[Source: LED Engineering's "LED Research Review," 2013 November issue (total of 47)]
At present, China's LED position in the world? What is the future of the global industrial landscape?
"In the future, there will be an absolute advantage in the market segments such as display screens and digital tubes. Now, and for some time to come, China is definitely the largest supplier of LED terminal products and will radiate to the global market."
Wu Yongsheng: China's mainland region + Taiwan region's chip production and terminal applications scale first in the world, technology at the middle and lower reaches, including manufacturing equipment, testing equipment, manufacturing design and production management level and product performance. As far as mainland China is concerned, the gap between the overall level of the industry in Taiwan and China is shrinking. In the short term, high-end equipment, chips and patents are still monopolized by foreign countries, and the gap between equipment, chips and application products is shrinking.
“In the future, more and more OEMs of products from all over the world come from China, and the mainland has become the source of procurement of global lighting products.â€
Xiao Guowei: Japanese and European and American are a camp, South Korea and Taiwan are the second camp, while mainland China is the third camp. In terms of product advantages and technological innovation, there is still a certain gap between domestic enterprises and international manufacturers.
“The starting time of the global LED industry is not far behind, and the real gap is not as great as other traditional industries.â€
Wang Sen: China is at the end of the global industrial division of labor. The core patent technology is mainly in the hands of Japan, Europe and the United States. In recent years, China has been working hard on LEDs, surpassing Japanese and European companies in terms of development speed. As a major LED consumer market, after fully releasing production capacity, Chinese companies will bring home benefits and must play an important role in the future industrial structure. .
(Foshan Guoxing Optoelectronics Co., Ltd. (Jingke Electronics (Guangzhou) Co., Ltd. (General Manager of Jiangsu Xinguanglian Technology Co., Ltd. Wang Sen) Managing Director Xiao Guowei) Deputy General Manager Wu Yongsheng)
How to evaluate the overall situation of the current localization of the industry?
Wu Yongsheng: MO source, substrate, primer, surface rubber and other materials can be all localized, and key equipment has begun to emerge. For example, the recent domestic MOCVD film results are also quite satisfactory. ICP and other equipment used for etching have been used in large quantities on the production line. The equipment for automatic LED specializing in the development of Shenyang core source has reached or exceeded the level of similar foreign products.
Xiao Guowei: Localization requires both a certain scale in the upper, middle and lower reaches, and also requires high-end products to reflect certain international competitiveness. China's LED industry chain has been localized, and domestic products have a certain gap in terms of quality, technological innovation, and added value compared with international companies.
Wang Sen: Localization still stays in the assembly process and the provision of some raw materials. The real localization is the localization of the entire industrial chain. Today, the key technologies and equipment are mainly imported from abroad, and the popularity of domestically produced equipment and the independent production and application technology need to be improved. .
Home appliances, traditional lighting companies enter the LED, who is the most easy to win?
Wu Yongsheng: The timely transformation of traditional lighting companies is the most promising . The sales target of upstream packaging companies is also to focus on these companies in the marketing strategy, because these traditional lighting companies have many years of paved market access. Such enterprises will encounter technical bottlenecks, and in fact there are almost no major technical problems in application assembly. In addition, they also have the largest capital is the "brand" that has long been recognized by the market.
Xiao Guowei: Compared with the characteristics of LED lighting products, the home appliance industry is better than traditional lighting in terms of channel establishment and supply chain management. LED products are more of consumer electronics. For the construction of the entire channel and the speed and demand for the evolution of the LED market, it is a big challenge for many companies that have entered other industries. The original channels may not be suitable for the LED industry. Some of the existing marketing channels need to be rebuilt according to the characteristics of the LED industry. For traditional lighting companies, the challenges are more.
Wang Sen: The LED industry is a capital- and technology-intensive industry. Strong capital is very important, and the accumulation of technology is an inevitable key factor. I have always believed that companies that focus on research and development, sustained and steady investment, and long-term technology accumulation will gain a greater competitive advantage.
What are the opportunities for Chinese LED companies?
Wu Yongsheng: China's LED companies rely on China's huge application market waiting to be developed, and can radiate to the global application side. Of course, there are also layers of barriers such as patent barriers. These problems will be solved by the continuous enhancement of the company's self-development capabilities.
Xiao Guowei: The technology industry is not only a competition at the technical level, but also a competition at the market level. It includes the overall operating environment in terms of capital and industry, and even the role played by the government, as well as the ability to integrate resources in all aspects. Competition on the top.
