Since the outbreak of the domestic new crown epidemic in early 2020, the market circulation channels of various lighting products have been blocked, and UV LED products that are in short supply have changed from "optional" in the operation and development of various lighting companies to "must".
Today, although the product distribution channels of major lighting companies across the country have basically been restored, the new crown epidemic is still raging around the world, and sporadic rebounds of the epidemic have also occurred in many parts of the country. With the increasing awareness of the "big health" of the people, UV LED Products still maintain a very high market popularity, allowing various lighting companies to gain market opportunities from them.
Next, China Lighting Network, through the inventory of the development strategies of ten powerful companies in the UV LED industry across the country, explores the market influence of the "scavengers" of the new crown epidemic.
一、Mulinsen
In April 2020, Mulinsen, a comprehensive company integrating LED packaging and application products, and Zhishan Semiconductor (China) Co., Ltd. (hereinafter referred to as "Zheshan Semiconductor"), a deep ultraviolet semiconductor intelligent sterilization product manufacturing and service enterprise, signed the " "Deep UV Semiconductor Intelligent Sterilization Project Cooperation Agreement", formally enters the UVC field.
That month, Mulinsen also announced an investment of 666 million yuan to establish a wholly-owned subsidiary of Deep Ultraviolet, Mulinsen Deep Ultraviolet Company, to develop and expand various UVC technologies such as full-spectrum UV engines, real-time online monitoring of sterilization, etc., to further develop deep-ultraviolet sterilization. Disinfect the market.
In July 2020, Mulinsen recognized the development potential of the UV LED industry in its strategic plan for the next three years, and proposed to seek breakthroughs in health.
The UV robot group plan jointly organized by Mulinsen and Zhishan Technology
In August 2020, the UV robot group plan jointly organized by Mulinsen and Supreme Technology officially demonstrated the UVC technology achievements of the two companies-the Supreme I UV disinfection robot.
Mu Linsen Good Air opens
In November 2020, Mulinsen (Guangdong) Health Technology Co., Ltd. ("Mulinsen Good Air"), a subsidiary of Mulinsen, officially opened to further improve the layout of its UV LED industry chain.
In April this year, Zhixin Semiconductor (Hangzhou) Co., Ltd., a UVC LED light source and chip manufacturer invested by Mulinsen, officially started production, shipping UVC LED chips and lamp beads, and empowering Mulinsen to increase the production capacity of various UV LED products.
The launching ceremony of Mulinsen Global Strategic Partner Summit
This month, Mulinsen appeared at the 2021 China (Guangzhou) Air Purification Exhibition attended by Academician Zhong Nanshan, and launched the UVC deep ultraviolet physical watch sterilization series at the opening ceremony of the MLS Mulin Sen Air Purification Horizon and the launch ceremony of the Global Strategic Partner Summit. The five core solutions for air quality and safety in public spaces continue to increase its brand influence in the UV LED industry.
2. Guangpu shares
In February 2020, Guangpu Co., Ltd., a powerful semiconductor packaging company, has developed UV air disinfection machines, LED UV sterilizers, and UV modules in response to the large-scale demand for UV disinfection products in domestic public places and mass consumers during the epidemic. , UV germicidal lamps and other ultraviolet disinfection and sterilization products. At the end of the month, this series of products also obtained the "Sanitation License for Disinfection Product Manufacturers."
Guangpu shares intelligent control vehicle disinfection system
In August 2020, the newly launched GP-UV-LXX ultraviolet germicidal lamp and GP-UV-A02Y-100 air disinfection machine of Guangpu Co., Ltd. passed the sanitation and safety evaluation and filing of disinfection products, and obtained the access conditions for sales in the domestic market. And the access conditions for export to overseas markets will enhance the competitiveness and influence of its UV disinfection products.
In October 2020, Guangpu Co., Ltd. plans to invest 3 billion yuan in the construction of UV semiconductors and other related projects in Jiangsu Pizhou Economic Development Zone to optimize the production capacity distribution of UV semiconductor-related products, further develop the domestic market, and promote the promotion of its domestic brands. And to achieve rapid construction of a public epidemic prevention product system and its own long-term sustainable development in the UV LED industry.
Guangpu Co., Ltd. Intelligent Disinfection, Temperature Measurement and Epidemic Prevention Workstation
This year, Guangpu Co., Ltd. successively launched the intelligent control vehicle disinfection system, UVA+UVC+photocatalyst commercial mobile disinfection machine, intelligent disinfection temperature measurement and epidemic prevention workstation and other UV LED series products, providing users with different UV disinfection and sterilization application scenarios, and constantly enriching itself At the same time as the UV LED product line, it broadened its application layout in UV LED products.
