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Category: Industry News

Heavyweight! Huawei Bull signed a strategic cooperation agreement

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On January 11, 2021, Bull Group and Huawei officially signed a strategic cooperation agreement, in which both parties will conduct comprehensive exchanges and cooperation in the research of electronic equipment power supply and distribution system architecture, and product development and application of power supply and distribution. Especially in the field of cell phone fast charging, both parties will bring consumers high-quality cell phone super fast-charging products and services based on their respective advantages. The signing ceremony was attended by Ruan Liping, Chairman and President of Bull Group, and Zhou Taoyuan, President of Huawei Digital Energy Product Line.

In recent years, the development of cell phones and other digital products has been very rapid, and their intelligence is getting higher and higher, which puts higher and higher demands on the battery life, but the development of battery technology is seriously lagging behind the development of electronic products, coupled with the increasing fragmentation of consumers’ use time, which makes their demand for fast charging products increasing, which also promotes the rapid development of the fast charging industry.

Huawei is the world’s leading information and communication solutions provider, relying on its strong R&D and comprehensive technical capabilities, and is an industry leader in energy infrastructure construction, communication networks, cloud computing, and data centers, etc. Huawei’s Super Fast Charging technology is also one of the fastest, most compatible, and safest fast charging technologies in the world.

Bull Group is a national high-tech enterprise focusing on the research and development, production, and sales of converters and wall switches and sockets as the core. With the popularity of mobile terminals and changes in users’ charging needs, the company put forward the “Digital Excellence Strategy” in 2016, gradually expanding from serving strong electrical products such as home appliances to serving strong and weak electrical products such as home appliances and digital. The company has gathered high-end talents from domestic first-class enterprises in production, marketing, and research, and is committed to manufacturing fast-charging, safe, stable, reliable, and portable digital products, and has already listed a large number of digital products.

At the signing ceremony, Bull and Huawei reached a consensus on the future technology trends of consumer power
The three major trends are super-fast charging, intelligence, and miniaturization anytime and anywhere. The first super-fast charging products jointly developed by Bull and Huawei were also released on-site, as well as the recent new product plans, including portable multi-port super-fast charging, multi-functional Magic Square super-fast charging series, and other distinctive products, which can bring consumers a safe and comfortable super-fast charging experience under different usage scenarios.

Zhou Taoyuan, president of Huawei’s digital energy product line, said he is very optimistic about this cooperation with Bull. Bull has strong strength in the field of residential electricians. With its channel, brand, and manufacturing capabilities, combined with Huawei’s leading technology, Bull is sure to change the landscape of the digital accessories fast charging field and lead the fast charging trend.

Ruan Liping, Chairman, and President of Bull Group believes that Huawei is a great company and Bull is also a company with a grand vision. As long as both sides can combine their strengths and be compatible, they will be able to design products with better experiences for the benefit of consumers. Bull looks forward to more and deeper cooperation with Huawei in the future.

At the signing ceremony, the senior management of both sides also established a regular exchange of visits to carry out technical exchanges in the field of power supply and distribution and to explore more cooperation in their common business areas.

 

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Isn’t Meizu a cell phone company? How come it also runs to do lighting?

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Meizu said, “Lipro is a smart home brand with a special mission and has a new meaning for Meizu.”

Isn’t Meizu a cell phone company?
How come it also runs to do the lighting?

1
Huang Zhang carefully polished sincere work

From the point of view of the new products released, Meizu does not talk about cell phones this time, only about healthy lighting. It is a good idea to show the determination and resilience to enter the field of smart home for the general public.

A simple review of the history of Meizu, in the era of domestic cell phones “blossoming”, Meizu is definitely the “leader” in the cell phone industry. As early as 2009, Meizu released the country’s first smartphone – M8, which sold 100,000 units in only 2 months after its launch, and sales exceeded 500 million yuan in about 5 months after its launch.

And it is worth mentioning that Meizu M8 is permanently collected by Microsoft headquarters because it carries Microsoft’s operating system. All in all, Meizu M8, as the first phone of Meizu, with such sales, sales and influence, is undoubtedly a “big win” for Meizu.

In 2011, Meizu replaced the Android system and released Meizu M9, which was again a great victory, and even a “hard to find” situation.

You know, in addition to Apple, only Meizu has achieved the consumer’s queue to buy the phone. With the leading product design and excellent product quality, Meizu was once called the “Chinese version of Apple”.

In addition, Meizu cell phones have always been “slow and careful”, the main reason behind these achievements is due to the founder of Meizu, Huang Zhang, focus on the details and quality control.

The six products launched: Lipro LED intelligent ceiling light, Lipro LED downlight, Lipro LED bulb, Lipro LED strip light, Lipro LED floor lamp, Lipro LED cabinet light, the lowest price is Lipro LED bulb, only 49, but all with top light source quality and elegant industrial design, the strength of excellent performance.

It is reported that several simple parameters from them are the Meizu Lipro design team after thousands of deep calibration to get, it can be seen that Huang Zhang’s strict control of details and the persistent pursuit of quality.

