The LED industry is like a siege, lay inside the bustling businesses covet, decided to cross take cities and seize territory. An enterprise to hold those plots and leave no stone unturned. Said that cross-border business is far from easy, there are very few miracles, but also might be too numerous to enumerate out of favour.
Looking back in 2013, the LED market sounded the warmer movement, attracted a lot of private companies competing to defected, according to observation, the main line into the LED companies are the following types:
A quick success:
In August 9, 2013, HEDY holding its own funds invested 5 million 100 thousand yuan to set up Guangzhou seven photoelectric Co., to enter the LED industry. HEDY Holdings said that the newly established subsidiary products does not involve LED core technology, the company will face fierce competition in the market, the product renewal speed challenge. In November, HEDY holdings and Guangzhou HEDY Information Industry Co. signed the "equity transfer agreement", will be held in Guangzhou HEDY Electronic Technology Co., Ltd. seven photoelectric five sub all of the shares transferred to the seven information, retire LED market.
"Hundred days" before it died down HEDY holding LED market. This will lead to trouble? Can only say that specialize in, no relevant industry accumulation, not the core technology as the support, rely on LED gorgeous but Nanke dream.
Two, the situation type:
Compared with the quick HEDY holding, Guangdong Australia Shunchang is obviously well prepared and sweet.
Although still wore the "Jiangmen Sugarcane Chemical Group" in the title, is not the relationship between Guangdong and have been the main sweet sugar cane, sugar. In 2011, the company will introduce Delixi Group, the main from the pulp production to the main LED industry chain upstream of the epitaxial wafer and chip project. The total investment of the project is 840 million yuan, reaching an annual revenue of $834 million. Plans to build 20 new MOCVD devices LED epitaxial wafer production line and supporting chip production line, after the formation of an annual output of up to 960 thousand high brightness blue green LED epitaxial wafer and chip production capacity. More
In addition, the metal distribution industry leader Australia Shunchang also entered the LED industry door. In December 14th, Australia Shunchang announcement, the company's non-public offering of A shares to apply for the. This means that it intends to refinance 512 million yuan for the construction of LED epitaxial wafer and chip industrialization project (phase I) into the countdown.
According to Australia Shunchang June 2013 disclosure set by the plan, to be not less than 5.12 yuan / share price increase does not exceed 100 million shares, raising not more than 512 million yuan. After deducting the issue fee, 400 million yuan for LED epitaxial chip and chip industrialization project (phase I), $100 million to supplement working capital. The LED project for a total investment of 808 million yuan, the construction period is 30 months, and after the completion of the project, will form an annual output of blue-green LED epitaxial wafers 1 million 800 thousand (2 inch wafer equivalent calculation), blue chip production capacity of 11 billion 500 million, expected annual sales income of 720 million yuan, the annual after tax profit 169 million yuan.
Three, low-key luxury:
The end of 2013 approaching, Hebei iron and Steel Group announced the Tangshan Chuangyuan Fangda company and Korea ICT company in Pohang jointly set up Pohang Tangshan (Tangshan) new light source Co. Ltd. formally enter the LED industry. The joint venture project with a total investment of 61 million 260 thousand yuan, by the Pohang iron and Steel Co management and management of the Chinese market, the product positioning for energy saving, long life, high efficiency of high-end LED lighting products. The initial design of the project size of 379 thousand sets of annual output value of $207 million. Tang Gang Chuangyuan Fangda company revealed that the new medium-term target to achieve sales revenue of 500 million yuan, Pohang period and the two sides will be needed to invest.
To this end, investors are eyeing the Hebei iron and Steel Group's Listed Companies in Hebei iron and steel. But Hebei steel responded that the LED project of Tangshan Iron and steel group company, the company did not participate.
Editorial perspective:
As can be seen from the above example, under the aura of the sunrise industry LED industry, has been a popular choice for the transformation of traditional industries. Especially with the gradual rise of the LED lighting market, more and more "layman" began to launch a more aggressive offensive. From the current situation, funded enterprises only LED, pre burn or play the game. But in this industry, sustainable development, or to return to the strong technical strength.
Business is not bad money may be the advantage of entering the LED industry, but the blind transformation may not help companies back to life, but to speed up the collapse of the enterprise. Those professional foundation is poor, lack of scientific research ability of enterprises will be eliminated in the fierce competition. Only more enterprises to invest in the development of core technology, the product can be widely accepted by consumers, in this way, the company can also cross the line in the new field of LED after opening up a new world.
All in all, LED is a long-term development potential of the industry, but it will not break out, will not be rich overnight. Based on the LED circle, it is necessary to burn the money, can afford to play technology, but also the idea of a step forward. After the industry reshuffle and integration, the lack of technology and capital companies will be eliminated, the market will focus on a small number of leading enterprises. In the case of the development of LED industry is becoming more rational, the choice of inter enterprise transformation should be cautious.
Contact: mack
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E-mail: mack@archled.net
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