Ukuhlanganiswa Kwemboni Ye-LED Nokutholwa Kulo nyaka, Cishe Amacala angama-30 Okuhlanganiswa Kwenzeke Kaningi

Ukuhlangana kwakamuva kwemboni yezibani zenkundla ye-LED nokuthengwa kuvame ukuvela: I-Guangdong Province Electronic Information Industry Group 2.62 billion ngaphezu kwe-Osram Foshan Lighting engu-13.47% yesiteki esibanjwe; I-HC SemiTek 1.08 billion yuan etholwe ngokuphelele Ubuchwepheshe be-aquamarine; Amaphrojekthi okukhanyisa e-Osram e-Feile Audio-Visual ahlongozwayo; I-Optical izochitha phansi i-$ 100 million ukuze ithathe i-Philips ibambe isigxobo sika-Lumileds sika-6.15% \u0026 hellip; \u0026 hellip; Nakuba ukuduma kwezibani ze-LED kugasela, kodwa amanani ehle kakhulu, amazinga enzuzo ehla kakhulu, ukuhlanganiswa kwemboni yokukhanyisa inkundla ye-LED kanye nomvuthwandaba wokuhlelwa kabusha. Izibalo ezingaphelele, kuze kube manje kulo nyaka, amacala acishe abe ngu-30 okuhlanganiswa, ukutholwa kwezimali sekukonke kwamayuan ayizigidi eziyizinkulungwane ezingama-28; futhi indaba yokuhlanganisa nokutholwa kunekwenzeka kaningi, okunye ngemva kokunye. i-backpfrontp Ngokungafani nesikhathi esidlule, inzuzo yemboni iye phansi, ukuze ezinye izinkampani zamazwe ngamazwe zinenhliziyo ephansi, i-Osram, i-Philips nezinye iziqhwaga zamazwe ngamazwe ukuze zinciphise ngaphambili emkhakheni wokukhanyisa kwe-LED, kuyithuba elihle lokukhuphuka kwamabhizinisi aseShayina. . Ochwepheshe bezimboni babikezela ukuthi izinkampani ezikhanyisa umhubhe we-LED waseChina zizokwanda futhi zithengwe ngokuzayo. I-backpfrontp I-LED yenkathi yenzuzo ephansi i-backpfrontp imboni ye-LED isingene enkathini yenzuzo encane, njengoba ukuhlanganiswa kwemboni kunikeza amandla anele. Amazwe aseShayina, i-United States asezinhlelweni zokusheshisa ukuphuma kwe-incandescent, amanani okukhanyisa ama-LED aqhubeka nokwehla, njengokungathi i-40W ye-LED yehle yafika ku-$ 4.9, isikhathi sokukhanyisa i-LED sesifikile. Ukuhlanganiswa kwemboni ye-LED ephakeme kakhulu ye-2015 yasekhaya ye-LED high bay light okukhipha inani kuzofinyelela ku-430 billion yuan, izinga lokukhula lifinyelele ku-27%, kodwa ukuncintisana okukhulu embonini, ikakhulukazi ekufakweni kwe-LED, izicelo, imboni yokuhlushwa iphansi, ukuhlinzeka izimo ezidingekayo zokuhlanganisa. I-backpfrontp Foshan Lighting yaziwa ngokuthi yi-China Light King. Kodwa-ke, ingxenye yokuqala ka-2015, imali engenayo yokusebenza engu-1.52 yuan Foshan Lighting, yehle ngamaphesenti angu-1.21 unyaka nonyaka, inzuzo esele engaba yizigidi ezingu-100 zamayuan, yehle ngamaphesenti angu-46.94. Isizathu esisodwa sokwehla kokusebenza kufanele kube ukudluliswa kwe-Osram Foshan Lighting equity. backpfrontp September 9, Foshan led Arena Lighting isimemezelo, Osram Foshan Lighting Holdings Limited ukubamba cishe 170 million amasheya A amasheya, ngentengo cishe 2.62 billion yuan, ukudluliselwa Guangdong Provincial Electronics and Information Industry Group. Ngemuva kokuphothula umsebenzi, iGuangdong Province Electronic Information Industry Group izobamba u-13.47% wesabelo ku-Foshan Lighting, ibe umnikazi wamasheya omkhulu kunabo bonke be-Foshan lighting. i-backpfrontp Njengenye yamabhizinisi ahamba phambili embonini yokukhanyisa, i-Foshan Lighting kulo nyaka kanye ne-Linsen (002,745), i-Op nezinye izinkampani ndawonye, ​​ngamanani aphansi kakhulu imikhiqizo ye-LED, isheshisa ukuthandwa kwezibani ze-LED, futhi iqhubeke nokwandisa isabelo semakethe ku-LED. ukukhanya. Izintengo zezibani zayo