2
Choose to cut into the smart home from lighting
What is fate?

However, then again, over the years, although we have long been accustomed to a variety of cross-border integration and the phenomenon of descending strikes, but the news of cell phone factory selling lights, or will make the lighting and smart home circle of friends of the discussion.

Some industry insiders analyze that in the past two years, in the TOP5 of the sales charts of major cell phone brands, the figure of Meizu has long disappeared, flirting with “the former king is now reduced to a passerby.” They believe that carrying the 5G era, this cross-border, perhaps Meizu’s turnaround battle.

But no matter how to say? For the smart home field, in recent years, this “cake” is really tempting. Outside Apple, Google, Amazon, inside Huawei, Xiaomi and other giants, after the persistent cultivation and guidance of these manufacturers, the mainstream consumers have been fully recognized and accepted the concept of smart home. And the current situation is that the penetration rate of smart home in Chinese market is only 5%, which means many people are in a wait-and-see mood.

Meizu product manager Huang Zhang pointed out that “there are too few really good smart homes on the market, and the cost of user selection is too high, so we have to go and make good products that we are willing to put at home and use.”

For Meizu Technology, high quality is not only reflected in the product, but also in the service, compatibility and supporting services are also crucial. This is also Meizu marketing responsible person Wan Zhiqiang said that in the future, as Meizu Lipro health lighting series products one-to-one Lipro lighting design services will be more and more perfect, with tailored solutions to bring users a more excellent and controllable scenario-based experience.

For the future development of the Lipro brand, Meizu also has a very clear three-year planning goal. According to Wan, “It will realize whole-house intelligence in 2023 and strive to become the top three high-end smart homes in China.”

 

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Samsung shows 1,500 transfers, ams to sell Osram’s digital business, Sinophil sales increase in advance

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01
Up to 1500 people! Samsung Display makes the second round of job transfers to accelerate the conversion from LCD to QD

Samsung Display (hereinafter SDC), which has just completed its regular top management changes in 2021, is speeding up its workforce efficiency. The company is speeding up its workforce efficiency to cope with its business plan to cease production of LCDs and switch to QD displays next year.

According to Korean media daily. Hankook, most SDC LCD employees have recently received notices to transfer to other group companies, and SDC plans to discontinue production of its L8 line in Asan, Chungnam next year and officially withdraw from the LCD business in March.

 

This is the second major transfer after the transfer to Samsung Electronics Pyeongtaek Industrial Park in August last year.

SDC had decided to terminate the LCD business this year because it was judged that it would be difficult to improve profitability in the LCD field again. However, in response to the invitation of customers and the short-term recovery of the LCD market, SDC decided to postpone the shutdown until March.

SDC has transferred a total of 1,240 employees from the LCD business to the QD Display business as of the first of this month, and the LCD staff has been transferred to the QD Business Unit.

During the same period, more than 270 employees were transferred to industrial companies within the group, most of whom were transferred to the Semiconductor Division of Samsung Electronics. 1,500 of the 3,000 LCD employees were transferred. And the manpower transferred from LCD to small and medium-sized OLED can only be limited to factory engineers and other personnel. In this part of the news, SDC sources said that there is no clear conclusion yet.

SDC plans to make the best use of LCD-related human resources for the smooth operation of the QD Display business. The Q1 QD line in Asan, Chungnam, Korea, is scheduled to start-up in the second half of next year. In Q1 of next year, the QD display line of the 8th generation line will start production at a scale of 30,000 per month and has started trial production this month.

Vice President Cho-Sun Choi, who was previously in charge of the QD business development team, has recently been appointed as the representative director of SDC and is also the head of the large-size business. It is expected that the commercialization of QD displays will be further accelerated.

02
AMS may plan to sell Osram’s digital business

Austrian sensor maker AMS Semiconductor (AMS) is looking to sell OSRAM’s digital business unit, sources close to the matter said.

Last year, ams acquired OSRAM for 4.6 billion euros (about 36.3 billion yuan), which is ams’ largest-ever acquisition, carrying more than 4 billion euros of debt for this purpose, in a quest to build a world-class optoelectronic and sensor leader.

Osram’s shareholders voted in November to reach a “control and profit-and-loss transfer agreement” that gives ams full control of the company and its cash flow.

Reuters reports that ams is planning to divest what it considers to be Osram’s non-core businesses in order to reduce debt. ams acquired Osram primarily because of its optoelectronic semiconductor division and part of its automotive business and was not interested in the digital divide.

Osram’s digital division, which provides electronic control devices in the digital systems business will first be auctioned off early next year, and is already working with consultants to divest this business, which has annual revenues of about 400 million euros ($485 million), the sources said.

Also according to Osram’s 2020 earnings release, its digital business was hit the hardest by the epidemic.

It is expected that ams will later sell Osram’s IoT for industrial customers as well as other businesses (such as entertainment lighting represented by special lamps for stages and studios). The automotive lighting business with xenon and halogen lamps is also considered a non-core business.

03
Sinophile expects future sales growth

The world’s largest lighting company, Sinophil, recently said it expects sales to grow in the next few years.

On Dec. 9, Xinophil held its online Capital Market Days as scheduled. During the event, the company updated its earnings guidance for fiscal 2020 and announced details of its strategic growth plan and earnings outlook for 2021-2023.

