Hoping to grab the hand of the LED lighting capital of eliminating TV giants can reproduce the magical
Color TV enterprises in cross-border led lighting field implementation industry marriage, contacting wait until the ugly duckling into a swan, white day?
This year's color TV industry and the LED lighting industry has been denied 'marriage' action, May 24, the LED industry listed companies adding new army, Shenzhen City Ruifeng (17.750,0.00,0.00%) sub Co., Ltd. (hereinafter referred to as 'Ruifeng power') starting to obtain through, is the second largest shareholder of the machines Konka Group. In below a month later, came the news of the TCL and the TBB joint venture between the LED device packaging company. Also located in Shenzhen Skyworth layout of the LED industry chain is also well known.
'LED lighting industry in 2009 six ministries issued a document, clearly no longer the 'ugly duckling', has yet to complete the turn to the White Swan.' Industry experts, the situation told correspondents.
Without experiencing the pain of suffering 'broken up' for the lack of hot spots in colour TV industry, the more urgent the LED lighting, high-margin, a huge market space industry to close at the arm, do make up for the helpless financial statements At switching the time, the more critical will be able to obtain through the middle decrease reaches of the LED industry chain, accumulate strength for rebirth. Perhaps everyone the case, the color TV enterprises have vied for the LED lighting industry has made many bold moves.
However, after all, color TV enterprises in cross-border implementation of industry marriage to the field of LED lighting, whether about to wait until the ugly duckling into a swan that day?
10 years of piling
In fact, in 2000, has get to be the color TV enterprises to get in the lighting industry, the initial year, TCL lighting was formally established in this year, leaving a household electrical appliance enterprises enter into the first wave with the lighting industry boom. In June 2001, Konka, a wholly owned subsidiary, since people tend to be ignored - Shenzhen Konka Video System Engineering Denver colorado., Ltd. was born, in 2003 the company began to obtain involved on the inside development and manufacturing of LED filter. Later, Skyworth moreover set up a wholly owned subsidiary - Shenzhen Skyworth LIGHTING CO., LTD.
However, although three also located in Shenzhen, color TV enterprises to LED lighting has taken the pace early, it also does not seem to because possess too much to cultivate more Ready to better operate and support the number one color TV industry Layout, design of the Fengyun pieces. However, noteworthy is always in April 2008, Skyworth quietly won LGD Guangzhou LCD module factory shares at a lesser cost, and quickly developed a whole production associated with the LCD module is intergrated. The same year, the Konka LED backlight design and production lines will spread the message of the building blocks in Kunshan City, Jiangsu Province, promoting the layout of LED upstream.
What was surprising would be a paper text of the six ministries stirred the LED lighting industry, but also stirred the hearts in the person responsible for all of the colour TV small businesses. September 22, 2009, six ministries issued a 2441 document, the Development and Reform Commission of Environmental and Resources  The semiconductor lighting energy industry views '(hereinafter in order to as' views '). 'Opinions' that will focus close to the specific associated with the field of ordinary indoor lighting, car parks, tunnels, roads, automotive lighting, as well as health care, agriculture development and the promotion of LED products and improve service system.
More critical is the Ministry of Science and Technology possibly be 'National Semiconductor Lighting Project' included in the 'Eleventh Five-Year' development plan, and approved the establishment of the 5 LED industrial base in Shanghai, Dalian, Nanchang, Xiamen, Shenzhen.
Skyworth, TCL, Konka headquarters in Shenzhen. In the LED lighting industry loose positive environment, color TV industry is increasingly meager profit margins, down forcing the color TV business has gone from being indifferent to handle up to and then to attach importance into the LED lighting industry previously process.
In March this year, Skyworth shares of the LG D, 8.5-generation LCD panel production line in Guangzhou in order to integrate upstream and downstream industry chain and, more importantly, has for ages been sound and dare for the Skyworth quietly action been recently recently achieved with wafer, Delta Guangzhou Zengcheng investment the foundation the $ 600 million LED chip wafer base.
The tree may prefer calm nevertheless the wind blows, perhaps in that time smiling Konka. On May 24 this year, the Shenzhen City Ruifeng Electronics Co., Ltd. successfully for auction on the year and a half before the end of 2009, Konka Group was introduced as the next largest shareholder holding 25.87% equity in supplier to be listed. Ruifeng power after the successful directory of the Shenzhen Stock Exchange, according to your first day closing price, the Konka Group holds Ruifeng power market capitalization of nearly $ 400 million in July.
