The earth is a flat era, the world is an era of the Internet, and lighting is a new era of LED+! From the era of flat screens, to the era of screens, and then to the world of lights, we see that in the era of LED+, smart sensors, information interaction, information release screens, Li-Fi visible light wireless communications, music, video probes, etc. can all be added to LEDs and extend to different industrial fields.
In 2015, what is the situation of the big players in the entire industry chain? What inspiration can LED companies get from it? Now let’s comment on the companies related to the LED lighting industry.
GE: Be deeply in love and stay safe
After GE founder Thomas Edison invented the incandescent lamp in 1879, human life has undergone earth-shaking changes; 136 years of infatuation has not changed, which is touching! GE's six-step process to realize the vision of LED smart lighting has excellent light sources, is energy-saving and sustainable, and extends to the control system to create smart cities and big data navigation.
Philips: Seeking change again and again, sacrificing one’s life to survive
I bought Lumileds in 2005 and sold Lumileds in 2015; ten years ago, I only knew you, you did not belong to me; ten years later, we are friends and we can still say hello.
Ke Rui: As always, hand and body are integrated
Only doing lighting, staying the same to cope with the changes, the spirit is commendable. At the 2015 International Consumer Electronics Show, Cree exhibited LED smart bulbs that support cross-platform operation, and the prices are quite affordable.
Osram: A dream behind a curtain, but a skill in every role
It has staged a trilogy of splits, layoffs, and coaching changes. It is now facing a transition period from the production of traditional bulbs to new lighting products such as LEDs. The three major subsequent growth points include lighting service business, lighting maintenance business, and automotive lighting.
Nichia: unchanged, invisible Daihatsu
Don’t talk about going public, seeking to win alone. In the second half of this year, it will invest one billion yen to expand the production of E-LEDS series flip-chip products, which will be used for lighting first and then backlighting. Red phosphor is mainly used for LCD display to make colors more saturated.
GO Scale Jinshajiang: Become famous in one fell swoop and take action
Led by Jinshajiang GO Scale (Jinshajiang Venture Capital and Oaktree Investment), Asia Pacific Resources and Nanchang Industrial Investment Company jointly purchased 80.1% of Philips’ Lumileds shares for approximately US$3.3 billion, which is of extraordinary significance and represents the rise of China’s LED.
ETI NVC: The final word, strengthen your body and show off your hero
Opening up the entire industry chain from LED chips to applications to distribution channels; at the same time, NVC+ETI is undergoing a comprehensive transformation: not only the transformation of LED technology, but also the establishment of O2O (online to offline) to create a comprehensive marketing system from domestic to international.
Mulinsen: a blockbuster, soaring forward
Mulinsen, with a monthly output of more than 20,000 KK, and a market value of over 20 billion, has set a Guinness World Record for LED packaging. It has also launched a production expansion plan for the Ji'an factory in Jiangxi. It is expected to trial mass production in the second half of the year, with a production capacity four times that of the Zhongshan factory in Guangdong.
Feilo Audio: Forge ahead
Feilo Audio is the first joint-stock listed company in New China, Yaming is China's first light bulb manufacturing company founded by Chinese (1923); 2 In 2014, Feilo Audio fully acquired Beijing Jia'an, pioneering a mixed-ownership enterprise in China; in 2015, the "China Lighting Industry Community" initiated by Feilo Audio was established in Pudong New Area, Shanghai, at the forefront of China's reform and opening up, with more than 110 units joining.
Sanan: Running all the way, seeking success alone
The quasi-national team goes global; according to incomplete statistics, it received a total of more than 3 billion yuan in government subsidies from 2010 to 2014, and received a subsidy of 170 million yuan in the first quarter of 2015. The current MOCVD quantity (approximately 170+200 new models) is second only to Jingshen. By the end of 2015, Sanan Opto's 2-inch wafer equivalent production capacity is expected to surpass Epistar. The LED industry chain has extended upward to sapphire, down to packaging, and into the application and engineering fields; at the same time, it is constantly looking for new international opportunities: it acquired the American LED company Luminus Devices in 2013; it acquired Canyuan in 2014 and invested in Jingyuan...
The future is already here. The future may no longer be far away; it may be tomorrow; it may be right in front of you! Everyone must know the direction clearly and make sure the strategy is correct; know the products correctly and stay on target tactically; identify the goals and accumulate small victories into big victories in the battle.
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