Products Category
Graphic LCD
Contact Us
Name: Cassie.Huang
Tel: +86-755-27864416
Mobile: +86-15989366182
E-mail: cassie@rxxdisplay.com
Skype: cassie_1191
QQ:
2850818618
Link
Company News
>> Strategic Analysis of Guoxing Optoelectronics and Huacan Optoelectronics in the Field of LED Display 23th,May,2019
In the past few years, regardless of the various changes in the LED industry, National Star Optoelectronics is still synonymous with "stable" and "rational." In the midst of industry enthusiasm, it is neither blind nor blind; when the industry is cold, it remains calm and firm. Huacan Optoelectronics is more optimistic about mergers and acquisitions in those industries or based on the upstream and downstream of the industry chain. In addition, Huacan Optoelectronics has been actively expanding production in the past two years. The LED epitaxy, chip and industrial chain extension projects mainly focus on building internationally renowned LEDs. The industrial base is under development.
Guoxing Optoelectronics: LED package "big hengda" law
In the past few years, regardless of the various changes in the LED industry, National Star Optoelectronics is still synonymous with "stable" and "rational." In the midst of industry enthusiasm, it is neither blind nor blind; when the industry is cold, it remains calm and firm.
2016 is a magnificent year. From the beginning of the year, LED chips, gold wire, brackets and other raw materials to the midstream packaging giants have increased prices, which undoubtedly shows that the LED industry will return to health and rationality.
Dr. Wang Sen, general manager of Guoxing Optoelectronics, said, “Whether it is price war or the development of segmentation, it is an inevitable law for the industry to develop to a certain stage.” The LED packaging industry is gradually moving toward concentration, and the situation of the larger Evergrande will be More obvious, for the national star, this is undoubtedly a new development opportunity.
This change in the pattern means that the LED packaging industry is gradually returning to rationality. “Small and medium-sized enterprises with small core technologies have closed down or turned to a certain segment, which has led to a gradual increase in industry concentration. This is also a trend for the industry as a whole.” Dr. Wang Sen said frankly.
As one of the domestic LED packaging giants, Guoxing Optoelectronics faces the situation after the price increase. Dr. Wang Sen said, “From the current point of view, the company’s product price increase has not had a major impact on the overall performance.”
After the price wars and industry reshuffles in previous years, the industry is shifting from blindly pursuing low prices to focusing on products themselves, such as technology and performance. These are the advantages of big companies such as Guoxing.
On the one hand, with good market reputation and leading technology, Guoxing Optoelectronics has a good customer structure and sufficient business orders; on the other hand, the company's product price increase is based on the adjustment of the entire supply chain, and has been received by customers. Understanding and support.
In order to strengthen the company's soft and hard power, enhance its comprehensive competitiveness, and strengthen research and development, Guoxing Optoelectronics said, "Next, Guoxing Optoelectronics will continue to increase research and development, through the continuous improvement of new technologies, new products, capacity release and The development of market segments, improve the company's comprehensive competitiveness, seize opportunities, seize the middle and high-end market, and master a greater market voice."
Guoxing Optoelectronics has continued to promote the diversified enterprise development strategy based on the “vertical integration of LEDs in the middle and lower reaches of the LED”. It has successively placed upstream chips (Yaweilang, Guoxing Semiconductor) and downstream lighting applications, and continuously increased and upgraded its technical reserves. Consolidate and strengthen market share.
"Future Guoxing Optoelectronics will continue to base on the midstream package. In addition to large-scale expansion and packaging projects, it will continue to expand the comprehensive strength of upstream chips and downstream lighting applications, continuously improve core technologies, actively reserve talent resources, and seize the advantages of the industry. Opportunity to become a leading LED company," said Dr. Wang Sen.
Huacan Optoelectronics: New Cycles and New Opportunities in the LED Chip Market
This year is an extraordinary year for the LED industry. By the end of the year, the LED industry has set off a new wave of price increases. Because of strong demand and rising raw material prices, prices have risen.
When talking about price hikes, Bian Defei, vice president of Huacan Optoelectronics, said, “The recent rebound in LED chip prices is expected to continue and continue into the end product segment. The rising cost of raw materials is a dominant factor in LED price increases. During the period of vicious low-price competition, the profit space of all links in the entire industrial chain has been compressed to the limit, and product price increases become inevitable."
At present, the competition in the LED industry is still fierce, but it has gradually shifted to benign competition, because the space for price war between enterprises is getting smaller and smaller. With the National Development and Reform Commission releasing the new policy of “China's phase-out of incandescent light roadmap” and the improvement of consumers' product quality requirements, the era of low-quality and low-price competition has become a thing of the past. The competition in the LED market will be more orderly.
Bian Defei said, "The LED market has recently shown a state of both supply and demand. The LED chip industry is a capital- and technology-intensive industry. As the industry matures, the market share will accelerate its concentration to companies with technological and scale advantages. "The enterprises represented by Huacan Optoelectronics are constantly expanding their market share, and the concentration of the chip industry is constantly improving.
For chip companies, the implementation of the LED industry chain upstream and downstream and supporting enterprises through project implementation will help to further expand the company's scale and cost advantages, and enhance the company's core competitiveness and industry influence.
Huacan Optoelectronics is more optimistic about mergers and acquisitions in those industries or based on the upstream and downstream of the industry chain. In addition, Huacan Optoelectronics has been actively expanding production in the past two years. The LED epitaxy, chip and industrial chain extension projects mainly focus on building internationally renowned LEDs. The industrial base is under development.
For example, Huacan Optoelectronics acquired Yunnan Blue Crystal in 2015; in 2016, it acquired US New Semiconductor. At present, Huacan Optoelectronics has also received many international cooperation intentions. The next step is based on the gradual expansion of production capacity, and the internationalization of the lighting market will be fully opened.
Talking about the market layout of Huacan Optoelectronics next year, Bian Defei said that most of the global capacity expansion in the future will be completed in the mainland. Huacan will continue to actively expand production next year. In the emerging market areas such as UV, IR, smart lighting and LIFI, Huacan is also actively seeking opportunities and making technical reserves.
Chinese
Deutsch
Espanol
Francais
Italiano
Portugues
Japanese
Korean
Arabic
Russian
