作者：Blade

Smart light poles light up the 100 billion market

In 2019, the global smart pole market will be around 5.75 billion U.S. dollars. From 2020 to 2024, the global smart pole market will increase by 7.97 billion U.S. dollars to about 13.72 billion U.S. dollars, with a compound annual growth rate of 19%.

Smart light poles light up the 100 billion market

Specific to the domestic market, the number of light poles in my country in 2019 (National Bureau of Statistics) is more than ten times the number of communication towers in the country, and the scale of superimposed security and traffic poles is even more amazing. According to the forecast of the China Commercial Industry Research Institute, by 2022, the market size of my country’s smart light pole industry is expected to exceed 100 billion RMB.

With the introduction of relevant incentive policies, the smart light pole industry will accelerate and develop healthily, and my country’s smart light pole industry may achieve breakthrough growth in the next two to three years. So, where are the investment opportunities in the smart light pole industry?

1. Smart city top-level design company or general engineering contracting company: such as Huawei, Alibaba, Tencent, Haikang, Dahua, Qindian, etc.

2. Smart pole operating companies (including the State Grid, Tower, and other companies themselves): Some smart pole operating companies are led by the government, and another part of the smart pole companies are established by large state-owned enterprises such as State Grid and Tower. In order to improve the operating efficiency of the company, some Smart pole companies will also introduce private capital.

3. Pole body, security equipment, display screen, charging pile, and other equipment suppliers: Haikang, Dahua, Huati Technology, Sunsea Intelligent, Leyard, Unilumin Technology, and other companies cut from different angles such as security, pole body, lighting, etc. Smart pole industry chain; Huawei develops smart pole applications and promotes the management of urban sensors through the Ocean Connect open platform.

Sanan Optoelectronics and TCL Huaxing established a joint laboratory

The company’s wholly-owned subsidiary Quanzhou San’an Semiconductor Technology Co., Ltd. (hereinafter referred to as “San’an Semiconductor”) and TCL Huaxing Optoelectronics Technology Co., Ltd. (hereinafter referred to as “TCL Huaxing”) recently signed the “Joint Development Agreement” and the “Shareholder Agreement”.

Sanan Optoelectronics and TCL Huaxing established a joint laboratory

TCL Huaxing and Sanan Semiconductor jointly invested in the establishment of a joint R&D laboratory with an R&D capital of RMB 300 million. TCL Huaxing contributed 55% with its own currency funds, and Sanan Semiconductor contributed 45% with its own currency funds. The two parties will make use of their respective LED technology and display panel technology and resource advantages to jointly commit to the research and development of materials, devices, and processes based on LED technology and display panel technology, especially the market-competitive Micro-LED display devices. The realization of end technology research and development and large-scale mass production process, and the formation of its own materials, processes, equipment, production line plans, and independent intellectual property rights.

The joint laboratory focuses on the development of Micro-LED display technology, focusing on key technologies such as Micro-LED chip technology, transfer, bonding, colorization, testing, and repair of Micro-LED display engineering manufacturing. It is engaged in the wearable display, vehicle display, the research and development and trial production of high-definition large-size display and super-large-size splicing commercial display prototypes, and the intellectual property rights of joint research and development projects belong to the joint laboratory.

The agreement also defines the termination, dissolution, and liquidation of the joint laboratory, joint development period and acceptance, equipment procurement and leasing, representation and guarantee, and dispute resolution.

According to the announcement, TCL Huaxing is a subsidiary of TCL Technology Group Co., Ltd., with its registered address at No. 9-2, Tangming Avenue, Guangming New District, Shenzhen. The 5th generation thin film transistor liquid crystal display device production line; the research and development, production, and sales of thin-film transistor liquid crystal display device-related products and their supporting products; import and export of goods and technology. Licensed business items are none”.

As of December 31, 2019, TCL Huaxing had total assets of 130.582 billion RMB and net assets of 55.231 billion RMB. In 2019, it realized an operating income of 33.994 billion RMB and net profit attributable to the parent company of 964 million RMB. RMB.

Sanan Optoelectronics stated that the cooperation between Sanan Semiconductor and TCL Huaxing is in line with the company’s development strategy and can accelerate the market application of new products, which is conducive to further enhancing the company’s technical level and competitiveness in this field. With the promotion of joint research and development technology, the company’s market share of high-end products will be further increased.

TCL Technology stated that the joint development of TCL Huaxing and LED industry leader Sanan Optoelectronics in the Micro-LED field is a realization of TCL Huaxing’s realization from industrial applications to participating in the development of key upstream materials and technologies, from device production to building its own industrial chain. The ecosystem is an important step in the implementation of the strategy from technological catch-up to leading and surpassing.

