half of the year, with the gradual release of the expansion capacity of LED chip manufacturers, the industrial concentration has accelerated, and the profitability and market share of leading enterprises have become more prominent. How to solve the chip industry situation? Huo Dongming said that for chip companies, they should increase research and development efforts, improve product performance, reduce product costs, supplement production capacity, deepen cooperation with downstream enterprises, and form a stable supply relationship. (click for details)
Intelligentization will become the future direction of high-power power supply
In recent years, related concepts such as intelligence, Internet of Things, and artificial intelligence have been heated up, but the status quo is disappointing. It is no wonder that everyone will be eager to hang on to the words "landing" and "outbreak period". In a sense, this is an expression of the industry’s anxiety about the future of intelligence.
In this regard, Zou Chaoyang, deputy general manager of Yusheng Electronics, said, "LED intelligent lighting must be the future development direction, and the intelligentization of lighting needs to rely heavily on the intelligent degree of LED driving power. The needs of users are always the development of the industry. The wind vane. The future development of LED high-power outdoor power will also be developed in terms of intelligence, Internet, standardization and modularization."
"The future development direction of high-power outdoor power supply is bound to be intelligent." Zhang Huajian explained that from the perspective of lighting manufacturers, the intelligentization of power supply can bring great convenience to the design, debugging and assembly of lamps. At the same time, the maintenance cost of the lamps will be greatly reduced; from the perspective of the terminal owner, the intelligentization of the power supply makes the functions of the lamps more diversified, thus meeting more different application requirements.
In fact, although the intelligent applications now occupy a small amount, the actual application requirements of intelligent power supply will be more and more. From a macro perspective, the global demand for energy utilization is getting higher and higher. High-power lighting itself is an area with more energy demand. Implementing intelligent lighting will save more energy.
As the intelligent system technology becomes more and more mature, the power supply technology itself is also progressing. The two have achieved stable and close cooperation, which provides a feasible basis for the realization of intelligence. In the future, in order to solve the inter-industry collaboration, the intelligent development will be oriented towards the unification of technical standards and the direction of customized demand.
"In fact, the basic functional requirement of lighting for power supply is that it only needs to accept the gender number given by the outside world. The intelligent control system does not form a unified standard now, and the relevant departments have issued uniform standards as soon as possible, which is the current priority." Xin Mingfeng, general manager of Jiansen Technology, finally mentioned. (click for details)
Kaisheng shares are now operating crisis crisis
On August 29, according to informed sources, Guangzhou Kaisheng Electronic Technology Co., Ltd. (stock short name: Kaisheng Securities code: 837235) has been suspended from production and business.
According to the report, on August 23, 2017, the sponsors of Kaisheng Shares were informed that the company had stopped production and was closed down on August 23, 2017. It was learned that Kaisheng shares have the following conditions:
1. The company office building and factory building have been closed, and no workers are engaged in production;
2. The company defaults on the wages of employees, and the labor relations appear in a state of opposition;
3. There is a contradiction between the company and the supplier, and most suppliers are no longer available.
According to the data of the Dikaibei New Board Research Institute, Kaisheng is mainly engaged in R&D, production and sales of PC power supply and LED drive power, and has a considerable market share in the field of switching power supply.
Then, is Kaisheng shares really in the business crisis as the news broke? In order to verify the authenticity of the source, the author verified the relevant information about Kaisheng in the official website of the New Third Board Online, the official website of the Straight Flush and the official website of the company.
It has been verified that Xinsanban Online has cleared the stock information of Kaisheng Co., Ltd., and the stock information of Kaisheng shares on the Flushing website has also been cleared. Later, I went to the Changjiang Securities official website to inquire about Kaisheng shares, and even surprised Gaogong LED that it was unable to find out the relevant information. (click for details)
Huacan Optoelectronics invests 1 billion to expand LED substrate
Huacan Optoelectronics (300323) announced on the evening of August 25 that the company's wholly-owned subsidiary, Lanjing Technology and Yuxi Hongta District Government, signed a framework agreement for the annual expansion of 35 million LED substrate expansion projects. The project is expected to have a total investment of 10%. 100 million yuan.
The government aims to support enterprises, create development conditions for enterprises, encourage enterprises to become bigger and stronger, and promote rapid and healthy development of enterprises. Blue Crystal Technology plans to expand and expand to meet the increasing demand of the market, and become bigger and stronger. After the project is completed, Blue Crystal Technology is expected to become one of the largest sapphire substrate manufacturers in the world.
According to the announcement, the project intention is to be located in the land owned by Party B. The land area is about 75 mu and the construction period is 16 months. It is planned to start construction in September 2017.
Huacan Optoelectronics said that the normal implementation of the project will help the company's business expansion, help to further expand the company's scale and cost advantages, enhance the company's core competitiveness and industry influence, and is expected to have a positive impact on the company's future performance. . (click for details)
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