PHILPS, Cree and other 9 LED giants wonderful game

After the sale of PHILPS Lumileds, the next step will be how to plan the new game? Where is the new direction of the industry?

Deep plowing thirty years, has been in the field of lighting occupy a high market share of Ace strong, in the face of slowing the momentum of development, how to break?

CREE has been followed by the smile curve at both ends, performed well, but now the industry tends to mature, driven by technology to win the era is not, the market share or will be further compressed, Cree's future?

The face of the huge amount of menacing Sanan optoelectronics and brutal price competition brought, EPISTAR will consider selling assets or otherwise merit?

The acquisition of Shen'an group, re reorganization of the audio, repeatedly gains of overseas orders, how will the next leverage through the capital market? Can subvert the industrial layout?

PHILPS will sell the lumiLEDs Chinese consortium, shocked the industry; the U.S. Foreign Investment Committee (CFIUS) has the same high-profile stopped, caused great concern, the uncertain fate of Lumileds will think a breakthrough to enhance the industrial value will be where?

After the acquisition of the acquisition of crystal crystal optoelectronics, and now in what?

Crystal division has been a chip level flip chip technology to lay the status of rivers and lakes, but with the development of technology, the industry tends to mature, to enhance the value of the direction of where?

As the only listed company in the field of domestic LED and lighting testing equipment, and how far away from the distance to the better?

In a forum recently held, the presence of these giant representatives, they say the answer is difficult to open.

The following is the content of the dialogue, according to the scene shorthand and tape:

PHILPS (China) investment senior director Liu Jianping: the future direction: (Intelligent + integrated + information) x health lighting

We are the same as most companies in the industry are facing great challenges, so we first sell the most precious, very perfect product to attract more investment.

From the perspective of industry trends, I think it can be simply summarized as 3I+1H. PHILPS is very focused on innovation, cooperation, services and solutions to the overall program, so we now spend a lot of time and energy in these areas.

From the perspective of industry and technology development to describe, I is the first intelligent (Intelligent), according to the light, not too much, need to be bright; second I is integrated (Integration), before the lighting industry is relatively small independent industry, because it is the source for the center, made lamps. While the light source is the core technology, it only needs to be built in glass technology, material technology and electrode. However. Other industries are not so easy. But now (after LED) completely changed, with the chip, so the people (other industries) can also involve lighting, in my opinion, the light source and some future appliances not only reflected in the lamp, can also be integrated in the material, furniture, glass...... Ten years after the lighting industry in the end is what? In fact, you can hit a big question mark; third I (Information) is the information, such as the PHILPS HUE smart bulbs, in addition to the lighting function, can also be a simple procedure, follow the music color, can provide about sixteen million kinds of color, or in a specific color expression of specific caller ID. H (human health), from the point of view of the demand for light, the former light only for the light, and later on the environment, emotion. Now consider health, whether it is good for your health in your work or in your life.

Ace strong president and CEOMartin Goetzeler: new business model of major transformation

At present, the development of the lighting market has slowed down, the reasons for the formation of this situation is very complex. We have different views and opinions about the different product life cycle and development cycle. Our company has thirty years of experience in the past, we focus on lighting, brightness, quality and efficiency, but that in the past five years, slowly realized the big trend of transformation, is not easy for us to transition, and is now the most important is the cut, so based on the market fluctuations, it must first consider to explore new business models, and according to the market changes, rapid response and make appropriate adjustments. As we will now focus on interpretation of alternative and combination of our products, such as wavelength, laser, organic or environmental LED, or various seminars to disseminate such knowledge, so as to have a good grasp of new materials, new technology, new technology has brought us the market opportunity, as a supplier, I think this we should focus on the development of.

EPISTAR chairman Li Bingjie: opportunity not to move slow

In the face of such a huge Chinese chip manufacturing enterprises and brutal price competition, Jingyuan how to deal with? The host dug up all our secrets. (laughs) in fact, in the semiconductor industry, I think in the end only a few companies will stay, a sound industry, only one may not be the best choice.

What will we do? In fact, when an industry tends to mature, it is necessary to take a different approach, which is called into the transformation of the problem, so in addition to maintaining the original scale, but also on the transformation of the other