The lighting industry is in transition and the whole industry chain integrates to embrace the "Internet +"

The Fifth Plenary Session of the 18th Central Committee is being held in Beijing. Among them, the most important issue is the formulation of the 13th Five-Year Plan. In the period of China's economic transformation, this plan will be related to the specific blueprint for future economic restructuring, which will lead to speculation and attention in various industries. As the first five years of implementing the "Made in China 2025" plan, the transformation and upgrading of the manufacturing industry is regarded as the key content during the "13th Five-Year Plan" period.

According to the first stage layout of "Made in China 2025", during the "13th Five-Year Plan" period, industrialization will be basically realized, and the status of manufacturing power will be further consolidated, and the level of informationization in manufacturing will be greatly improved. Master a number of key core technologies in key areas, further enhance the competitiveness of advantageous areas, and improve product quality. Significant progress has been made in the digitalization, networking and intelligence of manufacturing. Industrial added value energy consumption, material consumption and pollutant emissions in key industries have decreased significantly.

This is because China's traditional manufacturing industry is facing a series of problems such as the slowdown of China's economic growth and the impact of the Internet industry. The transformation of China from a manufacturing power to a manufacturing power requires the transformation and upgrading of manufacturing enterprises.

Lighting industry transition dilemma

Then, in the process of traditional enterprise seeking transformation, what are the actual explorations and outlets? Is it to choose fine processing or open up the whole industry chain, is it cross-industry development or continue to broaden the market? Here are two typical manufacturing industries from lighting. For example, two different development paths may be worth learning.

In recent years, the lighting industry is experiencing a new light source revolution from the LED replacement tide brought about by the introduction of incandescent lamps from various countries. Nowadays, the increasingly popular LED products continue to play a price war with the increase of enterprises entering the lighting industry. Traditional enterprises are facing the impact of the Internet and the downward pressure on the economy. The LED lighting industry has become the "blue sea" and the "red sea". The survival of enterprises is worrying.

According to the National Bureau of Statistics, in the first half of 2015, there were 579 loss-making enterprises in the national LED lighting industry, with a loss of 22.18%, which was 8.6 percentage points higher than the national light industry industry. According to the LEDinside statistics of the city's regulatory agencies, the average unit price of LEDs has fallen by 30%-40% this year, and the output value of the industry has only grown by 2% to US$14.52 billion.

Zibo, deputy secretary-general of the National Semiconductor Lighting R&D and Industry Alliance, said in an interview recently that under the circumstances, infrastructure construction investment, one of the “troikas”, has slowed down. For the lighting industry belonging to building materials and electrical products, There is a problem of shrinking market demand. The LED downstream application market is in an excessive competition caused by product homogenization. The demand of enterprises and markets is fragmented, and the market needs to be standardized, which is in the stage of industry shuffling. When the traditional lighting products are replaced with LEDs, which are long-lived lighting products, the fixed market share is replaced, and where the future market space is, it is the industry's concern.

The whole industry chain integrates to embrace "Internet +"

Ge Wei, a researcher at the CCID Integrated Circuit Research Institute, said in an interview that the LED industry has also been hit hard by the economic downturn this year, which is reflected in the low profits of enterprises and the difficulty in financing SMEs. With the development of intelligent lighting, many other industry enterprises have entered the LED industry, resulting in overcapacity and further deterioration of the market competition environment. In addition, product prices have fallen and profit margins have been compressed.

For the transformation and upgrading of lighting enterprises, Zibo believes that on the one hand, it should strengthen its independent research and development capabilities, and at the same time seek transformation in the production, management and technology of enterprises, and cultivate new market opportunities and business models. On the other hand, think about how to go from traditional manufacturing to smart manufacturing, from the entire replacement market to the smart lighting market. It can be combined with smart cities or the concept of informatized "Internet +", which is the general trend of industry transformation.

