Just after the new year, LED screen companies also have many new trends

Just after New Year's Day, there are new trends in the LED industry. Some are doing smart lighting, some are making LED screen 3D technology more high-end, some are raising prices in the first week of the new year, and some are investing huge sums of money to build factories. In a strong market Driven by domestic demand, all enterprises are full of confidence and adjust their strategic guidelines in order to have a better harvest this year. There are also many new trends in the LED screen industry. At present, many companies are targeting high-definition small-pitch LED screen series. LED screen market, LED screen industry market space is also very large. The following are the latest market changes in the LED industry.

● Shiyida set up a holding subsidiary with RMB 8 million to deploy intelligent lighting. Maida Digital announced on the evening of January 2 that the company’s holding subsidiary Shenzhen Shiyida Technology Co., Ltd. (hereinafter referred to as "Shiyida") and Mr. Liu Xuetang jointly invested Shenzhen Shiyida Intelligent Technology Co., Ltd. (hereinafter referred to as "Shiyida Intelligent") was established. Shiyida invested 8 million yuan with its own funds, holding 80% of the shares; Liu Xuetang invested 2 million yuan, holding 20% ​​of the shares. Shiyida Intelligent will mainly lay out intelligent lighting, and gradually expand to smart home and related fields. The two parties will make full use of their respective advantageous resources to expand the market space in the subdivided business field of intelligent lighting, and further improve the company's lighting business segment . ● The LED industry has doubled its price increase? Sanan fired the "first shot" of price increase in the new year. The rapid price rise has led to a rapid increase in costs. In order to ensure stable supply with quality and quantity, the company decided to increase the price of S-30MB/S-32BB series products by 8% from January 10, 2017.

● Mulinsen's total investment of 5.5 billion LED lighting project started, with an annual output of 1 billion sets of lamps and lanterns. On the morning of January 4th, the construction of the Mulinsen LED lighting project with a total investment of 5.5 billion yuan, a particularly important industrial project in Zhejiang Province, officially started. Yiwu Mulinsen's annual production of 1 billion sets of LED lighting lamps and lanterns base project has a total investment of 5.5 billion yuan, a planned land area of ​​600 mu, and a total construction area of ​​510,000 square meters. The project will be constructed in two phases. The construction of workshops, dormitories, office buildings and R&D centers will mainly produce LED lighting fixtures, semiconductor materials and supporting hardware materials. The construction period will be 6 years.

● The 2017 version of the "Harmonized System" came into effect, and the customs code of LED light bulbs (tubes) was added. It is reported that the World Customs Organization's 2017 version of the "Commodity Name and Coding Harmonized System" has been released, and China Customs has completed the adjustment of the tax codes of relevant commodities accordingly. It will be implemented on January 1, 2017. It is worth noting that for LED and lighting companies, in the new version of the "Harmonized System" catalog, Chapter 85, Note 39, a new sub-category has been added, and light-emitting diode (LED) bulbs (tubes) have been added. Its customs code is 85395000. ● After Qinshang and Changfang, Xue Wright became a "teacher" across borders. On January 4, Xue Wright issued an announcement saying that its fund, Guangdong Xue Wright Enterprise Management Partnership (Limited Partnership) (hereinafter referred to as Xue Wright Industry Fund) , signed the "Share Transfer Agreement" with Guangzhou Mingchu Investment Management Partnership (Limited Partnership), agreeing that the former will transfer the Guangzhou Mingshi Education Services Co., Ltd. (hereinafter referred to as Mingshi Education) 277,000 shares, accounting for 2.31% of Mingshi Education's shares.