ze-LED zehle ngo-10 yuan, ngakho-ke imali engenayo nenzuzo nayo iyathinteka. i-backpfrontp Nokho, ngaphansi kweSifundazwe sase-SASAC sase-Guangdong, Isifundazwe sase-Guangdong, Iqembu le-Guang Sheng Electronics Information Industry Group, noma amanye amalambu enkundla yethenisi e-LED asekhaya asohlwini lwezinkampani ezisemandleni enkanyezi yezwe (002,449) yesilawuli sangempela. Ngemuva kokuthi i-Guangdong Province Electronic Information Industry Group isibe umnikazi wamasheya omkhulu kunabo bonke be-Foshan lighting, i-Rising from the package kulindeleke ukuthi ivuleke, ukuze kushaywe uchungechunge lwemboni yezibani ze-LED. Obunye ubufakazi besikhathi senzuzo ye-backpfrontp, idatha ye-Engineering LED Industry Research Institute ibonisa ukuthi kusukela ngoJanuwari kuya kuJuni kulo nyaka, ukuthengiswa kwe-LED yasekhaya kukhuphuke ngo-100% ngonyaka, kodwa ukuthengisa kukhuphuke ngo-10% kuphela, ngoba intengo yemikhiqizo eyinhloko ye-LED kwehle ngo-50%; ngo-Agasti kulo nyaka, ukuthengiswa kwamaShayina kwafinyelela ku-LED phansi kusuka kumaphesenti angu-10 ngoJulayi, ukuthunyelwa kwamanye amazwe akuzange kuwele, ngoba amanani awelayo, okuholela ku-1000W okuholele ukuthunyelwa kokukhanya kwezikhukhula kuyancipha. I-Zhang standard backpfrontp Umqondisi Wephrojekthi Yezinkonzo Zezezimali Zobunjiniyela ukholelwa ukuthi ukuhlanganiswa nokutholwa manje sekwehlukile kunangaphambili, kungakhathaliseki ukuthi kutholwe noma kuzotholwa ngaphambi kokuba zombili izinhlangothi ziphile umswakama owengeziwe; manje ukutholwa \u0026 lsquo; \u0026 rsquo ;, ukuhlanganisa ezinye zase isitholi akuyona bukhoma, abanye babecabanga, kodwa hhayi emakethe ohlwini, nakuba ibhodi ezintathu entsha ngeke ancibilike hhayi imali. backpfrontp iziqondiso ezine zokuthenga backpfrontp Engineering LED Industry Research Institute, ngokusho idatha kusukela ekuqaleni konyaka kuze kube manje, imboni LED, kwakukhona cishe 30 amacala kusukela ukuhlanganiswa ukuhlanganiswa, inani eliphelele kuye kwaba ngaphezu 28 billion yuan ukuhlangana. Ihlukaniswe ngokuhlanganiswa okuvundlile nokutholwayo ukuze kuthuthukiswe ukuncintisana okuyinhloko, kuthuthukiswe ukutholwa okuhambisanayo kochungechunge lwezimboni, ukuhlangana kwemingcele kanye nokutholwa ukuze kutholwe indawo entsha yokukhula kwenzuzo, ukuya phesheya ukuze kuhlanganiswe nokutholwa okungcono kwemingcele kanye nezinye izigaba ezine, isilinganiso. ka-6:13: 4: 5. ukuhlanganiswa okuvundlile kwe-backpfrontp nokuthengwa, njengalo nyaka amandla e-Ruifeng (300,241) kuya ku-200 million yuan ukutholwa kwesiteki esingu-85% sika-Ling Tao Optoelectronics, andise ibhizinisi lakhe lokupakisha lamandla amancane e-LED, ukuze ahlanganise isikhundla emkhakheni we-LED wokupakisha; ukutholwa okuhambisanayo, okufana nokutholwa kwe-HC SemiTek phezulu nomfula i-Sapphire Technology Enterprises aquamarine; ukuhlanganiswa nokuthengwa kwemingcele, okufana nokulawulwa kwezithombe zangempela ze-Lehman ze-Iron Man Lee okuhlongozwe yinkampani ebambe iqhaza esungulwe eHong Kong anikele ngemali engekho ngaphezu kwezigidi ezingu-25 zama-euro kanye ne-Wanda Group, IDG, i-Chinese Cultural Foundation, i-Oriental Pearl ( 600637), kanye nezinye izinhlangano ezivamile ezihilelekile equity investment group, Lehman photoelectric isigamu imali yehle 16.38%, okuyinto manje anda kusukela inkundla isikhukhula LED screen ukukhanya embonini yezemidlalo ukufuna ukukhula entsha. i-backpfrontp Ngaphezu kwalokho, ukuhlanganiswa