Shopping or split? LED market in the first half of the battle interpretation

[LED] LED Chinese network industry from that in smooth water means that the enterprise has been raging like a storm, you can not rely on a move away the arena, whether off for the consumer market price (SI) lattice (BI) or after the war, the ruling concentrated practicing internal strength self anatomy. In small series looks, the individual is good, the enterprise is worth mentioning, there is always so faint of a silk is unwilling diffuse in the Shi that does not have smoke of gunpowder (GU) field, do not believe you see?

PHILPS blood war price

In April 20th, PHILPS released by "m-shang family" a new machine, "in the future, PHILPS lighting, lamp lamp price Buford Linsen lower price" inner speech. Subsequently, the interpretation of the market there are two: clear inventory; guide prices down, for market share. In the next April 22nd (Earth Day), PHILPS released a Philips LED A19 super low LED bulb, priced at $4.97, and launched a buy one get one time (90 days) benefits, that PHILPS prices down by the storm.

PHILPS's "blood price" resorted to the LED bulb price at the same time, causing the industry shock. The hand on hand, the second half of last year, 10 yuan a pound of bulb is not completely out of people's ridicule topic, a PHILPS ultra cheap "bow" to allow the public to start an enterprise to be taken by surprise. It is speculated that the second half will have more manufacturers to launch low-cost LED bulbs to seize the market, driven by penetration. For consumers, the price was turned upside down the market, product prices, quality can not fall.

The spin off of big coffee and the spin off"

As early as 2013, SIEMENS was spun out of LED lighting manufacturers OSRAM, in April this year, a high-profile announcement, plans to spin off or sell its low profit (OSRAM accounted for 40% of revenue) general lighting business (traditional light bulb, ballast, LED lamp and system department) and the establishment of an independent company. Its lower profits, according to the following: 2014 fiscal year sales fell by about $15% to $1 billion 960 million, before tax rate depreciation and amortization of profit of $4.6%, below the average. This will help OSRAM to be more focused on automotive lighting and LED components. OSRAM's plan to split the lighting business, can not help but think of the same as the PHILPS.

In March 31, 2015, Philips officially announced, led by the Jinsha River GO Scale Capital, Asia Pacific resources development, Nanchang industrial investment holding group, foreign consortia support the fund mergers and acquisitions, the acquisition of shares of Lumileds total of 80.1% PHILPS's PHILPS, the company will retain the remaining 19.9% of the shares. This also means that the industry is extremely concerned about the cause of PHILPS's Philips Lumileds LED trend finally settled. Whether it is split or spin off, the market response to the market only their own experience.

Mergers and acquisitions to bingo?

As of yesterday, 2015 has passed by half (181 days), first look at ideas, the first half of the merger which is the main. Strive not to repeat the event after a concise and comprehensive. Lyad 890 million acquisition of Guangzhou laford and Beijing Jin Lixiang, Abison's 24 million acquisition of 60% stake, Tektronix crystal electric 160 million purchase of TSMC and its subsidiaries held by TSMC TSMC light solid-state lighting all the shares, the acquisition of Hangzhou Jing Sheng Electrical 138 million to 51% shares, Helen zhe 260 million photoelectric acquisition link-plus Technology, full ownership of wind the 1 billion 632 million acquisition of 59% stake in latticepower...... Although the big fish eat small fish is often seen as the image of mergers and acquisitions, but at the same time not to lose the ability to eat small fish to eat.

The acquirer initiative dished out the "olive branch" merged, and strive to "hold the thigh to find opportunities, mergers and acquisitions in order to hit it off, like nature itself, the birth of a subsequent enterprise more competitive.

Intelligent lighting - true and false proposition?

PHILPS Hue series smart bulbs, millet smart home equipment, apple HomeKit smart home products come out, are to convey to us LED lighting into the era of intelligent lighting message. More lighting manufacturers and even Internet companies began to look for opportunities and ideas can be used to get ready in smart lighting. Industry survey data show: in 2013 the global smart lighting market size of about $1 billion 287 million, up to $8 billion 710 million in 2019.

From the click switch to open the phone APP to remote control, although the use of innovative smart lighting technology innovation, but did not seem to be ready to support the smart home system, convenience and practicality greatly reduced. According to market research, only 1/5 respondents will buy smart bulbs in the next two years.

Although the company has to carry out intelligent lighting to the cusp, but the follow-up will be equipped with Wifi, GPS function, into the ordinary family, to become the next nuggets, the market has yet to be tested.

Listed companies: gold dream"

2015, one side is the nightmare of investors, while it is the new three board investment in gold. In addition to Linsen lighting in February this year, successfully landing the Shenzhen Stock Exchange SME board, lamp lighting, harmony of science and technology, chuangyijia nearly 10 LED lighting companies listed on the new three board". According to incomplete statistics, at present, the new three board listed LED companies over 30. Listed on the road, a lot of LED lighting companies wave after wave, the industry began to predict: the national share transfer company plans to use the new three board internal stratification, effectively reducing the barriers to entry of investors.

Listed to bring the benefits of some enterprises to get financing, in the chaos of the market in the competition to break through, full blood resurrection, but it can not be ignored in the stock market