It is reported that in terms of the high-end LED business, Sanan Optoelectronics has successfully mass-produced and cooperated with many well-known companies to promote the marketization of Mini LED and Micro LED. The company signed a cooperation agreement with Samsung, a major international manufacturer, in 2018, established a long-term cooperation agreement, reached a supply agreement for Mini LED and Mirco LED chips, and has achieved mass supply and has become Samsung’s primary supplier. The establishment of a laboratory in cooperation with TCL this time will accelerate the progress of the high-end LED business. In terms of supply, the company invested 12 billion in Mini LED and Micro LED in Ezhou. After the completion of the project, the company will become a major global supplier of Mini LED/micro LED chips.

LED plant growth lights light up the dragon fruit field

At the moment when tropical fruits are harvested in summer, Dazhai Village, Xindian Town, Xiang’an District, Xiamen is the largest pitaya plantation base in Fujian. More than 1,400 acres of pitaya ushered in a bumper harvest, and the use of black technology allows one acre of land to be able to Too much fruit, good fruit.

LED plant growth lights light up the dragon fruit field

As night fell, 20,000 LED lights in the farmland of Xiamen Dazhai Village were lit up at the same time, illuminating more than 1,400 acres of dragon fruit fields. The dotted dragon fruit fields attracted many tourists. However, illuminating the dragon fruit field is not to attract tourists. It is a black technology used by local fruit farmers to increase production and income.

According to reports, the fruit-producing period of pitaya can last from June to the Spring Festival of the following year after supplementing the light at night and increasing the income per mu by about 3,000 yuan. At five o’clock every day, fruit growers start picking dragon fruit in the field, and many buyers squat directly at the door of the cooperative. The fresh fruits have been ordered before they are packed and sorted. According to statistics, more than 100,000 catties of dragon fruit are sold from Dazhai Village to all parts of the country every day.

Understand that LED plant lights can be made with UVA lamp beads, LED plant lights can affect the growth cycle of plants, and LEDs of specific wavelengths can affect the flowering time, quality, and duration of the plant. LEDs of certain wavelengths can increase the number of flower buds and flowering of plants; LEDs of certain wavelengths can reduce the flower formation response, regulate the length of the stalk and the flowering period, which is conducive to the production and marketing of cut flowers. It can be seen that the flowering and subsequent growth of plants can be regulated by LED regulation.

The era of construction machinery LED lighting is coming

Under the two-wheel-drive of the country’s energy transformation and upgrading and environmental protection, accelerating the energy-saving and emission reduction of construction machinery has become the target task of the industry. An excavator is equipped with at least 4 high-power lighting fixtures for night and tunnel construction, and the energy consumption of lighting cannot be ignored.

The era of construction machinery LED lighting is coming

The essence of LED lamps is a solid-state semiconductor that can convert electrical energy into visible light. Its biggest advantage lies in its extremely low energy consumption. Today, when energy saving and emission reduction are advocated, it has become an energy-saving and consumption-reducing work device for construction machinery products except for power and other working devices. Important applications outside. At the same time, the service life of LED lamps is even more of an advantage, up to more than 50,000 hours. Moreover, its high brightness, strong penetrability, instant start speed, and low-voltage safety attributes can greatly improve product quality, improve work efficiency, reduce light pollution, save energy and reduce emissions, and reduce workplace injuries. These advantages make LED lamps more and more The preferred choice for multiple engineering machinery products.

However, in the current Chinese construction machinery and agricultural machinery market, LED lamps are mixed, without standardized competition and price wars, which has caused “chaos” in the industry. ENELTEC is a global high-quality lighting expert, focusing on providing high-quality LED car lights for the global lighting market. Previously, ENELTEC has been serving the overseas high-end market. Its products are exported to 108 countries and regions overseas. It is a well-known brand in the global lighting industry and a household name in Europe. With strong technical strength and a good brand reputation.

The main stadium of Wenzhou Olympic Sports Center lights up for the first time

On the evening of June 16, the main stadium of the Wenzhou Olympic Sports Center, which was under construction, was brightly lit, and the first lighting test was carried out that night. Gorgeous lights shining in the night sky, the light is emitted from the 138 ETFE membrane structure skylights on the east and west sides of the main stadium, like a galaxy in the sky.

The main stadium of Wenzhou Olympic Sports Center lights up for the first time

From the outside, the main stadium at night resembles a sailing ship sailing, or a flying saucer, looking down from the sky, it resembles a seagull just soaring. Standing on the green lawn in the 50,000-seat main stadium, it is as if you are the star that has attracted much attention-more than 400 days later, the group stage of the 2022 Hangzhou Asian Games football match will be staged here.

