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  • Development Trend Of LED Industry From The Blueprint Of Giants Such As Philips Osram Sanan
    Oct 08, 2018

    Philips: I don’t want to just sell lamps and lanterns.

    LiFi simultaneously achieves high quality and broadband Internet transmission

    During the 2018 Frankfurt exhibition, Philips presented the latest technology in Hall 0, including visible light communication (LiFi) technology. This is a two-way, high-speed wireless technology similar to WiFi, which uses visible light waves instead of radio waves for data transmission. Philips' visible light communication office luminaires enable high-speed broadband connections of 30 megabits per second (30 Mb/s), enabling users to make video calls while transmitting multiple streaming HD movies. French real estate investment firm Icade pioneered the use of this innovative technology in its smart office in La Défense, Paris.

    Promote special digitalization and intelligence

    Philips specializes in three major sectors in this field: stage, UV purification, infrared products and some industry-specific applications. The business model is similar to OEM channels. Customers are mainly divided into larger OEM factories, small and medium-sized stage lighting products manufacturers and In the aftermarket, such as the equipment replacement needs of leasing companies, the three sectors are currently showing double-digit growth in China. This year's key platinum light source is a masterpiece of Philips stage light source development experience. Each of the two innovative products 550W series and intelligent Flex series are optimized for different application scenarios.

    Philips' research and development in special fields focuses on simplifying the design of customer lighting, improving the output brightness of the lamps, and improving the color rendering index of the light source, including providing comprehensive technical support services, from selling products to selling systems and selling services.

    New Internet of Things (IoT) platform to seize future highs

    In March of this year, Philips released the new Internet of Things (IoT) platform named Interact. The Interact platform based on high security and large-scale cloud computing has mature and advanced data processing and management capabilities to realize machine learning. All kinds of data give meaning, provide data-based services, and extend the company's business from products to systems and services. Interact also inspires innovation from third-party developers, development organizations and users. Its developer interface and ever-expanding Authorized Application Port (API) support the development of a wide range of data-based services.

    Philips has been committed to promoting smart connected and smart city development through innovation and the Internet of Things era and the circular economy model. It has deployed 29 million smart connected points around the world and plans to become new to it by 2020. All LED products produced are equipped with networking capabilities.

    Although there are still products involved in various segments, Philips is clearly a company that is not only satisfied with the lamps, from the initial stripping of traditional business to the complete abandonment of GM, and finally even split the Lumileds with LED core technology. And sold, this series of actions can be seen that Philips is consciously diluting the role of the manufacturer, and attempting to transform into a technology-based enterprise through the Internet of Things layout. Renaming the company to “Zhennuofei” is the most attempted Intuitive performance.

    OSRAM: a light source factory based on high-tech enterprises

    Smart City Central Management Platform SYMPHO City Helps Smart City Construction

    In January of this year, OSRAM released SYMPHO City, a smart city central management platform designed to help city managers improve efficiency and reduce costs and help build smart cities in China. It is one of the main products of OSRAM this year, which can be simplified with modern technology. Monitoring and maintenance tasks, with intelligent city central management, large-scale city management, transcendence, status monitoring, energy management and asset management. On September 26, OSRAM announced that its deployment of the SYMPHO City Smart City Central Management Platform in Dali, Yunnan is expected to be completed by the end of September 2018.

    The first push VCSEL laser involved in facial recognition

    On September 14, OSRAM Opto Semiconductors announced the launch of its new Vertical Cavity Surface Emitting Laser (VCSEL) new product, the Bidos PLPVQ 940A series, which is also available for new applications including 3D sensing. In the areas of robotics, drones, augmented reality (AR) and virtual reality (VR), it is another future technology in OSRAM's new portfolio.

    VCSEL is a technology that combines the outstanding technical advantages of LED and laser. The emitted infrared light can evenly brighten the face. Then the camera can capture the important features of the user's face. The captured image is made with the user image pre-stored in the system. Contrast - the device is unlocked after the two match.

    As the most representative company in the field of light source, Osram has always been proud of it. However, Osram is now more like a high-tech company, especially in recent years, after a series of business splits, After reorganizing and selling the subsidiaries, OSRAM has basically withdrawn from the general field, and only reserved a few areas such as cars with high barriers, high profits and absolute advantages. It has opened the way for the transformation of technology companies.

    Cree Cree: The establishment of the dominance of silicon carbide

    At present, Infineon and Cree are the leaders in the silicon carbide industry. The two companies have developed a new RF power system, Wolfspeed, which has accounted for 68% of the entire SiC market.

    In July 2016, Infineon announced that it would acquire Corespeed under Cree Cree for $850 million in cash, but since neither side was able to determine an alternative to the national security concerns of the US Foreign Investment Committee (CFIUS), The proposed transaction was terminated. In March of this year, the story took a 180-degree turn, and Cree Cree changed from the previous passive sale to take the initiative to infuse Infineon's RF power business with 345 million Euros, strengthening RF GaN on-SiC technology. Leadership in the field and opportunities to enter more markets, customers and packaging technologies, and positioning WolfSpeay to achieve a faster 4G network and a revolutionary transition to 5G. At this point, Cree CREE has established its dominance in the field of silicon carbide.

