2014 LED integration mergers and acquisitions continue to achieve new development


Zhou Ming Wu Meng: In 2013, the industry integrated M&A market has emerged. In general, the LED display industry in 2013 has two major features. On the one hand, it is the integration boom, and on the other hand, the market has emerged with high-density small-pitch LED display. Screen, outdoor surface display and other emerging highlights. In the future, with the further improvement of technology and the continuous decline in cost, we believe that LED Super TV will enter the civilian market and bring about new changes. In addition, outdoor surface mount display is also a market segment that cannot be ignored. Outdoor SMD products have the characteristics of wide viewing angle, good light distribution, good light mixing, etc., and have better visual effects than outdoor DIP products.
Speculation or investment in joint investment LED media industry results how the reporter noted that as of September 2013, although the number of advertising sites for linkage culture operations has reached more than 80, but the third quarterly report of Lianjian Optoelectronics 2013 shows that its 2013 1 From September to September, the advertising revenue was only 2,018,800 yuan, and the net profit was 155.42 million yuan. Obviously, as of now, the LED outdoor advertising network of Lianjian Optoelectronics has not yet formed a sales scale, and the development of new business market is far from expected. This time, M&A Timeshare Media, Lianjian Optoelectronics is hoping to further expand the outdoor media resources, and at the same time make up for the lack of experience in the operation of the outdoor advertising business of the Linkage Culture and enhance the conversion capability of actual sales. For Lianjian Optoelectronics, in less than two years, it has frequently operated in the layout of outdoor LED advertising media business, and the 860 million yuan bet on the time-sharing media, is the thunder and rain, or the chess Recruitment, able to break through the profitable cage, still waiting for the market outlook.
Integrate driver chips and controllers, and build the Novo Technology, the most forward-looking controller leader in the Novo Strategic Alliance Accumulation Technology Industry, to break the barrier between chips and controllers and establish a strategic partnership. This close cooperation creates more real value for customers, and accelerates the introduction of driver chips for market application, such as the use of small dot pitch display or advertising screen, to help customers grasp the market opportunities faster. The establishment of this strategic partnership will help Accumulate Technology and Nova Technology to further realize resource sharing. By giving full play to its professional advantages, it will provide more valuable services to both customers, promote product and service innovation, and bring better customers. Program.
The big one is Evergrande: In 2013, Jingdian monopolized the Taiwan wafer factory 53. The output of the LED industry is the largest in the LED industry. In 2013, Jingdian still ranked the largest wafer factory in Taiwan, and the output value of a single company accounted for Taiwan. The proportion of the revenues of the top ten factories also exceeded half of the first time, reaching 5.3 billion, which accounted for 29, and the second-line factories must be diversified to seek a living path. It is worth noting that LED packaging and module factory revenues have grown against the trend. The top ten factory revenues in Taiwan have increased from 75.668 billion yuan (NT), the same below to 85.586 billion yuan, an increase of 12% compared to LED chips. Looking at the trend of the year 2 recession, the LED industry value chain seems to be tilting towards downstream packaging and module factories. According to the statistics of the Optoelectronic Technology Association, last year's top ten wafer fabs and packaging plants in Taiwan totaled 127 billion yuan, a growth of 6.9 billion compared with 2012's 111.8 billion yuan.
Ruifeng photoelectric plus code LED lighting 2013 performance pre-increased 20-34
Ruifeng Optoelectronics disclosed the results forecast on the evening of the 14th. The company expects net profit attributable to shareholders of listed companies to be 56 million yuan and 63 million yuan in 2013, an increase of 20-34. The net profit of the company in 2012 was 46.648 million yuan. According to the announcement, in 2013, based on the stable LED LCD TV market, the company increased its efforts in the field of LED lighting and achieved corresponding growth in sales and profits. In 2013, the company received a total of 27.23 million yuan in financial assistance, and the financial subsidy affecting the current profit and loss was 14 million yuan.
Dehao Runda plans to invest 1 billion yuan to set up LED joint venture company Dehao Runda announced on the evening of January 14 that it plans to establish a LED-based joint venture company in Handan, Anhui Province. The registered capital of the joint venture is 1.4 billion. Yuan, in which Dehao Runda intends to invest 1 billion yuan in cash, physical and intangible assets, holding 71.43; Bengbu City Investment Holding Co., Ltd. invested 400 million yuan in cash, holding 28.57. The joint venture company is called Sancha Semiconductor Co., Ltd., its main business scope is LED chip research and development, production, sales and technical consulting services; development, production and sales of LED devices, LED lighting, LED decorative lights, LED display and so on.
Professionally created the outstanding blue Pu into the industry expert committee Lanpu Technology on the occasion of the arrival of 2014, took the lead in joining the LED display industry enterprise expert committee organized by China Security Network, Lan Pu technology product director Dai Zhiming was hired as China Security Network Expert committee expert on security technology.
Concerned about the strong development of the LED industry, the CCTV special visit to Easystar in 2013, the LED industry is still in the economic cold, the trend of bankruptcy has not stopped, the wind is raging, and the mind is restless. However, there are also a small number of LED companies that rely on their own strength, through integration, innovation, and change, actually go against the current trend, breaking the industry's decline, and even attracted the attention of CCTV. In 2014, we expect EasyCard's small-pitch products to reach 30-50 million units, and EasyCard's marketing director Lei Yu said firmly in an interview. Since its successful development and introduction to the market, Easystar's small-pitch products Lingyun series have been frequently favored by customers, especially high-tech enterprises, and they are very impressed by Lingyun's excellent performance. It is no wonder that Easycom has full confidence.

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