Ukusebenza Okuqinile Kwezinkampani Eziningi: Ukukhanyisa kwe-Hongli Kudinga Ukufudumala Ibhizinisi Le-LED le-Silan Le-LED

kusukela engxenyeni yesibili yonyaka wezi-2014, imboni yasekhaya ye-LED iyahlangana futhi ithole umvuthwandaba we-DECADE. Uhlelo lwakamuva lokuthenga phesheya kwezilwandle ngokusebenzisa isitokwe esicebile esicebile sikagesi kanye nonsomi ngokulandelana, okubonisa ukuthi ukuhlanganiswa kwemboni yezibani zenkundla ye-LED ibe yinkathi entsha engu-2.0, okungukuthi, kusukela ekuqaleni kokuhlanganiswa kwesitoko sezinsiza zasekhaya ekuthengweni kwempahla kwamanye amazwe. esiteji. i-backpfrontp Abahlaziyi baveze ukuthi imboni ye-semiconductor M \u0026 Igagasi lenkambo yokuhlelwa kabusha komnotho, amabhizinisi aseShayina aba amandla amakhulu embonini ye-semiconductor yomhlaba wonke, ekhulayo imboni ye-semiconductor yaseShayina, izothinta kakhulu iphethini yemboni ye-semiconductor yomhlaba wonke. backpfrontp Kusukela ngo-Okthoba 19, amadolobha amabili ingqikithi 18 LED stadium ukukhanyisa emiphumeleni yokuqala yekota ezintathu izinkampani ohlwini adalule icala. NgoJanuwari kuya kuSepthemba, izinkampani eziyi-18, ukuguqulwa kwenkampani, ukusebenza kweminyaka engu-11 yenkampani kuqophe ukukhula okuhle. Kulo nyaka, ikwazi ukuphila isakhiwo sokusebenza esilungisiwe njalo, nakuba idrayivu ephansi yomfula isebuthaka, kodwa amandla aphezulu amalambu esikhukhula se-LED sezinkampani ezisohlwini ngokuvamile ziba ngcono. i-backpfrontp ukusebenza okuqinile kwe-backpfrontp okuqinile kwenkampani ngonyaka odlule, okungenzanga kahle ukusebenza kwe-king positron kubuyiselwe emuva kumakota amathathu okuqala alo nyaka. Inkampani ilindele ukuzuza inzuzo eyinsalela ye-38,505,100 kuya ku-43,068,200 yuan kumakota amathathu okuqala. Ukusebenza kwenkampani ngesikhathi esifanayo ngonyaka odlule ukulahlekelwa kwezigidi ezingu-1.2923 zamayuan. i-backpfrontp Jun positron esohlwini ngemuva kwebhizinisi eliyinhloko isekelwe ekwakhiweni kwenkampani okuklanyelwe okuwumgogodla we-MIPS XBurstCPU JZ47xx uchungechunge lwe-microprocessor chip,1000W eholele ukukhanya kwezikhukhula kodwa ukuthuthukiswa kwemakethe kagesi ohambahambayo kubi, abadlali bemultimedia, kanye nemikhiqizo kagesi efundisayo iphazamiseke ithebhulethi, amafoni ahlakaniphile nokunye. umthelela omkhulu wemikhiqizo, ukusebenza kwangaphambilini kwenkampani kube ukusebenza kabi. Ukuze ugweme ukuncika ngokweqile emakethe eyodwa, inkampani yaqhubeka nokwandisa amawashi ahlakaniphile, izibuko ezihlakaniphile nezikhulumi ze-WIFI nezinye izinhlelo, futhi yandise ngenkuthalo imikhiqizo ye-chip yezinhlelo zokusebenza. Ukulandela isiteji saseNewton, iplatifomu ye-Halley, inkampani yethule inkundla yokuthuthukisa iVenus, inkampani isiza ukwakha amawashi ahlakaniphile ecosystem. Ukuze ugweme ukuthembela ngokweqile emakethe eyodwa kanye nokungaqiniseki kwemakethe yedivayisi egqokekayo, inkampani ifuna ngenkuthalo futhi yandise izinhlelo zokusebenza eziningi zemakethe, ezifana nezinto ezihlakaniphile, izipikha ze-WIFI, i-biometrics, ukuqapha ukuphepha. Umbiko walo nyaka wamaphakathi nonyaka, inkampani izuze imali yokusebenza engu-3,089.94 yuan, okukhuphuke ngo-14.33%; inzuzo ephelele yama-yuan angu-679,600, okukhuphuke ngo-132.21%, iphoyinti le-inflection le-led tonnel lights isiqala manje. Ngokukhishwa kwemiphumela yekota yesithathu, ukusebenza konyaka kwenkampani ngokuyisisekelo kunqunywe ukuthi kubuyiselwe emuva. ukwanda kwe-backpfrontp ezingxenyeni ezintathu zokuqala zezinkampani zinobuchwepheshe kazwelonke, i-Obi, ngokusebenzisa amandla amancane acebile, amasheya Aphakathi. Phakathi kwazo, ubuchwepheshe bukazwelonke