[Text/High-tech LED Yue Mengdi] On Friday and Saturday, the High-tech Robots Annual Meeting and Golden Globe Awards Ceremony was held in Shenzhen Convention and Exhibition Center. The meeting was overwhelming, the aisles were full of chairs, and the chairs were full. Now, everyone talks about business cards in threes and fives. Xiaodi is also on the scene, can not help but sigh, the current robot industry is like the LED a few years ago, just like the day. Nowadays, everyone in the LED circle is familiar with each other, and there is a lot less freshness in meeting.
On Saturday night, the first time I learned that Tsai Ing-wen was elected as the leader of Taiwan, and the DPP inherited the "general system." Taiwan's LED industry has been at the forefront of the industry in the past few years, and now it is a little declining. Now, will this situation have an impact on the development of Taiwan's LED industry? Well, still don't think about politics, let's watch the news.
1, "Fang" crazy 2016 (click to read the details)
I don't know how everyone thinks about the packaging industry. Anyway, capital is not very optimistic. The capital side believes that there is almost no threshold for packaging technology, and the pattern is basically formed. It is difficult for SMEs to have the value of support, and the big enterprises do not have the necessary support. opportunity.
Technology has no threshold? The friend who has done the packaging also nodded honestly and agreed with this view. The traditional packaging form, especially the 2835 and the like, has been the ultimate, the spelling technology is no longer necessary, but it can not spell a result. And some new packaging technologies (flip, CSP, etc.) have been proposed for many years, and I haven't seen any improvement for the time being. "I only heard thunder and did not see heavy rain."
If the capital does not vote, then do it yourself.
The listed companies represented by Guoxing, Hongli, Zhaochi, and Mulinsen have a clear expansion plan in 2016, while the smaller-scale companies such as Smide and the same party also have different levels of expansion. Click to read the details). LED packaging from the previous profiteering to today's small profits, there are scale to be profitable, profitable to survive, survival can develop...
According to our Institute of Advanced Technology, in 2016, the concentration of China's LED packaging industry will be further enhanced, and CSP, UV, and plant lighting devices will become hot spots in the market (click to read the details). The attention of CSP has spread to upstream and downstream applications. Everyone has high hopes for CSP. Which one can take the lead in mass production and guarantee quality and yield, it will surely grab the market opportunity.
2, difficult to cover the quality å°´å°¬ 3C certification to accelerate the industry shuffle (click to read the details)
Standardization is a double-edged sword. Some people say that standardization is good, and production is conducive to application. Some people say that standardization is not good, it is not conducive to innovation, and is not conducive to the individual needs of modern people. However, it is still more felt that under the current circumstances, standards cannot be determined at all, there are not enough strong enterprises, and there are not enough authoritative associations to promote them.
Xiaodi thinks that once standardization is over, many companies will come to an end, but in fact, such a thing will happen, which is more difficult, especially in a country with a large land and a large population.
As early as July 16, 2014, the China National Certification and Accreditation Administration Committee issued relevant regulations. The LED driver power supply will be trial of the 3C certification regulations from September 1, 2014, and the regulations will be mandatory from September 1, 2015. carried out. After the implementation of the effect, the industry's discerning people understand that the supervision has not been able to keep up, there are still some blind spots in the implementation of the policy (click to read the details).
Not only the power supply, but also the standardization of LED lamps is a topic that everyone talks about. In fact, the most eager to implement standardization is the equipment manufacturers. Once the standards are set, their equipment will be well-planned, instead of repeatedly facing the application vendors' almost every few days. As the lighting plant's solution changed, the equipment factory had to redesign the equipment, which was both time-consuming and costly.
Light source lighting products have been basically shaped, suitable for the use of automated production lines. In the "over-the-counter" of the lighting factory for many years, the equipment factory has also realized some truths: the indispensable process that will not be changed, all automation, some processes that can increase individualized production and may change, and semi-automation / Manual replacement, 80% standard + 20% flexibility, should be able to meet the needs of most customers.
However, standardization is the beauty of the glass window, which is visible and can't be reached.
3. Anhui Sunshine is transformed into a subsidiary company's business model (click to read the details)
M&A/establishment of subsidiaries is the favorite practice of listed companies to expand their business scope and scale. Sunshine lighting has not been able to move much in these two aspects. Since 2014, it has successively established related subsidiaries in Zhongshan and Jinzhai, and it has a tendency to come from behind.
Speaking of mergers and acquisitions, the first thing that Xiaodi thinks of is Hongli Optoelectronics, Liard, and Dehao Runda. The most impressive thing about setting up a subsidiary is Mulinsen. Vaguely remembering private occasions, Mulinsen Some people in management have told Xiaodi that Mu Linsen is more accustomed to setting up subsidiaries to develop business than buying other companies.
In addition, the data of the LED industry mergers and acquisitions in 2015 exceeded 40 billion yuan, an increase of about 600% from 2014 (about 6 billion yuan). Goscale Capital alone contributed half of the amount, and the purchasing power of domestic funds is strong, it goes without saying.
In the context of the maturing of the industry and the decline in profit margins, many companies that have never participated in capital have also joined the mergers and acquisitions through major financial platforms. Industry fission and integration have occurred frequently, and efforts to strengthen their own strength have been made with the help of capital.
