G20-LED Lighting Summit 4th 2nd CEO Conference
"Shenzhen Gazette: Innovation in the Change"
December 29, 2014
G20-LED Lighting Summit Secretariat
1. On December 12, 2014, the 2nd 2nd CEO Conference of G20-LED Lighting Summit was held in Guanlan Lake, Shenzhen. The member company, Jingtai Shares, hosted this meeting.
2. The CEO meeting of the G20-LED Lighting Summit revolved around the theme of “Innovation in a Changing Situation – Standing in a New Five-Year Starting Point, New Challenges and Expecting Wisdom and Wisdomâ€, and repositioning the member companies in the next five years. Maximize the role and influence of the G20-LED Summit and explore the diversified deep strategic cooperation mechanism among member companies.
3. At this CEO meeting, the leaders and representatives of the participating members made in-depth exchanges and discussions on the market performance, pattern changes and the development trend of the LED industry in the respective segments in the respective segments.
4. With the gradual maturity and perfection of LED lighting technology products, the cost performance of LED lighting products is getting higher and higher, consumers' understanding and confidence in LEDs are increasing, and the market demand for LED lighting is rapidly expanding.
The continued rapid growth of downstream application market demand directly led to the rapid digestion of midstream packaging and upstream epitaxial chip production capacity.
A series of profound changes have taken place in the middle and lower reaches of the entire industrial chain. The mergers and acquisitions among enterprises are in full swing, and the market structure is undergoing tremendous changes.
5. In 2014, LED lighting showed a trend of high and low. In the environment of market uncertainty, LED lighting enterprises as an independent individual faced many difficulties in market competition, and enterprises need to try new survival modes.
The leaders of member companies unanimously believe that the emergence of the G20-LED Lighting Summit is to build a platform for high-end interactive communication. The member companies cover the middle and lower reaches of the industry, and the interoperability between enterprises, exerting the synergy effect of the supply chain, and setting the market order by example. .
6. In the past few years, the G20-LED Lighting Summit has played a platform role in sharing resources, acquiring knowledge, and sharing market strategies. Through this platform, member business leaders have continuously strengthened their business contacts and upstream and downstream cooperation. To a certain extent, they have avoided excessive competition among peer companies, promoted market development, improved the effectiveness of organizations, and promoted mutual communication and cooperation. Thereby enhancing the competitive advantage of member companies.
7. Member companies unanimously believe that under the new situation, the G20-LED Lighting Summit still needs to face more missions. It still needs to continuously optimize the service functions of the platform, and strengthen the positive interaction between the platform and member companies, and truly become an industry. Influential high-end communication and dialogue platform.
8. Member companies unanimously agree that “nearly two-thirds of SMEs will withdraw in the next three yearsâ€, the transformation and upgrading of enterprises is imminent. Independent innovation and mergers and acquisitions have become the most obvious two roads facing the enterprise.
9. The LED industry has reached a new stage of capital assistance integration and is currently in the best period of mergers and acquisitions.
In theory, mergers and acquisitions in the LED industry are beneficial to both parties. On the acquisition side, M&A is basically based on the following points: capacity needs to be expanded, sales channels and markets are broadened, relevant patents are acquired, and vertical acquisitions are made to ensure the supply of goods and products.
The acquired party can avoid standing on the verge of bankruptcy due to problems such as financing difficulties and investment difficulties. This demand also appears in the current G20-LED Lighting Summit member companies, especially the representatives of listed companies.
10. Under the system of G20-LED Lighting Summit, an industrial M&A fund will be established. As the organizer, Gaogong LED can be used as a fund management party and member companies as fund sponsors. Gaogong LED makes full use of its strong accumulated industry resources to actively seek investment targets for mergers and acquisitions. Explore the possibility of mutual ownership and strategic investment within the summit members.
11. Develop 100 member companies within three years and form a corporate consortium. Through the consortium platform to reduce the research and development costs of member companies, improve the efficiency of product promotion; establish a joint procurement mechanism to reduce the procurement costs of the members of the consortium; and through joint promotion to enhance the market and brand influence of member companies.
