May 05, 2024

CCTV-2 vs LED: A big talk about "artisan spirit"

Since the two national conferences this year, the term "artisan spirit" has been frequently mentioned. This word, full of traditional colors and long-standing meaning, was given a new era in the government work report of Premier Li Keqiang.

"Artisan spirit" is generally refined, LED industry insiders have been familiar with this term, especially after the "cold winter" in 2015, the industry is highly respected for doing fine.

"Under the stimulus of the policy, under the impetus of the industry, there have been thousands of people who have entered the industry, resulting in overcapacity," said Sun Shaofeng, director of marketing at Mu Linsen, at the 2016 Gaogong LED Spring Festival. Hereinafter referred to as CCTV-2) In an interview, the reporter said that in the case of overcapacity, it is particularly important to improve the specific business.

In fact, after the baptism in 2015, LED practitioners are more rational for 2016. The feedback from high-tech LEDs from the Spring Festival show that more than two-thirds of the participating companies are responsible for the growth of the LED lighting market in 2016. Full of confidence, the growth space is around 15%, and many companies believe that the market growth space will exceed 30%.

However, it is undeniable that quite a few companies believe that the market competition this year is still very fierce.

"Since its inception in 2003, Mingwei Electronics has always been committed to driving ICs." The chairman of Mingwei Electronics introduced to CCTV-2 reporters at the Spring Festival meeting. For more than a decade of entrepreneurship, Mingwei Electronics The driving IC's category, quality, technology, market reputation and market share have become the leading brands in the Led Driver IC industry.

If the driver IC is an important guarantee for LEDs to achieve various functions, then the packaging device is an accelerator for LED development.

After nearly a decade of development of LEDs, packaging equipment has been monopolized from foreign brands in the past to the current domestic equipment. Encouraging innovation and supporting domestic production is an important part of the national strategy. It is refined to the LED solid crystal machine. The high degree of automation, rapid technological innovation, timely after-sales, and high cost performance have become the competitive advantages of domestic solid crystal machines. As one of the representatives of domestic solid crystal machine manufacturers, Xinyichang has a domestic market share that has surpassed foreign companies represented by ASM.

Song Changning, general manager of Xinyichang, told CCTV-2 reporters about the current competitive landscape of the equipment industry. The new performance growth point should come from equipment development and production with new packaging technology or new overall solutions.

When it comes to packaging, you have to mention the domestic LED packaging giant - Hongli Optoelectronics.

In 2015, Hongli Optoelectronics achieved revenue of 1.588 billion yuan, a year-on-year increase of 56.02%, and net profit of 150 million yuan, an increase of 65.03%. From the company's 2016 first-quarter results forecast, the net profit attributable to shareholders of listed companies is expected to be 57.267 million yuan - 65.44 million yuan, an increase of 110% -140% over the same period of the previous year.

In addition, Hongli Optoelectronics's expansion in Nanchang, Jiangxi Province has also received much attention. Gaogong LED has learned that the Nanchang LED Museum (named Luminous Diode Museum) covering an area of ​​more than 5,000 square meters is actively planning, the company's marketing director Wang Gaoyang told Gaogong LED that the museum will show the great contribution of LED in the rapid development of national industrial revitalization and electronics industry in the form of physical objects, pictures and images.

Li Cuilan, manager of Hongli Optoelectronics Marketing Department, also said in an interview with CCTV-2 reporter that Hongli Optoelectronics is based on the main business of packaging, and actively deploys the "LED + Internet Finance + Internet of Vehicles" ecosystem while continuously expanding and strengthening its main business. .

The excellence of packaging is inseparable from the support of accessories. Phosphor is the key material to determine the color rendering index. However, conventional red powder and yellow powder have no potential for price. The replacement of phosphor products has become the focus of attention. Chen Tao, general manager of Keheng's LED business unit, told CCTV-2 reporters that in terms of lighting, Keheng provides customers with high-intensity red powder and yellow-green powder. In the backlight field, fluoride phosphors have also been introduced. “In the high color gamut and full spectrum coverage, Keheng has already taken the lead.”

It is said that 2015 is awkward and 2016 is a support. To survive the winter, the "artisan spirit" of excellence is essential. As Dr. Zhang Xiaofei, Chairman of Gaogong LED, said, “Re-starting” is the theme of the 2016 Gaogong LED Spring Festival and the theme of China's LED industry in 2016.

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