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OSRAM was spun off from Siemens in Germany and issued its first stock (IPO) on the Frankfurt stock market on the 8th. Shi Xiaojuan, an analyst with Morgan Stanley Securities Technology Industry, said that Osram has a number of patents, originally focusing on the production of special lighting in the automotive, medical and other fields, and the Asian LED factory is different from the TV backlight module and consumer electronics. In the past, Jingdian, Yiguang and Ronda only produced a small amount for Osram, and contributed little to revenue.
Shi Xiaojuan said that when OSRAM decided to focus on the lighting market, in order to balance cost reduction and economies of scale, Osram will inevitably increase the number of LED lighting outsourcing agents to Asian manufacturers in the future. Taiwan's LED factory will benefit from it.
According to Su Houhe, an analyst of Credit Suisse Technology Industry, vertical integration is a trend in the LED industry. The investment path of LED factories and understanding the needs of end customers are the key to the development of the lighting industry. In view of this, we continue to be optimistic about Ronda, which has completed a complete solution from wafer to terminal lighting, and maintains an “outperform†investment rating with a target price of NT$36.8 (the same below).
Looking at the outlook for the whole industry in the second half of the year, Zhang Heng, an analyst at JP Morgan Technology, pointed out that the LED industry needs health and the industry prospects in the third quarter are flawless. Zhang Heng is particularly optimistic about the profitability of Yiguang, and raises the target price from 55 yuan to 60 yuan. He believes that the annual net profit growth rate of Yiguang will reach 87%. In the third quarter, it will face orders for TV backlight modules. Corrected, but orders from general lighting and mobile devices will fill the order vacancy.
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Osram announced that in order to achieve the long-term goal of smart lighting, the focus will be on LED solid-state lighting. Osram's outsourcing OEM orders are expected to increase significantly. The supply chain of Taiwan, such as Jingdian, Yiguang and Longda, will be able to divide the business opportunities.