kwemingcele kanye nokutholwa kwenyusa inhloso ngokuphawulekayo. Njengoba amazinga enzuzo embonini yezibani ze-LED aqhubeka nokwehla, okuthe emehlweni ezinkampani zamazwe ngamazwe, inyama namazambane awanambitheki. Njengo-Osram Foshan Lighting akukhona nje ukuthengiswa kwamasheya aphethwe yinkambu ngokwayo futhi kuyingxenye yezibani ze-tunnel ze-LED. backpfrontp Feile Audio-Visual Septhemba 10 isimemezelo wathi, ihlose ukuthola Osram ukukhanyisa ibhizinisi layo, inkampani ngokusemthethweni Julayi 22 OSRAM Langti ukutholwa kwebhizinisi layo izibani ukukhokha incwadi engabophi. I-Feile Audio-Visual imise ithimba lamazwe ngamazwe elinolwazi ukuze lisekele amathuba okuthengwa kwezinto ezingaba khona, kodwa ukutholwa kwebhizinisi lezibani Isivumelwano sokugcina se-Osram akukafinyelelwanga kuso esikhathini esizayo ukuze kuqhutshekwe nezingxoxo. i-backpfrontp kunesifinyezo phambi kwe-Philips enkulu. Kingsun Septhemba 18 isimemezelo wathi, ihlose ukuchitha 100 million US dollar (cishe 655 million yuan), 6.15% of itsholding ekuthengeni Philips Lumileds (igama Chinese Liang Rui commerce) inkampani. backpfrontp Osram, Philips, imboni izibani global ungomunye ezine King Kong, kungani ekukhanyeni LED ukusheshisa popularization of isizinda esihle, kufanele ukuhoxisa ingxenye yebhizinisi LED do? Zhang imakwe cabanga, ngoba ayikwazi ukuzuza imali. Ukuncintisana kwamanani kushubile kakhulu, abezizwe ngezizwe abazange balwe, iChina inkulu kunomkhakha wonke wokukhanyisa ngaphambi komthelela. Ngakho-ke, ukukhanyisa kwe-OSRAM LED kulungele ukuthengisa iziteshi zebhizinisi nokusabalalisa, ukuba namaphrojekthi okukhanyisa kuphela, i-RGB LED izikhukhula zebhizinisi lokupakisha ibhizinisi. i-backpfrontp inkampani enkulu yezibani ezine ngo-2014 no-2015 njengoba imiphumela iyancipha, ibhizinisi labo lokukhanyisa lendabuko liyancipha ngokushesha, kodwa imali engenayo yokukhanyisa kwe-LED ayinxephezeli ngokugcwele. I-Zhang standard ilindele ibhizinisi elilandelayo lokukhanyisa lenkampani yase-US ye-GE, kukhona nethuba lokuthengisa. amathuba backpfrontp for amabhizinisi Chinese avuke backpfrontp 2014 phezulu eziyishumi global LED izinkundla izibani ibhizinisi ibhizinisi, eziyisisekelo zishanelwe yi-Europe, Melika, Japan, Korea kanye China Taiwan amabhizinisi, izinkampani ezinkulu China LED Sanan Optoelectronics (600703) kungaba kuphela ukumbeka 11th bit. Amalungelo obunikazi, ifa lomkhiqizo, iziteshi zamakhasimende ziyi-cross-Terrier phambi kwezwe laseChina Izinkampani ze-LED zidinga ukuwela umzila. i-backpfrontp Namuhla, izinzuzo zamazwe ngamazwe zinciphise i-LED enenhliziyo ephansi, kuyithuba elihle kumabhizinisi aseShayina ukuya ezingeni eliphezulu. Kulo nyaka, ngemva kokuhlukaniswa kwe-Philips Corporation, inkampani ye-Philips Lumileds Lumileds isiqanjwe kabusha yi-Jinsha River - isikhwama semali ye-Philips ephethe u-80.1%, i-Philips iphethe u-19.9% ​​kuphela. I-Kingsun ifuna ukutshalwa kwezigidi ezingu-100 zamaRandi ukuze ithole ingxenye engu-6.15% enkampanini evela ezandleni zikaPhilips Lumileds, ivule i-chip ekhuphuka nomfula, iketango lokupakisha. Ku-backpfrontp Kingsun embikweni wocwaningo wokuthi, uma kuqhathaniswa neYurophu namanye amazwe athuthukile, amabhizinisi aseShayina e-LED, amathuba amakhulu ezimakethe ezisafufusa. Ngaphezu kwezimakethe ezisafufusa phesheya kwezilwandle, imakethe ye-LED high bay lights ikhula ngokushesha kwezinhlelo zokusebenza ezisafufusa, okuhlanganisa ukukhanya