[Text / high-tech LED Yue Mengdi] "Our intuitive experience is that suppliers have become less, peers seem to be gradually reduced, customers are also decreasing, the entire industry chain is playing less and less together." Manager Gong Wen said at the closed meeting of the CEO of G20-LED Lighting Summit 2015.
It is not just the Jingtai shares that have this feeling. Gaogong LED found in the company's visit that many companies have similar confusions. Who hasn't seen the family recently?
The most obvious is the LED power industry. An outdoor power supply company in China has basically withdrawn from the LED power supply market this year. So far, the LED business has only been maintained by the original customers, and no new orders have been received. "In the first half of this year, XX company found that we want to sign a 4 million order, we have not received." The company's deputy general manager is a bit helpless, he said that XX company is a domestic LED street lamp listed company.
According to the survey data of the High-tech Research Institute LED Research Institute (GGII), in the first half of 2015, the output value of LED outdoor lighting power reached 580 million yuan, a year-on-year increase of 20.8%, and the growth rate slowed down. “According to the research, the price dropped by about 25% year-on-year.†– “2015 China LED Lighting Driver Power Industry Research Report (Sixth Edition)†showed.
Dongguan Shilong Fuhua Electronics Co., Ltd. is a veteran power company with a long and glorious history. However, in recent years, it has become increasingly fading in the LED industry. A person familiar with the matter said that the large number of R&D personnel and sales personnel of Shilong Fuhua left the company, which had a great impact on the company. Since then, although it has not been sluggish, it is not an exaggeration to describe Shilong Fuhua with a big injury.
According to GGII data, the sales of Shilong Fuhua outdoor power supply in 2014 was about 70 million, and the decline in data in the first half of 2015 was amazing. Even people in the industry think that Shilong Fuhua is not a bit sloppy.
It is not just Shilong Fuhua that has the same situation. Many LED power companies are also on the verge of exit or change. Last year, some insiders predicted that in the next 3-5 years, LED power products will become more and more standardized, and small brands will be eliminated, forming several large drive power manufacturers.
However, in the view of Dr. Zhang Xiaofei, Chairman of Gaogong LED, the reduction of suppliers, peers and even customers is not a bad thing. This is the stage for the industry to mature. “Customers are decreasing, but their volume is increasing,†he believes, which is more conducive to the growth of quality customers.
The withdrawal of small and medium-sized enterprises will make it impossible for enterprises that have to be smashed down to “catch upâ€, and the big ones will be big. As Wenfeng said, the good foundation of the market is that the products are good, and the enterprises that adhere to the product quality can come to the end. "But if the enterprises that focus on quality can last, they must look at their own creations."
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