For fiscal 2020, Sinophil expects comparable sales to decline 13-13.5 percent; adjusted EBITDA margin is expected to be 10.2-10.6 percent; and free cash flow is expected to be more than 11 percent of sales.

Looking forward to 2021-2023, Sinophil expects annual comparable sales growth of 0%-5%; adjusted EBITDA margin through 2023 is expected to be 11%-13%; free cash flow is expected to be more than 8% of sales and return on capital employed is expected to be at least 11% of sales for the period 2021-2023.

At the same time, Sinophil raised its synergy target for Cooper Lighting from $60 million to $100 million. In the third quarter of this year, Xinophil’s Digital Solutions business grew 31 percent in nominal terms due to the consolidation of Cooper Lighting’s revenue.

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LED lighting people’s starry sea – listening to the insights of Jiang academician’s lecture

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On Sunday morning at the Beijing Business Hall, I listened to a class by academician Jiang Fengyi, “An Introduction to LED Lighting”. Although I have known Jiang for decades and have listened to his lectures many times, this time was different, as he spoke for an hour and forty minutes in one breath, his throat was hoarse, and he was still answering questions and solving problems on the spot. The designers at the scene were very responsive and strong in learning, and there was active interaction on and off the stage.

 

Jiang Fengyi, Academician of Chinese Academy of Sciences, Vice President of Nanchang University, Director of National Center for Silicon-based LED Engineering Technology Research

Academician Jiang is modest as always, he is the top scientist in the LED industry, the opening of the lecture even said shallow talk. This really makes me ashamed, I often lavishly talk about what trends and directions when I speak.

Jiang academician this time about the development of silicon-based LED from 0 to 1 breakthrough, despite the difficulties, he still knows the difficulties. In the international many experts feel hopeless, he led the team still insist on overcoming difficulties. From the success of silicon-based blue light to silicon-based yellow light, green light, micro LED’s red light, etc., the same as the world’s forefront.

As a matter of fact, Jiang Yuan has already made a name for himself, promoted to the university vice president, the Chinese Academy of Sciences, can completely rest. But he did not, for scientific research is still sleepless at night and even often insomnia. He still fights in the front line, fighting in front of the “furnace”. He said that the U.S. government has included “Nanchang University” in the sanctions list, I have to scramble to do original innovation, starting from homemade equipment, so as to establish a leading position from the source, once successful, outside entrants are insurmountable.

Nobel laureate Mr. Shuji Nakamura, confirmed by their tests, the silicon-based yellow and green light of the JiangYuan team, confirmed to be unique and leading in the international, and personally wrote a letter recommending JiangYuan to receive the “Global Semiconductor Lighting Outstanding Contribution Award”. In this regard, the Jiang Institute of honor as a spur and incentive did not slow down the pace of progress. He believes that the technological innovation of LED is the sea of stars, worthy of continuous exploration. For example, golden yellow light, pure LED light, LED optical communication, and so on.

China’s LED from following to run, until some areas we have been in the lead, which is a rare historical opportunity, but also the stage results of the struggle of the whole industry in the past two decades.

Pictures

LED not only stops at lighting but also beyond lighting, there are unknown “frontiers” to be explored, deep ultraviolet UVC LED, intelligent dimming, plant light, health lighting, etc. LED future unlimited possibilities, will make people’s hearts surging. You think, Jiang academician so successful, but also so hard work, we have what reason to slacken it?

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Rays commercial lighting, home furnishing, circulation three major business units general manager gathered, planning what big action?

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January 7, 2021, Rays Lighting Shandong operations 2021 annual “wash the lead to gather the momentum forward” dealer meeting was held in Shandong Linyi Mall Blue Sea Hotel.

Rays Lighting Commercial Lighting Division General Manager Tang Zhongming, Home Division General Manager Zhang Zhaofeng, Rays Lighting New Business Development and Hardware Circulation Division General Manager Zhang Xiao, Home Division Sales Center General Manager Luo Xu, Home Division Sales Center Senior Director Zhou Zhichao, Home Division Sales Center East China Region Director Qiao Junjie, and Rays Lighting in Shandong office manufacturer representatives, Tianma Lighting Group Chairman Liu Tongguang The meeting was attended by representatives of 100 dealers from the province, Liu Zhiguo, president of Tianma Lighting Group, and representatives of 100 dealers from the province. The meeting was hosted by Li Chong, vice president of Rays Lighting Shandong Operations Center.

At the beginning of the meeting, Mr. Liu Tongguang, Chairman of Tianma Lighting Group, delivered a speech and reviewed the development and changes of the lighting industry, shared the outdoor lighting project performance of the Group’s engineering company, and gave important work instructions. First, Chairman Liu made a highly in-depth analysis of the current situation of the lighting industry. From 2014 to 2020 the industry has shifted from high growth to steady growth and slowdown, thus bringing about the impact of three aspects.

1, the full explosion of smart homes, smart lighting highly dependent on on-site experience, will prompt consumers to return to offline.
2, the epidemic accelerated channel differentiation.
3, the consumption structure level change: the seller is transformed into a buyer, low-end, and mid-to-high-end consumer groups consumption is blowout growth.

