Ntau tshaj 20 xyoo tom qab, kev lag luam tau tawg thiab peb tus kws tshawb fawb Nyij Pooj uas tau tsim lub xiav LED thaum kawg yeej qhov khoom plig Nobel.
Thaum Lub Kaum Hli 7, Xyoo 2014 Nobel Prize hauv Physics tau muab rau Akasaki Yuki, Amano Hiroshi thiab Nakamura Shuji. Lawv ua tiav kev cog qoob loo gallium nitride muaju rau kev tsim cov LED xiav thiab paub txog kev tsim khoom ntawm xiav LEDs, uas hloov txoj kev teeb pom kev zoo hauv ntiaj teb.
Cov LEDs dawb xav tau kev sib xyaw ua ke ntawm cov xim liab, ntsuab, thiab xiav, uas yog LEDs xiav yog qhov nyuaj kawg hauv kev ua ke dawb LEDs. Niaj hnub no, LED tau dhau los ua lub cim tshiab ntawm cov khoom lag luam teeb pom kev zoo tom qab cov roj teeb thiab cov teeb ci ci, uas siv hluav taws xob tsawg, muaj lub neej ntev dua, thiab muaj kev nyab xeeb rau ib puag ncig.
Xyoo no, kev nkag mus thoob ntiaj teb ntawm LED teeb pom kev zoo yuav nce mus txog 20%, thiab kev nyiam yuav txuas ntxiv mus ntxiv. Qhov kev nkag mus ntawm LED teeb pom kev zoo hauv Suav lag luam yuav tsum siab dua 70% hauv xyoo 2017. Pawg Neeg Nobel nqi zog tau hais hauv nqe lus:" Cov roj teeb ua kom pom kev nyob rau xyoo pua 20th, thiab cov teeb LED yuav ci rau lub xyoo pua 21st."
Hauv lub xyoo ntawm kev nthuav dav ntawm LED teeb pom kev zoo, cov neeg tsim khoom xiav LED tau tshoov siab kom tau txais khoom plig, thiab lub sijhawm zoo tshaj plaws rau kev lag luam kev sib koom ua ke thiab kev yuav khoom yog tam sim no hauv Suav teb, ntiaj teb' loj tshaj plaws LED tsim hauv paus.
M& A boom
Nyob rau yav tsaus ntuj ntawm Lub Kaum Hli 13, Hongli Optoelectronics (300219.SZ), lub tuam txhab paub zoo lub teeb dawb ntim LED ntim tuam txhab, tshaj tawm tias nws npaj yuav siv 170 lab nyiaj hauv nyiaj ntsuab kom tau txais 100% ntawm cov khoom lag luam ntawm Shenzhen Smed Co., txhawm rau suav nws txoj hauv kev ua ntej hauv lub teeb dawb LED ntim ntim. Qhov no tsuas yog ib qho ntawm ntau LED M& Cov xwm txheej hauv ob xyoos dhau los.
Qhov kawg ntawm 2012, BDO Runda tau txais 20.05% ntawm NVC Teeb pom kev zoo' kev ncaj ncees rau HK $ 1.654 nphom, uas qhib cov ntaub thaiv ntawm kev sib koom ua ke thiab kev yuav khoom. Txij li xyoo 2013, raws li kev txheeb cais ntawm Gaogong LED Tshawb Fawb Lub Koom Haum, tus naj npawb ntawm kev sib koom ua ke thiab kev yuav khoom hauv kev lag luam LED hauv tsev tau tshaj 100.
Ntawm cov kev sib koom ua ke thiab kev yuav khoom, qhov loj dua suav nrog: Sanan Optoelectronics tau txais 20% feem hauv Taiwan' s Canyuan Optoelectronics rau NT $ 2.352 nphom, dhau los ua nws cov tswv lag luam loj tshaj plaws, thiab yog tus tswv tag nrho ntawm Lumen Corporation ntawm Tebchaws Asmeskas rau $ 22 lab; Feilo Acoustics Tau Txais Beijing Shen' Kev nqis peev pab pawg rau 1.59 billion yuan, txiav mus rau hauv thaj tsam ntawm ntim LED; Xyoo no, Tsinghua Tongfang tau txais 52% feem hauv Hong Kong-teev Zhenmingli nrog 900 lab nyiaj Hong Kong, qhib kev nqes mus rau hauv hiav txwv.
Raws li lub Cuaj Hli 2014, tus naj npawb ntawm cov tuam txhab LED hauv tsev tau ntau dua 15,000, nrog cov khoom sib xws thiab cov nqi sib tw hnyav.
& quot; Tam sim no yog lub sijhawm zoo tshaj plaws rau kev sib koom ua ke thiab kev yuav khoom," Zhang Xiaofei, tus thawj coj ntawm Gaogong LED Tshawb Fawb Lub Koom Haum, hais rau tus kws tshaj xov xwm ntawm Tuam Tshoj Xov Xwm Kev Lag Luam tias LED teeb pom kev zoo nyob hauv lub sijhawm txhim kho kub, thiab kev nkag mus hauv xyoo 2017 yuav tshaj 70%.