LED upstream epitaxial chip field 1. The situation of China's epitaxial chip industry is gradually clear, and the basic pattern has been determined in the next two years. The scale has become an important factor in the choice of chip suppliers in packaging plants. Small and medium chip factories mainly adopt low price strategies.
2. With the expiration of the local government subsidy policy, especially the weak profitability in the past several years, the external favorable factors of the epitaxial chip companies are gradually reduced. Due to problems in the downstream customer's capital chain, the pressure on bad debts has risen steadily. In 2015, the survival pressure of small and medium-sized chip companies increased, and they faced the risk of exiting the market. The survival of mainstream chip companies will become more and more healthy, and the future profitability is expected to gradually improve.
3. With the rapid introduction of some new technologies and new technologies, the cost of chip manufacturing is expected to continue to decrease in the next few years, and the price will fall, which is expected to continue to bring benefits to the downstream industry chain.
4. With the continuous development of domestic LED chip technology, the supply of products is becoming more and more stable. Domestic chips began to go overseas, although the amount is not large, but the initial effect is good. Domestic LED chips have entered the international competition platform for the time being.
5. Increasing the number of machines is still the first choice for mainstream chip companies, because most enterprises have weak technical strength. It is difficult to have complementary effects on technology only by horizontal mergers, and the equipment cost has been greatly reduced, and the performance is better. Scale chip companies are more likely to expand production.
6. In the next few years, the scale expansion and technological progress in the field of epitaxial chips will tend to be flat.
In the middle of the package field 1, the overall market conditions are driven by the downstream market demand for terminal lighting applications, but the price decline continues. Continued price cuts in the next few years are still inevitable.
2. Capacity expansion is still the main theme of mainstream packaging companies. EMC, flip-chip and other new packaging forms are increasingly valued by packaging companies. At the same time of their own research and development, packaging companies accelerate their acquisition of new technologies and new products through mergers and acquisitions. layout.
3. The trend of packaging enterprises to expand and extend to the downstream application side is becoming more and more obvious, and simple packaging enterprises have taken up a small proportion. The vertical extension of this industry chain is more through mergers and acquisitions.
4. Despite the impact of new processes such as flip-chip, at this stage, the packaging process cannot be completely replaced. But in the long run, flipping is the general trend.
5. The localization rate of main raw material brackets, glues and phosphors in LED packaging is increasing. Due to the influence of cost and technology, packaging companies have begun to produce or enter the upstream supply chain through mergers and acquisitions.
6. Overseas packaging giants are gradually stabilizing their original market advantages through various means such as localized research and development, manufacturing and production transfer, and corporate restructuring. At the same time, they are more adaptable to the needs of domestic downstream lighting companies in terms of product layout.
7. The competition in the domestic market will be more intense in the future. The price of high-end packaged devices will be limited, but the price of low-end and mid-end products still has a large room for decline. In the future, for small and medium-sized packaging plants, they still face huge market competition and survival pressure.
8. At the same time as the domestic packaging enterprises continue to expand their scale, they began to reduce the product layout and continuously strengthen the advantages of single products.
Equipment field 1. In recent years, domestic equipment enterprises have begun to occupy a certain market share in some sub-segments, and the application of new technologies has helped equipment companies to continuously reduce costs and increase the gross profit margin of equipment.
2. The demand for intelligent automatic production lines for lamps and lanterns is rising rapidly. The domestic production lines for lamps and lanterns have been applied in large-scale lighting enterprises. However, the degree of customization of the product is high, the delivery period is long, and the product update speed is too fast, which also brings many problems to the automation equipment manufacturers.
3. Modularization will be a breakthrough in the production of intelligent equipment in the future. Splitting the module can quickly adapt to the flexible production mode of different products, allowing customers to quickly and flexibly adjust the production line according to actual needs.
