Weekly reviews|LED desk lamp with wireless charging, flashy "X" artifact

Mulinsen enters the automotive LED lighting, and the aftermarket is expected to be reorganized? LED desk lamp with wireless charging function, practical or "flashy"? LG Electronics' 8.5 billion yuan acquisition of ZKW, the future encounter "ten ambush"? The chairman of Lianjian Optoelectronics solemnly apologized, why is the performance "Oolong" frequent? ... we will explain for you one by one!

Mulinsen enters the car LED lighting

LED manufacturer Mulinsen announced that it has entered the field of automotive LED lighting. The main LED light source products are currently planned to be produced in Zhongshan and Jiangxi. However, Mulinsen's car lamp product strategy started from Taiwan, China. Through Taiwan's Mulinsen and Taiwan's car lamp factory, the company initially cut into the aftermarket of rear lights and direction lights.

Comments: It is worth noting that the penetration rate of LED in the automotive lighting front-loading market is increasing year by year, and the market size is also growing. Due to the squeeze from the pre-installation market, the aftermarket is shrinking rapidly. At the same time, due to the difficulty in entering the supply chain of the pre-installation market, the disorderly competition in the after-loading market has intensified. What is certain is that the aftermarket has become a "red sea".

At this time, Mu Linsen intervened in the aftermarket, and under the conditions of technical equivalence, Mu Linsen undoubtedly had more advantages. First of all, the large-scale production of Mulinsen can reduce the production cost of its automotive LED products, and will achieve certain opportunities in terms of price. Secondly, Mulinsen’s brand advantage in other fields will also drive its market in the automotive lighting aftermarket. Influential; In addition, at the resource and supply chain end, the module factory and the lamp factory will rely more on the status of Mulinsen.

In short, due to the strong entry of Mulinsen, the automotive lighting after-loading market will usher in a round of “shuffle”, and the original disorderly competition market may present a new look.

LED desk lamp with wireless charging function

Since last year, the wireless charging function has once again been pushed to the market. Many LED table lamp manufacturers have seized the “fresh point” that consumers are interested in, and launched products that wirelessly charge mobile phones. According to Gaogong LED observation, in the 2018 Hong Kong Spring Lighting Fair, many LED lighting manufacturers focused on wireless charging desk lamp products.

Comments: At first glance, I feel very fresh. A mobile phone with wireless charging function can be charged on the desk lamp, and it is definitely a big "installed X" artifact at home.

However, after using it, you will find that there is not much difference from wired charging. First of all, the table lamp has a limited sensing range, and it can't continue charging when it leaves the sensing area. Therefore, it does not bring much convenience to the user. Secondly, the charging efficiency is not much improved compared with the wired charging. It takes four hours, but slow. It takes 8 hours and needs to be further compressed in the charging time to have a chance.

In addition, LED desk lamps with wireless charging function are more expensive than ordinary LED desk lamps for 5-6 US dollars, and the price of external sales is much higher, which is generally unacceptable to the average consumer; let alone the current Many mobile phone wireless charging functions in the market have not passed the QI standard, which brings harm to the battery life of the mobile phone during the charging process.

Therefore, the wireless charging function for the LED desk lamp is actually a kind of "gimmick" manufactured by the manufacturer, which is flashy. In the future, LED desk lamps may have more opportunities if they can use the Internet of Things platform to realize human-computer interaction or complete online translation.

8.5 billion yuan acquisition of ZKW, the largest acquisition in LG history

LG Electronics announced on April 26 that the company decided to sign a contract at the board meeting to hold 70% of ZKW's shares for 770 million euros (about 5.9 billion yuan). The company also plans to acquire the remaining 30% of ZKW's shares for 330 million euros (about 2.53 billion yuan). LG Electronics explained that the company decided to acquire ZKW because LG has chosen automotive lighting as a new growth engine for the auto parts business.

Comments: After years of price war baptism in China's LED industry, product profits are diluted and profitability is difficult to guarantee. Due to the high technical threshold, car lighting has blocked many inbounds and the gross profit is also high.

LG has a lot of business layouts in the automotive market, including automotive panels, automotive batteries, motors and communications equipment. After the acquisition of ZKW, LG Group will be able to provide complete automotive parts and components services. However, globally, Philips, Osram, Nichia and domestic Hongli Zhihui, Jingke Electronics and other manufacturers are actively deploying automotive lighting, so it is conceivable that LG will encounter domestic and foreign manufacturers in the automotive lighting market. ".

The chairman of the board solemnly apologized. What happened to Lianjian Optoelectronics?

On April 28th, due to the actual results and the performance report, there is a big difference in the expected data. LED display company Lianjian Optoelectronics issued an apology announcement.

Comments: In recent times, the performance of "Oolong" incidents frequently occurred. There was a huge difference between the performance of the annual report and the performance of the company. The net profit fell by 80%. After that, the company built the photoelectric factor company's performance on the gambling, which caused the adjustment. After the performance also showed a significant decline.

It stands to reason that the "Oolong" incident of Feile Audio and Lianjian Optoelectronics should not have happened. For a listed company, such "low-level mistakes" will mislead investors' judgment on the company's prospects. Generally speaking, most of the listed companies' financial reports have dozens of pages. It is difficult for investors who do not conduct professional research to read them in detail. Therefore, the listed company's financial report should have the awareness of serving investors, requiring data to be highly accurate.

On the other hand, the performance "Oolong" incident also reflects the lack of supervision of listed companies in accounting and the leakage of the audit system. For listed companies, this is a fatal injury. The inaccuracy of the data may mislead the company's overall strategic planning in the next step, which will bring immeasurable impact.