LED situation is changing, phoenix nirvana is still available

[Text / high-tech LED Huang Yaping] This road came, can not say how hard, fortunately, my heart is very clear, because there is still a little care, only to cling to this journey ..... end of the year, LED Xiaobian in the song Welcomed the annual inventory season. Still walking on the LED road, you look back at the year of 2015, has there been some moments that have touched you, will there be a few words that can touch you?

Price war

In the past year, LED manufacturers have flooded into the civilian market due to insufficient external demand, weak domestic demand, and the maturity of the industry. A large amount of production capacity has led to the continuous low price of lighting products, and the competition for price-selling orders is in full swing.

Philips LED bulbs ex-factory price dropped to $0.8

Earlier, Philips' T5 and T8 lamps have started to “buy 10 get 1 free” or even “buy 3 get 1 free” promotions! In May 2015, Philips launched 2 bulbs for 5 dollars in the North American market. Caused the industry to be shocked. In August, Philips will kill more than 30% of the 6.5W LED bulbs, and the original price of 249 yuan will sell for 169 yuan. In October, Philips even asked ODMs/OEMs in China and Taiwan (original designer manufacturer/original equipment manufacturer) to lower the LED bulb ex-works price by $0.8 in 2016.

As a big LED lighting indicator manufacturer, Philips' big-hand price-reduction promotion action in the field of civil lighting "a stone stirs up thousands of waves", some people cheer, such a promotion method can greatly promote LED bulbs, there are also concerns that Philips' goal is to guide prices Going down, striving for market share, the brand factory that does not follow up will face the dilemma of market share.

Foshan lighting is deeply involved in price wars

In May 2015, Foshan Lighting reduced the 1.2m T8 integration to 13.8 yuan, and the sales volume soared. In a dealer store in Xiamen alone, the sales volume exceeded 10,000 units/month, which is only the sales volume during the 15-day period. Subsequently, Foshan Lighting issued a price adjustment notice in mid-May, 1.2M LED T8 glass tube, the price was adjusted from 13.5 yuan to 9.98 yuan. Orders of more than 3,000 can be obtained.

Due to fierce competition in the industry and a sharp drop in product prices, Foshan Lighting's net profit attributable to shareholders of listed companies in the first half of the year was 100 million yuan, down 46.9% year-on-year. Foshan Lighting, known as the “price butcher”, suffers from price wars and adopts a net profit to seek transformation.

Mulinsen detonated "The Battle of Mori" with T8

Faced with the low-cost T8 lamps that Foshan Lighting and Op Lighting have successively launched, Mulinsen, who has been aggressively entering the lighting field since last year, will naturally not miss the "feast" of the "10-inch T8 tube". In June 2015, the price of Mlinsen lighting T8LED tube hit a minimum price of 8.8 yuan / branch, which is lower than the 9.98 yuan / branch of Foshan Lighting and 9.9 yuan / branch of Op Lighting.

However, low-price competition is not the goal of Mulinsen. This time, the “Sen of War” was launched. Mulinsen hopes to shift the focus of the industry from price to new value and new creation.

OSRAM LED T8 tube undergoes triple jump

In February 2015, Osram, which insisted on high prices in the first-line brands, could not withstand the temptation of price wars and lowered the price to below 20 yuan. The LED T8 lamp has experienced a triple jump from 90 yuan to 50 yuan to less than 20 yuan.

As Osram's products are positioned in the mid-to-high end, emerging LED brands have a greater impact on OSRAM in terms of product prices. At present, the most circulating products of OSRAM products in the market are bulbs, PAR lamps and other light source products, and the price is high, and the future battlefield may be transferred from physical stores to online.

Shuffle transformation

With the meager profits of lighting products in the circulation field and the accelerated market integration, the LED lighting pattern has undergone tremendous changes. In the face of increasingly fierce competition in the market, LED lighting companies have planned to transform, and some companies have even directly withdrawn from the LED lighting business.

Qinshang Optoelectronics pushes "smart lighting" transformation

Recently, Qinshang Optoelectronics has launched a cross-border product that claims to be the most powerful in the lighting industry: Smart Lighting - Sky Eye K1, which gives the product "Internet +, brain, thought, communication, security, cloud The dazzling elements of the platform, big data, and the LED enterprise transformation at a time, the traditional enterprise cross-border is blown by the gods.

Although the transformation of the enterprise is imminent, I hope that "Eye of the Eyes K1" is not a simple, rude transformation, but a real innovation.

Sanan Optoelectronics transforms semiconductor speed

“With the rapid development of technology and rapid decline in cost, the LED business has developed to the present stage, the speed of industrial integration has obviously accelerated, and the concentration will be further improved.” Sanan Optoelectronics will take the initiative to achieve the company’s strategic goals and achieve strategic positioning. Make strategic adjustments to lay a solid foundation for subsequent rapid development.

