Weekly News|The first 8 months of plant lighting exports exceeded $16 million. The LED market in Taiwan was bleak in the first three quarters.

[Text / Gaogong LED Huang Yaping] After the re-launch of the high-tech LED good product website (http://), the style is more modern and the support for partners is more diversified.

In the 2015 WeChat LED Golden Globe Awards WeChat vote, as of now, the total number of votes has approached 110,000 votes. The WeChat vote has already reached the final stage, and the deadline for voting on October 26 is only 10 days.

Market trend

1. In the next three to five years, China's LED plant lighting industry will show rapid growth. Due to factors such as the continuous decline in the number of agricultural operations in China and the continuous decline in the per capita arable land area, the number of Chinese plant factories will increase rapidly in the future, which will stimulate LED plant lighting. Demand is growing rapidly.

2. With the decline of the gross profit of the LED industry, the consolidation of mergers and acquisitions in the industry has intensified, which is not only conducive to the improvement of industry concentration, but also an excellent development and expansion opportunity for leading companies with craftsmanship and scope.

3. The degree of homogenization of phosphors has intensified, and the profit margin is getting smaller and smaller, but there are still high-end needs to be met.

4, today's lighting market, everyone competes to cut prices, each packaged device is constantly forced to put on the promotion banner, in order to quickly occupy the high ground of the LED lighting market. Therefore, the CSP at this time is born, which can largely solve the customer's requirements for product cost.

5, high-tech production research LED Research Institute (GGII) research shows that it is expected that after 2017, China's LED street lamp industry can break the ice to usher in a new round of development spring. Accompanying it is also the further development of LED outdoor power supply.

6. In 2015, the global LED market demand slowed down, further stimulating the market competition of oversupply. The competitiveness of Taiwan's LED market in the global LED market is weakening. Therefore, GGII believes that the LED market in Taiwan will recover in the second half of the year. Human delusions.

Listed company

1. On October 15th, the third-quarter performance forecast of LED lighting listed companies was shocked by “four drops”. The net profit attributable to shareholders of listed companies by Ganzhao Optoelectronics, Ai Biesen, Ruifeng Optoelectronics and Huitian New Materials decreased compared with the same period of the previous year.

2. Sanan Optoelectronics “sniffed” the LED industry first, and the holding subsidiary Sanan Integration intends to borrow 140 million yuan from the shareholders to invest in the construction of Sanan IC.

3. Hongli Optoelectronics received research from the agency and said that car networking is another direction for the company's future development. In the future, it will actively build an ecological platform of “LED main business + internet finance + car networking”.

4. Aihua Group was granted a special fund of RMB 32 million in July 2015. On October 14, it announced that the first special fund for receiving government subsidies was 17.33 million yuan.

5. Wanshang Technology's wholly-owned subsidiary, Sunshine Optoelectronics Co., Ltd. and natural person Zhang Hai jointly invested RMB 100 million to establish a joint venture company Changchun Wanrun Photoelectric Co., Ltd. to further develop the domestic LED lighting products market.

6. Kyushu Optoelectronics issued 1.245 million shares at the New Third Board, with RMB 2 per share and raised funds of 2.49 million yuan, which were subscribed by core employees.

Big Data

1. Since the plant factory has not been used for a long time in China, 90% of the LED plant lighting products in mainland China are currently exported. GGII statistics show that China's LED plant lighting export scale from January to August 2015 was about 16.83 million US dollars, an increase of 54%.

2, GGII senior analyst Li Shengfa said that in the Q3 quarter of 2015, a total of five LED practitioners received government subsidies for different projects, totaling about 390 million yuan.

3. According to the statistics of the High-tech Research Institute LED Research Institute (GGII), in the third quarter of 2015, the total revenue of six listed sapphire substrates in Taiwan was 375 million yuan, a decrease of 32.7% year-on-year and a decrease of 25.1% from the previous month. The total revenue was 1.686 billion yuan, a decrease of 27% year-on-year and a decrease of 13.6 quarter-on-quarter; the total revenue of 10 LED packaged listed companies was 3.165 billion yuan, a decrease of 23% year-on-year and a decrease of 8% quarter-on-quarter.

4. The Jilin Provincial Administration for Industry and Commerce entrusted the Liaoyuan City Administration of Industry and Commerce to conduct random inspections on LED lamps produced and sold by enterprises such as Zhongshan City, Hangzhou City and Haining City. 14 of the 16 groups of samples were judged to be unqualified, and the failure rate was It is 87.5%.

See overseas

1. Sharp announced that it has cooperated with the Agricultural Center of Hiroshima Institute of Technology in Japan to develop LED moth-proof lamps to prevent night-time pests from destroying crops and minimize the impact of lighting on crops.

2. The European patent application of the German intelligent lighting technology expert Heliospectra AB has recently been approved by the European Patent Office. The patent mainly includes the optimization method of LED plant culture lighting and how to improve the efficiency of future greenhouse environment.

3. The Japanese company has introduced a built-in 24GHz radar LED lighting development product, which can be used to detect the breathing state in addition to being used as a high-precision sensor with better precision than the usual infrared human sensor.

4. India's Uttar Pradesh will sell 200,000 LED bulbs with a special price of 9.75 yuan in the local city of Pilip, encouraging residents to eliminate traditional incandescent bulbs.

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