What is the progress of the main stadium of Wenzhou Olympic Sports Center? What are the intelligent high-tech applications? The reporter will give you a sneak peek.

The finalization construction is underway. The completion acceptance will be organized at the end of July

The second phase of the main stadium of Wenzhou Olympic Sports Center in Yongzhong, Longwan consists of a 50,000-seat main stadium, a supporting standard outdoor 400-meter track and field training field on the west side of the main stadium, and other supporting outdoor projects. At present, the project has completed the main project, steel structure, metal roof, interior decoration, mechanical and electrical installation, fire protection, intelligence (including sports technology equipment), elevators, and other special inspections and acceptances, and completed the complete acceptance of the main project at the end of March this year.

On the evening of June 16th, the reporter came to the construction site of the main stadium of the Olympic Sports Center. The stone paving of the square around the stadium was basically completed. Several workers were finishing the construction. The pipe network of the outdoor landscape accessory project was completed, 10 meters high. The trees have been planted.

Walking up the steps from the North Plaza to the second floor, you can see the inside of the main stadium in a magnificent manner, with 50,000 seats distributed on the two-story stands. At present, the construction of all the seat frames has been completed. Some seats have been installed in the grandstand on the first floor, and the grandstand on the second floor has not been installed yet. Under the lights, the main stadium is spacious and bright. 4 large color screens are hung on the four corners. The green lawn in the center has been paved. Several workers are laying rubber on the runway around the football field. The same size training is on the west side of the main stadium. The lawn has also been paved, and rubber will be laid for the runway soon.

According to the relevant person in charge of the Engineering Management Department of Wenzhou Sports Investment Group under the City Chengfa Group, the 4 large LED screens to use P10 full-color displays, with a single block size of 13.31 meters in length and 7.68 meters in width. They are made in China-the world’s leading It is produced by Yade Optoelectronics Co., Ltd. The company’s LED full-color display has a global reputation for brand awareness, product advancement, and quality stability. More than 80% of the optoelectronic products for the 2008 Olympic Games, the 50th, 60th, and 70th anniversary of the founding of New China, Tiananmen National Day With the screen, the general contracting for the opening and closing of the 2019 Wuhan Military Games is the production and construction of the company. The display has a variety of signal displays and control millisecond response speeds, which can meet the real-time requirements of the Asian Games.

The person in charge said that he is currently docking with the venue construction department of the Asian Organizing Committee to carry out special acceptance work for sports crafts such as professional lighting, large screens, sound reinforcement, and timing and scoring. It is expected that all seats will be installed by the end of this month. In addition, workers are planting shrubs in the outdoor square, and the outdoor landscape auxiliary project is expected to be completed in mid-July, and the project will be completed and accepted at the end of July.

The price of lighting LED continues to rise

According to a report released by TrendForce, the overall price of LED products for lighting in the second quarter of 2021 will rise by 0.3~2.3%. It is estimated that the rising trend of the supply chain will drive the annual output value of LED for lighting to US$6.709 billion, an annual growth. The rate is 3.43%.

The price of lighting LED continues to rise

This wave of LED packaging products has increased categories, including indoor medium and low-power lighting LED products (under 1 watt, excluding 1 watt) for home and commercial use, such as 2835 LED, 3030 LED and 5630 LED, with a seasonal increase of 0.3~2.3 %, as well as outdoor high-power lighting LED products (above 1 watt) for outdoor and industrial use, such as ceramic substrate LEDs and 7070 LEDs, with a quarterly increase of 1.3~1.8%.

TrendForce’s analysis believes that the price increase is mainly due to the full recovery of the LED lighting market demand since the first quarter, and the high-end remained in the second quarter. In addition, the structural shortage of upstream LED chips caused by the epidemic is still unresolved. In order to avoid falling into the shortage situation last year, product manufacturers have increased their stocking efforts.

Looking at this wave of price increases from the perspective of the supply chain, due to the impact of the epidemic last year that caused the chips and related metal raw materials to rise, some lighting LED manufacturers are facing the pressure of upstream price increases, and they have increased their previous sales of low-priced lighting LED products. In order to maintain profit fundamentals.

Benefiting from the rapid growth in demand for human lighting, smart lighting, plant lighting, and special lighting (such as nuclear power plant lighting, pharmaceuticals, metal processing industry lighting), major lighting-level LED packaging manufacturers to include Samsung LED (Samsung LED), ams semiconductor and Osram (ams / OSRAM), CREE LED, Lumileds, Seoul Semiconductor (Seoul Semiconductor), MLS (MLS), Tiandian (Lightning), etc. have all grown significantly in revenue since the first quarter, and growth momentum is expected to continue to the second season.