It’s going to be a New Year soon. Everyone should go out and work overtime to pay more attention to safety. I wish everyone a good mood every day. See you next week~
On Saturday night, the first time I learned that Tsai Ing-wen was elected as the leader of Taiwan, and the DPP inherited the "general system." Taiwan's LED industry has been at the forefront of the industry in the past few years, and now it is a little declining. Now, will this situation have an impact on the development of Taiwan's LED industry? Well, still don't think about politics, let's watch the news.
1, "Fang" crazy 2016 (click to read the details)
I don't know how everyone thinks about the packaging industry. Anyway, capital is not very optimistic. The capital side believes that there is almost no threshold for packaging technology, and the pattern is basically formed. It is difficult for SMEs to have the value of support, and the big enterprises do not have the necessary support. opportunity.
Technology has no threshold? The friend who has done the packaging also nodded honestly and agreed with this view. The traditional packaging form, especially the 2835 and the like, has been the ultimate, the spelling technology is no longer necessary, but it can not spell a result. And some new packaging technologies (flip, CSP, etc.) have been proposed for many years, and I haven't seen any improvement for the time being. "I only heard thunder and did not see heavy rain."
If the capital does not vote, then do it yourself.
The listed companies represented by Guoxing, Hongli, Zhaochi, and Mulinsen have a clear expansion plan in 2016, while the smaller-scale companies such as Smide and the same party also have different levels of expansion. Click to read the details). LED packaging from the previous profiteering to today's small profits, there are scale to be profitable, profitable to survive, survival can develop...
According to our Institute of Advanced Technology, in 2016, the concentration of China's LED packaging industry will be further enhanced, and CSP, UV, and plant lighting devices will become hot spots in the market (click to read the details). The attention of CSP has spread to upstream and downstream applications. Everyone has high hopes for CSP. Which one can take the lead in mass production and guarantee quality and yield, it will surely grab the market opportunity.
2, difficult to cover the quality å°´å°¬ 3C certification to accelerate the industry shuffle (click to read the details)
Standardization is a double-edged sword. Some people say that standardization is good, and production is conducive to application. Some people say that standardization is not good, it is not conducive to innovation, and is not conducive to the individual needs of modern people. However, it is still more felt that under the current circumstances, standards cannot be determined at all, there are not enough strong enterprises, and there are not enough authoritative associations to promote them.
Xiaodi thinks that once standardization is over, many companies will come to an end, but in fact, such a thing will happen, which is more difficult, especially in a country with a large land and a large population.
As early as July 16, 2014, the China National Certification and Accreditation Administration Committee issued relevant regulations. The LED driver power supply will be trial of the 3C certification regulations from September 1, 2014, and the regulations will be mandatory from September 1, 2015. carried out. After the implementation of the effect, the industry's discerning people understand that the supervision has not been able to keep up, there are still some blind spots in the implementation of the policy (click to read the details).
Not only the power supply, but also the standardization of LED lamps is a topic that everyone talks about. In fact, the most eager to implement standardization is the equipment manufacturers. Once the standards are set, their equipment will be well-planned, instead of repeatedly facing the application vendors' almost every few days. As the lighting plant's solution changed, the equipment factory had to redesign the equipment, which was both time-consuming and costly.
Light source lighting products have been basically shaped, suitable for the use of automated production lines. In the "over-the-counter" of the lighting factory for many years, the equipment factory has also realized some truths: the indispensable process that will not be changed, all automation, some processes that can increase individualized production and may change, and semi-automation / Manual replacement, 80% standard + 20% flexibility, should be able to meet the needs of most customers.
However, standardization is the beauty of the glass window, which is visible and can't be reached.
3. Anhui Sunshine is transformed into a subsidiary company's business model (click to read the details)
M&A/establishment of subsidiaries is the favorite practice of listed companies to expand their business scope and scale. Sunshine lighting has not been able to move much in these two aspects. Since 2014, it has successively established related subsidiaries in Zhongshan and Jinzhai, and it has a tendency to come from behind.
Speaking of mergers and acquisitions, the first thing that Xiaodi thinks of is Hongli Optoelectronics, Liard, and Dehao Runda. The most impressive thing about setting up a subsidiary is Mulinsen. Vaguely remembering private occasions, Mulinsen Some people in management have told Xiaodi that Mu Linsen is more accustomed to setting up subsidiaries to develop business than buying other companies.
In addition, the data of the LED industry mergers and acquisitions in 2015 exceeded 40 billion yuan, an increase of about 600% from 2014 (about 6 billion yuan). Goscale Capital alone contributed half of the amount, and the purchasing power of domestic funds is strong, it goes without saying.
In the context of the maturing of the industry and the decline in profit margins, many companies that have never participated in capital have also joined the mergers and acquisitions through major financial platforms. Industry fission and integration have occurred frequently, and efforts to strengthen their own strength have been made with the help of capital.
It’s going to be a New Year soon. Everyone should go out and work overtime to pay more attention to safety. I wish everyone a good mood every day. See you next week~
Dongguan Andu Electronic Co., Ltd. , https://www.idoconnector.com