Three, Shelley
Since the outbreak of the domestic epidemic at the beginning of last year, Xue Wright, a comprehensive enterprise in the electric light source industry, has increased the production capacity of UV LED products, and launched disinfection table lamps, disinfection vehicles, bracket disinfection lamps, wall-mounted disinfection lamps and other products to meet public places and the public The demand for disinfection and sterilization of consumer groups has become the second batch of key guarantee enterprises for the prevention and control of the new crown pneumonia epidemic of the Ministry of Industry and Information Technology and the first batch of key production enterprises of epidemic prevention and control materials in Foshan City.
In 2019, the sales revenue of Shelllight UV germicidal lamps (environmental purification series) related products accounted for about 16% of the company's overall operating income; in the first quarter of 2020, the sales revenue of Shelllight UV germicidal lamps accounted for its 2919. 43% of the total annual revenue of the product.
From the second quarter of 2020, Snow Wright continues to promote its business layout in the UV LED field. In April of that year, Xue Wright raised 497 million yuan to solve the funding bottleneck of the UV germicidal lamp business and help it advance its strategy in the UV LED industry market. In June of that year, Xue Wright planned to sign the "Future Light" Strategic Cooperation Agreement with Guangzhou Huyan Institute of Medical Technology Co., Ltd. to promote the application of its intelligent UV disinfection products in campuses. In August of that year, Foshan Snowlight Lighting Co., Ltd., a wholly-owned subsidiary of Snowlight, decided to invest in the establishment of Shanghai Zhongzun Technology Co., Ltd. with a registered capital of 20 million yuan to provide greater software and hardware for the application of its intelligent UV disinfection products on campus. support.
With the help of a series of UV LED market strategies, the operating revenue of UV germicidal lamps will increase by over 90% year-on-year in 2020, helping them to enter a new level of development in the UV LED industry.
Four, Hongli Zhihui
Relying on its years of R&D and production experience in the UV LED industry chain, Hongli Zhihui, a powerful LED packaging company, has launched a variety of UV LED products and application solutions that meet the market's needs for disinfection and sterilization since the outbreak of the domestic and even global epidemic in early 2020 .
Hongli Zhihui's UVA LED + white LED light source
Since the beginning of 2020, Hongli Zhihui has successively launched UVA LED light source + white light LED light source health lighting application solutions, all-inorganic packaging form and UV series products with sterilization function, etc. UV LED products and technical solutions used in different places ; Its subsidiary, Ladia Lighting, has also taken the lead in launching the development of UV LED disinfection and sterilization lamps since the outbreak of the domestic epidemic in 2020, striving to use the safest and most effective method to kill bacteria, block the spread of viruses, and effectively protect the health of the public .
With the help of the UV LED industry chain, Hongli Zhihui will turn losses into profits in 2020 and achieve a half-year net profit growth of over 259% year-on-year in 2021. In May of this year, with the start of the second-phase packaging production line project of Jiangxi Hongli in Nanchang, Hongli Zhihui's development in the UV LED industry is worthy of the eager expectation of the lighting industry.
Five, National Star Optoelectronics
The establishment of the Non-Visual Light Source Division in 2018 has accelerated the pace of technological innovation of special lighting sources for the well-known packaging company National Star Optoelectronics in the lighting industry. Since the outbreak of the domestic epidemic in early 2020, National Star Optoelectronics has been expanding and enriching the UV LED product line with the help of the technical strength of the non-visual light source business unit. Through the use of advanced fluororesin and modified fluororesin materials, combined with new nano materials, NationStar has taken the lead in breaking through 5.6% of WPE on medium and small power UVC-LEDs.
National Star Optoelectronics Drinking Machine/Humidifier UV LED Module Solution
Based on packaging, NationStar Optoelectronics directly lays out modules in the UV-C field. Its newly launched UV-C LED module can be flexibly connected to different user terminal equipment such as water dispensers, air conditioners, humidifiers, and air purifiers according to different application scenarios, which perfectly meets the needs of customers in the market.
In addition, NationStar Optoelectronics also actively connected with other lighting industry and foreign enterprises and institutions, and participated in the formulation of the T/CSA/TR 010-2021 "Ultraviolet LED Sterilization Technology Report" organized by the National Semiconductor Lighting Engineering Research and Development and Industry Alliance (CSA). , Puts forward the problems and suggestions of UV LED sterilization technology and industrial development, further standardizes the industry use standards, and jointly promotes the healthy development of the UV LED industry.
Six, Jiuliang shares
Since the domestic epidemic in early 2020, Jiuliang, a mobile lighting and home lighting product company, has begun its business layout in the UV LED industry. In July 2020, Jiuliang disclosed its plan to issue convertible corporate bonds, and plans to raise 68.974 million yuan to invest in the industrialization project of intelligent ultraviolet disinfection equipment. It is reported that after years of technological precipitation, Jiuliang has the manufacturing technology of ultraviolet disinfection mercury lamps and UVC LED disinfection lamps, and can realize the control of disinfection equipment through the Internet. At the same time, the products have infrared induction and radar induction technology, which can be Make intelligent feedback and have a technical competitive advantage over traditional ultraviolet disinfection equipment. The completion of the industrialization project of intelligent ultraviolet disinfection equipment will provide definite guarantee for the company's long-term development in the ultraviolet disinfection market.