Then extracted from Tianma’s operation history the industry wind gusts to focus on in the future, including whole-house intelligence, smart city, 5G, KA/gathering, IoT, etc. Each operation center was asked to land the contracted projects of collection and war collection, and to make cooperation contract with large real estate, chain, finishing, and super in the region. Finally, it also showed Tianma’s breakthrough in projects, double A qualification and typical engineering cases. At the same time, the innovative introduction and practice of the internal partner model, to make Tianma a big platform for career achievement.

Mr. Tang Zhongming, General Manager of Commercial Lighting Division of Rays Lighting, deployed the “2021 company strategic projects and dealer priorities” from four levels, namely 400 professional engineering channel construction, KA channel real estate segment layout, strengthening outdoor lighting capabilities, and business requirements for dealers. And focus on the 400 channel construction, KA channel construction analysis.

Rays Lighting Home Division General Manager Zhang Zhaofeng, “2021 Rays home channel strategy” planning three core directions: First, product planning: differentiation, business, can do, heavy experience; Second, the channel strategy: exclusive, whole installation, wholesale, super, collection; Third, channel empowerment: management, offline, online.

Rays Lighting Shandong Operations Center Vice President Li Chong delivered an important speech on the theme of “2021 marketing center services and support”, from the business support, business support, financial support in three areas.
First, business support: optimize the organizational structure, looking for new growth points in four segments: storefront retail, engineering business, strategic collection, and distribution channels.
Second, business support: improve the order service, design support, credit approval, terminal service, project special price, and after-sales service 6 points.
Third, financial support: elaborated the new process and standards of invoicing and settlement.

In the afternoon of the same day, Zhang Long, Director of Commercial Lighting Division of Operation Center, analyzed the performance of 2020, reviewed the key work reached, and elaborated on how to land 400 channels and KA channels in Operation Center in 2021, the planning direction of products, and the support policy of dealers.

Wang Wenjun, Director of Home Business Division of Operation Center, made a summary of the work in 2020, and analyzed the sales pattern of key dealers, and made a detailed planning for the construction of home channels, terminal management, performance improvement, and market support in 2021.

Wang Yue, Director of Circulation Channel of Operation Center, made a detailed explanation and planning for terminal construction and improvement, project development and market support of electrician section of Circulation Channel Department in 2021, and made a detailed planning for hardware channel construction, network layout, market development plan, market support, etc.

Liu Zhiguo, president of Tianma Lighting Group, summarized the meeting and put forward clear requirements for dealers from 10 aspects: 1.
1. clarify the development ideas, adjust the direction of the business, and optimize the store image.
2. construction of 400 business license store or engineering showroom, to have product display and experience field.
3. adjusting the store profitability, transforming to the project, tapping into the refined housing project, specific flower light project, and other shipping points.
4. reasonable pricing, reasonable profits, to eliminate the one-size-fits-all approach, price differentiation of each category.
5. focus on learning and upgrading opportunities, actively participate, and implement training activities organized by the factory or operations.
6. active marketing, active participation in the company or operation-led linkage promotions, and factory purchase activities.
7. professional team, with a professional store manager, shopper, promotion, or designer channel maintenance staff.
8. increasing the importance attached to projects, increasing engineering business personnel, and establishing engineering business teams.
9. landing the strategic war picking contracted by the company headquarters and operation center to develop together.
10. Integrate the capital chain, self-integration plus operational support to do the project well.

Translated with www.DeepL.com/Translator (free version)

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Is no master light just nonsense? Tang Guoqing said so!

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I don’t know when, about no main light (go to the main light) of the reference intensified, stirring the Chinese lighting capital – Guzhen some gray. Even after such a long time, no one has tried to figure out the originator of this proposal and subjective assumptions. Even I’m such a “bricklayer”, also did not look deep, gags will follow a few words. Recently, when I went to Guzhen to attend the annual meeting, I remembered this topic again and had an epiphany, so I felt the need to talk about my humble opinion and discuss it with the readers.

1, no main light is a false proposition?

A room’s basic lighting, there should always be the main light, you said to go to the main light, then rely on what? Spotlights or downlights or line lights? Is it suitable? Is it worth promoting? Can last?

Since Edison invented the tungsten filament lamp more than 130 years ago, we have been living in a light bulb light the whole house of the main light world, 25W is not bright enough, then 40W, 60W or even 100W. later to the era of fluorescent lamps, ceiling lights have become the main light, Opal is not the result of the hair? Until 2003, LED lights began to popularize, especially the brightness of the chip, to bring more imagination to the lighting fixtures, it seems that the main light and vice light boundaries are not so clear. Especially the diversification of people’s demand for beautiful light, simple and bright became fashionable, over time, subliminal, as if really go to the main light? Actually may not.

2, the main light may not stop at just one light?

To use an analogy that is not precise enough, there must be the head of the family! Otherwise, the family can be harmonious? Similarly, the living room can not be the main light, so the light will be harmonious? Of course, there is a carrot and a green vegetable, each has its own favorite. Some people listen to the creativity of the designer, in the ceiling, all installed on the spotlights or ceiling lights, suspected of being full of stars is not bad, this can become mainstream?

