Tang Guoqing's "six word mantra" interpretation of the development of LED lighting industry in 2016

2016, the Internet +, LED, the world pattern changed, 2017, the new normal is normal, the earth needs new directions.

The occasion, looking back at the LED lighting industry this year's ups and downs, general manager of Samsung LED China District Tang national day to make a summary "in six words.

One is for sale

In the face of market competition and change constantly like cloud and wave, PHILPS, OSRAM and other international giants have taken "downsizing" strategy. Not long ago, PHILPS Lumileds80.1% stake in the sale of Apollo (Appollo) global management company, while the transaction price of intent from the initial $3 billion 300 million Jinsha River venture capital fell to $2 billion.

Why does PHILPS sell Lumileds? First, Lumileds's profit opportunities are reduced, the strategic position in the PHILPS business system is not so important, there is a difficult speech may be true lumen lost to the lumen". After all, in recent years, the rapid development of the domestic LED industry, has created so many cost-effective products, PHILPS's competition in the Chinese market has become inadequate.

At the same time, OSRAM sold a subsidiary of Landes Vance (LEDVANCE), three proposed acquisition of OSRAM...... When we look at these events, there is an inescapable fact that no matter what you sell or not, the trend of historical development is unstoppable. It is only a matter of time.

Two is retreat

In September this year, GE announced that it would withdraw from the lighting market in Asia and Latin america. In my opinion, this is perhaps a "retreat" or "back to seek good" strategy. In Interband launched the 2016 world's most valuable brand list, GE brand value ranking, although last year's decline of eighth to tenth, but still as high as $43 billion 100 million, up 2% over 2015. Not long ago, GE signed a global patent licensing agreement with Samsung electronics. Visible, GE more emphasis on the layout of the patent field.

Three v.

This mainly represented arias. According to incomplete statistics, this year the official unit of Nichia patent litigation in 17 cases, that is to say, the patent may be the last bastion of these multinational companies. Conversely, a tragedy which is Chinese company, LED industry development for so many years, has not resolved the white LED patent issues, can not enter the mainstream market in Europe and America stately.

Four is a creation

Chinese LED companies still have the ability to innovate. For example, a LED chip company called harmony technology, completely rely on local forces, no returnees, foreign experts, through their own struggle to create the extremely hard and bitter miracle chip. In the acquisition of Qingdao Jason, the powerful combination of complementary advantages, made a great breakthrough in the field of deep ultraviolet light power: creating the largest single chip 176 MW world record, chip life more than ten thousand hours, and won the two prize of national science and technology progress. These are the typical representatives of Chinese LED companies strong creativity.

Five is surplus

The so-called surplus, that is, corporate profits. It is understood that the 32 LED listed companies, there are 29 to achieve revenue growth, the company achieved a net profit growth of 23, the overall performance is relatively good.

Six is up

This is a big finale this year. Glass rose 40%, aluminum 30%, iron box 40%, 30% - 40%...... These are closely linked with the manufacturing sector of raw materials accessories up sound, and continue to show a rising trend, the entire LED industry will have a greater impact. By the end of the year, some small businesses may not be able to support and shut down the collapse, and stick to it may be successful breakout.

As mentioned at the beginning, in the face of changing and rising costs, the operating environment has become increasingly standardized challenges, LED companies and how to seek a new position?

As the poem said: do not know the true face of Mount Lu, just because in the mountains. We are in the era of semiconductor lighting, but we may not fully understand how to move forward in this era. In this regard, the international giants to see more clearly, the withdrawal of the retreat, the sale of the sale, the cooperation of cooperation. I believe that China's LED industry to truly compete in the international market may be divided into three.

The first step is to get our products and designs into the international market and gain recognition. From the current point of view, the light source products have led the way. For example, light products such as OPPLE, NVC brand has achieved good results in the mainstream market. However, China's R & D design to be recognized by the international market requires a certain amount of time, which is related to history, culture, ideas and other factors. Therefore, the domestic lighting lighting enterprises, especially the ancient town of enterprises, how to introduce design talent, how to open the company abroad, these require us to further study.

The second step is the domestic LED companies can cross the road, cross-border, cross-border breakthrough in three areas, opening up new roads.

First, cross road. The MLS as an example, from the package to the light source, and then to the industry vertical integration of finished lamps, through the acquisition of LED filament lamp, Landes Vance (LEDVANCE) and other overseas channel development, out of a new path.

Two cross-border. If the package with honglitronic, started the acquisition of Shenzhen smalite optoelectronics, LEDIA lighting and other enterprises, now in the field of automobile signal lamps are doing is very good. In June this year, honglitronic renamed Hongli Newell, active layout of the car networking industry, hit