In December 2020, Jiuliang Co., Ltd. announced that after its intelligent ultraviolet disinfection equipment industrialization project is fully completed, it will reach 70,000 intelligently interconnected UVC LED disinfection and germicidal lamps, and 400,000 intelligently interconnected ultraviolet disinfection and germicidal mercury lamps, portable The annual production capacity of UVC LED germicidal lighting flashlights is 120,000.
Since the main application scenario of the products constructed by the Jiuliang Intelligent UV Disinfection Equipment Industrialization Project is the residential area of the family, and has the characteristics of a large user base and strong health needs, therefore, after the project is put into production, it will also be Jiuliang Multi-channel development in the lighting industry brings broad prospects.
Seven, Hua Yin core
High-end LED chip and light source manufacturing company Huayin Core has been actively deploying the UV disinfection industry from the beginning of 2020. In April 2020, China Yinxin received a round of strategic investment from Haier Group's venture capital platform "Haichuanghui", bringing strong capital and high-quality industry ecological resource docking to its UVC project, helping it achieve rapid progress in the "epidemic" environment Development and industrial upgrading.
Huayin core's UVC LED mobile disinfection vehicle used in hospital wards
With the help of the strategic investment of the venture capital platform "Haichuanghui", in November 2020, China Yinxin took the lead in launching a mobile disinfection vehicle that applies ultraviolet UVC LED disinfection and sterilization technology to medical institutions, offices, shopping malls and other fields, achieving 30m2 / 2h ultraviolet ray kills. At present, Hua Yinxin's UV chip has been successfully applied in the field of health. Among them, its health education lighting products based on the UVA band have cooperated with many domestic listed companies and have been promoted for use in classroom eye protection projects in primary and secondary schools in domestic provinces such as Hubei, Guangdong, Guizhou, and Guangxi; and it is based on UVC. Band sterilization products have successfully entered the home appliance product supply chain of well-known brands such as Haier, Midea, Xiaomi, and Sinopharm.
八、Haoyang shares
Since the outbreak of the domestic epidemic in 2020, Haoyang, a manufacturer of stage lighting products, has begun to add a new UV LED product line and launched a UV disinfection lamp product under the GOLDENSEA UV brand. The series of products of this brand are not only widely used in the surface and air disinfection of daily objects with humanized design and powerful anti-virus function, but also obtained the European market pass and the world's first commercial UV germicidal lamp ETL certificate issued by Intertek Tianxiang Group. , Reliable certificates of quality and performance, such as the sanitation license for disinfection product manufacturers in Guangdong Province, have been recognized and praised by the lighting industry.
Haoyang was awarded the world's first commercial UV germicidal lamp ETL certificate
At present, Haoyang's UV products are widely used in the surface disinfection and air purification and disinfection of daily objects. The products use Philips lamps and Osram lamps. They are mainly used in the following places, offices, homes, schools, cinemas, hotels, hospitals, Factories, workshops, theaters and other places create a safe and healthy environment for users.
Nine, Xuyu Optoelectronics
In March 2020, Xuyu Optoelectronics, a semiconductor light-emitting functional device manufacturer, expanded and developed the application of deep ultraviolet LEDs in the field of sterilization on the basis of UV LED products cured by photopolymerization, and launched UVA+UVC dual-channel, single-wavelength and Zener tubes Multiple product application solutions such as protection have met the application needs of end customers and users during the epidemic.
Xuyu Optoelectronics 100mW UVC Products
In July 2020, Xuyu Optoelectronics successfully developed a UVC product with an optical power of 100mW to provide end customers with higher optical power density and lower optical power cost. It is suitable for air disinfection and water disinfection scenarios, and is used in air-conditioning, Fresh air systems, refrigerators, air purifiers, faucets, water dispensers, humidifiers, washing machines and other daily household appliances applications, all-round care for the healthy life of users.
In addition, Xuyu Optoelectronics is also cooperating with customers to apply deep ultraviolet LED to expand water sterilization and disinfection applications, and takes the lead in organizing the establishment of the national standard of "Deep Ultraviolet Light Emitting Diode (LED) Sterilization Device for Drinking Water Equipment". Through technological research and development and standardization at the same time, increase research and development efforts to break through the core technology of deep ultraviolet and the improvement of radiation efficiency, and promote the popularization and application of ultraviolet LEDs.
十、Shenzhen LightS
In February 2020, Shenzhen LightS began to increase the productivity of UV germicidal lamps to help prevent and control the domestic epidemic, and at the same time, it also started the big development of the UV LED business.
Shenzhen LightS ultraviolet disinfection table lamp
Since the beginning of 2020, Shenzhen LightS has successively launched ultraviolet disinfection desk lamps, submersible ultraviolet germicidal lamps, and 222nm far ultraviolet excimer lamps.