And in recent years, the most tendency to line lights (commonly known as strip lights) instead of the main light, is also the wind that is up, the market “day up the night”. In fact, no matter which form of light, you replace a light of the main light, you are still the main light, just another form of presentation of the main light. Why do you need to be new and different called “go to the main light” it? You are advertising temptation, the new trend burgeoning, but the suffering of the main light manufacturers, the lighting business.

3, the world of lights should always have the main light and secondary lights?

The world of lights is colorful, my point of view is still the same old point, still choose to firmly believe that in the relative space there will always be the main light and secondary light. It’s just that everyone’s aesthetic needs are different, some people like chandeliers, ceiling lights, some people like downlights, line lights, it does not matter right or wrong, the right is the best. Just be careful in promoting the application of the word “go” and “no”, because the main light will not care about your “go” and “no go “, it is still there.

4, lighting manufacturers should also keep up with the times?

I went to ask a few bosses to do lighting, some bosses said: luxury lighting, itself is a niche market, “January does not open, open to eating January”, rather like GE rental aircraft, “a year does not open, open to eat a year”. There are also bosses say: the main light can also be modern and simple, but also light and romantic, as usual, can be counter-trend growth.

Of course, things are unpredictable, in the new year, not what goes to the main light problem, may be the first to bear the brunt of intelligent lighting. With the growing imminence of human-centered lighting on demand, in addition to the main light or not, there is a whole house dimming, health with light. No wonder, someone said: lighting worth doing for life, in addition to “someone must have a light, a house must have a light” in addition, the light of fashion, people-oriented, comprehensive is also inevitable.

 

 

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Chachi shares public research information, disclosure of production capacity and future layout

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On Jan. 5, Zhaochu shares received research from Changsheng Fund and Zhong Hong Hui Fu, disclosing production capacity and product layout, LED chip sales and other contents.

The specific contents are as follows.

(1) What is the current production capacity and product layout of Zhachi Semiconductor?

Chachi Semiconductor LED epitaxial wafer and chip project has been officially put into operation in the fourth quarter of 2019, and is now in full production, with a monthly production capacity of more than 500,000 4-inch wafers. In terms of products, at this stage, the main focus is on LED lighting general-purpose chips, supplemented by LED backlight chips. We plan to gradually upgrade to high luminous efficiency and high power in the lighting chip side in the future, and in addition, we will increase the proportion of backlight and direct display products. The backlight chip has been supplied to Zhachi Light Element and other companies in the same industry, and has also passed the Korean supplier certification, and will gradually enter the Korean supply chain in the future. 2020 invested in the construction of the red and yellow light chip project, is expected to gradually put into production in 2021.

(2) What is the company’s LED chip sales situation?

Chachi Semiconductor’s LED chip sales progress is relatively good, the shipment volume in the industry in the forefront, is currently full production and full sales status, part of the orders on hand because of production capacity also need to postpone supply, product prices recently according to market conditions have also been adjusted upward. In terms of customers, the current ratio of external sales is nearly 60%, and we continue to supply to domestic manufacturers and Taiwanese manufacturers, and have passed the factory inspection of Korean manufacturers and have started to supply.

(3) What are the main applications of Mini LED and what are our advantages?

There are two main uses of Mini LED, one is for Mini RGB display, the application is mainly indoor, such as traffic monitoring, TV walls, theaters, and other large displays with high resolution. This part of the market has a lot of market space, but it is expected that the application side will not be too fast, mainly because the current cost is more expensive, but his usage is very large, and once the cost drops will be a very large market. According to Yole data, the Mini/Micro LED display market is expected to grow from $2.6 billion in 2019 to $71 billion in 2030, corresponding to a CAGR of 29% from 2020-30.

Another use of Mini LED is as a backlight, which is now increasingly used in TVs, gaming screens, etc. Samsung and Sony abroad and TCL, Skyworth, and Hisense at home are also actively participating in this part of the market. According to a research report issued by CICC on December 2, 2020: “driven by Apple, Samsung and other head consumer electronics brands, the next three years Mini backlight market penetration is expected to usher in a rapid upward trend. The global backlight market is expected to achieve 61%/37% year-on-year growth in 2021/22, respectively. Overall, the backlight market is expected to grow from 22.3 billion yuan in 2020 to 64.3 billion yuan in 2025, with a CAGR of 24% in 2020-25.”

For Mini LED chips, the company has relevant technology, patent reserves, and the latest equipment in the industry available to produce Mini LED products. In terms of packaging, we have relevant utility models and invention patents, and our technical team is also senior in the industry. In addition, we also cooperate with international first-tier brands in research and development and strive to achieve the relevant technology level to international leading. The company’s Mini LED packaging products for backlight and direct display are currently in mass production, and cooperate with international and domestic well-known brand manufacturers, and will further promote Mini LED-related products in the future.

(4) Are there any patents involved in Mini LED backlight products? Are the patents restricted by the United States?

