Among them, the output value of LED chips, LED packages and LED applications in the first quarter was 3.34 billion yuan, 17.62 billion yuan and 88.73 billion yuan, respectively, up 13%, 16.7% and 24.9%. The growth rate of the middle and lower reaches of the LED is obvious, and the growth rate of upstream chips and midstream packages is lower than the average growth rate of the industry, which is still affected by market price competition.
Price trend: LED chip prices will not change much in the second half of the year
In 2016, affected by macroeconomic factors such as weak international market demand and slowing economic growth in China, the LED industry is characterized by homogenization of products, fierce price competition, and normalization of mergers and acquisitions.
In 2015, the new capacity of mainland LED chip manufacturers continued to be released, and the proportion of oversupply in the market was as high as 20%.
In the first quarter of 2016, due to the adjustment of production structure by inventory and chip companies, the overall capacity utilization rate of the industry declined. In addition, the price of LED lighting chips dropped significantly last year. In the first half of this year, some corporate chip prices rebounded slightly.
Although international companies such as Jingdian, Samsung and CREE have made the decision to selectively reduce production, domestic Huacan Optoelectronics, Aoyang Shunchang and other enterprises have been in a state of full production. The overall supply and demand pattern of the market has not changed, and it is still in oversupply. status. With the completion of the product structure adjustment and market demand in the second half of the year, the overall price of the chip will remain stable.
â— In the first half of 2016, the dry photoelectric blue-green chip project was put into production, and the production capacity of the company's blue-green chip products will be gradually released in the second half of the year.
â— In the second half of 2016, the Aoyang Shunchang Phase II LED epitaxial wafer and chip project will be completed, and the production capacity is expected to double at least.
â— In the second half of 2016, the chip leader Sanan Optoelectronics Investment Project Xiamen Sanan Optoelectronics Co., Ltd. is gradually releasing its production capacity. The company has invested in 28 chambers of MOCVD equipment (equivalent to 56 units of 2-inch and 54-inch machines), including investment in March. The production capacity of 12 chambers will be reflected in the second quarter, and the remaining equipment will be put into production as soon as possible, and the production capacity will be further expanded.
â— In May 2016, Huacan Optoelectronics (300323) invested a total of 6 billion yuan in LED epitaxy, chip and sapphire processing projects, officially kicked off the groundbreaking ceremony in Zhejiang Yiwu Industrial Park.
LED chip companies still face greater business pressure in the second half of the year
Since 2015, the growth rate of LED chip companies' revenue has slowed down, and the gross profit of products has been decreasing. In 2015, the six LED chip listed companies, except Sanan Optoelectronics' gross profit margin increased by 1.68% (including application product business revenue), the gross profit margins of the other five companies were reduced to varying degrees.
As the market demand slows down, industry competition intensifies, and product gross margins fall. In the second half of the year, LED chip companies are still facing greater operational pressure.
Chart: Comparison of business income of six LED chip listed companies in 2013-2015
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From the first quarter of 2016, the four chip listed companies all experienced a decline in net profit and product gross margin.
Among them, the gross profit of Sanan Optoelectronics LED chip decreased in the first quarter, and the comprehensive gross profit margin decreased by about 9 percentage points compared with the comprehensive gross profit margin of the same period last year. In the first quarter of the year, Silan Micro and Ganzhao Optoelectronics saw the largest year-on-year decline in chip business, both exceeding 80%.
Figure: Net profit and year-on-year growth of the upstream six major chip listed companies in the first quarter of 2016
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Technology Trends: EMC Packaging, CSP Chip Scale Packaging Becomes Trend
Since 2015, the competition in the packaging enterprise market has intensified, and the growth rate of corporate net profit has been declining. Enterprises have begun to focus on the research and development of LED packaging technology and market development. With the maturity of LED lighting applications, the demand for medium power LEDs has risen sharply this year, and LED packaging factories are actively introducing EMC brackets for medium and high power.
EMC packaged devices are mainly infiltrated by 2-5W products in the past 2W products, and the price has accelerated down, which has already threatened traditional PPA brackets and ceramic substrates.
Philips, Cree, Osram, Samsung and other international giants have successively launched flip-chip LED chips and chip-scale package products. Domestic chip company Dehao Runda also plans to use 500 million yuan to build LED chip-scale packaging projects in the second half of this year. More flip chip and chip scale package products will be launched.
Market trend: market segments become the way out for enterprises
In the second half of 2016, new segment markets such as small-pitch display and automotive lighting will become a fast-growing segment of the LED industry and quickly become the focus of the industry.
In the first quarter of 2016, Liard signed orders for 284 million yuan, an increase of 155.86% compared with the same period of last year. Alto's export contract orders for LED display products in the first quarter reached 19.4 million US dollars, exceeding its 2015 annual LED display products. The sum of export contract orders.
In the first quarter of 2016, Foda’s signal contributed a net profit of approximately RMB 10 million (the net profit of Foda’s signal in the first half of 2015 was only 9.95 million), a substantial increase year-on-year. At the same time, LEDs have replaced the traditional xenon lamps and halogen lamps in the market for headlights. The market segments such as small-pitch display and automotive lighting have broad prospects.
Industry trends: industry chain integration is further accelerated
Chip manufacturing, packaging companies, and product application companies are still in a stage of rapid integration.
With the boom in investment expansion brought about by the pre-optimization of the LED lighting market, the chip market capacity has expanded significantly, and major chip companies have begun to rapidly expand their industrial chains and business structures through industrial integration.
Major chip companies further expand their business operations by continuously integrating high-end assets of LEDs in the middle and lower reaches and improving the supporting of the industry chain.
