Most popular manufacturers transform to OLED battl

2022-09-21
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Many manufacturing enterprises have transformed to OLED battlefield. Is the LED lighting market really saturated

iphone8 is about to be released. In addition to Apple's latest model, the latest OLED is all used for concrete surface screens. OLED display technology has the advantages of self illumination, wide viewing angle, almost infinite high contrast, low power consumption, extremely high response speed and so on. Apple, as a benchmark in the industry, will follow suit globally once there is any innovation. In the field of LED lighting, the price war has entered a white hot, and the oversupply is irreversible, so many production enterprises have transformed to the OLED battlefield

recently, jd.com invested 670million yuan to cooperate with domestic manufacturers to jointly develop OLED applications in the ar/vr field. It can be seen that not only the industry, but also big companies want to take a share. The whole OLED industry chain can be divided into upstream, midstream and downstream. The upstream includes LCD and OLED panels and various raw materials and components required for module processing and assembly. The midstream includes LCD and OLED panel manufacturing and display module assembly. The downstream industry is mainly the application field of various display products

China's industrial foundation is weak, the overlapping side faces the rotating shaft and is aligned with the scale line, the industrial chain is imperfect, and the competitiveness of upstream products is not strong. In China, there are many enterprises that have entered or will enter the OLED field, but they are mainly concentrated in the downstream panel manufacturing link of the industrial chain, and the upstream equipment and raw materials are weak. Most Chinese OLED manufacturers are still in the primary stage, and large-scale production is far from being achieved. The manufacturing equipment and raw materials needed by Chinese OLED enterprises are mainly imported from Japan and South Korea

SamSung of South Korea is currently the largest enterprise in the global OLED industry. Its global position is supported not only by its strong R & D strength in the display field, but also by the huge demand for downstream, tablet computers, high-end TVs and other products. In China's OLED industry, there is no enterprise with large scale, complete products and high synergy. The imperfect industrial chain directly leads to the small output value of China's OLED industry

the fate of eight chip companies in the first half of the year was quite different

as of August 30, with the disclosure of the performance report of dehuorunda in the first half of 2017, the interim financial report disclosure of A-share listed LED chip companies, including San'an optoelectronics, Huacan optoelectronics, Aoyang Shunchang, Shilan micro and Qianzhao optoelectronics, came to an end

judging from the mid-term achievements of LED chip enterprises, the chip market competition was still fierce in the first half of 2017. However, LED chip prices have continued the steady trend since the fourth quarter of last year, and the overall market of the industry is improving

for the rapid growth of the LED chip industry in the first half of the year, Xerox, as the strongest net profit growth, has a strong voice. Huo Dongming, market manager of Qianzhao optoelectronics, told senior engineering LED that after market fluctuations in 2015, chip prices fell, packaging plants expanded rapidly, and the national 13th five year plan supported the semiconductor industry. The whole industry completely warmed up in 2016 and 2017. At the same time, the display screen industry has also increased the demand for chips due to the reduction of spacing, which has aggravated the development of the industry and the shortage of chips

as for the trend of the chip industry in the second half of this year, Huo Dongming said that the product price tends to be stable in the second half of this year, and chip enterprises will gradually launch products with higher cost performance, and the overall production and demand are in balance

at the beginning of 2016, the problem of supply exceeding demand in the field of LED chips has not been solved. With the shutdown of 25% of the production capacity of crystal power, the reduction of the supply of small factories and the gradual adjustment of the supply and demand structure, in the second half of 2016, the downstream demand led the supply of upstream LED chips to fall short of demand, and the price of LED chips stopped falling and rebounded, which made the growth rate of the output value of LED chips rebound, reaching 11.54%, and the total output value reached 14.5 billion

undoubtedly, LED lighting is the main driving force for the sustained and rapid development of the LED chip market. In the future, with the explosion of small spacing market and the continuous and rapid growth of lighting market demand, the LED chip industry will grow steadily and rapidly. GGII predicts that the output value of China's LED chip industry will reach 18.8 billion yuan in 2017, with a year-on-year increase of 29.6%; In 2020, the output value of China's LED chip industry will exceed 28.8 billion yuan

it is worth noting that in the second half of the year, with the gradual release of the production capacity of large LED chip manufacturers, the industrial concentration accelerated, and the profitability and market share of leading enterprises became more prominent. How can chip companies resolve the situation in the chip industry? Huodongming said that for chip enterprises, they should strengthen research and development, improve product performance, reduce product costs, supplement production capacity, deepen cooperation with downstream enterprises, and form a stable supply relationship. (click Details)

intellectualization will become the future development direction of high-power power supply

in recent years, the related concepts of intelligence, IOT, artificial intelligence and so on have been hot, but the current situation is disappointing. No wonder everyone can't wait to talk about the words "landing" and "outbreak period". In a sense, this reflects the anxiety of the industry about the prospect of intellectualization

in this regard, zouchaoyang, deputy general manager of Songsheng electronics, said, "LED intelligent lighting must be the development direction in the future, and the intellectualization of lighting largely depends on the intellectualization of LED driving power supply, and the needs of users will always be the wind vane of the development of the industry. The development of LED high-power outdoor power supply in the future will also develop towards intellectualization, interconnection, standardization and modularization."

