2015 January issue of high-tech observation: LED this year | these people these things

[Source: "High-tech LED" magazine December issue (total 60th issue) | The editor of the magazine on duty Zhao Hui] Wang Fei's "hurry year" is all over the country, the sentence "Who is willing to do nothing like this "Learn", it is a small secret hidden in the hearts of many people.

I haven't had time to feel good yet. In 2014, I waved my hand and left us, leaving us to slap on the index and look down on the day. Think back to what happened in the past year, either “Pu Daxi Ben” or “Tired and Unloved”.


Let me first say "Pu Daxi Ben". The most exciting thing is that the Blue LED won the Nobel Prize in Physics, and this high-ranking award has a sense of intimacy. Amano's phrase "The ceremony was very tense, I didn't expect the medal to be so heavy", but it also reflected the difficulty of LED development in these years.

The one who can take Nobel's must not be "the pool of things." LEDs illuminate the 21st century and bring the world into the era of semiconductor lighting. In addition to being able to dress up the world's energy-saving and sharp, LED nature can be said to be an electronic product, because it can achieve intelligent lighting, is an important part of the realization of "smart China". In 2014, intelligent lighting also came from nothing, from concept to application, from empty imagination to more practical understanding. Many lighting companies are busy launching smart lighting products, the most famous of which may be the Philips series of Philips Lumileds.

As the first traditional lighting companies to intervene in the LED lighting market earlier, Sunlight Lighting is also actively deploying intelligent lighting. It is said that Sunshine Lighting is actively planning to build a dedicated intelligent product team, and plans to increase the proportion of smart products in the future to 30%-40%.

When it comes to multinational companies, the word patent is followed. By the end of the year, Commet and Dow Corning’s eight-month patent dispute had also been settled, ending with Commet’s victory. Although it is only one of the many patent disputes, it can also make the struggling LED companies in China happy for a while.

Mu Linsen's rapid expansion, from packaging to lighting, from domestic to international; Guoxing Optoelectronics' entire industrial chain layout; Huacan Optoelectronics' focus on chips, from red and yellow chips to blue-green chips; domestic equipment companies North Micro, Hangzhou The rise of China is full of positive energy for the entire LED industry.

It must be said that the LED industry mergers and acquisitions set off a wave in 2014. Tongfang 700 million won the true Mingli, Changfang Lighting more than 500 million yuan to accept Kang Mingsheng 60% stake, Lianjian Optoelectronics high-priced mergers and acquisitions time-sharing media, Hongli Optoelectronics 180 million acquisition of Smida, diligently buy a color Yi Da and a shout as well as Wancheng Energy Saving, Jingdian took TSMC's TSMC solid-state lighting, Liard and Guangzhou Lifeng Culture and Beijing Jin Lixiang... Each merger is a game of capital, capital market is positive Gradually become the main channel of mergers and acquisitions.

After counting the positive things, let’s talk about “tiredness does not love”.

As LEDs get deeper into the general public, government subsidies are getting less and less. Unlike the government that rushed to give preferential treatment to the policy when it was just a few years ago, the subsidies are no longer big, but they are precious. Upstream enterprises are the ones that benefit the most. It is unclear whether there will be some concerns behind the calmness of the market after the government withdraws subsidies.

The "Wu Wang's Debate" runs through the whole year, from the brothers to the opposites, and behind the battle between equity and control. Wu Changjiang relies on capital and does not want to be subject to capital. Capital is highly inviolable. A battle can be written as a "gonggong drama". Just a few days ago, it was also reported that Wu was suspected of misappropriating funds and was arrested. As a spectator, we were also drunk.

It is said that Weihao is the best state, but a series of running and closing down makes people wake up and tremble. Sichuan Yuanli, Fengguang Lighting, Lihefeng, Juliang's running, countless enterprises have closed down, and “high-risk enterprises” that are on the verge of bankruptcy, such as Sangaoke. Companies that can survive to the present have lamented that "it is not easy to survive."

To live better, you have to find a way. Many companies are targeting the emerging model of O2O. Op Lighting, Chau Ming Technology, Qinshang Optoelectronics, NVC Lighting, etc., companies that can be named can not wait to show the O2O plan to the world, relatively less well-known companies also want to seize market share by O2O. However, O2O is a new thing after all, or a thing that burns money. In the case of "people are difficult to dismantle", how to achieve O, what effect can be achieved, but also need to think about the enterprise.

Gaogong LED Feige once said that LED can bring unprecedented changes to life, which can bring calm and happiness, and even happiness. But in the past few years, LED is just a traditional lighting PK, trying to replace the original lighting, we are waiting for it to become a fashion, a culture in the new year.

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