[Policies and regulations] ● Appropriate nearly 200 million yuan! The Uzbekistan government plans to transform street lighting systems in 28 cities within 3 years. According to the Ministry of Finance of Uzbekistan, in order to reduce energy consumption, introduce advanced energy-saving In three years, 84.8 billion sums (approximately RMB 199 million) have been allocated to upgrade and transform street lighting systems in 28 cities, including Tashkent. Among them, the planned financial allocation for 2017 is 24 billion sums (approximately RMB 56.3468 million). The project involves the replacement of 82,883 luminaires and the optimization of 2,779.2 kilometers of lines. It is planned to replace existing high-energy-consuming luminaires with modern energy-saving lighting equipment using light-emitting diode technology (LED) by 2020. ● The European Commission has formulated new regulations to replace the existing energy efficiency labeling directives for lighting products. Recently, the European Commission’s Ecodesign Directive Regulations Committee discussed the energy efficiency labeling requirements for directional lights (household and special directional lights), LED bulbs and related lamps. , and formulated a new technical regulation to replace the existing Energy Efficiency Labeling Directive 874/2012/EU.

The new regulation is currently in the draft discussion stage and is expected to come into effect on September 1, 2018. It will be reviewed again before September 1, 2025 to confirm whether it needs to be updated. ● The application of products continues to develop, and the latest report "2017 Infrared Laser and Sensing Components Application Market Report" shows that the application of many infrared products continues to develop, except for the main existing products including security monitoring and emerging growth products. Such as face and iris recognition, heartbeat and blood oxygen sensing, virtual reality, gaming laptops, infrared panels, automotive sensors, etc., will bring unlimited business opportunities to the infrared industry. LEDinside estimates that in 2016, the output value of infrared LEDs on virtual reality devices will be US$14 million, and will continue to grow in the future.

● Nanchang "enlarges the call" and invests 150 million to renovate the landscape lighting of Bayi Square. According to the Nanchang government department, the design project of Nanchang Bayi Square and surrounding architectural landscape lighting upgrading and renovation projects has applied for bidding. The total investment in the landscape lighting improvement project of Bayi Square and surrounding buildings is about 150 million yuan. The scope of renovation extends to the Jiangxi Provincial Women’s Hospital in the north, the Provincial Party School in the south, and Huangdian Side Road-Shaoguachi Lane-Xuxi in the west Alley-Jiangnan Guild Hall Alley, east to the buildings and landscape of Shengfu West Road. [Industry Interpretation] ● The supply and demand pattern continues to improve, and the LED industry has entered an era of stable income. Since 2016, the prices of LED chips and packages have risen one after another, marking the end of the reshuffle of the overall LED industry chain, and the industry has entered an era of stable income from an era of excessive competition.

As a leading LED chip company, Sanan Optoelectronics has raised prices, which strongly verifies that the overall supply and demand pattern of the LED industry has undergone fundamental changes. Not only has the supply side shrunk due to the elimination of outdated production capacity, but also the downstream demand side of LED has grown steadily, and profitability has steadily improved. In the future, the concentration of the LED industry chain will continue to increase, the structure of the industry chain will continue to solidify, and the bargaining power of industry leaders will steadily increase! In addition to the pull of demand, a large part of the reason for the trend is the rise in the cost of upstream raw materials, coupled with the fact that product quotations were generally low before. Therefore, the overall LED industry has entered a cycle of price increases driven by rising costs. LEDinside expects that some uncompetitive small and medium-sized enterprises will gradually be eliminated from the market under the cycle of rising prices in the overall LED industry.

In the future, orders will be gradually concentrated to various major manufacturers, and the phenomenon of Evergrande, the biggest player in the LED industry, will become more obvious. ● Huiming plans to raise 1.2 billion yuan to further penetrate into the VR/AR field NP Company manages related real estate projects to build a dominant position in LED screens; 360 million yuan is planned to be used to supplement working capital. NP company has the world's leading 3D optical motion capture technology, providing customers with high-quality 3D optical motion capture software to improve the display effect of LED screens, hardware and services are also continuously improved.

The company has motion capture technology in the core part of the VR/AR field, which has a strong synergistic effect with the company's existing business and layout in the VR/AR field. .