[Text / high-tech LED Yue Mengdi] In fact, once the weekend, the mood is heavy and emotional, because it depends on the news, the news every day, what is useful to the industry, can enter the eyes of everyone, Xiaodi is difficult grasp. After reading so many weeks, everyone should give some advice...
By the way, by the leadership of an advertisement, the preparatory work for the 2015 High-tech LED Annual Meeting has been launched, and the annual meeting program has also adopted a crowdfunding model. If you have a good show, please stamp it ( here ).
1. Ostrup Foshan factory employees strike ( click to read details )
The first thing that must bear the brunt is this one. After all, it’s lively, everyone loves to watch. Osram has been doing a lot of things recently, splitting the general lighting source business, igniting the interest of domestic companies, selling the shares of Fo Zhao, stimulating the industry's delusions, and the employees went on strike, causing everyone's curiosity.
On the second day of the news, Osram's public relations company called Xiaodi, saying that it was necessary to clarify that the strike had nothing to do with the sale of the Buddha photo business, but rather the adverse reaction caused by the spin-off of the lighting business.
When it comes to the spin-off lighting business, Feile Audio has already expressed its admiration to Osram, and Mulinsen has to come to "snap" and participate in the bidding ( click to read the details ). I don't know who the last OSRAM lighting will be thrown into? Will it be unacceptable?
The valuation of Philips Lighting has also come out in two days ( click to read the details ), $6 billion, attracting more than just companies in the industry. Domestic tyrants have no idea or not, but the international CVC, Bain Capital, Blackstone, JP Morgan Chase are all interested. The integration of Philips Lumileds and Jinsha River just happened to be a problem, and the international PE giants are also looking forward to recovering the “lost landâ€.
The international giants sneezed and domestic companies caught a cold.
Both Osram and Philips have to split the general lighting business. No matter who they are ultimately sold to, Xiaodi thinks that after all, it is because of the competition but the domestic lighting.
2, the package "1 billion" scale can be safely landed ( click to read the details )
Looking at it, the size of the domestic packaging factory is only 1 billion, such as Mulinsen, Hongli, and Guoxing. They have a commonality, that is, the main business is LED packaging, and there are many "side businesses."
Different scales and different mentalities. The trend of the big Evergrande has long been revealed, but the SMEs with characteristics are not without a way. For example, Smide, Lingtao, etc., so that others can not easily replace, listed companies, directly bought home; another example, Xu Yu, Zhonghao, etc., not listed, but in the face of 1 billion big factories, also Not exposed.
In all fairness, the resources of encapsulation are becoming more and more concentrated. The big factories have the difficulties of big factories, and the small enterprises have the convenience of small enterprises. The big factory on the scale does not need Xiaodi, but for the small factory that still wants to continue to live in LED, it is really necessary to concentrate on selecting the field, finding a good direction, and sinking the heart to make the product Features are irreplaceable.
They are all talking about technology + capital. Technology is naturally the most important factor for small factories to survive. Capital is not just a special thing that big factories can play, because when you do it, you can raise your head and sell it. At the same time of good price, can you continue to operate on your own, so that you are not beautiful?
In addition, it is necessary to keep up with national policies. Keep up with even a slight advance in market development, and have a chance to live a good life. Simply relying on lowering prices, there is really no way out.
3, layout frontier technology to achieve unlimited LED ( click to read the details )
Have you noticed that, unconsciously, the UV LED has a feeling of returning to the rivers and lakes. Yuanrong acquired Qingdao Jiesheng, for its unique UV LED technology (confirmed the previous statement ~), Jingdian also said that the upstream chip industry mergers and acquisitions are also more inclined to the UV ( click to read the details) ).
An epitaxial film sold for 100,000 pieces, and it feels that LEDs will be enriched by deep ultraviolet light.
Disinfection is the biggest function of UV. It is said that viruses such as Escherichia coli and infectious hepatitis can be killed. It seems that it should be combined with the most popular medical health. Get a small flashlight, a mouthful of ulcers, and a diarrhea, it seems to save trouble.
However, reality is always boney. At the time of the 11th Five-Year Plan, the country began to study UV LEDs. This is almost the thirteenth, and the related preparations are still in the growth stage. Xiaodi once said that all the new technologies are definitely not what the two families think of today, and they will have an effect tomorrow. To achieve commercialization from the laboratory, the entire industry chain needs support. The same is true for UV LEDs, and related epitaxial wafers, MOCVD and other equipment are the decisive factors for their smooth development.
I heard that Jasper has been researching a quartz tube MCU for several years, so don't envy the expensive people selling it. This must bear the results of loneliness.
But no matter what, it is also a new way for the red-eyed LED. Although not everyone can do it (no money, no technology can not do), not everyone can see this market, but as a LED person, do not feel that if UV LED can achieve sterilization and treatment to save people, and its application into A normal state is also a very proud thing!
The sunshine in Shenzhen is very warm. Another month of high-tech LED annual meeting is about to open. If you don't sign up, you can sign up quickly. At the end of the year, you can feel the good weather in Shenzhen and the good popularity of high-tech. Xiaodi wishes everyone to be as dazzling as the sun, see you next week.
