"Innovation in the change" G20-LED Lighting Summit Mission Hills Lake Year-end Inventory

[Text|High-tech LED reporter Zhao Hui] In the past 2014, many LED industry insiders believe that it is "the first year of LED lighting." With the gradual maturity of LED lighting technology products, the cost performance of LED lighting products is getting higher and higher, and consumers' understanding and confidence in LEDs are increasing.

As a result, the market demand for LED lighting has expanded dramatically. The continued rapid growth of downstream application market demand directly led to the rapid digestion of midstream packaging and upstream epitaxial chip production capacity.

According to the forecast of the High-tech LED Industry Research Institute (GLII), the total output value of China's LED industry will reach 344.50 billion yuan in 2014, a year-on-year increase of 31%. Among them, the output value of LED upstream epitaxial chips, midstream packaging and downstream applications were 12 billion yuan, 56.8 billion yuan and 275.7 billion yuan respectively, up 43%, 20% and 32% respectively.

As the competition in the LED market continues to intensify, LED companies continue to run, shut down, and the industry is in full swing. Merger and integration has become the main theme of the LED industry this year, LED has entered a big era of historical change.

On December 12, 2014, the second CEO Conference of the 4th G20-LED Lighting Summit hosted by Gaogong LED and held by Shenzhen Jingtai Co., Ltd. was held in Dongguan Guanlan Lake Dongguan Club. The theme of the summit was “ Innovative changes in the situation - standing in a new starting point in five years, new challenges are looking forward to wisdom and wisdom, and the member companies and high-level representatives of the participating companies will re-orient the G20-LED Summit members in the next five years of industrial competition, how to maximize their performance. The role and influence of the G20-LED Summit will also explore the diversified deep strategic cooperation mechanism among member companies.

The CEO meeting of the G20-LED Lighting Summit also ushered in the debut of the new member companies - Guoxing Optoelectronics (002449.SZ) and Jingke Electronics.

As one of the earliest companies in China to produce LEDs, Guoxing Optoelectronics has been focusing on the R&D and production of LED products for 38 years. It has always adhered to the quality policy of “full participation, quality first, continuous improvement, providing customers with satisfactory products and services”. The development strategy of “based on packaging, bigger and stronger, and extending up and down in time” has become a leading LED enterprise in China.

Jingke Electronics is the only domestic leading brand of high-power LED integrated chips that uses flip-chip Flipchip technology.

"LEDs still have a lot of unhealthy low-cost disorderly competition. Many companies' gross profit margins have dropped to the bottom line. This urgently requires G20 members to come out and play a role, telling the whole industry that this is unhealthy industry competition." G20-LED Lighting Dr. Zhang Xiaofei, the secretary general of the summit and the chairman of Gaogong LED, said that the next few years will be a turning point in the development of the LED industry.

Gong Wen, general manager of the company's CEO conference, said that at this stage, the LED industry is at a certain moment, and when it sees a lot of light, it also faces various difficulties. Such an important moment, as a very important dialogue platform for the Chinese and the world, it is very meaningful and necessary for the industry to discuss the future direction of the industry, the positioning of the enterprise, and the role of the summit. .

The three dimensions of the LED industry's competition pattern, industry chain and enterprise exit strategy in the next five years are the key topics of this landmark G20-LED lighting summit. The CEOs and senior representatives of 20 member companies attended the event. The meeting.

Group photo of G20 member companies

"Domestic chips will not be lost to foreign and Taiwanese companies in the future, especially in terms of small and medium power." Wang Lianghai, vice president of Tongfang, said that scale and technological advantages will become more and more important.

Talking about the current competitive landscape in the field of LED chips, Wang Lianghai believes that the current pattern of the chip industry is slowly becoming clear. The basic pattern of 2015 and 2016 has been determined, because nowadays it is a large enterprise or other major customers. At present, the chip products used are just a few mainstream chip vendors in terms of supply chain. The remaining small domestic chip factories mainly use low-price strategies to grab small market share. In this market environment, the operating conditions of mainstream chip companies will become healthier and healthier.

Scale has become the best choice for many large packaging companies. Last year, packaging companies, especially listed companies, accelerated the pace of expansion and mergers and acquisitions.

"The price of LED products is inevitable when the unit price declines. Without the scale, it will not survive." Ruili Ning, general manager of Hongli Optoelectronics, believes that the price war will continue. The winning factors of packaging competition will be management ability, cost control and scale and brand. strength.

In 2014, the LED lighting terminal market showed a trend of high and low. Last year, the demand for terminal lighting market broke out and the expected growth and profitability of the whole industry chain reached its peak and gradually returned. In particular, the end-market stocks enter the digestive period, and will the downward demand for stocks have a certain transmission effect on the middle and upper reaches?

These problems are the most pressing concerns of all companies in the LED lighting industry.

Guan Yong, general manager of Sunshine Lighting, believes that the current development of LED lighting is like "chess to the middle". This year's competition is particularly fierce. Thanks to the new market and business models such as smart lighting and O2O in the future, the confidence of lighting companies is very good.

"To do the channel is still to persist, to find their own way, return to the core essence." Guan Yong has his own views on the channel competition.

In Jiamei Lighting, which has been deployed for many years in domestic channels, the focus of next year is to deepen the stable channels, and at the same time accelerate the pace of the layout of new technology products such as smart lighting.

Overseas, especially the North American lighting market, is optimistic about the G20-LED Lighting Summit members.

Since last year, with the expansion of domestic LED companies, mergers and acquisitions, cross-industry integration, cross-brand cooperation, and bankruptcy exits... it is like crazy to sweep China. In contrast, multinational LED lighting companies are constantly changing, responding to the constant price and market competition pressures brought by the Chinese market through capital, strategy, market, and product adjustments.

The impact of intelligent lighting and emerging technological innovations has been a major impact on the development of the LED lighting industry, and LED lighting companies are still hesitant in the current merger and acquisition integration tide. Summarizing the market and technology development trends in 2014, we will look into 2015 and jointly grasp the historical opportunity of LED lighting era. This is the historical contribution of the CEO conference of G20-LED Lighting Summit for the development of LED industry.

From August 29, 2011, the G20-LED Lighting Summit was established after the establishment of the high-end dialogue platform initiated by the unofficial industry leading enterprises in China and the global LED industry. The G20-LED Lighting Summit has gone through four years of long-term road. Into the fifth year.

Through four years of hard work, more than 20 member companies have gradually built a high-end round-table dialogue platform for diversified industries with the core of the global LED industry chain as the core, and now it is necessary to open a new chapter of the second take-off - new Industry, new starting point, new G20!

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