Downstream application areas 1. In 2014, the LED application market showed a trend of high and low, but the overall growth remained high. This depends on the gradual maturity of LED lighting technology products and the continuous improvement of cost performance, consumer acceptance. It has also seen a greater increase than in 2013.
2. As far as market performance is concerned, the LED application market has maintained a high-speed growth trend since last year. According to the statistics of the High-tech LED Industry Research Institute (GLII), the total output value of China's LED industry reached 344.5 billion yuan in 2014, a year-on-year increase of 31%. . Among them, the downstream application output value increased by 32%.
3. Indoor lighting is the main engine for the rapid development of the LED application industry. GLII statistics show that in 2014, the indoor lighting industry continued to maintain its growth trend in 2013. The annual output value exceeded 100 billion yuan, with a year-on-year growth rate of over 70%. Indoor lighting applications led the development of the entire LED application industry.
In 2015, indoor lighting continues to lead the development of LED application industry. It is still the main driving force for LED downstream development. It is expected to benefit from the rapid demand of domestic indoor lighting market and the continuous growth of export market. The annual output value of indoor lighting is expected to exceed 150 billion yuan. about.
4. The overall production and sales volume of the LED lighting market is still in a fast-rising channel. However, due to the rapid decline in product prices, there are not many companies that are truly profitable.
5. The growth of LED lighting performance this year mainly comes from engineering projects and overseas markets. The growth rate of overseas markets is relatively fast. North America, Europe and Asia-Pacific are key markets, and the market expansion in South America and Africa is good. The outdoor lighting market will continue to maintain a high growth trend.
6. Since the beginning of this year, especially in the second half of the year, lighting companies will focus more on adjusting the product line layout and solidizing the channel distribution network to strengthen their competitive strength.
7. The price war of LED lighting terminals will continue. The winning of scale and the success of single products will become different choices for enterprises. The competition of LED lighting enterprises has been transferred from simple brand and channel promotion to cost control, technology research and development, scale and capital. The competition of strength.
8. E-commerce has been applied by most lighting companies and has achieved good results.
9. Intelligent lighting will become the trend of LED lighting development in the future. At present, more and more enterprises are investing more energy in the research and development of intelligent lighting products, but at present, smart lighting products are still in their infancy, and the price and technology factors restrict the starting of the intelligent lighting application market.
Supply chain links 1. In the historical period of the LED industry, supply chain management has become the focus of LED companies. The innovation of the company's marketing model, internal cost quality management and technology research and development is a key indicator reflecting the core competitiveness of an enterprise. More and more companies are beginning to strengthen their supply chain management.
2. Enterprise cooperation alliances in different industrial chain links are more common. Information sharing, joint research and development, product promotion and even capital-level mergers and acquisitions and resource integration are constantly affecting the supply chain structure.
3. The company has continuously adjusted the product line layout and screened customers and suppliers to cope with the continuous decline in product prices and achieved certain results.
The list of members of the 4th G20-LED Lighting Summit (before and after the ranking):
Philips Lumileds
Guangzhou Hongli Optoelectronics Co., Ltd. Hubei Yutong Electronics Co., Ltd. Hangzhou Zhongwei Optoelectronic Technology Co., Ltd. Zhejiang Sunlight Lighting Group Co., Ltd. Shanxi Guangyu Semiconductor Lighting Co., Ltd. Jiangxi Lianchuang Optoelectronics Technology Co., Ltd. Hengdian Group Debang Lighting Co., Ltd. Shenzhen Jingtai Co., Ltd. Shenzhen Mingwei Electronics Co., Ltd. Tongfang Co., Ltd. Northern Microelectronics Foshan Guoxing Optoelectronics Co., Ltd. Infineon Electronics (Hangzhou) Co., Ltd. Sichuan Xinli Light Source Co., Ltd. Dongguan Qinshang Optoelectronics Co., Ltd. Jingke Electronics (Guangzhou) Co., Ltd. Tiantong High-tech Group Co., Ltd. Shenzhen Juzuo Lighting Co., Ltd. Foshan Nanhai Jiamei Times Lighting Co., Ltd.
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