Traditional lighting transformation is the death of OR?

At present, the hottest word in the LED industry is the “running road,” and the limelight even overcame the Nobel Prize winning Nakamura Shuzo who had just won the Nobel Prize in early October. Since I resigned from the chief editor of a magazine, I haven’t written for many days, but when I meet the storms in the city, I still cannot stand the loneliness.

The "closed tide" caused by a lot of people

The term "running" is not new in the LED industry. Three years ago in October, Duo Duoli became the first billion-dollar enterprise in the industry to close down, the national high-tech enterprise that was overshadowed by the industry, the honorary aura of the executive vice president unit of the Shenzhen Association, and events before and after the road trip. Ups and downs, even more casual people in Shenzhen, more than 100 companies closed down rumors, so that the LED for a long time precarious, let the author lie in the shot. Since I founded the magazine, many entrepreneurs such as Wan Run, Lehman, Chau Ming, Mo Shuo, Rui Feng and other entrepreneurs have appeared on the cover of the magazine and knocked on the gates of the A-share listed companies, letting the author also feel complacent, but Li is an exception.

On the other hand, the collapse of Duo Duli was at a time when the country and Guangdong Province were promoting LED lighting. The government has not made any effort. The next "photovoltaic" is coming again. What everybody thinks is related to the support of all walks of life to the LED future. Because of the "running path", it has constantly been harassed by friends in the media. When I chatted with a journalist friend, I said that “walking” was just an individual phenomenon. One can’t replace a single industry. He was at best a mature LED display industry, and a company’s failure to blindly expand its operations. In the end, how many homes were poured out and how many were large-scale enterprises, and later we learned from the data learned by the association that the “closed tide” is basically nonsense. So the government overwhelmed the LED industry, with Guangdong today in the transformation of LED street lights brilliant achievements.

"Shenzhen LED waste order" revives

Later, a reporter from CCTV again, who originated in Shenzhen, quietly abolished LED planning. This made it possible for me to meet the leadership of the province's LED propaganda work. We had almost 15 days and nights with CCTV reporters living from dawn to dusk, from Shenzhen Nanshan to Fuyong and then to Pingshan, to the ancient town lights to Huaqiang North and then to Jiangmen Guangbo. Meetings, LED lights from Guangzhou-Shenzhen Expressway to Dongguan-Shenzhen Expressway. The deputy director of Guangdong Provincial Department of Science and Technology, Ye Jingtu, gave CCTV reporters a certain assurance. “The energy-saving effect of LED products has been increasingly accepted, and prices have dropped significantly. Industrial development has entered a relatively stable stage, and we gradually let go. Let the regulation of the market economy dominate the development of the industry, so that the industry that develops in this way will have more vitality and competitiveness."

When CCTV reporters left, they said that I went back and let everyone around them buy LED stocks. I don't know if he bought it later, but he knows that LED's stock market value has almost doubled since then. Anyway, I am sorry that my intestines are green.

Later, the leader of the CCTV News Center “does not give up.” One Zhongshan “Hung Kee” collapse let all the way “Laojianghu” reporters set off again, the author can only let go of his work to continue to accompany. There is a reason why the reporter who came for the second time is “Lao Jiang Hu”. In order to avoid our guidance, they hired their own car to Zhongshan Guzhen and went to a small workshop company to make an unannounced visit. Helplessness, LED development momentum is just right, even small workshops are too busy, CCTV reports can only be hastily.

Some friends in the media and industry media have also become mentors and partners in life. What's more important is that under our influence, we believe that this is an industry with a bright future.

Is the LED capacity really excess?

In addition, the "overcapacity" grafted from LED to "LED" photovoltaics, at the end of 2011, the author's assertion at that time was a phased surplus in some areas. Today, many companies continue to expand their production capacity. Three years ago, the author and partner Zeng Xiaolan went to Mulinsen and met the chairman Sun Dong in the staff canteen. At that time, Mulinsen had just entered the one billion-scale club. Sun Dong said that later, Support each other in propaganda. (Accidentally leaking, those who often find me to call a company responsible for the industry friends, it is better to go to the corporate canteen stroll, where you can find bright spots.)

