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Sanan’s shareholding has opened the first shot of the LED industry’s shareholding. After entering the lighting era, cross-strait and even global integration has become irreversible. In order to reduce costs, international manufacturers have accelerated the release of orders, and crystal power is a beneficiary of this trend.
San'an, China's largest LED factory, has invested in Taiwan's LED Leijing Erge patent, can not dig talents, must not intervene in operations and must not transfer technology. Sanan agrees with the aforementioned "four no principles", so the whole case has been fixed.
Sanan will acquire a 19.9-yuan shareholding of 19 yuan per share and NT$2,352 million, and squeeze out the Japanese Mitsui to become the most popular shareholder of the company. This also created the first land-based investment in the LED factory in Taiwan. Record.
Yan Feng, chairman of the board of directors, said that the advantage of Yuyuan is the backlight, and the advantage of Sanan lies in LED lighting. The two will work together to jointly develop the mainland market and help Sanan to grab global orders. Its profit.
In addition to the horizontal integration of "Anzhen Love", there is also a vertical integration aspect, which is related to China Color TV Factory TCL and China LED Packaging Factory. Shenzhen Ruifeng Optoelectronics Co., Ltd., a joint venture between the three parties to set up LED backlights and modules, lighting sources and module factories, is awaiting the approval of the review meeting. Once it passes, it will be one more point for the round-the-clock attack on the mainland LED market. Competitiveness.
As for the shareholding of Taiwan's LED factory in Taiwan, I am afraid that it will not be the only case, because the market is rumored that China's LED second brother Dehao Runda will be looking for a partner in the future, and is interested in Ronda and the new century.
LED industry elders pointed out that the LED industry is the biggest trend of Evergrande, Taiwan LED epi-plating factory technology is ahead of China, but the land factory has the advantages of capital and market, so it actively waved to Taiwan, the previous Sanan has locked up Ronda, new The century and the round, so Dehao Runda will find Ronda and the new century is not surprising.
Dehao Runda cut into the field of LED packaging in 2009, and then actively developed upstream.
At the end of last year, it acquired the equity of 20% of NVC Lighting, the largest lighting factory in China, at the end of the year. The benefits generated by the combination of the two strong companies will enable Dehao Runda to produce advantages and combine the strengths of the brand and channel of NVC, which is equal to the epicenter and midstream from the upstream. The package has always been used to downstream lighting products and access.
On August 30 this year, Dehao Runda announced that it will invest 40.8 million yuan (about 196 million Taiwan dollars) and 39.2 million yuan (about 188 million Taiwan dollars) in LED lighting packaging factory in Guangzhou to expand its packaging capacity.
Dehao Runda has a package capacity in the middle reaches, a downstream lighting brand, and a channel. However, the company's MOCVD machine has only 50 to 60 units, far less than 300 units of Jingdian (including Guangguang), and Sananjia. The total number of Shangyu rounds reached 277, which also allowed Dehao Runda to thorn in the back.
The company believes that MOCVD machines must be at least 100 units, which is enough to stabilize the third force. No matter whether it is in the new century, the number of MOCVD machines can be rushed to more than 100 units. Will not affect the supply and demand order because of excessive capacity expansion.
Dehao Runda intends to come to Taiwan to recruit pro-market rumors that Dehao Runda has listed Ronda as the first choice. In addition to Ronda's "one-stop" operation mode as Dehao Runda, more importantly, Ronda has replaced Philips. The experience of OEMs such as Osram and Panasonic is based on the resources of AUO Group.
However, the shareholding of Lunda wants AUO Group Chairman Li Yongyao to agree, and Ronda has already had the estuary of AUO, so that Dehao Runda may not have a big bonus effect, so it is not easy to score a love song.
The new century said that it has not released any information about the negotiation strategy partners.
However, in the new century, there is no "rich dad" to rely on, and there is no channel and strong brand power. If Dehao Runda really shares, the effect of adding points to the new century is relatively large.
In addition, the largest LED epitaxial wafer factory in the two sides of the Taiwan Strait, plans to apply for private placements with an upper limit of no more than 250 million shares, and introduce strategic partners for LED lighting. It is rumored that many international lighting factories have come to Taiwan for inquiry.
However, the major shareholders of Jingdian are not willing to “sell†and demand that the private placement price should not be lower than the net value per share (the net value per share at the end of the second quarter of this year is 49.27 yuan). Therefore, it is expected that the performance of Jingdian’s share price should be successful before the successful private placement. Not too bad.
Why has the integration of LED industry across the Taiwan Strait recently surged? Because as the LED enters the era of lighting, it is already outdated to be alone. Long before the wave of integration of LEDs on both sides of the strait, international giants have already integrated.
According to statistics, the global light street replacement business opportunity is as high as 2 trillion yuan. If it is added to commercial lighting and indoor lighting, the overall LED lighting business opportunity is at least tens of trillion yuan. Such a huge business opportunity is quite attractive, so in addition to the original LED Outside the epitaxial and packaging plants, semiconductor and panel makers also want to share a piece of the pie, and the manufacturers of traditional lighting fixtures have to invest in this battlefield because of fear of being replaced. The intensity of competition is evident.
In the past, LEDs were used in consumer electronics, mostly standardized specifications, so it is feasible to go it alone.
However, this is not the case after entering the lighting market. The future development is likely to be the standardization and scale of LED components and modules. LED lamps are mainly oriented towards customization and local development, because they are like residential and commercial buildings. The required lamps must be different, and it is not possible to be outdoors or indoors.
The Japanese residential space is small and not suitable for chandeliers used by families in Europe and America. Therefore, LED lighting is necessary to adapt to local conditions.
Group operations are kings and LED lamps must rely on local companies to sell with regional brands and channels. In order to overcome the obstacles in geography, international companies are successively engaged in mergers and acquisitions, among which Philips is currently the most complete enterprise in the field of LED lighting. Other major companies including CREE, Osram and GE have continued to integrate upstream and downstream in recent years.
Originally, there was no leading manufacturer in the LED lighting market. The total market share of the top ten factories was less than 25. However, this situation has changed. The upstream and downstream integration benefits of the international companies led by Philips have increased, and the market share has increased.
According to estimates by DigitimesResearch, Philips will have a market share of 13.8 this year, OSRAM will reach 9.3, and Panasonic will reach 6.6. The total market share of the top three global manufacturers is close to 30%, and the remaining 70% market is divided by thousands of manufacturers worldwide. Food and price competition are inevitable, so many manufacturers are "having revenue and not making profits."