Mini LED backlight products have two light-emitting modes, one is a blue chip with QD film, which is relatively high cost and higher color gamut, and the other is a blue-chip with phosphor. The products do not involve patent issues in domestic sales, if export sales, the relevant phosphor patents are required, and there are two usual solutions, one is to buy phosphors with patents, or to obtain patent licenses. The cost of phosphor accounts for a very small percentage of the cost of Mini LED backlight products, even if there is a patent fee on the overall cost is not significant, and not subject to U.S. restrictions. Accordingly, OLED has a strong patent barrier.

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2021 China’s urban lighting industry problems and development prospects forecast analysis

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As more and more areas step into the process of China’s urbanization development, the development of the industry, and the evolution of people’s needs, urban lighting gradually complete the upgrade from functional lighting to artistic landscape lighting to better serve urban residents and business activities.

Data show that the size of China’s LED lighting market output value grew from 259.6 billion yuan in 2015 to 415.5 billion yuan in 2018, with an average annual compound growth rate of 16.97%, a growth rate higher than the global average. It is expected that by 2021, the output value of China’s LED lighting market is expected to reach RMB 590 billion, and is still expected to be able to maintain a compound annual growth rate of more than 12% from 2019-2021.

Urban lighting industry development dilemma

1. Intensified competition in the industry

With the continuous promotion of smart cities, as well as the upgrading of cultural tourism night tour economy, the penetration of different industries will gradually deepen, and lighting engineering enterprises will also face competition from enterprises in other industries such as smart cities and cultural tourism in related businesses.

At the same time, with the continuous development of mobile, Internet of things, big data and cloud computing and other technologies, holding big data and huge traffic resources of Internet companies, in recent years also frequently seek to urban lighting industry cross-border development. With the continued development of the urban lighting industry, a number of lighting engineering enterprises have landed in the multi-level capital market, after opening the capital market financing channels, and gradually developed into the head of the lighting engineering field, the above-mentioned enterprises through the power of capital to receive more large-scale projects, making the industry more competitive.

2, the lack of high-end technology and management personnel to limit the development of the industry

City lighting industry due to the many areas involved, the process of training talent compared to other industries to be more lengthy. At present, there are more people working in the industry, but there is still a lack of high-end technical personnel. On the one hand, the planning and design of the link need to be combined with the geographical environment, cultural differences, so in the process of design solutions on the ground, the need for a large number of professional and technical personnel can deepen the design. On the other hand, most of the enterprises in the industry have backward management methods and lack modern management consciousness, and many of them do not have long-term development goals and are easily driven by short-term interests. The lack of technical and management professionals in the industry and the rapid development of the industry does not match the status quo, making it difficult for domestic enterprises to make long-term breakthroughs in technology development, management, and other aspects.

Urban lighting industry development prospects

1, social development and policy to promote the favorable factors

In recent years, the country has developed the “13th Five-Year” urban green lighting planning outline, “13th Five-Year” national strategic emerging industries development plan, “13th Five-Year” energy saving and emission reduction Comprehensive Work Program”, “Thirteen Five” period of cultural industry development plan”, “Thirteen Five” energy saving and environmental protection industry development plan” and other policy documents to clearly encourage and support the development of urban lighting industry. In order to implement the national development strategy, provinces and cities have strengthened the urban lighting management and financial support. 2020 May 22, “2020 State Council Work Report” proposed to focus on supporting the “two new a heavy” (new infrastructure construction, new urbanization construction, transportation, water conservancy, and other major projects) construction. This has brought about the policy guidance represented by “new infrastructure”. The introduction of various national policies has provided good policy guidance and support for the industry, which has played a positive role in promoting the stable, healthy, and orderly development of the industry.

2、Favorable factors of urbanization development and upgrading

In China’s urbanization cycle, China’s urbanization rate has reached 60.60% in 2019, but compared with the world’s developed countries, China’s current urbanization rate is still at a low level, is expected to be the next ten years of China’s urban market scale of steady growth, which will become the market basis for the sustainable development of the urban lighting industry.

3, spiritual pursuit and quality improvement of favorable factors

People’s pursuit of the city and the building night scene is no longer just ornamental but also hope that the cultural and artistic level of the urban landscape to bring spiritual enjoyment. Lighting and culture, technology, and other elements combined to create interactive lighting devices, lighting music miniatures, large-scale live interpretation of the light show, to create innovative, connotative urban lighting space that can meet the growing spiritual pursuit of people so that people in the night scene to experience the full range of urban space light environment.

4, smart city development of favorable factors

In recent years, with the development of the Internet of things, big data, mobile communication technology, the development of smart cities in breadth and depth are constantly breaking through. The smart lighting system can not only improve the level of control of urban lighting, energy-saving, and consumption reduction goals but also can integrate video monitoring, environmental monitoring, disaster warning, and many other functions, to provide technical support for the city’s information and intelligence management. On the basis of the overall lighting IOT of the city, richer sensing facilities, energy-saving lighting, video monitoring, help alarm, public broadcasting, electronic screen information release, wireless WIFI, environmental monitoring, intelligent charging pile, and other objects are incorporated into the sensing network to provide more basic data support for the smart city and expand more wisdom services.

Exports continue to soar in November 2020! Cumulative export value has exceeded last year’s full year

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In November 2020, China’s lighting industry exports amounted to US$5.863 billion, a new high for a single month in 2020, with a year-on-year growth of 40.44%, achieving double-digit growth for six consecutive months since June.

