What does Philips intend to do by tearing it apart again and again?

What does Philips intend to do when it dismantles it again and again? The government frequently offsides, so why should it be the "leader"? EGA negotiations "upgrade", how to adapt to the general trend? ...The author will explain it to you one by one.

Philips "sold" its LED lighting segment and then sold its OLED light source device business

Author: Take off the baggage in order to fly higher

In the coming months, Philips will establish a new company and transfer core parts of its OLED business, including production equipment and related intellectual property in Aachen, Germany. All equity interests in the new company will be sold to OLEDWorks. Once the new company is established, OLEDWorks will obtain a brand license from Philips and sell its OLED light source device products under the Philips brand.

This is reminiscent of last year’s announcement that Philips would spin off its LED packaging division Lumileds and its automotive lighting division, and then spin off the lighting business to establish a separate Philips Lighting Company. As a traditional lighting giant, the rapid development of emerging LED lighting is both an opportunity and a challenge for it. Because of its large size, transformation is not easy, as can be seen from Philips' revenue in the lighting business. Now the OLED light source device business is being dismantled again, perhaps because of the current OLED light source device business.The obstacles to the development of LED lighting are greater than expected. Although it has been hyped for many years, the stability of OLED materials and packaging and sealing technology need to be improved, and the cost is high. Therefore, the market size has not yet significantly expanded, and only a little progress has been made in display panels.

In the past two years, Philips has been continuously dismantling parts and components and making strategic adjustments. It also makes people lament that the strong man has cut off his arm and the giant is no longer.

Who is the "leader" of the LED Lighting Industry Alliance?

Author: If you have a strong voice, you will have a strong voice

When I saw this news, the first question I had was that the LED industry alliance is not strong enough to influence the decision-making level. Therefore, the author is not interested in the answer to who is the "leader" of the LED Lighting Industry Alliance, and such questions are redundant.

First of all, it doesn’t matter who is the “lead”. What matters is what can you get and what can you do in the alliance? In recent years, there has been a trend of alliances in China. Regardless of whether it is for teamwork or to complement each other's advantages, in my opinion, the advantages of lighting industry alliances have not yet been highlighted. Most of them are just moaning for no reason, following the trend in order to highlight the social influence of individual enterprises.

Secondly, the LED Industry Alliance needs government support, which is unquestionable for any company in the industry. On the one hand, the alliance hopes to make profits through the government's preferential policies, but on the other hand, it feels that the government controls too much and the alliance has less autonomy. Such contradictions are not unique to the lighting industry. Every industry in China has such troubles. The author believes that the top priority is not to struggle with the issue of status, but how to live in peace with the government in the atmosphere that has been formed in the country, give full play to the independent initiative within the alliance, strengthen the strength of enterprises, and expand the influence of the alliance. When the alliance is strong enough, it will be futile for the government to overstep. For this, please refer to Alibaba.

Therefore, don’t worry too much about who should own the “leader”. Strengthening the strength of the company and expanding the influence of the alliance are the foundation of the LED Lighting Industry Alliance. As for the title, it doesn’t matter what he does. If you are strong, your voice will come naturally.

EGA negotiations to upgrade LED lighting products or achieve zero tariffs

LED zero tariffs are indeed beneficial for Taiwan to further open up the mainland market, but when will it be realized?As for whether it can be realized, we should not be too optimistic. The recent Trade in Services Agreement has served as a "lesson." For cross-strait trade liberalization, it is obvious that deeper economic and cultural connections and understanding are needed.

In fact, the semiconductor industry has always been a pillar industry in Taiwan, and related R&D and production are also at the forefront. Taking advantage of the vast mainland market, it is obviously easier to promote the rapid development of the LED industry on both sides of the Taiwan Strait. It is hoped that with the growth dividends brought by the free trade agreements that China, South Korea and China and Australia have reached, the EGA negotiations will be promoted more smoothly.