The environment facing the development of mainland enterprises is relatively complicated. In addition, it has reached the stage of explosive growth of large-scale enterprise competition and rapid development of industrial development. At this time, enterprises need to comprehensively enhance their own strengths to cope with the challenges and opportunities of industry development.
Wang Sen: Scale and technology are aspects that we need to complement. However, Chinese companies have the natural advantages of low labor costs and a vast mainland market, and have the opportunity to cultivate companies with international competitiveness.
Chinese LED companies have deepened the depth of cooperation between industry, universities and research institutes, and the research on theory and application has developed rapidly. It is also possible to make up for the scale and technical disadvantages.
Competitors and catching up with targets? What is the gap between foreign brands in terms of technology, marketization, and brand operation?
Wu Yongsheng: The vertical integration work of Xinguanglian LED is proceeding in an orderly manner. Currently, the business is distributed at the two ends of the LED industry chain, providing various types of high-quality LED chips and making full use of the resources of shareholders to undertake LED display and indoor and outdoor lighting. And lighting project. In the meantime, we also encountered difficulties such as insufficient professionals and low brand awareness. We will intensively work in these two markets based on the actual situation of the company and the market, through the technological advantages of our own upstream epitaxial chips and the controllability of the terminal products. Bloom and bear fruit.
Xiao Guowei: When domestic enterprises have certain technological advantages and have certain capital advantages, in the face of competition from international manufacturers, there are problems in brand, technology and market operation integration. It is impossible to compete with all major international companies, so finding the better market entry point is the key. Objectively speaking, we need integration and cooperation among enterprises in the industrial chain. The better division of labor between upstream and downstream of domestic enterprises is particularly important in the next few years, so that they can truly have international competitiveness.
Wang Sen: Guoxing Optoelectronics has been committed to the integration of vertical integration in these years, and the integration of the upper, middle and lower reaches has been completed. Upstream chips 20 MOCVD machines are expected to be put into production by the end of the year. Midstream packaging is also expected to double production at the end of the year, and downstream lighting applications will continue to be deployed nationwide. Guoxing Optoelectronics has not set specific competitors at home and abroad. The focus is on strengthening R&D team building, reducing costs, maintaining yield, and building its own internal strength. In terms of technology, marketization, and brand operation, Guoxing Optoelectronics has been aligning with world-renowned companies.
At present, China's LED position in the world? What is the future of the global industrial landscape?
"In the future, there will be an absolute advantage in the market segments such as display screens and digital tubes. Now, and for some time to come, China is definitely the largest supplier of LED terminal products and will radiate to the global market."
Wu Yongsheng: China's mainland region + Taiwan region's chip production and terminal applications scale first in the world, technology at the middle and lower reaches, including manufacturing equipment, testing equipment, manufacturing design and production management level and product performance. As far as mainland China is concerned, the gap between the overall level of the industry in Taiwan and China is shrinking. In the short term, high-end equipment, chips and patents are still monopolized by foreign countries, and the gap between equipment, chips and application products is shrinking.
“In the future, more and more OEMs of products from all over the world come from China, and the mainland has become the source of procurement of global lighting products.â€
Xiao Guowei: Japanese and European and American are a camp, South Korea and Taiwan are the second camp, while mainland China is the third camp. In terms of product advantages and technological innovation, there is still a certain gap between domestic enterprises and international manufacturers.
“The starting time of the global LED industry is not far behind, and the real gap is not as great as other traditional industries.â€
Wang Sen: China is at the end of the global industrial division of labor. The core patent technology is mainly in the hands of Japan, Europe and the United States. In recent years, China has been working hard on LEDs, surpassing Japanese and European companies in terms of development speed. As a major LED consumer market, after fully releasing production capacity, Chinese companies will bring home benefits and must play an important role in the future industrial structure. .
(Foshan Guoxing Optoelectronics Co., Ltd. (Jingke Electronics (Guangzhou) Co., Ltd. (General Manager of Jiangsu Xinguanglian Technology Co., Ltd. Wang Sen) Managing Director Xiao Guowei) Deputy General Manager Wu Yongsheng)
How to evaluate the overall situation of the current localization of the industry?
Wu Yongsheng: MO source, substrate, primer, surface rubber and other materials can be all localized, and key equipment has begun to emerge. For example, the recent domestic MOCVD film results are also quite satisfactory. ICP and other equipment used for etching have been used in large quantities on the production line. The equipment for automatic LED specializing in the development of Shenyang core source has reached or exceeded the level of similar foreign products.