While accelerating the expansion of epitaxial chip production capacity and entering the high-margin segment, Sanan Optoelectronics has not stopped the transition of semiconductors.

Feile audio accelerates transformation of LED lighting

Faced with the rapid development of LED, higher requirements for lighting technology and higher rising labor costs, Feile sound will transform from traditional lighting to green LED low-carbon lighting. On this basis, we will develop smart lighting to wisdom. The city is a business platform, and the smart street light network is used as a business to expand its business scope and channels.

As a whole, in 2015, the company took smart city as its business platform and took smart street light network as its business. It continued to increase investment in new business and cultivate new business models and new business applications.

"The Battle of Mori" is the battle of Mulinsen's transformation

Lai Rongsheng, assistant to the chairman of Mulinsen, said. "The Battle of Mori" is actually a battle for transformation. "The front is the turning point. Mulinsen is actively turning to this turning point to lead this new direction."

The new era requires new thinking, new changes, new ideas, new values, new rules and new normals. The battle of Mori is the battle of self-evolution of Mulinsen. It is to break the unspoken rules of the industry, boost the channel power, and improve the quality and service of the industry. “Squeeze those who smoke soy sauce in the industry.”

overseas market

As the process of globalization accelerates, more and more domestic companies are “going out”. According to customs data, the scale of China's LED lighting exports reached US$9.22 billion in 2014, a year-on-year increase of 68.6%. On the one hand, the domestic market is full of smoke, and on the other side is the delicious and pleasing overseas market. Many LED companies have opened the “export model”.

Hongli Optoelectronics unveiled at the Indian Lighting Show

"The 13th India International Lighting Exhibition (LED EXPO)" is the largest professional exhibition of LED technology and lighting applications in India. Hongli Optoelectronics unveiled the H51 booth in Hall 11, focusing on small and medium power SMD and high power COB LED. And LED light engine modules for intelligent lighting.

In the past few years, Hongli Optoelectronics has seen business opportunities and aimed at the Indian market. After years of exploration and layout, it has achieved quite good results in the Indian market. The Hongli brand has already had a wide influence in the Indian market.

Zhouming Technology increases capital, Century Dingyuan enters overseas market

In September 2015, Chau Ming Technology intends to increase its capital by Beijing Century Dingyuan Investment Co., Ltd. with its own funds of RMB 2.77 million. Upon completion of the investment, the company will hold 10% equity of Century Dingyuan.

Zhou Ming Technology said that the increase in capital and shares of Century Dingyuan is an important pilot for the overseas business of LED lighting overseas business and contract energy management EMC business. In addition, it will also create revenue for the company and help the company lay a good foundation in the field of overseas lighting.

Sunlight lighting is full of orders in the second half of the year

In the first half of 2015, the scale advantage of Sunlight's LED business was further expanded, and the speed of LED lighting transformation LED is still accelerating. It is understood that Sunshine Lighting's overseas business has developed smoothly, and the LED lighting business has grown since the second half of the year and continues to this day.

With the release of the production capacity of the company's raised funds, the solar lighting LED business grew rapidly, and the proportion of LED business continued to expand. Through the competitive appeal of LED products, many new customers have been expanded, especially in mature markets such as Europe and America, where the LED business is growing very well and has great potential for growth.

Scale benefits

The larger the scale of the enterprise, the lower the unit's fixed cost, and the more economic benefits can be achieved. Therefore, whether it is from the growth law of the enterprise or from the perspective of economies of scale, scale is the only way for the development of SMEs. .

CITIC Hua: Enhancing overall competitiveness under scale

It is understood that the second phase of the CITIC Group's Huizhou Daya Bay plant has begun to be renovated, and will purchase the industry's top equipment to enter the multi- and high-precision PCB field, which also indicates that the development of CITIC Group's large-scale development has entered a new stage. Go to a new level.

Ding Huisheng, executive director of CITIC Group, said that “in the future, we will continue to break through the sales model of traditional enterprises and achieve a fast-tracking route with the Internet. It is expected that under the new business model, CITIC Wah + Internet + e-commerce model will become the market. New protagonist."

Mu Linsen wants to win by scale

At present, the Mulinsen industry has entered an integration period and is increasingly requiring large-scale development. The high degree of dispersion brings about the weakening of the competitiveness of enterprises. By improving their scale or concentration, they can accelerate industrial progress and lead the healthy development of the industry.

Zhou Lihong, general manager of Mulinsen Marketing Center pointed out: Although 2015 is a test for the industry, the demand for global LED lighting products continues to grow. With the deepening of the Belt and Road, coupled with the depreciation of the renminbi, the manufacturing share of the products will still return. Domestically, having such a big premise is enough to digest and give play to our scale advantage.

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