Wang Shunbo, chairman of China Lighting Lighting Sharing Alliance and chairman of Chongqing Hesheng United Industrial Co., Ltd., is pursuing transformation and upgrading in accordance with this policy. He chose to build “China-Europe Smart Light Capital” at the starting point of Fuxin Railway, which will be the whole industry. The upstream and downstream enterprises in the chain are deeply integrated, and in the future, China's manufacturing will go out through cross-border e-commerce. Wang Shunbo believes that China's semiconductor lighting industry and the rest of the world are on the same starting line, and China's production capacity and product quality can be exported to overseas, although the production of chip packaging and epitaxial wafers has vicious competition, but in the field of luminescence The application space is unlimited, from smart lighting to smart communities to smart cities, not just lighting and lighting, but also a variety of applications that change people's lifestyles, such as photoelectric displays.

Ge Wei suggested that the transformation and upgrading of LED enterprises, one is to improve the technical level and product quality, the second is to explore the market segmentation, take the differentiated route, and the third is the joint innovation of enterprises and the development of common technologies.

Market segment industry symbiosis

Zibo said that industry transformation requires two-wheel drive innovation in technology and business models. This round of industrial transformation needs to solve the hard obstacles in power and cost through technological innovation. Only by breaking through this bottleneck can we form a truly valuable product. In the future, segmentation is also an option for lighting companies. It is full of imaginative space and market opportunities, such as exploring the infrared field and broadening the deep-UV LED market. It combines with the agricultural, biological, and health care technologies from the perspective of optoelectronic applications.

The integration of the LED industry mergers and acquisitions in the capital market may explain the trend of the industry. According to relevant data, from the beginning of this year, there have been nearly 30 mergers and acquisitions in the LED industry. The total amount of mergers and acquisitions has exceeded 28 billion yuan, and covers all aspects of the LED industry chain.

Recently, domestic well-known LED chip and epitaxial wafer manufacturer Yuanrong Technology acquired the only domestic company to produce deep-UV LED Jiesheng Electric (formerly World Bank Group member IFC is its largest shareholder), which caused the capital market and lighting field. Widely concerned, in the situation of LED blue-green light market showing "Red Sea", the deep ultraviolet LED field has opened up a new "blue sea" of a big health industry.

“Deep ultraviolet light refers to light waves with wavelengths between 100 nm and 280 nm. It has excellent sterilization function and has great application value in the fields of lighting, medical treatment, high-density information storage and secure communication.” Chairman of Jiesheng Electric Co., Ltd. General Manager Zhang Guohua said that the application range of deep ultraviolet LEDs is very wide, including disinfection of drinking water, air, beverages, pharmaceutical packaging, household refrigerators, etc., as well as surgical instrument disinfection, photochemical catalysis, ink curing and so on.

Liang Xudong, chairman of Yuanrong Technology, said in an interview that his company plans to set up a “round and healthy” platform in Shenzhen to deepen the deep ultraviolet LED market. Jiesheng Electric realizes the independent research and development innovation in the domestic deep-UV technology, and establishes its leading position in the international market. Facing the infinitely wide and relatively blank health market of deep ultraviolet, Yuanrong Technology is ready to help it complete the market-oriented transformation and leapfrogging. Create a world-class deep UV chip production base to achieve China's creation.

"At present, many well-known LED chip manufacturers in China are still in the stage of deep-UV chip exploration, and the actual product scale has reached the scale of mass production. With the acquisition, Yuanrong Technology has made great strides in the medical and health field, and the first-mover advantage is obvious. "Zibo believes.

Zibo said that in the past few years, the industry is accelerating capital integration and mergers and acquisitions, indicating that the industry is accelerating integration. In the future, it may not only be to fight brands, fight technology and fight channels, but also to fight capital strength, which is also a resource for industry competition.

Smart Medical Bed

Jinan Huajiang environmental protection and energy saving Technology Co., Ltd , https://www.hjnewenergy.com

This entry was posted in on