March 28, 2024

Can LED lead the break when the LED enters the aesthetic fatigue period?

It is reported that Philips Lighting officially announced that it will hold the "China Strategy Launch Conference for Philips Lighting LED System Components" in Shenzhen, China on December 21.

At this conference, Philips Lighting will join hands with several heavyweight guests from the lighting industry to bring insight and reflection to the most advanced LED general lighting industry, from industry changes, market trends, lighting applications, etc. to China and the world. The lighting market is being explored.

At the same time, in this conference, Philips Lighting will release its China strategy for LED system components, report on its results in the Chinese market in recent years, and will further develop its future product development direction and investment strategy for the Chinese market. Explain. It is reported that at this conference, Philips will bring heavyweight new LED components.

With the rise of LED technology, LED as a semiconductor device has abandoned the manufacturing process of traditional gas discharge lamps, and the properties of its electronic components can be naturally combined with modern electronic processing technologies such as surface mount technology. The characteristics bring vitality to the lighting industry, which makes many new companies see opportunities and have devoted themselves to the lighting industry.

Among them, there are also many companies that have invested relatively early, such as Career and Qinshang, which have achieved commercial success. Either use the technical barriers of the early stages of development to maintain a high gross profit for a period of time, thus earning real money. Either use the country's policy inclinations and extensive subsidies to quickly expand the business, so that the listing financing is successful.

Since 2012, in the middle and upper reaches of the LED industry, with the rise of medium-power LEDs, LED manufacturers in South Korea and Taiwan, such as Samsung, LGIT, and Everlight, have brought their huge capacity in the LED LCD backlight industry into general lighting. The market has quickly pulled down the industry's gross profit.

In the downstream, with the emergence of a number of popular models, the frequent flow of development talents, the lighting products of various manufacturers began to look more and more like, and even the manufacturers selling the male model kits on the market earned a lot of money. phenomenon. The homogenization competition in the lighting industry is becoming more and more serious. As a result, the gross profit margin of the low-end market has been declining, and many companies are already on the verge of profit and loss.

This status is similar to the cottage mobile phone market a few years ago. At that time, with the emergence of domestic LCD touch screens and MediaTek solutions, the mobile phones that everyone made began to look more and more. At this time, manufacturers are no longer creative, but who can lower the cost and who can use it. When the first-level "components", the parameters can be marked high and high, attracting attention, who can extract more space from the supply chain, who can live longer, but only live.

In the middle and high-end market, it is another kind of scenery. Some old-fashioned lighting companies in Europe and America, such as Fager, iGuzzini and other companies, have developed a lot of amazing products with their excellent industrial design, exploration and pursuit of lighting quality, and the flexible design of LED design. It has been recognized by the owners and earned a high profit. LEDs are not only disasters for them, but LEDs have become the "Muse" for their inspiration.

If you still use the mobile phone industry as an example. How is the cottage market ended? Many people will say that because of the emergence of Apple, the life of the entire mobile phone market has been made, but don't forget that Apple's high price is also the life of Nokia. Others believe that Google developed the "Android" platform and opened it to the entire industry, which enabled the battlefield of mobile phone development to expand from a one-dimensional hardware battlefield to a two-dimensional battlefield combining hardware and software, and then killed one. A large number of mobile phone manufacturers that have no resources available in software have ended the era of cottages.

If the latter statement explains the evolution of the mobile phone market, then in the lighting industry, when users use the novelty of the initial stage of LED to the aesthetic fatigue after reading countless lamps, when smart lighting is getting closer and closer to us, Who will be the leader who will end an era and open another era? Who can become Google in the lighting industry? Philips, as a recognized industry benchmark, as a European old-fashioned company that regards China as the "second hometown", is it What about the answer?


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