A bitter tears! LED business is not very good

[China LED Reuters] is not good in the past six months? Or the three quarter is not very good? Or that the past few years have not been very good? The public sector must have a clear mind to answer.

LED industry has entered the deep water area, the future will be able to survive a few companies. In the process of Chinese LED network editor visited the enterprise, more than one practitioner so sigh.

The industry gradually entered a mature period, the inevitable pain. More and more evil price war, the quality of the door unabated, integration of mergers and acquisitions intensified, the industry further reshuffle. The phenomena of this 9 months to classify, although some negative energy bursting, but inescapable fact. How to get a slim chance of survival in "a close call", the trade situation will also become "survived", each practitioner must consider the problem.

Price wars play a new height"

Not a new word but play a new game. Compared to the previous small and medium-sized enterprises to use and cost companies spread space "bargain" "Pediatrics" gameplay, this stage is already playing a "price battle to new heights". Participants are no longer large manufacturers of small and medium enterprises, but once vowed not to fight the price war of the manufacturers themselves.

PHILPS in the North American market launched a special price of $4.97 LED bulbs, causing major brands to follow up on. GE launched GE Bright Stik LED, a pack of three for only $10, CREE announced its alternative 75W BR30 LED9W light price, from the original $20 to $15, the new generation of light bulbs will be only $10.

More than the world's largest manufacturers to join the ranks of the price war is shocked the industry is the domestic manufacturers in the LED lamp price on the tacit understanding". According to legend, OPPLE launched 1.2M LED T8 lamp 9.9 yuan; FSL issued a price adjustment notice in mid May, 1.2M LED T8 glass tube, price from 13.5 yuan to 9.98 yuan (up to more than 3 thousand orders can get); Mu Linsen T8 lighting LED lamp prices hit the lowest price of 8.8 yuan / teyoushi notice; a unified market selling price, 16W Wei T8 glass tube for the price of 9.9 yuan; in June 4th, according to industry sources in the illumination from WeChat news, Huaqiang benbon LEDT8 lamp shipment price to be 6.8 yuan.

Comments: although later confirmed by the media, the purchase price of these lamps have a certain access conditions, but such a low price is still allowing the industry to hold a cold sweat. Less than 10 yuan ex factory price, the manufacturers have no profit at all? Manufacturers leveraging the advantages of scale of small and medium-sized enterprises so bargain, and how to fight?

Layoffs tide

The global layoffs hit, LED industry can be spared?

Department of abolition, Lite is GTAT, SHARP plans to lay off 40% transferred to the relevant departments and the restructuring of large layoffs...... LED industry seems to usher in a wave of layoffs.

And the most let the industry's sad than the recent outgoing crystal layoffs news. September 17th news, Hsinchu crystal electric plant is expected in three batches of 76 jobs, and the competent level to higher order extending to the director and associate in the group's canyuan photoelectric also will cut 39 people. Plus the previous planning Tainan plant will cut 65 people, a total of the total wave crystal electric group laid off 180 people, accounting for about 3% of the total number of employees. And this is the largest ever since the establishment of the downsizing action.

Comments: human adjustment, "streamlining" or forced? For the time being. Faced with the mainland manufacturers and international manufacturers double attack, Taiwan LED plant to some extent can be said to survive in the cracks. Coupled with the weak economic situation, the industry downturn, layoffs seem to take it for granted. The mainland manufacturers have not been more relaxed, in addition to the net transfer of a company in Foshan capital strand breaks, facing bankruptcy, but also has a lot of LED companies began layoffs or unpaid leave.

Product recall heard

Product recall is nothing new. However, in this year's recall list, it is easy to find the international manufacturers who figure.

CREE announced the LED T8 lamp, IKEA recalled 700 thousand keep fire hazards announced Nightlight, recalled 440 thousand deposit risk of electric shock OSRAM recalled 55 thousand branch of T8 lamp, overheat and melt dangerous chemical MITSUBISHI's Verbatim (Verbatim) A LED ball bubble lamp because the company found in danger of electric shock testing, mandatory recall PHILPS announced the recall of 370000 halogen bulb......

Comments: it is quite embarrassing, although the recall is the international big name products, but still with the domestic can not take off the relationship (such as PHILPS recalled halogen lamp as "Chinese"). When the international manufacturers continue to outsource their products to mainland China manufacturers, while enjoying the cheap labor force also have to bear the quality risk. And domestic products, in the "brand" behind, in the "quality" do not step up the pace, but also by what smooth out of the country?

Integration of mergers and acquisitions across the door

Out of the country, LED industry in the acquisition of the road to achieve.

Jinsha River venture led China buyout fund acquired Philips Lumileds 80.1% stake in the development of crystal BridgeLux acquisition, audio to buy OSRAM plans to spin off channel business...... The list of buyers of international manufacturers began to appear on the list of Chinese manufacturers or consortia.

Comments: the international manufacturers of business to buy over, can Dezhuan, to achieve effective integration of 1+1 > 2 benefit remains to be seen. The Chinese manufacturers mergers and acquisitions going behind, is the country