Summary: 2015 large coffee three most money, Mitsuo muffled fortune

In 2015, LED industry frequently came big event, merger, acquisition and integration as time pass failures, losses also raise a Babel of criticism of; a new normal, yet profitable enterprise is not in the minority, and other industry enterprises, three Linsen in adversity is also full of sound and colour. It can be said that there is no money making industry, only do not make money business! For which companies make the most money? How to adjust the profit strategy of LED enterprise? What are the new lighting companies in adversity play and live? We're going to listen to a couple of big brothers.

First, the biggest adjustment in the development strategy: how to look at the industry in 2015

2015 is destined to be an extraordinary year, in the LED industry has taken place one after another event, some as soon as the smoke was forgotten, but some have always been unable to escape the gorgeous coat! So big brother is how to treat it?

Beijing Reed energy saving science and Technology Co., Ltd., vice president of the South Korea: this year, a large number of business failures, which is the most influential. But I think it is a good thing, because LED need to re shuffle, re discharge pattern, the number of 4000-5000 home bar.

Dongguan three general manager Yin Feixiong Lighting Co. Ltd.: M & A is the biggest attraction, Chau Ming acquired Redio, liard JINDA acquisition is successful case, and Wright, Lehman and other enterprises have cross industry mergers and acquisitions (cultural industries). More is already listed in the stock of capital to do mergers and acquisitions in the industry, the future will have more enterprises to enter the capital market, this year's three new board is a good channel. This year there is one of the biggest hot is the sale of lighting giant's business, PHILPS and OSRAM's business to sell, followed by rumors of Samsung, etc..

Tang Guoqing, general manager of Samsung LED China: this year the newly registered three thousand, closing one thousand. Chip Europe and the United States has been significantly disadvantaged, especially the light source used by the lamp is the advantages of Chinese and Korean enterprises.

SKYWORTH LCD (Shenzhen) Co. Ltd. intelligent lighting business director Zhao Guodong: the probability of industry mergers and acquisitions, not a single enterprise's behavior, but the result of industry, capital and market linkage, the lighting industry the next impact will be far-reaching significance.

Secondly, the industry from the upstream chip to the package and then to the application, the technical advantages of the cluster and the characteristics of the scale is more and more obvious. In contrast, the display industry is more mature than the lighting and fine differentiation. The lighting application segments, light source products mature technology and scale concentrated industry has been formed because of potential energy; lighting demand segmentation function, still need to structure and optical kinetic energy as the main goal to continue to promote. Up to now, the industry has not yet closed the data in terms of quantitative aspects, but the overall quality must be stable in the upgrade, the average price in the fast sublimation, the overall output value of light to improve the overall.

Poly excellent pilot lighting industry management company founder Wu Zhengzhe: two years ago, the lighting industry to understand deeply the semiconductor industry characteristics of LED in 2015: that is, trend of standardization, rapid iteration of the upper and middle reaches of the share is increasingly concentrated. Even if the external environment is optimistic, but if you can not beat the enterprise sales growth rate of decline in prices, the performance may still face downward, the double pressure from external demand slowdown, industry generally downward price, most enterprises Bao Ping is not easy. Similarly, the upper and lower reaches of both the existence of excess capacity and the number of enterprises, the industry eliminated a large number of enterprises lack of competitiveness is an indisputable fact and inevitable result. With the maturity of the industry to enhance the profit zone to the consumer side of the transfer, that is, in the past few years upstream chip, midstream packaging to downstream products, channels, user service providers transfer.

Two, the price for the volume: inventory of several rounds of price war in 2015

The price war has always been the main theme of the LED industry, the mainland enterprises trapped in a vicious price competition, many Korean companies one after another downsizing. But a lower price is not a permanent solution for enterprise development? Let's hear what they say.

Yin Feixiong: enterprise can earn a cheap fast money, but can not earn money and slow lasting money, but not the price, must do brand, three zoom at home this year focus on museum lighting, the two products are constantly doing fine, and the product prices for the two time this year, before the factory thinking operation, now with the brand thinking operation, not the price of space, brand will not operate.

Gu Hua: price and effect which do you think is important? We have been through the design, through the unique benefits of super benefit, low light efficiency, low quality, although a temporary advantage, but soon. It took less than half a year, compared with three have been used for less than two years. The design of the three may 2500 lights, but unknown to the LED rookie but with more than 5 thousand lights don't have this effect, you said the owners will not understand. The number of natural high price. Application care technology does not care about cheap.

Zhao Guodong: the next hot lighting applications, it must be commercial and lighting, 2016 Frankfurt wait and see. Consumer electronics companies, which also began to appear in the new pattern today, with Fang Youyou are remarkable, TCL and SKYWORTH are still running in, TCL ODM business in the U.S. market is a bright spot.

Wu Zhengzhe: in 2015 there is a noteworthy thing is that, compared with the previous two or three years, LED companies operating in the domestic market is generally rational and conservative. The key is in accordance with the previous big Ming big expansion mode in the face of market downturn