Piv nrog thoob ntiaj teb loj heev, Suav tuam txhab lag luam me. Ua raws li cov tuam txhab tsim khoom lag luam dav dav hauv qab no ua piv txwv. Hauv xyoo 2013, kev muag khoom ntawm Philips, GE, thiab Osram yog 11.44 billion US las, 8.3 billion US dollars, thiab 7.19 billion US dollars. Sunshine' cov nyiaj tau los xyoo 2013 tsuas yog 620 lab nyiaj daus las Asmeskas, 550 lab daus las Asmeskas thiab 520 lab daus las Asmeskas las.
& quot; Cov lag luam muaj kev xaj kom txaus, tab sis cov paj tau paj tau poob qis." Zhang Xiaofei tau hais tias kev lag luam LED yog nyob rau lub sijhawm sib koom ua ke sai, thiab ntau thiab ntau lub tuam txhab yuav sib koom ua ke, tau txais thiab tshem tawm.
Nws kwv yees hais tias nyob rau sab saud LED nti teb, tsib muag saum toj kawg nkaus hauv xyoo 2012 yuav suav txog 40% ntawm kev ua lag luam, thiab xyoo no thiab xyoo tom ntej yuav suav ntau dua 50%." Loj dua Evergrande, cov lag luam me thiab nruab nrab yuav thim tawm hauv peb xyoos, kev muaj txiaj ntsig ntawm cov lag luam loj Yuav tau txhawb&"; Hauv thaj tsam ntawm ntim nruab nrab thiab cov nqes qis hauv qab, cov tuam txhab me tau dhau los ua ntau dua thiab nyuaj rau ua, thiab cov tuam txhab loj yuav txuas ntxiv txhawb kev tsim kho kev lag luam.
& quot; Muaj li ntawm 700 lub tuam txhab LED teeb tsa rau IPO, thiab txoj hauv kev ntev tsis tuaj yeem tos tos." Zhang Xiaofei tau hais tias cov tuam txhab teev npe hauv tuam txhab, tuam txhab lag luam hauv lub xeev, thiab cov lag luam ntiag tug uas paub zoo yog&"cov tswv nplua nuj thiab zoo siab rau kev sib koom ua ke thiab nrhiav &"; lub sijhawm zoo tshaj plaws rau kev sib koom ua ke thiab kev yuav khoom tsuas yog 1 Hauv ~ 2 xyoos,&"; lub ncov ntawm xyoo tom ntej thiab qhov kawg ntawm lub xyoo tom qab &"; thiab qhov xav tau rau M& A hauv LED kev lag luam tsuas yog hauv ntau pua, yog li nws yog qhov tsim nyog kom sai&"ua; tua &"; rau" pom qhov muag" ;.
Tus kais dej tawm los
Nrog kev sib tw ntau ntxiv thiab nce qib ntawm kev sib koom ua ke thiab kev yuav khoom, ntau lub tuam txhab ua lag luam tau tshwm sim hauv Suav teb' kev lag luam LED hauv thaj tsam ntawm daim tawv nqaij, ntim khoom, teeb pom kev zoo thiab nthuav tawm.
Sanan Optoelectronics, Dehao Runda, Tsinghua Tongfang, Huacan Optoelectronics, thiab lwm yam, tau ua thawj coj hauv LED chips. Nyob rau thawj ib nrab ntawm 2014, Sanan Optoelectronics' cov nyiaj tau los muag yog 2.177 billion yuan, nce xyoo-rau-xyoo nce ntawm 30.03%; cov nyiaj tau los yog 666 lab yuan, nce xyoo-rau-lub xyoo ntawm 43.87%; BDO Runda' cov nyiaj tau los yog 1.935 billion yuan, nce xyoo-rau-xyoo ntawm 42.98%, tab sis cov nyiaj tau los poob los ntawm 23.36% mus rau 38.725 lab yuan, feem ntau vim tias tus nqi ntawm LED chips poob. Tsis ntev los no, Wang Donglei, tus thawj coj ntawm" khoom siv ob npaug" ntawm BDO Runda thiab NVC, tau muaj kev sib cav nrog Wu Changjiang, yav dhau los CEO ntawm NVC, txhawm rau qhib tiag tiag cov channel rau kev nqes hav thiab nqes hav koom tes.
Jiang Guangjun, tus thawj tswj hwm ntawm Zhenmingli Domestic Center tau xaiv los ntawm Tsinghua Tongfang, tau tshaj tawm tias tom qab Tongfang tau txais Zhenmingli, txhua tus cadres saum nruab nrab ntawm Zhenmingli tuaj ntawm Tongfang. Ntxiv mus, Zhenmingli cov khoom lag luam yuav tsom mus rau, "tsuas yog 20 tus qauv yuav ua rau xyoo no, thiab txawm tias 10 tus qauv xyoo tom ntej"; nyob rau ob xyoos tom ntej no, peb cia siab tias Tongfang's LED chips yuav nkag rau hauv Zhenmingli cov khoom lag luam.