    2018 is a year of Career Cree's transformation, focusing on the development of a strong silicon carbide power device business, a supply agreement with Infineon Technologies, a licensing agreement with Nexperia, and an acquisition of Infineon Technologies' RF power business. This highlight clearly highlights this change, mainly around three main axes:

    1. Establish a strong semiconductor company focused on SiC and GaN development;

    2. Focusing its LED activities on high value-added solutions, especially in the medium power market with the help of Chinese partners;

    3. Businesses in revision and development.

    Jingyuan Optoelectronics: One is divided into three, buy, buy, buy, disassemble, who understands

    Mini LED, VCSEL business blessing

    Epistar has said that it will display the 25 micron diameter Mini LED products for RGB fine pitch display packages in 2018 Touch Taiwan, Taipei, Taiwan. Although there are still technical bottlenecks in the huge transfer, Jingyuan Optoelectronics has adopted stickers. The chip-and-place giant transfer technology can mass produce 25 micron chips at a higher cost. According to sources, customers hope that Epistar will be able to start producing 25 micron Mini in the fourth quarter of 2018. LED products.

    Divided into three, the first planning transformation blueprint

    In May 2018, Jingyuan Optoelectronics invited the brokers to participate in the law conference, and proposed the transformation concept for the first time. It is planned to separate the three major businesses into three companies, namely, Jingdian, Jingdian and Jingdian, before the end of the year. Jingdian holds a share of two other companies and will not exclude independent listing in the future. At present, Epistar has divided its division into three business groups, including "Crystal Power Enterprise", which is responsible for LED and laser, "Crystal Semiconductor", which is responsible for VCSEL and power electronic components, and "Crystal, which is responsible for module and component business." Electric technology."

    Jingyuan Optoelectronics established and consolidated its leading position through a series of mergers and acquisitions, but then the industry entered a downturn in 2015, coupled with the rise of mainland chip manufacturers, Jingyuan Optoelectronics business continues to be impacted and eaten, in order to reduce LED, backlight In recent years, the focus of the operation has shifted its operational focus from sprint capacity to VCSEL, quaternary LED, laser and foundry. However, the proportion of backlight is still high. In recent years, when mainland enterprises triumphed, Jingyuan Optoelectronics' revenue has always been tested on the edge of stability, which is also the driving force for its transformation.

    Sanan Optoelectronics: The Road to Upgrade Rebuild a Sanan Optoelectronics

    LED-based four modules

    At present, Sanan Optoelectronics has mature industrial modules and four plates in development: the first is the LED module; the second is the RF filter module; the third is the power electronics module; the fourth is the optical communication module. Based on LED, RF filter, power electronics module and optical communication module are the key development targets of Sanan Optoelectronics in the coming decades.

    Invested 33.3 billion to establish Nan'an "Quanzhou Core Valley"

    The Nanan base "Quanzhou Core Valley" Sanan high-end semiconductor project is aimed at another promising future technology - MiniLED and MicroLED, which is an extension of the III-V technology or the development of new technologies and deeper technologies. It will further promote Sanan's transition from simple lighting technology to miscellaneous technology to the development of 5G applications, intelligent manufacturing, artificial intelligence, car networking, Internet of Things and other chips, and even re-create a Sanan.

    Samsung orders, the first Micro LED production line

    Samsung has signed a “prepayment agreement” with Sanan Optoelectronics and paid a prepayment of approximately US$16.83 million from Xiamen Sanan to ensure that Xiamen Sanan will give priority to Samsung. According to the industry, the recent Sanan’s Mini LED capacity is almost Has been packaged by Samsung.

    Sanan has reportedly developed Micro LED products with a diameter of 20 microns; at the same time, Sanan will also produce 4 micron LEDs and 10 micron LED flip chips, and the first Micro LED will be built in the first quarter of 2019. Epitaxial wafer and chip production line.

    Intensify efforts to develop plants, improve indoor high-tech farms

    In 2015, the Institute of Plants of the Chinese Academy of Sciences and the Fujian Sanan Group jointly initiated the joint venture Zhongke Sanan. According to the Daily Mail, the company recently announced its latest expansion project, which has been developed for two years. Renovated on the basis of the indoor and outdoor high-tech farms. The farm covers an area of 5,000 square meters and can produce 8-10 tons of vegetables per day, feeding nearly 36,000 people, but only needs 4 employees to manage.

    Sanan Optoelectronics is a typical representative of the growth of the policy dividend. After establishing a leading position in the mainland chip by relying on high subsidies for crazy expansion, Sanan Optoelectronics has begun to deepen its Mini/Micro LED in addition to continuing to expand its production capacity and strengthen its leading position. Areas with future market potential such as plants and plants.