ezingxenyeni ezintathu zokuqala zenzuzo yengqikithi kulindeleke ukuthi kufinyelele ku-64 kuya ku-65.5 wezigidi zamayuan, okuwukunyuka kwe-1121.84 kuya ku-1150.48%. Ekuqaleni komkhakha wezinkokhelo zeselula ezitshalwe ukuwa kobuchwepheshe kazwelonke, ibhizinisi liye laphuma phansi, inkampani yezezimali ye-IC card chip ibhizinisi kancane kancane, ngokuqiniswa kocwaningo nentuthuko, ukufinyelela okuhle kwemakethe, ukwethulwa komkhiqizo nokukhuthazwa, manje kwezinye izindawo. amabhange okuhweba alingisa ukukhishwa komsebenzi. Ivolumu yokukhishwa kwamakhadi e-IC yezezimali yasekhaya ecishe ibe yizigidi ezingama-700, izibani zenkundla ye-LED ngaphambi kokuhola phesheya kwezilwandle i-NXP ilawula imakethe, enye indawo yeminyaka embalwa ezayo sikhulu. I-backpfrontp Orbita, ngamandla amancane acebile, inzuzo ephezulu kakhulu kumakota amathathu okuqala Ngokushesha amasheya amaphakathi akhuphuka ngaphezu kwama-50%. Njengengxenye yokuqala ye-Ushimata GEM, i-Orbita amakota amathathu okuqala uma iqhathaniswa nokusebenza ekubikeni imiphumela ukuze kuzuzwe kabili. I-Platinum Asia Information Company ibone ukutholwa kwangaphambili kanye namashidi, ukwakheka komugqa womkhiqizo kuye kwathuthukiswa nakakhulu. Inkampani futhi ihlela ukwenza ngokuhambisana nokuqala kwemizamo yokumaketha yamazwe ngamazwe ye-SOC/SIP, amasistimu okulawula indiza neminye imikhiqizo. I-backpfrontp Analysts ithe nakuba imvelo ye-semiconductor isalokhu ichuma, izibani ze-tennis ze-LED kodwa inani lezinkampani ezisohlwini lokulungisa isu lebhizinisi, lisangcono kunemiphumela yangonyaka odlule. Manje, ekwehleni komjikelezo omkhulu, izici zenhloso eqhutshwa ubuchwepheshe zisekhona, ikusasa lemboni ye-semiconductor, maningi indawo yokukhula. i-backpfrontp Ruifeng power: ukuncipha kokukhanya kwe-TV, ibhizinisi lokukhanyisa lalikhula ngokushesha ukulawulwa kwezindleko ze-backpfrontp ezingeni elihle: izingxenye ezintathu kwezine yenani eliphelele lezindleko zenkampani 3 22.07 million, 10.65% isilinganiso sezindleko, iketango lehle kancane, izinga eliphansi lamanje layo yonke unyaka . Kulo nyaka inkampani ukukhula okukhulu ebhizinisini izibani LED, futhi ezingaphansi RiCOM isimo photoelectric namanje esikhathini ukwakhiwa, izinga lezindleko hit eliphansi kakhulu phakathi nonyaka kuyivelakancane, ubonisa ukulawula izindleko yenkampani, kodwa kungenziwa esimeme uhlala ukuze kubonakale. Ukukhula kungase kube nomkhawulo wokukhanya kwangemuva kwe-backpfrontp, ukukhanya kwe-LED ejimini kuwukukhula okulandelayo: ukukhula kancane kancane ku-LCD TV yomhlaba wonke, iminyaka emibili ezayo kulindeleke ukuthi ihlale ezingeni lamayunithi ayizigidi ezingama-200 ngonyaka, kanye ne-LCD TV entsha, i-LED. Ukungena sekufinyelele ku-90% ngenhla, imboni ikhulile ngokuqhathaniswa neketanga lemboni ngeke lishintshe ukufana okuhle, igumbi lenkampani lokukhula lingase libe nomkhawulo kulokhu. Kodwa ngokwehla kwentengo yokugcina ukukhanyisa kwe-LED, ukusabalala kwamanje kwezibani zezikhukhula ze-RGB ze-LED ezinamalambu okonga amandla kuye kwehliswa cishe izikhathi ezi-2, kanti eminye imikhiqizo enenani eliphansi ibe ngaphansi kwezikhathi ezi-2 ukusabalala, ngaleyo ndlela ivuselela ukukhanyisa kwe-LED ngokushesha. emakethe, silinganisela kulo nyaka izinga lokungena kwezibani ze-GM LED cishe ngo-10%, 5% uma kuqhathaniswa nonyaka odlule, ukwanda okukhulu, futhi ngonyaka ozayo kulindeleke ukuthi kufinyelele izinga lokungena elingamaphesenti angu-20. Inkampani njengesixhumanisi sephakeji ye-midstream izozuza kakhulu enkampanini kulo nyaka, imali yebhizinisi yokukhanyisa i-LED ibonakalisiwe, kodwa kufanele inake ukuncintisana okuyingozi embonini