By the way, by the leadership of an advertisement, the preparatory work for the 2015 High-tech LED Annual Meeting has been launched, and the annual meeting program has also adopted a crowdfunding model. If you have a good show, please stamp it ( here ).
1. Ostrup Foshan factory employees strike ( click to read details )
The first thing that must bear the brunt is this one. After all, it’s lively, everyone loves to watch. Osram has been doing a lot of things recently, splitting the general lighting source business, igniting the interest of domestic companies, selling the shares of Fo Zhao, stimulating the industry's delusions, and the employees went on strike, causing everyone's curiosity.
On the second day of the news, Osram's public relations company called Xiaodi, saying that it was necessary to clarify that the strike had nothing to do with the sale of the Buddha photo business, but rather the adverse reaction caused by the spin-off of the lighting business.
When it comes to the spin-off lighting business, Feile Audio has already expressed its admiration to Osram, and Mulinsen has to come to "snap" and participate in the bidding ( click to read the details ). I don't know who the last OSRAM lighting will be thrown into? Will it be unacceptable?
The valuation of Philips Lighting has also come out in two days ( click to read the details ), $6 billion, attracting more than just companies in the industry. Domestic tyrants have no idea or not, but the international CVC, Bain Capital, Blackstone, JP Morgan Chase are all interested. The integration of Philips Lumileds and Jinsha River just happened to be a problem, and the international PE giants are also looking forward to recovering the “lost landâ€.
The international giants sneezed and domestic companies caught a cold.
Both Osram and Philips have to split the general lighting business. No matter who they are ultimately sold to, Xiaodi thinks that after all, it is because of the competition but the domestic lighting.
2, the package "1 billion" scale can be safely landed ( click to read the details )
Looking at it, the size of the domestic packaging factory is only 1 billion, such as Mulinsen, Hongli, and Guoxing. They have a commonality, that is, the main business is LED packaging, and there are many "side businesses."
Different scales and different mentalities. The trend of the big Evergrande has long been revealed, but the SMEs with characteristics are not without a way. For example, Smide, Lingtao, etc., so that others can not easily replace, listed companies, directly bought home; another example, Xu Yu, Zhonghao, etc., not listed, but in the face of 1 billion big factories, also Not exposed.
In all fairness, the resources of encapsulation are becoming more and more concentrated. The big factories have the difficulties of big factories, and the small enterprises have the convenience of small enterprises. The big factory on the scale does not need Xiaodi, but for the small factory that still wants to continue to live in LED, it is really necessary to concentrate on selecting the field, finding a good direction, and sinking the heart to make the product Features are irreplaceable.
They are all talking about technology + capital. Technology is naturally the most important factor for small factories to survive. Capital is not just a special thing that big factories can play, because when you do it, you can raise your head and sell it. At the same time of good price, can you continue to operate on your own, so that you are not beautiful?
In addition, it is necessary to keep up with national policies. Keep up with even a slight advance in market development, and have a chance to live a good life. Simply relying on lowering prices, there is really no way out.
3, layout frontier technology to achieve unlimited LED ( click to read the details )
Have you noticed that, unconsciously, the UV LED has a feeling of returning to the rivers and lakes. Yuanrong acquired Qingdao Jiesheng, for its unique UV LED technology (confirmed the previous statement ~), Jingdian also said that the upstream chip industry mergers and acquisitions are also more inclined to the UV ( click to read the details) ).
An epitaxial film sold for 100,000 pieces, and it feels that LEDs will be enriched by deep ultraviolet light.
Disinfection is the biggest function of UV. It is said that viruses such as Escherichia coli and infectious hepatitis can be killed. It seems that it should be combined with the most popular medical health. Get a small flashlight, a mouthful of ulcers, and a diarrhea, it seems to save trouble.
However, reality is always boney. At the time of the 11th Five-Year Plan, the country began to study UV LEDs. This is almost the thirteenth, and the related preparations are still in the growth stage. Xiaodi once said that all the new technologies are definitely not what the two families think of today, and they will have an effect tomorrow. To achieve commercialization from the laboratory, the entire industry chain needs support. The same is true for UV LEDs, and related epitaxial wafers, MOCVD and other equipment are the decisive factors for their smooth development.
I heard that Jasper has been researching a quartz tube MCU for several years, so don't envy the expensive people selling it. This must bear the results of loneliness.
But no matter what, it is also a new way for the red-eyed LED. Although not everyone can do it (no money, no technology can not do), not everyone can see this market, but as a LED person, do not feel that if UV LED can achieve sterilization and treatment to save people, and its application into A normal state is also a very proud thing!
The sunshine in Shenzhen is very warm. Another month of high-tech LED annual meeting is about to open. If you don't sign up, you can sign up quickly. At the end of the year, you can feel the good weather in Shenzhen and the good popularity of high-tech. Xiaodi wishes everyone to be as dazzling as the sun, see you next week.
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