    Op: Home business and other smart flags

    In the field of home, Opp actively expands the market, continuously improves channel coverage, and has reached strategic cooperation with Red Star Macalline and Real Home, and integrated intelligent products into Huawei's official online and offline mall channels to further explore the retail market. space. Online channels, continuous layout of pan-home building materials, products from the gradual expansion of lamps to Yuba appliances, smart items, collection, bathroom, etc., to provide consumers with online one-stop shopping experience.

    At the Huawei new product launch conference in August this year, Oupu teamed up with Huawei to launch the Huawei Smart Choice Aromatherapy Sleep Light, which is dedicated to creating a new form of smart home. In order to accelerate the certification of HiLink platform, Huawei has invested huge manpower and material resources to set up the Ark Lab at the headquarters base, covering an area of nearly 1,000 square meters, including product certification zone, joint innovation zone, product display zone and scene development zone. It may be the world's largest IoT interconnection lab.

    In the commercial field, the leading internal consumption of NVC, the leading company, has disrupted its development and provided opportunities for other competitors. In 2015, Opp began to enter the business field, focusing on improving dealer program marketing and full-value project service capabilities, focusing on industries, real estate, retail, municipal, office and other fields. It also completed Guangzhou Baiyun International Airport and China Ocean Shipping Building. Projects such as Shanghai Rail, through in-depth study of industry application scenarios, create differentiated product portfolios and provide efficient and professional product solutions.

    Mulinsen: The price of the butcher to the gorgeous turn of the integrated aircraft carrier

    Through a series of mergers and acquisitions and reorganizations, Mu Linsen realized the whole industrial layout expanded from the upstream and downstream ends of the industrial midstream. The acquisition of LEDVANCE, which was split by Osram General, is a milestone on its development path, with the help of LEDVANCE global famous brands. The rich product line, the excellent channel of trade and retail customers, and the strong network of agents and distributors have become an important step for Mulinsen to enter the international market.

    In the first half of 2018, Mulinsen extended the core business of the company by acquiring Hong Kong Super Time Light Source (Group) Co., Ltd., through the participation in the development of Jing (Xiamen) Co., Ltd. and Huai'an Aoyang Shunchang Optoelectronic Technology Co., Ltd. At the same time, we will continue to introduce advanced technical talents and management talents, improve the company's internal training machines by hiring professional talents, and systematically improve the overall quality of technical personnel and management personnel at all levels.

    Mulinsen, who is known as the "price butcher" in the industry, has also started the process of transformation and upgrading after the industry entered a downturn, gradually getting rid of the bad impression left by the original capital accumulation period. The financial statements for the first half of the year released recently, after the merger of LEDVANCE statements, its revenue in the first half of the year was nearly 7 billion, and it is expected to become the first LED company in China to break through 10 billion yuan.

    to sum up

    After experiencing the divestiture and splitting of general business, the international giants represented by Philips and Osram finally separated and sold them, concentrated on emerging areas such as the Internet of Things and smart cities, and began to transform from high-tech enterprises. Constantly leading the innovation of ideas and breakthroughs in technology, vividly interpreting the high-end gameplay of the industry, even the routines and techniques used are exactly the same.

    As the leading company in the industry, Philips and Osram have always led the development direction of the industry, and its business model and ideas have been learned and learned by colleagues in the industry. The blueprint of the industrial layout they have displayed has completely blurred the edge of the industry, and the lighting has become an entrance. This trend may also represent the development trend of the industry in the next few years or even decades.

    A group of enterprises at the intersection of transformation represented by Jingyuan Optoelectronics, from the current signs, Jingyuan Optoelectronics is also imitating the transformation experience of Philips and Osram, and began to try to divest the lower-profit general business. Come out and focus on developing more technological areas.

    Relatively speaking, this is a relatively dangerous stage of development. From an industry perspective, the basics have been developed to the extreme, and a large number of companies have launched an impact on them. A typical example is GE, which is half a beat slower than Philips and Osram on the transition path, resulting in its current business. Revenue or brand influence has been inferior.

    Typical examples of rising companies represented by mainland enterprises are Sanan, Op, and Mulinsen. Relying on the support of national policies, splitting the market share of the giants after retreating and some of the businesses that were handed out by the giants, they have gained rapid development opportunities. The scale of the enterprises has expanded rapidly and capital has accumulated rapidly. A small number of companies have begun to study the emerging fields on the basis of ensuring the development of the business and learning from the experience of international giants.

    In addition to the above-mentioned mainstream mainstream gameplay, Cree is the alternative non-mainstream gameplay in the LED industry. As a representative of silicon carbide technology, one of the three major LED technology routes, Cree has established a unique situation in the field of silicon carbide through a series of dazzling operations.

    This story tells us that as long as you can't mix in a field, you can naturally live alive and well. The other company's representative company, Jingneng Optoelectronics, is more like a low-profile version of Cree .