G20-LED Lighting Summit Viewpoints - Zhou Xuejun, Gong Wen talk about packaging market changes

[Text / high-tech LED Yue Mengdi] Lumileds marketing director Zhou Xuejun: LED market is currently a position war

The domestic and small-power customer groups of foreign brands are basically oriented to overseas markets, but the devices are mainly dominated by domestic companies. After the acquisition of 80.1% of shares by Go scale Capital in April this year, the biggest help is to further increase the competitiveness of small and medium-sized power products in the market from the cost, and will also greatly help in the market coverage. The end will also have a certain impact.

In fact, Go scale Capital and Philips have a very high strategic fit, and we are very much looking forward to the acquisition of new resources for this equity transfer. Philips will continue to support R&D investment and patent protection.

From the market point of view, the lighting market has not been as expected this year, and the development of automotive lighting has slowed somewhat. The mobile phone application is relatively stable, but the growth rate is also slowing down. The new growth may be replacement, not new.

From a technical point of view, the miniaturization of devices is a future direction, which is caused by cost driving. The integration level of the downstream application side will become higher and higher, which is also a requirement of cost. Some technologies have emerged, but they have not yet been commercialized. It depends on the development of the market in the next few years. Are these technologies available for universal application?

More feasible and reliable, at present, based on the current material, about 10% of the annual light efficiency improvement, the performance of the package structure and phosphor is improved. Now every company is trying out some new technologies and new materials, but it is far from the level of marketization. Therefore, I feel that in the next one or two years, it will be a tug-of-war, and physical strength and bad health will be dragged down. Now it is a positional battle. Everyone is fighting for strength, fighting for scale, and spending it. If it is not, it will be eliminated.

Gong Wen, General Manager of Jingtai Co., Ltd.: The number of participants in the industry is decreasing

Jingtai shares mainly do packaged devices for LED display and lighting. After almost three quarters of this year, the display device has basically lost more than 50% in the first half of this year. But a little better, LED usage is increasing. Our company is also in a state of short supply, but profits have not increased by the same amount.

Jingtai was established for 7 years, and its annual revenue has doubled, but this year it did not achieve the expected results.

From the market point of view, the straight management experience is that suppliers are becoming less, the peers seem to be gradually decreasing, customers are also decreasing, and the entire industry chain is playing less and less. The volume of lighting is almost over 300 billion, but there is no good business model and profit model. However, if I look from an outsider's point of view, I may not see the customer's good profit point, but I have to sacrifice some accounting period to do business with him. On the one hand, I want to make the business bigger, on the other hand, I am afraid that the business will be bigger, and my heart is also somewhat tangled.

The reduction of participants is also a must-have in the process of shuffling, and it is necessary to adapt to this change. I have been doing LED for 20 years, and I am sorry that I am not doing it. How should I go in the future? I think that on the one hand, we have to do something different. On the other hand, we are going downstream. We also made a company specializing in panel lights in the past two years. 100% of the export routes, this year, the revenue can reach about 60 to 60 million, and the cash flow is also good.

Going a little downstream, and doing something special and valuable, this is our way out.

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