Xiao Guowei: Localization requires both a certain scale in the upper, middle and lower reaches, and also requires high-end products to reflect certain international competitiveness. China's LED industry chain has been localized, and domestic products have a certain gap in terms of quality, technological innovation, and added value compared with international companies.
Wang Sen: Localization still stays in the assembly process and the provision of some raw materials. The real localization is the localization of the entire industrial chain. Today, the key technologies and equipment are mainly imported from abroad, and the popularity of domestically produced equipment and the independent production and application technology need to be improved. .
Home appliances, traditional lighting companies enter the LED, who is the most easy to win?
Wu Yongsheng: The timely transformation of traditional lighting companies is the most promising . The sales target of upstream packaging companies is also to focus on these companies in the marketing strategy, because these traditional lighting companies have many years of paved market access. Such enterprises will encounter technical bottlenecks, and in fact there are almost no major technical problems in application assembly. In addition, they also have the largest capital is the "brand" that has long been recognized by the market.
Xiao Guowei: Compared with the characteristics of LED lighting products, the home appliance industry is better than traditional lighting in terms of channel establishment and supply chain management. LED products are more of consumer electronics. For the construction of the entire channel and the speed and demand for the evolution of the LED market, it is a big challenge for many companies that have entered other industries. The original channels may not be suitable for the LED industry. Some of the existing marketing channels need to be rebuilt according to the characteristics of the LED industry. For traditional lighting companies, the challenges are more.
Wang Sen: The LED industry is a capital- and technology-intensive industry. Strong capital is very important, and the accumulation of technology is an inevitable key factor. I have always believed that companies that focus on research and development, sustained and steady investment, and long-term technology accumulation will gain a greater competitive advantage.
What are the opportunities for Chinese LED companies?
Wu Yongsheng: China's LED companies rely on China's huge application market waiting to be developed, and can radiate to the global application side. Of course, there are also layers of barriers such as patent barriers. These problems will be solved by the continuous enhancement of the company's self-development capabilities.
Xiao Guowei: The technology industry is not only a competition at the technical level, but also a competition at the market level. It includes the overall operating environment in terms of capital and industry, and even the role played by the government, as well as the ability to integrate resources in all aspects. Competition on the top.
The environment facing the development of mainland enterprises is relatively complicated. In addition, it has reached the stage of explosive growth of large-scale enterprise competition and rapid development of industrial development. At this time, enterprises need to comprehensively enhance their own strengths to cope with the challenges and opportunities of industry development.
Wang Sen: Scale and technology are aspects that we need to complement. However, Chinese companies have the natural advantages of low labor costs and a vast mainland market, and have the opportunity to cultivate companies with international competitiveness.
Chinese LED companies have deepened the depth of cooperation between industry, universities and research institutes, and the research on theory and application has developed rapidly. It is also possible to make up for the scale and technical disadvantages.
Competitors and catching up with targets? What is the gap between foreign brands in terms of technology, marketization, and brand operation?
Wu Yongsheng: The vertical integration work of Xinguanglian LED is proceeding in an orderly manner. Currently, the business is distributed at the two ends of the LED industry chain, providing various types of high-quality LED chips and making full use of the resources of shareholders to undertake LED display and indoor and outdoor lighting. And lighting project. In the meantime, we also encountered difficulties such as insufficient professionals and low brand awareness. We will intensively work in these two markets based on the actual situation of the company and the market, through the technological advantages of our own upstream epitaxial chips and the controllability of the terminal products. Bloom and bear fruit.
Xiao Guowei: When domestic enterprises have certain technological advantages and have certain capital advantages, in the face of competition from international manufacturers, there are problems in brand, technology and market operation integration. It is impossible to compete with all major international companies, so finding the better market entry point is the key. Objectively speaking, we need integration and cooperation among enterprises in the industrial chain. The better division of labor between upstream and downstream of domestic enterprises is particularly important in the next few years, so that they can truly have international competitiveness.
Wang Sen: Guoxing Optoelectronics has been committed to the integration of vertical integration in these years, and the integration of the upper, middle and lower reaches has been completed. Upstream chips 20 MOCVD machines are expected to be put into production by the end of the year. Midstream packaging is also expected to double production at the end of the year, and downstream lighting applications will continue to be deployed nationwide. Guoxing Optoelectronics has not set specific competitors at home and abroad. The focus is on strengthening R&D team building, reducing costs, maintaining yield, and building its own internal strength. In terms of technology, marketization, and brand operation, Guoxing Optoelectronics has been aligning with world-renowned companies.
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