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Mulinsen, Guoxing, etc. have expanded their production, and the concentration of the industry has further improved.
Without expansion, Suining died. Two years ago, an LED packaging company used the above words to describe the future competitive format. Nowadays, the actions of major mainstream packaging manufacturers seem to be the verification of this language, and they have gone further and further on the road of expansion. With the expansion of production, there are mergers and acquisitions between industries and even outside the industry. Big fish eat small fish, and the concentration of the industry is further enhanced. A number of packaging factories have expanded their production on the 13th. Guoxing Optoelectronics announced that the company plans to invest no more than RMB 200 million based on its own strategic development plan, combined with the judgment of the LED packaging market and the demand situation of existing customers. Expansion of the display device project. The construction period of this expansion project is from March 2017 to July 2017. In fact, this is the third expansion of Guoxing Optoelectronics since April 2016. On October 11, 2016, Guoxing Optoelectronics announced that it plans to invest no more than 400 million yuan to expand the company's packaging project. The expansion project construction period is from December 2016 to June 2017. On April 27, 2016, Guoxing Optoelectronics announced that it plans to invest no more than 240 million yuan for the expansion of the company's packaging and component projects. The expansion project construction period is from May 2016 to December 2016. A list of China's LED packaging manufacturers' expansion plans In addition to Guoxing Optoelectronics, Mu Linsen is also expanding. On May 26, 2016, Mulinsen issued a notice stating that the net fundraising of Mulinsen should not exceed 231,573,400 yuan. The funds raised will be used for Xiaolan SMD LED packaging technology transformation project, Ji'an SMD LED packaging phase I construction, Xinyu The first phase of LED application lighting construction is three major projects, with a total investment of 615,755,500 yuan, 943,133,300 yuan and 756,681,100 yuan respectively. On January 17 this year, Mulinsen issued a notice stating that the first phase of the Xinyu LED application lighting construction project was changed to the Xinyu LED lighting accessory component project. The changed fundraising project is planned to build a new LED display lighting board and LED indoor lighting board production base in Jiangxi Xinyu High-tech Zone. The project design capacity is an annual output of 15,903,300 square meters, and the total investment amount of the project is 1,034,291,100 yuan. . Hongli Zhihui and Ruifeng Optoelectronics, both of which are large packaging companies, have also expanded their production activities. Hongli Zhihui also mentioned in the recent “Investor Relations Activity Record Form†that in 2017, LED packaging will be mainly expanded, and general lighting, automotive lighting and other application areas will be expanded in existing businesses.