On the whole, despite the pressure of rising prices of upstream raw materials, lighting LED manufacturers are still actively improving product performance, including luminous efficacy and color saturation, and successively launching related products that meet the new needs of the post-epidemic market to consolidate their own market share. And competitiveness, such as OSRAM and Lumileds launched lighting LED products created by the architectural atmosphere, and CREE LED products suitable for indoor planting and plant factories.

Sanan Optoelectronics makes breakthroughs in Mini LED and integrated circuits

Last year, Sanan Optoelectronics has been working hard to reduce the inventory of LED chips. At the end of 2020, the inventory amount was 4.162 billion RMB, an increase of 1.021 billion RMB over the same period in 2019, but the inventory of 4.223 billion RMB in the third quarter of last year decreased by 61 million RMB. Reducing LED inventory is still one of the important tasks of Sanan Optoelectronics in 2021. At present, industry concentration is increasing and market demand is picking up. Several low-end and mid-end LED lighting chips are in short supply. Some low-end products have begun to adjust their prices in March 2021. Prices are expected to continue to rise, and LED chip inventories are on the decline.

Sanan Optoelectronics makes breakthroughs in Mini LED and integrated circuits

At the same time, Sanan Optoelectronics has made a breakthrough in adjusting its product structure. It has cooperated with many well-known customers around the world to import Mini LED chips into TVs, monitors, and other fields. The shipments of some customers are increasing month by month, and other customers are expected to import quickly, such as infrared, ultraviolet, automotive, and plant lighting LED chips are also gradually increasing, and the sales amount will gradually increase. In the Hubei San’an Mini/Micro LED display chip industrialization project, some of the equipment has been installed at the factory and the trial production is carried out; other equipment has also arrived at the factory, and will be gradually put into operation after the installation and debugging are completed.

In addition, Sanan Integration’s radio frequency, power electronics, optical communications, and filter businesses have also made breakthroughs, with production capacity ramping up quarterly. Last year, sales revenue increased by 304.83% year-on-year to 974 million RMB. The shipment of gallium arsenide radio frequency products is mainly 2G-5G mobile phones and WIFI, and the total number of customers is nearly 100. The filter business achieved a shipment of 10 million duplexers in the fourth quarter of last year. Quanzhou San’an Semiconductor Company is gradually releasing production capacity for some of the equipment that arrives at the factory, and will continue to promote equipment installation and debugging and capacity release in the future; Hunan San’an Semiconductor Project is expected to run in trial production in the second quarter of this year.

Facing the fierce competition of LED chips in the traditional field, the rapid development of new applications such as LED displays, and the country’s policy orientation for the active development of integrated circuits, Sanan Optoelectronics will continue to actively adjust its product structure in the future to improve Mini LED, infrared, ultraviolet, and automotive applications. Use products, plant lighting, and other high-end LED chips to account for the structure of high-end LED chips, strive to achieve rapid growth in sales revenue and profits; accelerate the production capacity expansion of compound semiconductor integrated circuits, and increase new profit growth points.

On April 27, Sanan Optoelectronics also released a quarterly report, revealing that in the first quarter of 2021, Sanan Optoelectronics’ operating income was 2.717 billion RMB, a year-on-year increase of 61.6%; net profit attributable to the parent company was 557 million RMB, a year-on-year increase of 42.14%; not only LED chip revenue Significant growth, and San’an integrated sales revenue increased by 146.39% year-on-year to 409 million RMB; LED chip inventory decreased by 224 million RMB from the previous month. In March this year, some LED chips began to increase prices, and the proportion of high-end products gradually increased, which will gradually increase their subsequent profits.

2021 Guangzhou International Lighting Fair Play Hardcore Lighting

As the wind vane of the lighting and LED industry, the 26th Guangzhou International Lighting Exhibition (GILE) will be held in Guangzhou·China Import and Export Fair Complex from August 3rd to 6th. Nanfang+ learned from the organizer that GILE2021 will use new breakthroughs to cover the current industry’s hottest development axis “intelligence, health, and cross-border integration”, with “now can be expected in the future” as the theme of this exhibition, bringing together industry wisdom, To showcase the most cutting-edge products and technologies in the lighting and LED industry.

2021 Guangzhou International Lighting Fair Play Hardcore Lighting

The 26th Guangzhou International Lighting Exhibition (GILE) will be held in Guangzhou·China Import and Export Fair Complex from August 3rd to 6th.

