Deconstruction of household electrical appliance enterprises and LED lighting cross-border marriage"

The news delisting incandescent lamp sent LED this huge cake, not only lifted the most traditional companies eager to transition the appetite, so many of the more exotic have no relevance to the enterprise, come to share -- including the household electrical appliance enterprises would help in their own field of renowned.

Trend from indifference to attention

Back up, as early as more than and 10 years ago, has been seen as the first year of color TV enterprises to enter the lighting industry. 2000, TCL lighting was formally established, set off the first wave of household electrical appliance enterprises to enter the lighting industry. By June 2001, after which people have been ignored, a wholly owned subsidiary of Konka - Shenzhen Konka video systems engineering Co., Ltd. was born in 2003, the company began to get involved in the development and manufacture of LED display. Later, SKYWORTH has also set up a wholly owned subsidiary - Shenzhen SKYWORTH Lighting Appliance Co., ltd..

Some analysts believe that it is the main color TV industry increasingly meager gross margin, forcing the color TV industry will be an urgent LED lighting this higher gross margin, a huge market space to close the industry. In order to make up for the helplessness of the financial statements, the more critical is to get through the middle and lower reaches of the LED industry chain, the accumulation of power for rebirth". Although the TCL, SKYWORTH, Konka three is also located in the Shenzhen TV companies with the attitude of the first The early bird catches broke into the LED lighting industry, but the pre cloth pieces, more just to work better and support the color TV industry. Until April 2008, SKYWORTH quietly took the lower cost of the company's participation in the LGD LCD module factory in Guangzhou, and quickly completed the integration of LCD module production line. In the same year, Konka LED backlight source design and production line will lay the foundation of the news in Jiangsu, Kunshan, to promote the layout of the upstream LED.

September 22, 2009, six ministries issued a document to change the ring [2009]2441 file, that is, the development of semiconductor lighting energy industry views. National six ministries this paper, stirring the entire LED lighting industry, more critical is that the Ministry of science and technology will be the national semiconductor lighting project included in the 11th Five-Year science and technology development plan. In the LED lighting industry relaxed favorable environment, but also forced the color TV companies have gone through the process from ignoring to face to the importance of LED lighting industry.

Self built company and capital operation

In 2000 and 2009 are not the same, LED lighting industry TV companies have big investment once obscure, have taken the company itself and capital operation combination, the strong evidence of a speculation: this industry is not only profitable, but also to a certain extent to avoid capital flight, let color TV enterprises the main industry is becoming more and more powerful.

Konka at the end of 2009 to lower the cost of investment REFOND, through their combination in the industrial chain advantage on different nodes, which is classified as a typical case of color TV enterprises involved in the LED lighting industry to implement capital operation. From the perspective of Konka video companies to invest in the construction of the Kunshan module base, and then to the strategic investment Ruifeng photoelectric and Ying Rui optoelectronics. In this rapid growth of the LED era, Konka in a vertical integration, has taken the lead in the completion of the epitaxial wafer from the LED to the chip, from the package to the module, from the outdoor display to the LCD TV industry chain building LED.

Similar to Konka, SKYWORTH, TCL in the establishment of a wholly owned subsidiary and self production base at the same time, through the form of equity or joint venture, to achieve the purpose of direct grasp of the upper reaches of the LED industry chain. Investment advisor research director Zhang Yanlin has said that the country's leading LED packaging companies in order to achieve efficient development, we must use the capital market forces acquisitions, horizontal and vertical integration.

Conclusion:

The home appliance industry into the LED lighting industry, "gehangrugeshan", or "monk chanting"? With the baptism of time will prove everything. In the current situation, cash rich household appliances enterprises, LED lighting industry only pre burn or play the game. But in this industry, long-term sustainable development, no doubt to return to have a strong technical strength of this piece.

Home appliance enterprises to open the field of LED, have gone through to ignore the importance of attention to the stage. Now the face of the "core technology" bottleneck or vice versa, enterprises are only out of experience to face up to the attention of the vicious circle of indifference, more input on the development of the core technology, LED products can be like home appliances as well accepted, household electrical appliance enterprises to open up the Xintian again in this new field to enter the LED after.

Household electrical appliance enterprises "not bad money" may be the advantage of entering the LED lighting, but if the opponent is only the financial strength of the weak LED lighting companies, then go the road is still very long. And those poor foundation, lack of scientific research ability of the enterprise is bound to be eliminated in the fierce competition.