In 2010, Konka has invested $ 22.5 million shares of LED upstream Yingrui Optoelectronics Technology (Shanghai) Co., Ltd., 36% of this shares in holds Yingrui photoelectric. Everyone understood that Yingrui photovoltaic project total investment roughly $ 1.7 billion, the project will cover the LED industry, the center reaches among the key link in its design, a policy of R & D and output of manufacturing sapphire, the substrate material, epitaxial wafers, LED chips packaging and testing, the product will be used for Television backlight and general lighting field.
However, in June this year, the TCL Group (2.26,0.00,0.00%) and Taiwan listed companies in Hong Qi Technology Denver colorado., Ltd. a wholly owned subsidiary Harvatek Limited signed a joint venture contract, they are planning to set up a Sino-foreign joint venture company in Huizhou City, Guangdong Province engaged in light-emitting diode (LED) device packaging products R & D, manufacturing, sales any other business. Undoubtedly, the continuous high temperature of the LED lighting industry coupled with a fire.
The hands of capital
'At this stage in 2000, TV companies are investing heavily on the inside once-humble LED lighting industry, have taken a regarding self-built company with capital operation, high level evidence of something like a guess, that is not only beneficial to the industry map, but so to some extent, to avoid capital flight, so that the main business of coloring TV enterprises to become a little more powerful. 'insiders told reporters on condition of privacy.
Only at the two holiday weeks of sales statistics, LED TV era has indeed arrived. According to the PRC, (CMM), monitoring data shows that 2011 New Year's week sales of LED TV an increase of 909.4 percent, making up 51.8% with the volume share of Tv Spring Festival week sales of LED TV an increase of 489.3%, accounting for your share of LCD TV volume 47.6% According to the PRC, pushing the total data shows, is expected in 2011 LED TV will be the rapid involving retail approximately 19.97 million units.
Konka at the end of 2009, purchase of lower-cost Gong Weibin RuiFeng power, to achieve powerful combination through their respective strengths in the various nodes of the industrial company. The main business of the Ruifeng power LED packaging technology R & D and LED packaging, product manufacturing, sales, SMD-LED market segment is one of many top three manufacturers. Net income increased from 17.38 million yuan in 2008 to 43.99 million yuan 2010. As the second largest shareholder in the company, in three days before the Ruifeng electricity disclosure prospectus in China Securities Regulatory Commission website, Konka A (3.66,0.00,0.00%) shares have jumped 7.9 percent, the quick appliance plate by the parties funds lift. Research into the industry, or perhaps for Konka to make a larger income is much higher as opposed to main business - the tv business.
Which likewise owned using the LED lighting industry for the color TV enterprises mixed up in the implementation of the case of capital institution. Ruifeng photoelectric chairman and general manager Gong Weibin later told reporters, 'TV providers within a single to Ruifeng concurrent risk. A chip problem, may be short on the dark, television may also can not browsed. the event of problems on 2 billion of assets, how can i lose? '
However, by Konka outstretched capital hands, Ruifeng opportunity to achieve a wonderful turn, 'We are now considered a medium-sized enterprises, market value, to protect more fully, but also allow television to be confident Gong Weibin added.
Perhaps larger winner is Konka. The Konka Group's gains located on the LED lighting industry, not only is quite rich capital of the mills, in addition there are a real extension of the LED industry chain. 'Not only can promise the stable supply belonging to the LED device can also ensure that Konka LED TV technology, the period to satisfy Samsung different manufacturers the main point on technology. Konka's new applying for grants the LED TV, it's also possible to Ruifeng to achieve through the joint development, may also do technology leader in LED TV, the home appliance industry observers Liangzhen Peng told reporters.
To structure design period from Pathfinder Konka video the Kunshan module base, then a strategic investment Ruifeng power and Yingrui photoelectric. Industry experts, in this particular fast-growing LED era, Konka way of vertical integration has been the first to complete the LED epitaxial wafers to chip from program to the module, from the outdoor display to the LCD TV, LED industry chain construct.
Similar Konka, Skyworth, TCL set up a wholly owned subsidiary and self-built production base at the same time, through equity participation or joint venture, to achieve purpose of direct control over the upper reaches on the LED industry chain.
Investment Advisor in much more Director Zhang Yan Lin told reporters that the leading LED packaging companies in order to achieve efficient development, we must use the funding market on mergers and acquisitions, horizontal and downward vertical integration. LED Engineering Research Institute director Xiao-Fei Zhang also expressed similar views.
This further confirms due to the fiscal the color TV enterprises have recently in the hands of capital increase the LED lighting industry transformation from ugly duckling into a white swan.