In 2012 the LED industry IPO "taoshengyijiu"

Recent background information:

February 1st, the Commission announced the official website of the Ministry of Supervision issued the initial public offering of shares to declare the basic information table, the deadline for information on January 31st.

This is the first time the Commission disclosed the details of the listed companies in detail. The Commission said that the situation will be updated once a week.

According to statistics involves mainly related to LED 17, which Yuxi langene Polytron Technologies Inc has suspended the audit disclosed, there are 6, in addition to Shenzhen allring technology already in the purchase.

1, 2012 China semiconductor lighting (LED) industry continued to play IPO tide. From the current number of disclosure of the existing 16, has exceeded the sum of the existing number of listed, and only at the end of January, according to the relevant research institutes, industry statistics, currently actively engaged in equity system reform of LED enterprises in the 40-60 family, is expected in 2012 will be more related LED business impact IPO, listed at the end of trading in LED industry stocks will be more than 20.

2, LED industry listed companies gradually by the main chain of the industry chain - epitaxy, chip, packaging, application to auxiliary materials, equipment, etc.. From the industrial chain perspective, before Chinese A shares of listed companies, mainly concentrated in the epitaxial, chip, package, since the beginning of 2010, related enterprises gradually increased, the star power, Chinese honglitronic, Lehman photoelectric packaging and application of both companies, REFOND focus on packaging manufacturing, Chau Ming technology, alto electronics, the photoelectric, KingSun is mainly used in products. From the point of application of the type of products, before the main display screen is mainly used or landscape lighting applications, Sanan optoelectronics, Silan, nationstar, REFOND, Lehman photoelectric, Chau Ming technology, alto electronics, photoelectric is to display as the main products, there are some landscape lighting products and related appliances 3C application for engineering products, KingSun lighting -LED lamp start.

At present, the manufacturers of products have been extended to the general lighting, engineering lighting, as well as some backlight products, which actively extend to the TV backlight.

From the disclosure of the relevant LED companies is not difficult to see that the power supply, testing equipment, Mo material, sapphire material, phosphor materials, stents and other related manufacturers gradually, with the rapid growth of LED industry, the rapid increase in the scale of industry, LED related materials and equipment needs rapid increase, and the scale increases rapidly, material and equipment has become an important factor restricting the industrial chain, the future will become the industry focus, 2012 focus will gradually shift from the main part of LED industry chain more subtle key materials, equipment etc..

3, semiconductor lighting industry trends development and change: epitaxial chip manufacturers to increase the integration of industrial chain, packaging and application of close integration, the application of Qi Chung to lighting.

With the development of LED product terminal application field, the contribution of different application fields to the whole industry is gradually changing. Since the beginning of 2002, at different stages, the growth momentum of the terminal LED industry is not the same, is currently TV, Monitor and other large backlight and lighting as the main driving force. Since the beginning of 2013-2014 lighting applications will be the main contributor to the growth of the LED industry.

With the change of application field of LED terminal contribution ratio, especially the lighting applications have gradually become the main driver of growth in LED industry, LED industry chain layout will face great changes, the reason is that with the advent of LED lighting applications, LED terminal product price change, mobile phone, LED, NB, TV display, Monitor and etc. LED light source and lamp price compared to far, timely LED lighting products are small consumer goods, is the path to realize the product value change of the mobile phone display screen, in addition, pipeline engineering characteristics, NB, TV, Monitor OEM + brand + pipe mode, change fundamentally realizes way and lighting products so, the future competition in the LED industry will change greatly.

Therefore, industry analysts believe that the future of the LED industry from the industrial chain perspective, there will be integration, but the integration of different ways. The PHILPS, OSRAM, Samsung, Cree and other positive to the whole industry chain integration, from the integration of materials, epitaxy, chip, packaging, applied to the pipeline, the brand manufacturers in Taiwan, crystal power, the new century by extending downstream or seeking strategic partners to integrate the dragon head package billion light through the upstream epitaxial chip expansion, and actively build brands and channels. China upstream extension, chip manufacturers to downstream packaging application integration: three optical and Chery cooperation, actively involved in packaging applications, Silan is also actively expanding to the downstream. The downstream packaging manufacturers is to strengthen the application of the direction of integration, including honglitronic, Lehman photoelectric represented, but nationstar positive upstream extension, chip integration, the establishment of China Star semiconductor, and actively expand the pipeline and brand, its approach is similar with Taiwan billion light. Application vendors is to gradually try package link, by product type display screen, street lamps and other single product gradually turned the whole product line, and to prove safety lighting.

In addition, the application of LED lighting, pipeline construction and the brand has gradually become the key of future layout of the manufacturers, the traditional lighting factory, FSL, NVC, Yankon cnlight existing pipeline and brand advantage will gradually appear, with brand appliance manufacturers TCL, SKYWORTH, Haier, Hisense, the United States and other manufacturers are also more competitive.