Division of the industrial chain will become a new direction of the LED industry

In the home appliance industry, the United States alone, the leading enterprises can feed thousands of supporting enterprises. But in the field of LED Lighting Companies in Foshan fight the enemy separately their client list, from Huizhou, Zhongshan, but few are from mainland Foshan. (according to the Nanfang Daily Foshan observation on May 16th), which is the chairman of the FSL Lighting Association, Wu Yulin, said at a conference on the LED industry last Wednesday.

These facilities will be after the end of a LED heat sink Danzao enterprise boss is around a name card, in order to prove this point of view, the author specially asked his customers have no Foshan enterprises, he admitted, basically are in the field.

I contacted many similar cases, the supporting capacity of Foshan LED industry is very strong, many surrounding areas have come to light factory supporting cooperation, but local enterprises rarely go out looking for business in the course of contacts, but became strange neighbors from each other.

It is difficult to say that this is the character of Foshan enterprises, but at least it can be said that the character of the enterprise in Foshan LED. FSL spent 20 years will be the company's main revenue to achieve about 2000000000, but NVC only a few years to achieve about 3000000000 (this was by infighting effect). Insiders said, NVC's success is good at using the division of the industry chain rapidly expand, and what is the characteristics of the Buddha lighting by their own to do.

NVC is Huizhou enterprises, supporting his partner is the enterprise of Foshan. In fact, many of the Huizhou LED enterprises are looking for Foshan enterprises slowly do.

On the other hand, most of the Foshan LED enterprises are from the traditional hardware factory, lighting plant transformation. I contacted many such enterprises, the original hardware, now also have the rash and too much in haste LED applications, lamps. Although the product transition, but the business model still follow a set of the past, export-oriented characteristics is very obvious, from this point, the lack of cooperation between each other but also passable.

So why mention industrial chain division of labor? Actually, it's about cost. If there is a group of enterprises in a link quality is good, the price is lower, that is not part of this to him to do better? This is the division of labor demand space.

LED lighting is actually different from the traditional lighting rules of the game. An energy-saving lamp production line is not tens of millions do not come down, but LED lamps can be a couple stores, several machines, dozens of people on more than enough. You can doubt whether the quality is perfect, but can not stop the threshold in a step by step to reduce. It is said that by the end of the year, a 3W LED light bulb may be sold only 5 yuan, cheaper than the energy-saving lamps, when the more flowers bloom.

Nearly a year, LED upstream volatility, chip prices fell rapidly so that some enterprises stockpile lost a lot of money, domestic and commercial market development speed and fast as expected. But many companies just come over, until the first quarter of this year, short supply. Even Buddha lighting, China Star optoelectronics also revitalize the stock market, the stock price rose sharply.

This reminds me of the withdrawal of Shenzhen LED planning. If Foshan is strong in the packaging, the application of these downstream links, then the chip, such as the driving force is certainly the upper reaches of Shenzhen. But it is LED lighting this new market game, Shenzhen's policy is not suitable for the current situation - who can think of the price of LED chips will be so rapid decline? Administrative planning has not been able to match the new business model, waste order is actually a good choice for the industry to return to the market.