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In recent years, along with the rapid development of LED technology and the maturity of the market, it is not uncommon for big fish to eat small fish, and to unite with Taiwan and Taiwan. After entering 2012, the LED chip industry is surging, and the action is frequent. From the crystal power to meet the Guangzhou-Guangzhou, Sanan shares in the round, Dehao assault on NVC, to Maanshan Yuanrong Optoelectronics to acquire Jiangxi Ruineng Technology, the LED upstream industry is stunned Has begun to stage a battle between the giants.
After undergoing continuous shocks and mergers and acquisitions, the mainland LED chip industry is facing a pattern adjustment. The mainland LED chip giants headed by Sanan Optoelectronics and Dehao Runda are unwilling to be lonely, and they are eager to take advantage of the promising global LED lighting market.
The curtain of a brother's battle opened After experiencing the high-speed development period in recent years, the Chinese LED chip industry is currently showing the situation of small enterprises withdrawing from the market. The development of large-scale LED chip enterprises with technical strength and scale strength has also grown stronger, and the mainland LED chip industry is showing more and more concentrated development.
In Wuhu, Anhui, China, the production bases of the two giant LED industry giants in Sanan Optoelectronics and Dehao Runda have gathered here. The origin of the giant hegemony has to start from Wuhu, Anhui.
In December 2009, the small household appliance giant Dehao Runda entered the industry center of this well-known brand in a high-profile manner. In the eyes of the chairman Wang Donglei, this is not only a key to the LED industry in Dehao Runda, but also five years later. Become one of the largest LED industry bases in China. Just as Dehao Runda announced that it had entered Wuhu for only two months. On February 26, 2010, another LED company, Sanan Optoelectronics, also selected Wuhu as its base for the LED industry.
Under the strong support of the Wuhu Municipal Government and high subsidies, both parties have invested heavily in the purchase of LED upstream key production equipment MOCVD. Industry insiders pointed out that this does not only mean that Dehao Runda began to really intervene in the core epitaxial wafer of the LED industry chain. Link, and in the future, Dehao Runda will be expected to keep pace with the industry leader Sanan Optoelectronics.
For the half-way Dehao Runda, this move is undoubtedly an important strategic way to accelerate its entry into the LED field. Since then, in order to continue its layout in the LED industry chain, Dehao Runda has invested in capital or purchased the assets of Shenzhen Kepu Electronic Technology Co., Ltd., Enping Jianlong Circuit Board Factory Co., Ltd. and Shenzhen Ruituo Display Technology Co., Ltd. In addition, the strong marriage with NVC in 2012 has pushed Dehao Runda to a new peak. The direct result of a series of operations is that Dehao Runda's share price continues to rise and maintains a high level of operation, thus laying the former big household appliance giant's status as a big brother in the LED industry and opening up the operation of Dehao Runda's dual main business. a new chapter.
Of course, Sanan Optoelectronics, as the industry leader, has never stopped deepening and laying out the LED industry. After the heel into the Wuhu LED project, the pace of its accelerated expansion has intensified. At the end of May 2013, Sanan Optoelectronics threw out a 3.3 billion yuan increase plan mainly for the implementation of Wuhu Optoelectronics Industrialization (Phase II) project. On June 19, Sanan Optoelectronics announced that it would expand its production capacity. The company decided to invest no more than 280 million yuan in the internationally advanced 20 units of its wholly-owned subsidiary, Xiamen Sanan Optoelectronics Technology Co., Ltd. (referred to as Xiamen Sanan). Single-cavity machine or five four-cavity machine-connected gallium nitride MOCVD equipment and a part of the LED chip production line.
In the LED industry layout, the two upstream giants can be described as frequent. Faced with the bright future of the industry, the two giants are well versed in that they can only win in the long-lasting battle of LEDs if they master the upstream field with core technology. However, with the gradual increase in the downstream market of LED lighting, the two major companies have begun to make great efforts in the industrial chain layout and sales channels.
The darkness of the integrated layout is surging. The industry consensus is that the LED industry in China is currently in the dark night before the outbreak. In the chaotic period of dawn, the LED industry chain integration is surging, and LED giants have launched integration strategies to find investment. And partners to open up the huge LED lighting market through rapid integration to increase capacity, quality and cost control.
In terms of the integration of industrial resources, the two major LED giants have also waved. While expanding the production capacity of the chip, Sanan Optoelectronics took the lead in accelerating the overall layout of the industrial chain. In 2013, Sanan Optoelectronics completed the marriage with Taiwan's Yuyuan Optoelectronics. The combination of the two giant companies has caused the LED industry to stir up waves.
The industry also said that in recent years, a series of integration and mergers and acquisitions of Taiwan's LED epitaxial chip factory represented by Jingdian, as well as the industrial chain layout in the mainland, pose a serious threat to the domestic LED epitaxial chip factory. Undoubtedly will break the international chip extension industry.
In contrast, Dehao Runda, the company's MOCVD machine has only more than 90 units, far less than 300 sets of crystal power (including Guangguang), and Sanan plus ç’¨ round total of 277 sets, the huge capacity gap also makes Germany Hao Run Da Mang stabbed in the back. To this end, Dehao Runda is also actively seeking relevant partners to jointly expand production capacity.
After entering the traditional lighting giant NVC lighting, Dehao Runda also accelerated the pace of strategic integration. It is reported that Dehao Runda has targeted the cooperation of the LED factory of Taiwan AUO Group, Ronda, and hopes to expand itself with the experience of international OEM and the resources of AUO Group. In addition, on August 30 this year, Dehao Runda announced that it will invest 40.8 million yuan (about 196 million Taiwan dollars) and 39.20 million yuan (about 188 million Taiwan dollars) in Lance Lighting to set up LED packaging factories in Guangzhou to expand packaging capacity. Thereby establishing a full industrial chain layout from the upstream chip, midstream package, to downstream applications.