Among them, the LED lighting products exports amounted to $4.168 billion, up 45.33% year-on-year, since May has been seven consecutive months to achieve positive growth, not only the highest export value for a single month in 2020, but also recorded the largest year-on-year increase in a single month. Among them, lighting and accessories products growth is very bright.

Month by month, exports in January before the arrival of the epidemic situation is basically stable; February is the most serious period of the domestic epidemic, production and supply chain suffered great resistance, highlighted by orders but difficult to deliver, so the data fell to the bottom; March after the domestic epidemic tends to stabilize the enterprises have resumed work and production to improve the situation, the overall lighting exports rebounded momentum is obvious; April-May production and supply chain to further recovery, and the backlog of orders into the implementation of release. And the backlog of orders entered the implementation of the release period, so the decline narrowed; next, with the spread of the epidemic overseas, the rapid recovery from the epidemic in China’s factories to further highlight the production and supply chain advantages, greatly compensated for the global supply gap caused by the epidemic, June to August for three consecutive months to achieve double-digit growth; and with the transfer of substitution effect continues to amplify, the share of Chinese manufacturing in global exports As the substitution effect continues to amplify, the share of China-made exports in global exports has further increased, with exports in the past three months from September to November achieving significant growth of over 40%.

From January to November 2020, China’s lighting industry-wide cumulative exports amounted to $46.238 billion, an increase of 11.99% year-on-year, already exceeding the 2019 annual figure of $45.438 billion.

Among them, the cumulative exports of LED lighting products from January to November amounted to 31.128 billion U.S. dollars, a year-on-year increase of up to 12.83%, also surpassing the 30.157 billion U.S. dollars for the whole year of last year.

According to the General Administration of Customs data show that in November, China’s exports of trade in goods in RMB 1.79 trillion yuan, an increase of 14.9%, the growth rate hit a new high of nearly 20 months since March last year; $268.1 billion in U.S. dollars, an increase of 21.1%, the highest growth rate of nearly 33 months since February 2018. 1-November, China’s cumulative exports of trade in goods From January to November, China’s total exports of goods trade amounted to 16.1 trillion yuan, up 3.7% year-on-year, with positive growth for four consecutive months; in dollar terms, it was 2.31 trillion U.S. dollars, up 2.5% year-on-year. China’s foreign exports have achieved six consecutive months of positive growth, while the trade surplus reached $75.42 billion, the highest since the data began to be compiled in January 1981. And our lighting industry exports have been ahead of the broader market for five consecutive months since July.

In November, lighting exports not only continued the good growth momentum since the second half of the year and set a new record high for total exports in a single month. Overseas epidemic is still severe and accompanied by many countries rebound, so scientific research, medical lamps, ultraviolet lamps and other and plant lighting products such as epidemic prevention and house economy-related concepts of product exports to maintain growth; North America, Asia-Pacific and other markets gradually recovered, foreign demand margins have been further improved, the relevant new orders are relatively stable; China’s exports to other countries, “alternative transfer effect ” continues to amplify, the share in the global export market has been further consolidated and enhanced.

2020 has been the past eleven months, the cumulative exports of the lighting industry has exceeded the whole of last year, and made nearly 12% growth; the current lighting exports can be described as supply and demand, based on this, and combined with the relevant export enterprises in hand orders to judge, the total annual exports exceeded 50 billion U.S. dollars will be just around the corner, which will also be China’s lighting exports of the highest ever greatly improved.

Exports record high at the same time, but also to pay attention to the real difficulties faced by export enterprises in the near future, especially since the fourth quarter. Including.

1, price issues.

Price competition still continues and intense, profit margins are further compressed. Especially LED light source products, the above chart can be seen especially since the second half of the year, its average export price in accelerating decline. And combined with the rise in the price of fluorescent products in 2020, the two have even appeared between the average price of exports inverted.

It shows that some enterprises face the challenge of the epidemic and industry competition, taking the cost of sacrificing profits to seize market share or just to retain the hope of life.

2. Exchange rate issues.

Exchange rate fluctuations, the U.S. dollar against the yuan has fallen sharply from the previous once broken 7 to 6.5 a line, the profit of export enterprises hit very big.

3, Supply chain issues.

Soaring international commodity prices coupled with the manufacturing industry to China gathered, resulting in copper laminates, aluminum substrates, IC chips, MOS tubes, passive components and other raw materials components significantly increased prices and accompanied by a shortage of goods. The production and profits of the relevant export enterprises have generated greater pressure.

4, Logistics issues.

Also by the epidemic led to further expansion of global demand for Chinese products, the shipping industry since the fourth quarter, the phenomenon of price explosion cabin shortage of cabinets is more common, the product can be made but can not be shipped out to become another problem faced by export enterprises in the near future.

5, Energy issues.

Recently, due to La Niña phenomenon caused by this winter’s abnormal cold and manufacturing recovery boom factors, the southern part of the provinces such as Jiangxi, Hunan, Zhejiang due to electricity tension or to complete the energy-saving indicators, resulting in power outages and power restrictions, the production capacity of some lighting manufacturing enterprises have caused a certain impact.

