[Text / high-tech LED Xu Chaopeng] LED upstream chip, which is the best selling in 2016? How will the price change, where is the bottom line? Technology vs. scale, trade-offs? After three years, the rest What other chip companies?
On the morning of December 11th, the 2015 Gaogong LED Annual Meeting was launched on schedule by the theme of "LED upstream setting pattern and finding out the road " named by Jingyuan Optoelectronics. In the round-table dialogue, Huang Zhaonian, deputy general manager of Jingyuan Optoelectronics, Huacan Optoelectronics Co., Ltd. President Bian Defei, Tongfang Semiconductor General Manager Zhan Runzi, and Guo Xing Semiconductor Chairman Du Xuehong held a heated discussion on the above issues.
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"From the perspective of current industry competition, the competitive advantage of the company is mainly reflected in the cost level, especially the current price is close to the cost, the economic scale has become a very important factor, whether it is for upstream or downstream lighting manufacturers. In terms of it." Huang Zhaonian first put forward his own views.
"So in the future, how much room for the price of each chip in the room?" Dr. Zhang Xiaofei, the chairman of Gaogong LED, throws a question.
"It is expected that there will be a double-digit drop in the chip industry next year, and we are continuing to work inside the company, such as starting with a new production method." Huang Zhaonian mentioned.
"Relatively, I think that the improvement of yield is also a cost reduction on another level. For example, the rapid measurement cycle of our national star has been reduced to 60%. At the same time, the energy consumption is not increasing. Down, this invisibly plays a very good role in reducing costs," Du Xuehong said.
"This year's overall operation of the company has done a good job in the backlight direction of mobile phones. From the beginning of the year to now, 0.2W products have sold the most, but the price of products has also dropped by about 60%. In November, we finished the summary meeting and set the 2016 meeting. The next innovative tone is called 'reliable tossing'. Under the premise of price, we will follow up in time. It is expected that the chip industry will have a 25% price drop in the future." Zhan Runzi mentioned.
"After looking forward to the next three years, how many other chip companies are left in China? I initially estimate that it is 3-5, so we must have sustained competitiveness and lay the final battle." Bian Defei mentioned .
In addition, Du Xuehong also proposed an initiative of his own, "I suggest that these chip manufacturers will have an alliance in the future. Domestic and Taiwanese enterprises will be combined as a whole. We will achieve mutual benefit and mutual benefit. Form its rationalization."
"In the future, I believe that whether enterprises rely on internal development or capital integration between listed companies, after the three-year competition period, everyone here is still the leader in the domestic chip field. At the same time, I also thank you for always talking about quality since its establishment. Jingyuan Optoelectronics, thank you for your help to the majority of domestic LED companies in the development period, everyone grow together and break through the life and death of the next three years!" Dr. Zhang Xiaofei concluded.
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