[Text / high-tech LED Xiong Yuheng] Dear, there are less than 10 hours, 2015 never return train will arrive, please cherish and enjoy this last unforgettable time. Before you get off the bus with your memory, please give a big hug to all the people you know on this train. After all, no matter what the relationship has been, they will accompany you for an unforgettable 2015.
Cough, a little off topic. Whenever the year-end and the beginning of the year, it is inevitable that there will be a lot of emotions. Entering the topic below, I remember that during the Spring and Autumn Period and the Warring States Period, the situation of a hundred flowers blossoming and a hundred schools of thought contend, creating a magnificent cultural system, which has far-reaching influence on the political, economic and cultural trends of later generations. From this we can see that the creativity of advanced thoughts will never be less than any known and specific tools.
Nowadays, such a feast of thoughts has been vividly reflected in the high-tech LED annual meeting. Everyone in the industry talks about the broad, whispering, and has a unique opinion on the industry, on the products, and on their own development, which is quite valuable. Perhaps we have some doubts about the future of the LED industry, but such a collision of thoughts gives us a slightly darker path and brings a bright glow.
Below, we will simply share the remarks of some of the guests at the Gaogong LED Annual Meeting, as follows:
General Manager of Sunlight Lighting:
"Today we don't talk about costs, and the cost pressure is too big. Let's talk about smart lighting."
[It is really stressful to talk about costs. I feel that the entire industry has not made any money this year. However, smart lighting everyone is saying that they are doing it, but because the technical solution is not mature, the user experience is not good enough, and the road to scale promotion is also far away.]
Li Zhaohua, general manager of Mingwei Electronics:
"Linear drive ICs will occupy half of the future IC market."
[Currently, the driver IC technology has reached its peak. It seems that the price spelling technology has not been able to find anything cheap, and should be turned to how to increase the added value of the product. The reliability and safety of linear drive ICs are outstanding, which is in line with future market demands.
Liu Heng, general manager of Zhongheng Paiwei:
"The future focus should not be on how to cut prices, but should think about how to make the LED power supply level higher."
[For power companies, only 10% of the current profit margin can be made a fuss, after all, the price of power components has been difficult to reduce the space. Therefore, the future development direction of LED power supply can only move toward intelligent, high value-added direction]
Zhou Xuejun, Marketing Director of Bright Asia:
“CSP can help the overall cost of the system to drop, which makes more sense than the price drop of a single light source.â€
Xiao Guowei, President of Jingke Electronics:
“The cost of CSP light sources will drop rapidly and is expected to be applied to the general lighting market in batches in 2016â€.
[Low cost is an important reason for CSP's favor. Its emergence can achieve vertical integration of upstream and downstream, shorten the industrial chain, and drive down the cost of the system. However, the current application of CSP is limited, only used in the backlight and niche lighting market]
Xu Min, Technical Director of Coslight Semiconductor:
“Technical innovation is the king. The real technological innovation lies in whether the products can meet the needs of usersâ€.
[Good products are important, but users only pay when they meet the needs of users. It is not very meaningful to focus on innovation and not to consider the quality of customers. This is like, Maserati quality is impeccable, but after all, there are still a few people who can afford it.
Lu Weidong, general manager of Yinghui Lighting:
“Responsible for customers is more important than controlling costsâ€.
[This statement is reasonable. Under the premise of low quality, there are a group of stable, long-term cooperative customers. Even if you can't get fast development, you can at least guarantee that you will not "starve to death." The competition will be fierce in the next three years, and it will be a victory in the past.]
Yang Qingbai, Director of Sunshine Technology:
"Enterprises can seek a win-win situation in the upstream, midstream and downstream industries, and it is also important for enterprises to upgrade their products themselves."
[The cost control of a product depends largely on the price of the supplier, and a good partner is important. The current LED product replacement speed is accelerating, it is not the state that can be maintained for three or five years before, and it will be abandoned by the market if it is slack.]
Lin Yan, deputy general manager of Sanxiong Aurora:
“Low price does not mean low quality, cost and quality are the eternal topics of manufacturingâ€.
[In addition to working on raw materials, there are many ways to control costs. For example, innovating production processes and carrying out large-scale production. Xiaofei Ge said that in the next three years, the low-end will die, which also indicates the return of the quality concept of the entire industry.
Zhou Shuiming, General Manager of Jiamei Times Lighting:
"Our price is lower than others, it does not mean that our profits are less than others, nor does it mean that our quality is worse than others."
[Increased product added value must be combined with customer needs to provide competitive solutions and services. In the case of LED lighting profit bottoming, by providing customers with quality solutions to enhance the added value, it will bring better overall benefits to the company. 】
Lin Linliang, Executive General Manager of Mulinsen:
"Mu Linsen is a lamp that everyone can afford and use well."
[Before, Mulinsen was called the “price butcher†in the LED industry. However, to this day, it is an indisputable fact that Mlinsen’s contribution to the scale of LED lighting is not small. I would like to ask about the channel and scale of Mulinsen.
Nie Pengxiang, Chairman of the Incentive Testing:
"The United States is good at making amateur things professional, and China always makes very professional things very amateur."
[China has made more than 1/2 of the global LED output value, but it has not done enough in terms of market and quality supervision, resulting in frequent recalls. Although the output value of LED in the United States is small, it has high requirements on lighting safety and reliability, and market supervision is very strict.
Li Cheng, deputy general manager of Guoxing Optoelectronics:
"The only thing that can save a company is capital. If a company wants to survive, it must seek development through financing."
Li Kun cone, director of Hongli Optoelectronics Technology Engineering Department:
“Enterprises need financial support whether they rely on horizontal or vertical development, and capital is their most powerful backing.â€
[Money is not a panacea, but no money is impossible. Money can be bought and bought arbitrarily, no money can only look at others to buy and buy. In the future, the LED industry is fighting for scale, relying on strong comprehensive strength, and this is related to money]
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