LED, which was once regarded as a strategic-level business by Chairman of the Samsung Group, Li Jianxi, seems to have been "on the line" from the "evacuation" of the world's largest LED market.
Recently, a report from the "Korea Herald" reported that Samsung is in contact with Hong Kong's private equity agencies in order to sell their LED business unit in China (Tianjin Samsung LED Co., Ltd.), which also includes LEDs. Packaging plant and facility site.
Today, Dr. Tan Changlin, executive vice president of Samsung's LED business unit, said that the news is purely flawless. At present, Samsung LED's Tianjin plant in China mainly focuses on LED backlighting and automotive lighting and automotive LED related applications. Including the LED package components, as well as the LED module business, the plant is equipped with a highly automated package and high-precision SMT parts, so it has an important strategic position within the Samsung Group.
Tan Changlin said that this is not only the case, especially for the Korean media mentioned that "the situation of Samsung LED business is getting worse and worse, leading to a significant adjustment of Samsung Group", especially clarifying that Samsung LED's business has begun to profit two years ago.
When Samsung’s chairman Li Jianxi returned to Samsung Electronics in 2010 and served as chairman of the board, Samsung Group identified the LED market as a new growth business. The market background at that time was the sharp increase in LED TV production and the large demand for LEDs. Samsung is the world's largest supplier of LED LCD panels.
The LED business unit is one of the five new businesses supported by Samsung Electronics. It was originally a Samsung Electro-Mechanics business project, but it was separated in 2009 and was newly established by Samsung Electronics and Samsung Motors. 5 ratio joint venture Samsung LED (SamsungLED). After that, Samsung Electronics bought 50% of the other half of the shares in 2011, and incorporated Samsung LED into the Samsung Electronics DS department.
It is understood that Tianjin Samsung LED Co., Ltd. was established in June 2009, located in the microelectronics industrial zone of Tianjin Economic and Technological Development Zone, and its products include ordinary LED packaging devices, LED TV LCD modules and other products. As the first major overseas production base of Samsung LED Co., Ltd., it will fully expand the production and application fields of LED series products.
On June 9, 2010, Tianjin Samsung LED put into production a new production line. Samsung LED President Jin Zaixu said at the time, "Tianjin Samsung LED Co., Ltd. will play a leading role in the globalization of Samsung LED."
Among the top ten global LED manufacturers in 2013, South Korea's Samsung Electronics ranked third with revenue of 1.18 billion US dollars, second only to Japan's Nichia, Germany's Osram (Siemens). In 2013, Samsung LED entered the LED lighting market with low-key, providing users with high-efficiency lighting products including LED bulbs and tubes, and launched LED lamps with the if design award.
Since 2013, with the gradual fierce competition in all aspects of China's LED industry chain, the price war has begun to pervade. Zhang Xiaofei, chairman of Gaogong LED, believes that Samsung is good at making large-scale, standardized products, such as color TVs and mobile phones. But there are so many kinds of LED lighting, and the shape of the lamps is varied, so there are so many lighting factories in China that can survive.
The opt-out of the LED lighting market outside South Korea has become the turning point of the Samsung LED compression front.
In October 2014, the Samsung Group said in a statement: "We have decided to stop the LED lighting business in all markets except South Korea, so that we can concentrate more resources on our core business areas and maintain LED components in the LED industry. The business is active and continues to provide our customers with high quality products and services."
According to Korean media reports, more than 90% of Samsung's LED-related business revenues are contributed by the "LED parts business for electronic products" used in panel backlight modules. In addition to the above-mentioned LED lighting business, Samsung is in the car. There is almost no market influence in the market for LED parts.
In February 2016, the Japanese version of the Korean Media Central Daily reported that Samsung Electronics has significantly reduced its LED packaging business due to its low price attack on Chinese manufacturers. Samsung’s LED packaging line in the Tianjin plant area of ​​China is “a considerable amount†of equipment. It was sold to Chinese companies at the end of 2015, but Samsung will continue to produce LED chips in the future. The sale of the above LED packaging line equipment is expected to generate billions of won.
According to sources, the Samsung LED business unit has made almost no profit. This is because LEDs are outsourced to overseas manufacturers such as the mainland, and the profits are quite low. In particular, China’s LED packaging companies have risen rapidly in recent years. The entire market is in a state of oversupply and is not optimistic about the outlook for the future.
According to relevant persons in the investment banking industry, because the products of the LED business unit are all outsourced, especially the structure that is all entrusted to the mainland production, and the mainland’s price-based price offensive, the sale is not necessarily a bad thing. .
From the perspective of the structural adjustment trend of the Samsung Group, if it is not the first or the first business, it will be disposed of. The subsidiaries in the military defense and chemical fields, as well as the Samsung Electronics TV Box Business Unit, meet this condition. It is only natural to adjust the LED business unit that belongs to the same situation.
Such observations can also be seen from the fact that Samsung Electronics has gradually reduced the investment in the LED business unit every year. In December 2015, Samsung Electronics reduced the LED business unit to the LED business group through organizational restructuring, and as early as 2014, 10 In the month, it has already started from the LED business for lighting, and has transferred the manpower of major overseas companies back to Korea.
If Samsung LED chooses to retreat to South Korea, it is also related to the dramatic changes in the global display market.
From the perspective of the entire display industry, it is mainly based on the pattern of “three countries and four places†formed by Korea, Japan, China and Taiwan. Samsung (SDC) closed the 7.5-generation LCD production line, and LG Display also Beginning to convert some LCD production line capacity to OLED, BOE's sixth-generation AMOLED production line will be put into production this year.
At present, Samsung has begun to gradually shift its focus from liquid crystal display technology to OLED technology. Samsung closed its 7.5-generation LCD production line that is still profitable in 2016. In order to supply AM8 screen for iPhone8, Samsung strategically gave up some LCD production capacity and concentrated. Production of AMOLED screen.
As of press time, it is still unclear whether Samsung LED sold the Chinese factory is true (Samsung LED official has not given an official statement), at the same time, whether this rumor affects Samsung's future sales of LED devices in the Chinese market is still waiting Observed.
Flexible Cables
Application: Those electric wires are suitable for internal wiring or supply cords to electrical apparatus.
- IEC60227, BS 6004
- 300/500V 450/750V
- Certification: CE
- Flame retardant or fire resistance or Low smoking and Halogen free or other property can be available
Flexible Cables,Outdoor Flex Cable,Rubber Cable,Flexible Cable Wire
Shenzhen Bendakang Cables Holding Co., Ltd , https://www.bdkcables.com