Start a new game! Giants such as MLS and OPPO are intensively establishing new companies

When the traditional lighting market enters the Red Sea of stock competition, leading players are collectively "opening a new game."
Recently, lighting-related companies such as Mulinsen, Opple Lighting, Spacetime Technology, and Jingchen Technology have intensively announced the establishment of new companies or expanded bases.
Invest 1.88 billion yuan, Mulinsen builds a new factory in Mexico
Recently, the Mexican Industry Network reported that Mulinsen announced that through its subsidiary "Mulinsen Mexico", it will establish a new plant in Laguna, Durango State, Mexico. District, a new production and technology complex integrating R&D, manufacturing and logistics has been built with a total investment of US$261.7 million (approximately RMB 1.88 billion).

Image source: Poder Mexico
The project will be implemented in three phases. The first phase of the factory will be opened in February 2026, creating about 200 jobs; industrial scale expansion will be carried out in 2026-2027; a high-yield engineering and development center will be built in 2028-2030, with all investment After the birth, it can directly create jobs for 3,500 people and drive the gathering of upstream and downstream supporting enterprises.
Global Vice President Liu Bruce said that the base will become MLS's most important manufacturing and export hub in the Mexican and North American markets. Its products are mainly targeted at the U.S. and Latin American markets and can fully enjoy the tariff exemption advantages of the United States-Mexico-Canada Agreement (USMCA).
This is not Mulinsen's first deployment in Mexico. The previously established Mulinsen Mexico factory was officially put into production at the end of the third quarter of 2024, and its products are mainly supplied to the United States and Latin American markets. This year, Mulinsen further expanded the production scale of the Mexican factory and increased the company's share in related markets.
According to data, Mulinsen's main business covers LED packaging, lighting fixtures, display modules, Mini/Micro LED and other businesses. The company has "MLS" and The products of the two major brands "LandVance" are exported to more than 100 countries and regions in Europe, America, Asia-Pacific, the Middle East, and Africa. The company has multiple production bases in Guangdong, Jiangxi, Zhejiang, Germany, Mexico and other places.
Mu Linsen previously stated that at present, the company's products exported from Mexico comply with the relevant provisions of the US-Mexico-Canada Agreement and are exempt from reciprocal tariffs. In the future, while the U.S. tariff policy remains unchanged, Mulinsen will give full play to the advantages of its Mexican factories and transfer the production of some products to Mexico.
Opple Lighting, 10 million yuan to establish a subsidiary
If Mulinsen's key word is "going overseas", Opple Lighting is focusing on "inward upgrade" this time, establishing a new company with a wholly-owned investment of 10 million yuan, and accurately occupying the high-end lighting track.
Recently, Op Lighting announced the wholly-owned establishment of Shanghai Ou Le Ou He Lighting Technology Co., Ltd. (hereinafter referred to as "Ou Le Ou He") with a registered capital of 10 million yuan. The legal representative is Cao Yu, chief design officer of OLL, a high-end design brand under Op Lighting.
This move comes at a time when Europe During the strategic window period during which Oll Lighting will appear at Guangzhou Design Week with the OLL brand and release a new product line, the establishment of the new company will further strengthen the group's core capabilities in technology transformation, market expansion and ecological construction, and provide solid support for its strategic positioning as a "connector of the optical culture ecosystem".
Tianyancha's industrial and commercial information shows that Ole Ouhe's business scope has achieved full chain coverage of "technology-products-services", including not only the sales of lighting fixtures, smart home consumer equipment sales and other core businesses, but also including technology development and transfer, intelligent control system integration, software development, import and export of goods and technology and other diverse fields.
It is worth noting that Cao Yu, the legal representative of the new company, also serves as the chief design officer of OPP’s high-end brand OLL. Not long ago, OLL, a high-end design brand under Opple Lighting, was officially announced.
Current news in the lighting industry The trend of cost upgrading is becoming more and more obvious, and user needs have shifted from basic lighting to scene-based and personalized light experience. It is understood that OLL, as a new high-end design brand under Opple Lighting, provides in-depth insights into people's emotions and needs in different spaces and at different times through design language, structural aesthetics, and scene experience. While showing the functional and decorative value of light, it also allows light to move from architectural spaces to public areas, responding to human daily needs and emotional needs. On the occasion of its official appearance at Guangzhou Design Week, OLL released multiple series such as "EDGE", "Aura", "Vessel", "INK", "CRYSTAL", "BUBBLE", etc., comprehensively interpreting the deep integration of light and design, culture and technology.

Spacetime Technology cross-border storage, 30 million yuan to establish a new company
With twenty years of experience in space-time technology in lighting engineering, we have chosen a more radical path of "cross-border breakthrough".
Spacetime Storage (Shenzhen) Semiconductor Co., Ltd. has been formally established recently with a registered capital of 30 million yuan and business The scope covers key areas such as semiconductor discrete device manufacturing and sales, integrated circuit design, etc. Equity penetration results show that the company is wholly owned by Spacetime Technology, marking the official entry of this company that has been deeply involved in lighting engineering for 20 years into the semiconductor storage track.
Spacetime Technology, founded in 2004, has taken "night economy" and "smart city" as its core businesses, and has participated in landscape lighting projects for major events such as the Hangzhou G20 Summit and the Beijing Winter Olympics. However, in recent years, affected by weak consumption and slowdown in infrastructure investment, the company's performance has continued to be under pressure
In this context, cross-border semiconductors have become a "game-breaking move" for Spacetime Technology. It is understood that the company has disclosed a major asset restructuring plan in October and plans to acquire 100% of the shares of Jiahe Jinwei, the world's second largest DRAM module manufacturer. The establishment of the new Spacetime Storage Semiconductor Company is an important step in the implementation of its strategy.
Jingchen Technology established a new company to focus on the integration and innovation of lighting and semiconductors