okuhlakaniphile, i-LED yezimoto, izibonisi ezincane ze-pitch. I-Lumileds, izinsiza zezobuchwepheshe, zamakhasimende, manje isikhathi esihle sokwabelana. i-backpfrontp yomkhakha we-Chinese LED okuhle kakhulu embonini ye-chip ye-LED ekhuphukayo iyakhula. Ama-optoelectronics amathathu okuphepha, i-BDO Runda (002,005), i-HC SemiTek kakade iphakathi kwezinkampani eziyisishiyagalolunye ezinkulu ze-chip ze-LED emhlabeni, futhi ikhulisa isabelo esiphelele, phansi kwe-LED chip yezinga lamanje lokukhuphuka kanye nentengo yendawo yamabhizinisi aseShayina aphakathi nendawo naphansi. ifakwe izinhlamvu ezanele. i-backpfrontp Septhemba 11, i-HC SemiTek eshicilelwe imibiko, ihlose ukuchitha i-yuan eyizigidi eziyizinkulungwane ezingu-1.08 ukuze ithole yonke imali yesabelomali sezinkampani zobuchwepheshe ze-Yunnan aquamarine, futhi inokwengezwa kwezimali okuqoqwa kwezigidi ezingu-600 zamayuan, ukuze kunwetshwe ebhizinisini lesafire elikhuphukayo, lithuthukise uchungechunge lwezimboni. I-backpfrontp sapphire substrate iyimpahla eluhlaza ye-LED epitaxial wafers, ubuchwepheshe be-aquamarine sapphire substrate isethwe ucwaningo nokuthuthukiswa, ukukhiqizwa nokuthengiswa kwamabhizinisi obuchwepheshe obuphezulu. Ngokusho kwesethulo esijwayelekile se-Zhang, isayensi ye-aquamarine nobuchwepheshe sekunesikhathi eside ihlela i-IPO, inqubo ihambe isigamu, kodwa ngeshwa ihlangabezane nebhere, esikhundleni salokho ithengiswe enkampanini efakwe ohlwini iHC SemiTek ezansi nomfula, ukuze kuzuzwe uhlu olungaqondile. I-HC SemiTek lokhu kutholwa kuzothuthukisa isikhundla sayo embonini ezinkambini ze-LED epitaxial wafers nama-chips. ngonyaka we-backpfrontp, ama-LED amaningi asohlwini lwengxenye yokuqala yenzuzo yenetha awile, umbono ojwayelekile we-Zhang, umbuzo manje awukona ukuthi ingakanani imali okufanele uphile. Ngilindele ukuqala kwezinga lokuqedwa kwezinkampani ezikhanyisa isikhumulo sezindiza ze-LED ezifuywayo ngo-10% kulo nyaka, manje okulinganiselwa ukuthi izinga lokuphelelwa yisikhathi lizofinyelela ku-20%, uma izinga lokuphuma lingamaphesenti angu-20 ngonyaka ozayo, kuzosho amabhizinisi angaphezu kwe-10000 e-LED E-China, kuzoba nama-40 % -50% aphuma emakethe, okusho ukuthi izinkulungwane zezinkampani ze-LED zizoqedwa. I-backpfrontp Zhang standard nayo kulindeleke ukuthi ukunwetshwa kwesikhathi esizayo kwabakhiqizi be-LED bazoqhubeka nokucindezela indawo yokuhlala yamabhizinisi amancane. Ubuchwepheshe be-LED manje sebuvuthiwe, izinkampani eziningi zikhiqiza imikhiqizo eminingi ye-LED, amabhizinisi amancane azoba nzima kakhulu. Kulindeleke engxenyeni yesine yalo nyaka, impi yentengo ye-LED izoqhubeka, amabhizinisi amancane kuphela ezingxenyeni zemakethe ukuze athole indlela yokuphuma, njengezibani zesiteji, izibani nokunye okunjalo. i-backpfrontp kulo mjikelezo wokuhlanganisa nokutholwa, ukusinda kwegagasi elinamandla lezinkampani ezihola phambili zaseShayina ze-LED u-Hengqiang, uzoba nethuba lokuba umholi wemboni yomhlaba wonke. Engxenyeni yokuqala yalo nyaka, ama-optoelectronics amathathu okuphepha, amandla enkanyezi yezwe, ukukhanya kwelanga (600261) nezinye izinkampani ezifakwe ohlwini ziyaqhubeka nokugcina imali engenayo, inetha lokukhula kabili, lingabonakala. Okujwayelekile, kusho u-Zhang, amabhizinisi esikhathi esizayo aseShayina e-LED ayanda ukuhlanganiswa nokuthengwa kwemingcele, ukuwela umngcele M \u0026 A izinkampani eziqondiswe ezinkampanini ezikhiqizayo ukuze zandise isigaba sesevisi. isipele