Summarize:

Lighting exports in 2020 under the ravages of the epidemic still achieved promising data, rare and valuable, on the one hand, you need to pay attention to the difficulties encountered, on the other hand, to plan and prepare for next year.

Looking ahead to 2021 lighting exports, one is the sustainability of the high increase and transfer of substitution effect of products related to epidemic prevention and house economy remains to be observed; secondly, the lighting industry chain still has spillover risks, and the global industry chain may evolve from simply pursuing high efficiency and cost performance to putting supply chain security as an important consideration in the post-epidemic era.

Various uncertainties in the future overlapping factors lead to difficulties in business decision-making and planning, the current global epidemic threat has not been removed, whether people or goods to restore the global flow, it is still a long and difficult thing. It can be said that “the majestic road is really like iron, and now step forward from the beginning to cross”.

Guoxing to expand Mini LED production capacity, Apple will release Mini LED version of iPad, LG will use Mini LED backlight

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01 Guoxing: Mini LED is gradually breaking the price bottleneck and speeding up the commercialization of the product

Recently, Guoxing Optoelectronics said in institutional research, the company’s product domestic and international orders demand by the epidemic is a phase of decline, the industry exports to domestic sales ratio increased. The company actively seized the limited market share during the epidemic, strategically adjusted the market positioning of some core products, and lowered the prices of some core products to meet the domestic product market demand, and the price and gross margin of domestic business decreased.

In recent years, the development of LED small-pitch display technology has opened up new opportunities for LED indoor applications. the launch of Mini LED has further met the demand for high-definition displays for high-end rental, TV, cinema screens, and small and medium-sized conference panels. As a leading RGB display packaging company, RGB display, especially small pitch, and Mini LED packaging, is the key development segment of the company at present.

In terms of product technology, Guoxing Mini LED has started batch shipments in the first half of 2019 and has successively launched a number of products such as IMD-M09T, IMD-M07, IMD-M05, etc. In December 2019, a dedicated Mini LED manufacturing department was established, and the production process technology has become more and more mature and widely recognized by customers. In terms of the product price, RGB launched cost-effective IMD0.9 standard version products in November this year, gradually breaking the relevant price bottleneck to meet broader market demand and accelerate the commercialization of IMD products.

In terms of capacity layout, from the current order situation of Guoxing’s Mini LED products, the product boom is good, but the capacity of this piece does not account for a high percentage. Therefore, the company plans to further enhance the scale of Mini LED production capacity in the first half of 2021. In addition, with the gradual implementation of the company’s 1.9 billion yuan new base expansion project, Guoxing’s overall production capacity scale is also expected to usher in a greater upgrade.

Regarding the expansion plan, Guoxing said that the first phase of the company’s one billion yuan expansion project has been completed in 2019, and all of them will be put into production and released in the first quarter of 2020, and the company expects to gradually release the second phase of 500 million yuan expansion capacity in the first and second quarters of 2021; meanwhile, the company plans to invest no more than 1.9 billion yuan in the construction of the Jili Industrial Park project, which is mainly used for building R&D and production sites, advanced LED packaging and application production lines, and the production of LEDs. The project will focus on the production of RGB small pitch, Mini LED and TOP LED products, which can be applied to the ultra-high definition, new intelligent display, smart home, optical communication, Internet of Things, etc. The total construction period of the project is 3-5 years, and the company plans to complete the construction of the project plant within two years, which is expected to be opened in 2021 to achieve a larger scale capacity growth.

02
Apple will release a mini LED version of the iPad in March

According to the latest reports from foreign media, Apple is already preparing for the spring launch in March this year, and the protagonist is the new iPad Pro, which has been exposed many times before.

The report mentions that Apple’s new iPad Pro is expected to be released in March this year, and if the stock availability is not too sufficient, then Apple is to consider a certain extension because they are still facing a lot of products production supply, not demand situation, such as the iPhone 12Pro series.

Sources have revealed that Apple is exploring the use of 10,000 LEDs Mini LED display, each below 200 microns. Because there are more LEDs and more dimming zones, Mini LED displays can provide deeper or darker blacks, higher brightness, richer colors, and greater contrast.

03
LG is also expected to use Mini LED backlighting in LCD TVs

As a well-known OLED TV manufacturer in the industry, LG is about to announce its new TVs for 2021. Interestingly, with Samsung, TCL, and other manufacturers, LG is also expected to use Mini LED backlighting in LCD 8K/4K TVs, so that the image quality of LCD TVs ushered in a qualitative leap.

Currently on the market claims to have supported the “full array of local dimming function” of high-end LCD TVs, usually involving hundreds of LED backlight can be fine-tuned according to the dark scene to black and contrast.

But LG’s MiniLED backlight solution can be more detailed and dense on top of that. By introducing up to 30,000,000 Mini LEDs and 2,500 local dimming zones, it is able to deliver incredible peak brightness and a contrast ratio of 1 million:1.

Compared to the company’s previous LCD products, the new QNED LCD panel delivers a higher contrast ratio, HDR dynamic range, higher color accuracy, and a high refresh rate of 120Hz like all of LG 2020’s flagship products.