â—On March 18, 2016, Huacan Optoelectronics announced the acquisition of 100% equity of Yiwu Ruijing Optoelectronics Technology Co., Ltd.
â— On April 1, 2016, Sanan Optoelectronics issued the “Investment Announcement on Foreign Investment of Full-Share Subsidiariesâ€, which stated that it decided to acquire the compound semiconductor manufacturing company GCSHOLDINGS, INC, a wholly-owned subsidiary of Sanan Integration.
â—On April 25, 2016, Dehao Runda issued an announcement. Dalian Dehao Optoelectronics Co., Ltd. and its subsidiaries, which are wholly-owned subsidiaries of the company, intend to purchase Dalian Zaide Lighting 76.33 from Dalian Derunda and Dalian Comprehensive Technology respectively. %, 23.67% of the total 100% equity.
The LED industry is entering a transitional period from the rapid development period to the mature stage of the industry. The integration of LED chip, packaging and application segmentation industry is accelerating. In the past two years, the LED industry has been launched for dozens of times. In the second half of 2016, the LED industry Chain M&A integration will be further accelerated, and some major mergers and acquisitions will be settled.
2016 LED Industry Quarterly Report Consultation: Mr. Xia 18617041616
Domestic communication, 4 g module in addition to support two kinds of LTE FDD LTE/TD - LTE standard, also compatible with 2 g / 3 g down, support td-scdma/WCDMA/EDGE/GP/GSM/CDMA1X/EVDO mode. The data service downstream rate can reach up to 100Mbps, the uplink rate can reach up to 50Mbps, providing customers with high-speed Internet access and wireless data connection and other functions. In addition to providing high-speed data access, it also provides voice, SMS, communication book and other functions, which can be widely used in notebook, tablet, touch screen communication devices, smart phones, video surveillance, multimedia mobile phones and vehicle equipment and other terminal products and vertical applications. Today, I will introduce you to what is 4G module and how to use 4G module.
What is 4G module
4G module said TD-LTE and FDD-LTE and other LTE network standards are collectively referred to. It has the characteristics of fast communication speed, wide network spectrum and flexible communication. 4G module refers to a product whose hardware is loaded to the specified frequency band, software supports the standard LTE protocol, and software and hardware are highly integrated and modular. The hardware integrates radio frequency and baseband on a small PCB board to complete wireless receiving, transmitting and baseband signal processing functions. The software supports voice dialing, SMS sending and receiving, dial-up networking and other functions.
Second, how to use 4G module
The 4G module is usually inserted into the circuit board or the patch module is welded to the circuit board, and the corresponding SIM card is inserted, and the network is connected through the 4G cellular network. In the common transparent transmission mode, data can be directly sent to the target server through the 4G module, and the 4G module can receive data from the server at the same time, and send the data to the serial port, which is received by the serial port device connected to the 4G module. Users do not need to pay special attention to the data conversion process between serial port data and network data packets, only need to insert the module to the target position, simple connection and parameter setting, you can achieve transparent transmission between the serial port and the network end.
What is the 4G module How does the 4G module work
4G module, also known as 4G transmission module, 4G communication module, 4G LTE module. It is a kind of hardware loaded to the specified frequency band, the software supports the standard LTE protocol, and the software and hardware are highly integrated modular products, with good compatibility, fast communication speed, large amount of communication data, wide network spectrum, communication flexibility and other characteristics, widely used in electric power, environmental protection, finance, industrial automation and other fields.
The working principle of 4G module
It has the characteristics of fast communication speed, wide network spectrum and flexible communication. The hardware integrates radio frequency and baseband on a small PCB board to complete wireless receiving, transmitting and baseband signal processing functions. The software supports voice dialing, SMS sending and receiving, dial-up networking and other functions.
Through high-speed networking, the 4G module transmits all terminal business data and equipment operating status to the business center in real time. Through the management monitoring platform, the terminal equipment operating status can be monitored in real time and equipment faults can be timely checked. The efficiency has been greatly improved in many aspects such as operating cost, operation scale and service timeliness. Suitable for shared massage chair, public charging pile, vending machine, vehicle system, environmental monitoring, power remote monitoring and other industries.
4G module refers to a product whose hardware is loaded to the specified frequency band, software supports the standard LTE protocol, and software and hardware are highly integrated and modular. It has the characteristics of fast communication speed, wide network spectrum and flexible communication. The hardware integrates radio frequency and baseband on a small PCB board to complete wireless receiving, transmitting and baseband signal processing functions. The software supports voice dialing, SMS sending and receiving, dial-up networking and other functions. Through high-speed networking, the 4G module transmits all terminal business data and equipment operating status to the business center in real time. Through the management monitoring platform, the terminal equipment operating status can be monitored in real time and equipment faults can be timely checked. The efficiency has been greatly improved in many aspects such as operating cost, operation scale and service timeliness.
Good compatibility
4G module supports FDD LTE/TD-LTE two LTE standards, can also be backward compatible with 2G/3G, support LTE-FDD, LET-TDD, WCDMA, TD-SCDMA, CDMA, GSM and other bands.
Large amount of communication data
4G module downstream rate can reach up to 150Mbps, uplink rate can reach up to 50Mbps, to provide customers with high-speed Internet access and wireless data connection and other functions, suitable for large data transmission applications, such as: remote video surveillance.
High communication speed
The 4G module has a lower ping value than the 2G/3G module, and it takes less time for the module to send data packets to receive the response from the server, which is suitable for applications requiring high response speed, such as remote alarm.
4G Module,4G Router Module,4G Wifi Module,4G Lte Wifi Module
Shenzhen MovingComm Technology Co., Ltd. , https://www.movingcommtech.com