Hauv kev ntim khoom, Hongli Optoelectronics, National Star Optoelectronics, Ruifeng Optoelectronics, Jufei Optoelectronics, thiab lwm yam yog cov tuam txhab paub zoo. Txawm li cas los xij, Zhang Xiaofei ntseeg tias:" Cov dej hauv nruab nrab yog qhov sib cais thiab muaj ntau lub tuam txhab. Cov nqi yuav poob, qhov ntsuas ntawm kev lag luam nthuav dav, thiab thev naus laus zis kuj tseem txhim kho. Qee lub tuam txhab twb pib khiav lawm."
Hauv thawj ib nrab xyoo no, Hongli Optoelectronics tau nce nws cov nyiaj tau los thiab cov txiaj ntsig, tab sis nws cov nyiaj tau los tag nrho tau poob qis. Zhang Xiaofei tso dag:&"; Txawm tias Gong Weibin (tus thawj coj ntawm Ruifeng Optoelectronics) tuaj yeem' tsis tsaug zog, thiab peb yuav tsum ncaws pob kom txo qhov siab." Kev sib ntaus sib tua yav tom ntej yuav hnyav heev, thiab nws tau pom zoo tias kev sib koom ua ke thiab kev yuav khoom ntawm kev lag luam yuav tsum tau ua.
Cov nqes dej tau muab faib ua ob ntu: teeb pom kev zoo thiab tso saib cov ntxaij vab tshaus. Muaj 7 lub tuam txhab teeb pom kev lag luam loj hauv kev txheeb cais ntawm Gaogong, suav nrog NVC Teeb Pom Kev, Teeb Tshav Teeb, Foshan Teeb Pom Kev, Yaming, Kingsun Optoelectronics, Jiawei Co., Ltd., thiab Snow Wright. Cov nyiaj tau los ntawm xya lub tuam txhab no tau loj hlob sai heev nyob rau xyoo tas los no. Hauv xyoo 2013, lawv cov nyiaj tau los tag nrho yog 13.785 billion yuan, nce xyoo-rau-xyoo nce ntawm 14.4%; nyob rau thawj ib nrab xyoo no, lawv cov nyiaj tau los tag nrho yog 6.835 billion yuan. Oppu, lwm lub tuam txhab teeb pom kev zoo uas paub zoo, tab tom npaj rau IPO xyoo no.
Muaj tsuas yog plaub lub tuam txhab tso npe, suav nrog Unilumin, Absen, Leyard, thiab Lianjian. Lawv cov nyiaj tau los tag nrho hauv xyoo 2013 yog 2.882 billion yuan, nce xyoo-rau-xyoo nce ntawm 23.5%; tag nrho cov nyiaj tau los hauv thawj ib nrab ntawm 2014 yog 1.668 billion yuan. Raws li qhov kev loj hlob ntawm cov ntxaij vab tshaus qis dua li lub teeb pom kev zoo, kev sib txawv yog qhov tseem ceeb. Unilumin Technology tau txais Shanghai Hanyuan los txhawb nqa O2O (online thiab offline kev koom ua ke) qauv muag; Lianjian Optoelectronics siv 1.81 billion yuan kom tau Timeshare Media thiab phooj ywg. Nthuav kev sib raug zoo rau pej xeem thiab Easystar, hloov pauv mus rau hauv pab pawg sab nraum zoov.
Tau txais txiaj ntsig los ntawm kev nthuav dav loj xws li kev nthuav dav kev tsim khoom thiab kev yuav khoom, cov nyiaj tau los tag nrho ntawm cov tuam txhab dav hlau tau rov zoo. Piv txwv li, Tshav ntuj' cov nyiaj tau los hauv thawj ib nrab xyoo no yog 1.524 billion yuan, nrog cov nyiaj tau los tag nrho ntawm 22.9%, uas yog siab dua xyoo tas los' s 20.7%; Unilumin Technology' cov nyiaj tau los hauv thawj ib nrab xyoo no yog 446 lab yuan nrog cov nyiaj tau los tag nrho ntawm 29.7%, uas yog siab dua xyoo tas los' s 25.4%.
Cov kauj ruam tom ntej yog kev txawj ntse
Yav tom ntej, kev txawj ntse yuav yog txoj kev txhim kho ntawm LED teeb pom kev zoo.
Thaum Lub Rau Hli xyoo no, Apple tau pib HomeKit, daim ntawv thov tswj tsev ntse. Cov npe ntawm kev koom tes suav nrog cov tuam txhab teeb pom kev zoo Philips thiab Cree." Xov Xwm Tuam Txhab Tuam Txhab" tus kws tshaj xov xwm tau kawm tias Philips tau tshaj tawm qhov ntse LED teeb pom kev zoo Hue system.