This year’s exhibition will re-plan the layout of the exhibition hall. Zone A focuses on urban and lighting production and electronic accessories, while Zone B will focus on commercial and home lighting and theme pavilions. The booths will cover 16 exhibition halls, one-stop display of the entire lighting industry chain. Southern+ learned that this year’s exhibition will focus on driving technological innovation, cultivating market segments, promoting cross-border exchanges, and increasing the new value of the lighting industry chain; The lighting technology and products that can be called “black technology” are quite eye-catching in various senses.

It is understood that the exhibition has more than 250 concurrent events held. Among them, Hall 9.2 will take “the present can be the future can be expected” as the theme, in the main forum and sub-forums to share with you the forum activities with the theme “the new decade of the lighting industry, cross-border·interconnection and health·sustainability” . 2.1 Hall will also host a three-day forum with the theme of cultural travel night tours. At the same time, GILE2021 will continue to organize events with different themes on the scene with different partners, including the 17th Asian Lighting Art Forum.

LED lighting promotes high energy efficiency

For residential and commercial lighting, we need a high-voltage alternating current (AC) power source to power our LEDs. But LED needs lower voltage and direct current (DC). In order to convert alternating current to direct current at the right voltage, we need appropriate drivers and other power management devices-these inevitably bring some inefficiencies, and we obviously want to minimize its impact on energy efficiency.

LED lighting promotes high energy efficiency

Depending on the current and color, the forward voltage of the LED may vary from less than 2 V to 4.5 V. Companies like ON Semiconductor has been the drivers of LED adoption, using their expertise in power management to develop the required devices to drive LEDs reliably and efficiently.

For example, ON Semiconductor’s NCL30082 is an LED driver (as shown in Figure 2), designed to use AC input power. It includes a pulse width modulation (PWM) current-mode controller that provides high energy efficiency, a new control method that reduces the number of external components required. The driver also supports LED dimming. ON Semiconductor also provides input bridge rectifiers and super junction MOSFETs to complete the power conversion circuit to drive LEDs.

Like LED drivers, lighting applications require other devices to create a complete system. This includes sensors, such as detecting the ambient light level so that the LED brightness can be adjusted automatically, or turning on the light when it detects someone in the office.

Another device required in some applications is an LED bypass shunt, such as ON Semiconductor’s NUD4700. This ensures that if one LED fails, the shunt allows current to flow around the failed LED, keeping the rest of the LED string lit.

South Korean shipping companies jointly developed the first marine anti-virus LED lighting and obtained RINA certification

After more than a year of cooperation between Hyundai Mipo Shipbuilding and WOOSHIN APEC, a South Korean ship lighting equipment manufacturer, the “Marine Anti-Virus LED Lighting” was developed for the first time in South Korea, and it was recently awarded the principle of RINA by the Italian Classification Society (RINA). Approval (AIP) certificate.

South Korean shipping companies jointly developed the first marine anti-virus LED lighting and obtained RINA certification

WOOSHIN APEC chairman Lee Jong-yoon, Hyundai Mipo shipbuilding design leader Nam Young-joon, and Italian Classification Society Korea branch Lee Jae-young attended the AIP certificate issuance ceremony.

This “marine anti-virus LED light” is developed on the basis of WOOSHIN APEC’s existing land-use anti-virus light. It kills viruses through the harmless 405 nanometer (nm) “violet light” of the human body. A similar “white light” provides natural lighting.

The product has successfully completed empirical tests such as light distribution, vibration, and waterproof, especially it can kill various harmful viruses and bacteria such as rotavirus and salmonella that cause diarrhea and food poisoning, reaching a maximum of 99% of viruses at a time And bacteria kill rate.

Hyundai Mipo Shipbuilding focuses on passenger ships with frequent passenger access and uses anti-virus lighting technology in major public places onboard such as premium guest rooms, restaurants, bars, business lounges, toilets, massage lounges, convenience stores, emergency treatment rooms, and pet rooms. The application has been researched and tested, and its effect has been highly recognized by the shipowner and classification society.

It is reported that this “marine anti-virus LED lighting” will be installed for the first time on the 27,000 gross tonnages ro-ro passenger ship “Beyond Trust” built by Hyundai Mipo Shipbuilding for South Korea’s Hydex Storage. The ship will be completed and delivered in September this year. And put into operation of the Incheon-Jeju route.

WOOSHIN APEC plans to promote the application of “Marine Anti-Virus LED Lighting” to other ships by accumulating the performance of real ship applications.