"the future development direction of high-power outdoor power supply will be intelligence." Zhang Huajian explained that from the perspective of lamp manufacturers, the intelligent power supply can bring great convenience to the design, commissioning and assembly of lamps. At the same time, the later maintenance cost of lamps will also be greatly reduced; From the perspective of terminal owners, the intelligent power supply makes the functions of lamps more diversified, so as to meet more different application needs

in fact, although there are few intelligent applications now, the actual application demand of intellectualization in high-power power supply will be more and more. From a macro perspective, the global demand for energy efficiency is getting higher and higher. High power lighting itself is a field with more energy demand. The implementation of intelligent lighting will save more energy

as the intelligent system technology becomes more and more mature, the power supply technology itself is also improving. The two have achieved stable and close cooperation, which provides a feasible basis for realizing intellectualization. In the future, in order to solve the interoperability and cooperation of IOT, intelligent development will develop towards the direction of unified technical standards and customized requirements

"it is a product recommended by QS certification. The basic functional requirement of lighting for power supply is as long as it supports accepting the sex number given by the outside world. The intelligent control system has not formed a unified standard now, and the relevant departments should issue a unified standard as soon as possible, which is the top priority at present." Xin Mingfeng, general manager of Jiansen technology, finally mentioned. (click Details)

the current business crisis of Kaisheng shares

on August 29, according to insiders, Guangzhou Kaisheng Electronic Technology Co., Ltd. (Securities abbreviation: Kaisheng shares, securities code: 837235) has been in a state of shutdown

according to the disclosure, when supervising the preparation progress of the 2017 semi annual report of Capvision on August 23, 2017, the sponsor broker of Capvision learned that the company had stopped production and business, so he immediately sent an on-site inspection team on August 24, 2017 to verify, and learned that Capvision had the following conditions:

1, the company's office buildings and plants had been closed, and no workers were engaged in production

2. The company defaults on employees' wages, and the labor capital relationship is in a state of opposition

3. There are contradictions between the company and suppliers, and most suppliers no longer supply

according to the data of the third board Research Institute, Capvision is mainly engaged in the R & D, production and sales of PC power supply and LED drive power supply, and holds a considerable market share in the field of switching power supply

so, is Capvision really in business crisis as the breaking news said? In order to verify the authenticity of the source, the author checked the relevant information about Capvision shares at the new third board official, flush official and the official of Changjiang Securities, the sponsor of Capvision shares

after verification, the new third board has cleared the stock information of Kaisheng shares, and the stock information of tonghuashun station about Kaisheng shares has also been cleared. Later, I went to the official of Changjiang Securities to inquire about Kaisheng shares, which surprised senior engineering LED that it was unable to inquire about its relevant information. (click Details)

Huacan optoelectronics invested 1billion to expand the production of LED substrates

Huacan Optoelectronics (300323) announced in the evening of August 25 that bluecrystal technology, a wholly-owned subsidiary of the company, and the Hongta District Government of Yuxi City signed a framework agreement on the expansion project with an annual output of 35million led substrates. The total investment of the project is expected to be 1billion yuan

the government aims to support enterprises, create development conditions for enterprises, encourage enterprises to become bigger and stronger, and promote the rapid and healthy development of enterprises. Bluecrystal technology plans to expand its production to meet the increasing demand of the market and become bigger and stronger. After the completion of the project, sapphire technology is expected to become one of the largest sapphire substrate manufacturers in the world

according to the announcement, the intended site of the project is within Party B's own land, with a land area of about 75 Mu and a construction period of 16 months. It is planned to start construction in September 2017

Huacan optoelectronics said that the normal implementation of this project will help the company expand its business, further expand its scale and cost advantages, and enhance the company's nuclear image, which shows TECHNYL reg; Redx's mechanical strength, competitiveness and industry influence in molding (initial) and 24 hours at 220 ° C are expected to have a positive impact on the company's performance in the coming years

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