LED market is surging, international giants are adjusting strategies

As a large consumption and production base, the rapid development of China's LED lighting in recent years is obvious to all: the core key technologies are gradually promoted, the vertical and horizontal integration of industries is accelerated, and traditional lighting and LED lighting are further integrated. More crucially, under the price war, while a group of small and medium-sized enterprises are being dumped, some domestic semiconductor lighting enterprises are on the rise, and the transformed traditional lighting international giants rely on brand and channel advantages. the trend of thick accumulation and thin hair is becoming more and more prominent. Under this situation, the past scenery is infinite. AIXTRON), Kerui (CREE), Samsung LED, Philips (PHILIPS) Can international giants in the LED lighting market such as Jingyuan Optoelectronics continue to rely on their technological advantages to enjoy high profits and occupy the surging tide of the LED lighting market? As alliance Secretary-General Wu Ling said on the occasion of CHINASSL2013, we are also thinking about how to break the bottleneck of the current industry in the industrial development period. As an industrial alliance that innovates and develops in the industry and seeks breakthroughs, how can there be new changes and what historical missions and functions to undertake? In fact, these questions are not only questions that need to be considered and answered for the future development of the alliance, but also for every international and domestic enterprise in it, which should be considered and in the critical period of industrial turning. how should enterprises face the existing problems, avoid the short board, and avoid the trap of entering the golden period of the industry and the weak growth of enterprises. Undeniably, there are still great challenges in the current LED lighting market in China. insufficient technological innovation capability, nonstandard market, non-agglomeration of industrial resources and imperfect development environment have all become bottlenecks restricting the development of the industry at this stage. The key is that the innovation chain around the LED industry chain has not been opened, the terminal application has not been fully opened, and the ecological environment for development after the application is opened is not perfect. Under such circumstances, there is no need to explore new development models. However, it is also undeniable that many Chinese enterprises, led by the alliance to explore the road of development, are striving for the upper reaches, doing a good job in the middle and breaking through the lower reaches with the determination to face up to the existing problems and seek innovation and breakthrough. like the domestic upstarts headed by Sanan, Dehao and NVC. Aisiqiang, who used to rely on technology and patents to monopolize domestic MOCVD equipment procurement, has been earning high profits in China for many years with the sales of MOCVD equipment. With the Chinese government's great efforts and strong investment to promote the LED lighting product market, especially since China took office in the new term, innovation-driven, transformation and upgrading have become the main line of China's economic development. Under this environment, domestic industry, university and research institute work together to continuously seek breakthroughs in technological innovation. Domestic enterprises are gradually entering the camp of chip manufacturers. Domestic MOCVD has been put into the market for trial use. Under this situation, facing the huge domestic LED lighting market, not only love Siqiang, there is also a chip manufacturer in Asia, Jingyuan Optoelectronics. If you want to continue to earn high profits in the future, you will have to work hard to plan new strategies and new strategies. Similarly, Kerui, which intends to extend downstream and introduce its own lamps, has not met market expectations for three years. samsung LED, which is expected to seize a place in the semiconductor lighting market including China through resource integration, and Philips, which relies on traditional brand advantages and channel advantages, and is willing to walk in the LED lighting market. Standing on the threshold of ten years of development, facing the domestic enterprises to catch up and the constantly changing market development environment, the strategies and trends of the big players to continue to stand in the tide in the future have attracted the attention of the industry. There is no doubt that the competition in any industry today is the competition of the LED enterprises must have a long-term, innovative and new development of the layout. It is not only whether the international giants can continue to stand in the tide in the next decade of industrial competition that attracts attention, but also whether the domestic upstarts can seize the opportunity to rank first in the industry, which is also concerned by the industry, because, they need a more solid and long-term development strategy. On the 9th, the Third Plenary Session of the 18th CPC Central Committee, which attracted worldwide attention, was opened. Deepening the reform in an all-round way is the highlight of this meeting. Deepening the reform in an all-round way is related to the success or failure of China's development mode transformation and whether China's economy can continue to move towards a better future. Similarly, the ten-year development of LED lighting industry is also in a critical period. It was held at the same time as the Third Plenary Session of the 18th CPC Central Committee. CHINASSL2013 was held at Beijing Kuntai Hotel on 10th day of this month, summing up the ten years and looking forward to the ten years. this grand event not only includes the national energy conservation and emission reduction conference held by the Ministry of Science and Technology, the Ministry of Finance, and the relevant agencies of the National Development and Reform Commission during this period, but also the theme forum: the mission of the semiconductor lighting industry in the new decade to change human life, the BRICS semiconductor lighting work conference also has eight technical branches covering the future development of the industry. As the main body of the market, the future development strategy of the enterprise has received more attention. Aisiqiang, Kerui, Samsung, Philips and the domestic upstart sandehao were all present to share the experience of ten years and explore the strategy of the new decade.