A few days ago, we hosted the Decryption LED Future Technology Application Forum in Shenzhen. Lin Liliang, general manager of Mulinsen, said that our output value will exceed 5 billion yuan this year. We are still expanding the packaging and lighting production capacity, and we will build a billion-dollar enterprise in the future. We and Lin always ask Gong Gong. If Mulinsen holds a one-hundred-thousand-million-dollar celebration, we must ask us to be guests. Because we have been propagandizing for the past few years, we have been working hard!

In fact, current LED lighting penetration is still a long way from our expectations. I think this is a good thing. If the permeability is saturated now, the LED's winter may really come. Including Kepler Lin Yida and other industry insiders, they are optimistic about the future of LED lighting. Therefore, whether it was 3 years ago or now, when it comes to overcapacity, I think it is too early and the machines of the 500 wafers are so calm. Why should we worry about people? Of course, other people's products are in short supply.

To say a few words, those small groups that have no winds, but no waves, are more likely to have more encouragement and support at the time when individual companies have difficulties, and less reprints and rumours that have not been forensically proven. In the first two years, two LED companies were almost closed down. A friend joked, you find a business, open a car in front of the company's door, called a dozen individuals, a debt collection banner pull, then the bank, the supplier coerced, the downstream customers to stop playing money, corporate funds Chain tension may have closed down. I think that in the context of a bad environment and tight monetary conditions, this dilemma is not the predicament of LED and is the predicament of the entire manufacturing industry. The media is good or the company is worth mentioning. Since everyone is in this ecosystem, it may be better to send more charcoal. Perhaps the supplier of this company is also your partner. Triangular debt, you know!

The transformation of traditional lighting is to seek death.

After finishing the LED, look at the traditional lighting. LED listed companies are busy acquiring, leading companies busy strategy marriage, foreign companies busy split. In the past two years, traditional lighting is talking about transformation, NVC said, I have exceeded 10 billion LED lighting, Buddha said that LED lighting increases many times. I think that the real transformation is certainly not the traditional light source replaced by LED, nor is it a simple addition and subtraction cooperation between enterprises and enterprises. As Dou Linping, the Secretary-General of China Illuminating Engineering Institute, said, LED lighting products, whether they are bulbs, lamps, or lamps, actually have the shadow of traditional lighting. In the future, LED should be reflected in a new way. Perhaps the future. It is a building material that goes into our lives.

The traditional giants hold a network of channel distributors. Can the future really be their world? Some people say that the transformation of traditional lighting is to find death, and no transformation is to die!

Isn't the transformation of traditional lighting awaiting death? I agree.

Traditional lighting transformation is to find death? I do not think so.

As mentioned earlier, LED is now in the era of traditional replacement. Now, traditional lighting companies have many years of dedicated channel dealerships, while LED companies are slicing subdivisions in e-commerce, foreign trade, intelligent lighting, and special lighting. market. It was also predicted that if the transformation is good, it may not be impossible to reproduce the glory of traditional lighting. My views are relatively neutral and each has its own strengths. I think that in the next few years, two types of companies will form a situation that is resistant to courtesy.

Dou Linping said that there are now more than 20,000 companies, and there may be 5,000 to 10,000 companies in the future. Enterprises should focus more on market segments. I think that in the next few years, how to make a license for the dealers in the process of shuffling is the key. Since it is expected to do so, it is no wonder that the down-to-earth company does not fall.

In fact, international giants have already taken this step. Frequent moves by Philips, OSRAM and Samsung are visible. Tang Guoqing, general manager of Samsung LED China, said that Samsung LED will further increase the LED device market in the world.

There may be even greater moves in the next step between the integration and advancement and retreat of foreign-funded enterprises. In my opinion, as a domestic company, whether it is traditional lighting hegemony or LED upstart, product innovation + business model innovation on the road to transformation is the unique skill to lead the industry leader. If you can't do two-wheel drive, even if you are alone, you will certainly have a place in the next 10,000 companies.