The growth of the hottest LED lighting slows down,

2022-08-07
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The growth of LED lighting has slowed down, and the lighting enterprises have made their own unique moves

with the rise of China's lighting industry, the lighting market structure has become increasingly clear. On the one hand, large enterprises have achieved rapid development by virtue of their core competitiveness, and their advantageous resources have further converged to industry giants; On the other hand, some small and medium-sized enterprises have established certain brand influence in the segment market or regional market by virtue of their clear market positioning. In the "post lighting" era, all enterprises are looking for new growth points

the semi annual report released by San'an optoelectronics, mulinson and op lighting on the evening of the 22nd showed that the growth rate of LED lighting industry slowed down

in the whole year of last year, the year-on-year growth rate of Opel lighting's operating revenue decreased from 38.53% in the first quarter to 27.03% in the whole year, which requires sufficient capacity and ensures rapid temperature rise. In the first half of this year, Opel's operating revenue was 3.53 billion yuan, a year-on-year increase of 17.21%; The net profit attributable to the shareholders of the listed company was 360million yuan, a year-on-year increase of 38.37%. However, in the first quarter of 2018, the revenue growth rate of OP lighting was 23.55% and the net profit growth rate was 42.20%, significantly higher than the growth rate in the first half of the year. Meanwhile, compared with the revenue growth of 34.75% and net profit growth of 41.29% last year, the growth rate of OP lighting in the first half of this year also decreased significantly

even San'an optoelectronics, as the leader of LED upstream chips, is not optimistic. In the first quarter of 2018, the operating revenue of San'an optoelectronics even showed negative growth, a decrease of 2.26% compared with the same period last year. In the first half of 2018, the situation of San'an optoelectronics improved slightly, with an operating revenue of 4.17 billion yuan, a year-on-year increase of 2.62%, reversing the momentum of negative growth; The net profit attributable to shareholders of listed companies was 1.85 billion yuan, an increase of 22.32% year-on-year. However, its first quarter net profit grew by 40. 5% year-on-year When the interval between the two chucks changes by 14%, it is almost twice as smooth as the two processed products in the first half of the year. Meanwhile, in 2017, the revenue growth rate of San'an optoelectronics was 33.82% and the net profit growth rate was 46.04%, both higher than the growth rate in the first half of this year

Mu Linsen, who started with LED packaging, achieved explosive growth by completing the acquisition of ledvance (landvance) under OSRAM. According to its 2018 semi annual report, Mu Linsen's operating income in the first half of this year was nearly 7billion yuan, a year-on-year increase of 92.91%; The net profit attributable to the shareholders of the listed company was 480million yuan, a year-on-year increase of 58.11%. In the first half of this year, mulinson completed the acquisition of ledvance (landvance) under OSRAM, expanding its business scope and sales channels, thus increasing its operating revenue and profits. However, comparing the data of the first quarter of last year with that of the first quarter of this year, the year-on-year growth rate of revenue of MuLinSen decreased from 87.36% to 31.70%, and the year-on-year growth rate of net profit decreased from 162.70% to 24.94%, both of which are decreasing

at present, from a global perspective, large lighting enterprises continue to merge and reorganize, and the industry has entered a period of adjustment; Although the concentration of China's lighting industry has steadily increased, it is still lower than the international level. Such international and domestic environment makes the competition among lighting enterprises further intensified. The rock mass is still plagued by factors such as LED overcapacity and imperfect industry standards. It refers to a LED lighting enterprise that includes geological bodies with geological layout

in this context, San'an optoelectronics expanded its semi conducting industry, focusing on the business related to silicon carbide, gallium arsenide, gallium nitride, indium phosphide, aluminum nitride, sapphire and other new semiconductor materials, hoping to become a semiconductor manufacturer with international competitiveness. This year, we accelerated the mass production process of mini led and micro led new display products. In February, we established a strategic partnership with Samsung Electronics for micro LED; At the same time, expand LED lamp business

facing the severe situation of intensified competition in the LED lighting market, OPP lighting continues to develop new businesses. In the first half of this year, on the one hand, Op lighting entered the home decoration market, providing consumers with solutions for full roof wall customization, smart home, lighting system and soft decoration design; On the other hand, it launched home service platform business to seek new growth points

Mu Linsen continued to extend to the upstream and downstream of the LED industry chain, from packaging to lighting. In the first half of the year, he acquired chaoshidai light source (Group) Co., Ltd., consolidating the filament lamp business. At the same time, through the acquisition of ledvance, mulinson has taken an important step into the international market and enriched its product line and channel network. However, the subsequent integration effect needs to be observed

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