Boxing and boxing? Samsung LED the next step in the road where?

[LED] LED China network to give up all in addition to the Korean market lighting market, and to overseas customers in the future will not convey in the overseas market expansion LED lighting business, Samsung next if the focus is on LED device in South Korea, then closed fist punches, three star LED the next step will be to play what pattern?

For the recent Samsung industry confused exit LED rumors, Samsung to clarify just exit lighting products, general manager of Samsung LED China Tang Guoqing responded that, after the withdrawal of LED lighting applications market, Samsung will focus more on the device market, so better to do.

Of course, this time Samsung is not only the "strategic contraction", but "Gordian knot", directly cut the lighting products business. Compared with the cause of the abnormal low-key lighting into "do not fire a gun, Samsung's exit in the throat, lest the earth people do not know. This is obviously because Samsung is more emphasis on the cause of the LED device, enter the lighting application market when customers are worried about the fear of exit, when the exit is also a clear statement to the customer to express their feelings at ease. At this point, the Samsung LED device is the core interests of the Samsung LED business.

The problem comes, the focus on the LED device, remove the LED lighting applications product package Samsung LED will set off a wave of LED devices in China? After all, Samsung will take action in the China bargain LED device?

If yes, I heard that Samsung will produce 8 inch wafer, Samsung has the advantage of scale, standardization of production, it is wise to exit the LED lighting. Of course, if Samsung focus on LED devices, which is a terrible thing for the domestic packaging plant. Ding Jianhua, vice president of Zhejiang and Lighting Technology Co., Ltd. has visited the Samsung headquarters in Korea this year, the factory.

The possibility of this bargain, but small and medium power domestic packaging factory not what gaps do not have to worry too much. Honglitronic dongmi Deng Shoutie thought ".

The general manager of Dongshan precision LED backlight division Wang Jianmin is clearly more optimistic, "Samsung is not taken price movements, because many Samsung products (including mobile phone) business in a more embarrassing situation, the lack of price, so it is very passive, external factors caused this passive situation is the rapid growth of China LED packaging factory".

According to the packaging factory has been recently released the first three quarterly report, 2014 1-9 month, nationstar revenue 1 billion 140 million yuan, an increase of 39.08%; honglitronic operating income of 690 million yuan, an increase of 39.46%; rectangular lighting revenues of 680 million yuan, an increase of 21.39%; Lehman photoelectric revenue 314 million yuan, an increase of 34.95%.

This is just the tip of the iceberg, according to China packaging market report LEDinside display, Chinese LED packaging market in the three camps, China factory packaging accounted for the rate of about 63%, Taiwan manufacturers market share fell to 9%, while the international companies including Samsung in Chinese market share of about 28%, this is just the 2013 survey.

In addition, LEDinside latest global LED packaging industry market report pointed out that in 2014 the market value of LED packaging reached $14 billion 600 million in 2015, a slight increase to $15 billion, an annual growth rate of only 3.2%. LED packaging industry market growth slowed down, as well as the rise of mainland Chinese manufacturers, the market to bring strong competitive pressures, are also the most severe test of the LED industry in 2015.

Peers may be concerned about a problem, Samsung LED devices will be important in the future which market segments? Guo Zhihao, vice president of LEDinside research believes that the device is still the final competition in the scale of the economy, that is, the price. As for the center of Samsung LED devices in the future, the score of two levels - "ideal and reality", Samsung wants to attack with a vehicle lighting field, but the reality is only rely on their own brand of the sea to a backlight device. In the field of LED lighting, because the price of domestic packaging device is very competitive, coupled with the Chinese mainland market does not require patent protection, the mainland of China is the rise of local packaging plant sooner or later. So, the situation looks complicated and difficult to deal with".

Samsung is still regarded as the most important overseas market, since the establishment of diplomatic relations between China and South Korea in 1992 Samsung into China, China as the second local market positioning has never changed. In the face of the most severe test, who will be Samsung's LED device market in China to make what kind of action. (text / China LED network Amber)