The battle for Sanan and Dehao Runda in the mainland LED industry has gradually culminated. Before the Sanan shareholding in the round, after the Dehao will extend the olive branch to Ronda, the integration war is ready to go, inevitably. At the same time, with the advantages of the two major enterprises in the downstream market of the industrial chain, the battle between the two giants will intensify.
Channel competition is starting to face the increasingly mature LED lighting market. According to industry insiders, only companies with both mid-upstream advantages and downstream channel integration capabilities are likely to survive the brutal market competition in the future.
The game of lighting channels is over. In the view of Wang Donglei, chairman of Dehao Runda, the key to the integration of LED lighting industry is to have a terminal market. Only by occupying a certain market share through channels can enterprises, especially upstream chips and packaging companies, survive in the cruel market. Therefore, compared with the newly established channels, it will be easier to occupy the LED lighting market through mergers or acquisitions.
Based on this, at the end of 2012, Dehao Runda announced the acquisition of approximately 20 shares of NVC Lighting, a traditional lighting company, and formed a strategic partnership. The biggest barriers in the application of LED lighting are brands and channels. The greatest significance of this strong alliance for Dehao Runda is to open the estuary downstream of LED lighting with the comprehensive sales channels of NVC Lighting and a large dealer network. Complement the shortcomings of Qi Dehao Runda in the downstream market.
With the completion of the holding of NVC Lighting, Dehao Runda has taken the lead in the LED terminal market. If Sanan Optoelectronics is unable to act on the terminal channel, it will be in a passive position in the market competition. To this end, Sanan Optoelectronics began to plan to launch its efforts in the downstream application market.
In May 2013, Sanan Optoelectronics Co., Ltd. established a joint venture company for R&D, production and sales of LED application products. Under the same conditions, the joint venture company will give priority to the LED chips produced by Sanan Optoelectronics. At the same time, it also signed a chip procurement framework agreement with Zhaochi for a total amount of 500 million yuan.
The bigger move is still behind. Sanan Optoelectronics announced on the evening of September 9 that the company intends to establish a joint venture with Sunshine Lighting to establish a new LED light source, new lighting products research and development and lighting market channel development. In the future market operation process, the joint venture company will give priority to the use or purchase of both products under the same price/performance ratio.
Join hands with the sun, aim at the channel! Sanan's layout in the field of LED manufacturing in the upper and middle reaches has become more and more perfect. The only terminal channel in the downstream market is still short-board, unable to compete with DHL. Sanan Optoelectronics said that the company's future development goal is to strengthen and expand the LED industry, further consolidate the domestic LED leading position, accelerate the pace of international development, improve supporting facilities, and rank among the top five in the world LED industry. The cooperation with Sunlight will help the company to expand cooperation and increase the layout of the LED industry chain.
Fighting for the big show waits for the baptism of the LED industry shuffling storm in the past two years, entering 2013, especially since the second quarter, the LED lighting market is gradually heating up, the downstream application market demand exceeds expectations and continues to grow rapidly, directly driving the midstream package and upstream extension The rapid digestion of chip capacity, some companies even appeared a rare order queuing phenomenon, the industry has predicted that the spring of the LED lighting market is coming! .
Whether the spring of the LED lighting market is really coming still needs confirmation from the follow-up market, but the fiery market is undoubtedly unquestionable. According to Sanan Optoelectronics' semi-annual report, in the first half of 2013, the company's LED chip main business demand is strong, the company not only actively fills the equipment, but also gives full play to its technological advantages, and strives to improve the effective operation efficiency of the equipment, improve the product structure, and further reduce Production costs increase the market share of the company's products. At present, more than 130 MOCVD equipments under the wholly-owned subsidiary of Sanan Optoelectronics are in full production. With the further improvement of the company's technology, the production capacity will be further released, and the scale effect will be further reflected.
In addition, in order to open up the international market and win the right to speak in the overseas patent market, Sanan Optoelectronics recently announced the acquisition of US LuminusDevices, Inc.100 shares for US$22 million. Sanan Optoelectronics said that the acquisition will help further enhance the core technologies and channels of the company's LED epitaxy and chips, and expand the sales scale in the international market.
At the same time, Dehao Runda also disclosed in the semi-annual report that in 2013 the company's LED business made great progress, chip production began to be released in batches, chip sales reached 168 million yuan, a substantial increase of 536.55 over the same period of the previous year, almost equivalent to last year The annual sales amount. Significant progress has also been made in the development of new products, and flip-chip Aurora has begun to ship in small quantities.
In addition, Dehao Runda also said that the integration of the company and NVC Lighting is progressing smoothly. The company has obtained the brand license of NVC Lighting. The LED lighting products produced by the company have also begun to enter the NVC lighting channel for sales. In the first half of 2013, the sales revenue of LED application products increased by 60.79 over the same period of the previous year. At present, Dehao has formed a whole industrial chain layout from extension to terminal application. In the field of LED lighting, strategic cooperation with NVC, Whirlpool and AEG has effectively opened up the downstream estuary. It is expected that the LED business revenue will exceed that of small household appliances in 2013, and LEDs will account for nearly 80% in the next year.
As the so-called chaotic heroes, the industry is approaching the outbreak phase is often a good time for major leading companies to show their talents. The battle for the two LED chip giants of Sanan Optoelectronics and Dehao Runda is still going on, but it is not denied that they represent the current status and future trends of China's LED chip industry. With the continuous development of LED technology, the future domestic chip pattern will also create a new world in the constant adjustment, competition, killing and integration.