ukuletha ukwehla kwe-gross margin, sizoqhubeka nokugxila kulokhu okulandelayo. -phezulu. izibikezelo zeholo le-backpfrontp kanye nesilinganiso sokutshalwa kwezimali: ukwehla kwesidingo saphesheya kwezilwandle, ukwehla kwezomnotho jikelele, ukuthengiswa kwe-LCD TV emhlabeni jikelele kumpofu, inkampani ekhulayo yokwesaba ibhizinisi lokukhanya kwe-backlight inomkhawulo, kodwa izithiyo eziphezulu zezindawo zokukhanya kwe-TV, uchungechunge lwezimboni amakhasimende avaliwe uma kuqhathaniswa, amakhulu ezansi nomfula, kodwa futhi ukuze inkampani inikeze iziqinisekiso ezithile zokusebenza futhi ibe nekhono elithile lokumelana nezingozi. Ukukhanya kwe-LED ukukhula okusheshayo eminyakeni emibili ezayo, inkampani izozuza. Sinciphise imali etholwayo yenkampani ka-2013--2015 ngesheya ngalinye yaba yi-yuan engu-0.31, yuan engu-0.36 kanye no-0.47 yuan, ukuze sigcine isilinganiso senkampani sokukhuluphala ngokweqile. i-backpfrontp I-Hongli Opto-electronic: ukukhanyisa kudinga ukufudumala kwe-backpfrontp yenkampani yokuhola ukukhula kwehle ngekota yesine ka-2012, kuqhubekile nokukhuphuka ngekota eyodwa noma ezimbili zalo nyaka. i-backpfrontp ngenxa yokwehla kwentengo yomkhiqizo esidingweni semakethe sokukhululwa, ukukhula kwemali engenayo engaphezu kuka-20%, kodwa futhi ngenxa yokwehliswa okuphawulekayo kwamanani, ukwehla kwenzuzo. Ukwehla kwezintengo zomkhiqizo kuyisimo esidingekayo sokuqala izidingo zokukhanyisa, ukukhula kwenkampani esikhathini esizayo, ikakhulukazi ngenani levolumu, imali engenayo kanye nokukhula kwenzuzo ngosayizi. Ukunwetshwa okuzayo kwamandla okukhiqiza kuzoba umshayeli oyinhloko wokukhula kweholo. i-backpfrontp 2, inzuzo ye-backpfrontp ithuthukile ngenxa yamanani aphansi, imajini ephelele yomkhiqizo yehle kakhulu. Lokhu ukwehla kokusebenza. Kodwa bheka i-gross margin eyodwa yekota isizinzile, kanti ngonyaka odlule ngenxa yokuthuthwa kwenkampani kanye nokusebenza kwepaki yezimboni ezintsha, izindleko zikhuphuke kakhulu, le miphumela yehla kancane kancane kulo nyaka, isilinganiso sezindleko zenkampani saqala ukwehla, kube nenzuzo esikhathini esizayo ukuthuthukisa isici senzuzo. Sekukonke inzuzo yesikhathi esizayo kufanele ihlale izinzile. i-backpfrontp 3, i-backpfrontp yokukhanyisa ekhaya i-backpfrontp Ngokombiko wakamuva wemakethe ophawulwe ngo-2012-2014, ngokusizakala kwesifunda ngasinye ngokuqhubekayo kukhubaza ukuvutshelwa kwe-incandescent, izibani ze-LED zingene emakethe yokukhanyisa ekhaya. Ngenxa yokuthi ukusebenza kahle okukhanyayo kanye namanani amalambu e-LED, ukwamukelwa kwabathengi kuyanda kancane kancane, izinga lokungena kwezibani ze-LED liyakhula. Ngo-2013, imakethe yokukhanyisa ekhaya e-China izofinyelela ku-$ 5,941 million, ukukhula kwe-36%, kuhlanganise nemakethe yokukhanyisa ikhaya le-LED kuzofinyelela ku-$ 814 million, ukwanda ngamaphesenti angama-96, kulindeleke ukuthi kubangele ama-24% omhlaba. i-backpfrontp 4, umthamo wokukhiqiza we-backpfrontp wesikhathi esizayo njengoba isidingo sikhuphuka, isidingo sokunwetshwa komthamo wenkampani kulindeleke ukuthi sibe namandla okukhiqiza sizofinyelela ekupheleni kwephakheji 1200KK / ngenyanga, kuyilapho umthamo weminyaka engu-12 u-500KK / ngenyanga. Umkhuba wokuhlanganiswa kwemboni ye-LED yesikhathi esizayo uyaqhubeka, obunye bobuchwepheshe obusekela amabhizinisi amancane buzoqedwa. Lokhu kuzokwenza lula ukuthuthukiswa kwamabhizinisi abe inzuzo yokuncintisana. Endabeni yokukhuphuka kwesidingo sembonini yamanje, ukukhululwa kwesimo samandla enkampani esizayo kunethemba elikhulu, okuwumshayeli oyinhloko wokukhula kwenkampani esikhathini esizayo. Ikhophi yasenqolobaneni ye-AJ Securities