Tang Guoqing's interpretation of LED's "three worlds"

Born in 50s and 60s, people should always remember that there is a "Three Worlds" theory is famous in 70s, President Mao Zedong proposed the late leader. He believes that the United States and the Soviet Union is the first world; the middle of Japan, Europe, Canada is the second world; in addition to Japan, Asia, Africa and Latin America is the third world. A great man is a great man, the theory of a use, even today's LED world and how similar!

The first World: the United States, Europe and japan. Characterized by red, yellow, blue and other inventors as the representative of the company, they rely on patented technology, and is still constantly improving and breakthrough, although in recent years has been slow.

Second world: China (including Taiwan), Korea Companies. These large enterprises of production and sales is not necessarily better than the first world is small, but the brand awareness, advanced technology is just a little bit worse.

The third world: small and medium enterprises, mainly in the mainland of China, is in the transition from manufacturing to "intelligence".

In November 12th this year, in the national semiconductor lighting engineering research and development and Industry Alliance (CSA) held in the closing ceremony of the CHINASSL 2013 forum, I have done the topic for Samsung and Chinese counterparts, the speech. When it comes to the next ten years of judgment, I summed up in one sentence, the global look at the East, the East China and South korea! "Here include: Chinese third, South Korea Elec-Tech crystal power, the new century, Taiwan, South Korea's Samsung, LG etc.. Some large enterprises in Japan itself is relatively strong, but because of the Japanese government's series of troubles, making its economy affected. Although these Japanese funded enterprises are very hard, it is only a high-profile work, low-key man, this year in the venue are rarely seen them. This force once released, still has great potential, can not be overlooked.

The next ten years, although only a few drops of history, but for LED companies, it is a matter of life and death. I feel that the coming 2014 will be an extraordinary year for three reasons.

First is the competition year

Lighting market itself is limited, and LED vendors are now mainly to replace, and not to create a new market, the original market suddenly increased LED this one industry force, two industry into an industry, the new bridge thousands upon thousands of horses and soldiers, who moved the cheese of others do not fight a fight at outrance, can do it? For traditional lighting companies, may be the right hand left hand; for the emerging LED lighting companies, is entirely new channel construction, of course, more difficult. From this point of view, the next ten years, the first three years or replacement, which will be the most intense period of competition.

From disorder to order, not the lowest price, only a lower price, which is determined by the relationship between supply and demand in the market. Now we have an idea that the first channel competition, LED companies do lighting, the advantage lies in the understanding of LED technology, the disadvantage is the lack of lighting channels. Will do LED chip, the device does not equal to do LED lighting. This is two different areas, different technical areas, with different sales targets. In particular, the construction of lighting channels, can be regarded as recruits. Ya Ming, the former chairman of the, told me: "LED chip device channel mode is B2B, LED lighting mode is B2C. "LED enterprises in the laying of lighting channels have several successful? Some have invested millions, tens of millions of others, the less there are millions, but most of them still morningstar! The game is always a magic weapon, in order to quickly talent shows itself in the next few years, the number of cards in hand, specification language, called the core competitiveness, determines the ability to win.

Followed by the integration of the year

A few days ago, when I chatted with some of IKEA's top executives, they told me about a 8W bulb, and their expectations were just a few bucks, preferably in 2014. I told him that if I did it in 2014, it would have ruined the industry. LED devices, power supply, lighting equipment, labor costs...... these add up, how to share a few dollars? But from their views, we can still see the rapid decline in the cost of relying on technological innovation to promote the future must be the trend. If there is no great breakthrough in the technical process, the next will face integration and integration. So I think in the next few years, will be the integration of the year, there is money to the acquisition, the lack of funds to be acquired, a considerable part of the collapse of investment companies may not be able to escape. With the national and local policy subsidy climax of the past, the possibility of government subsidies do not return the cost of the existence of. In addition, many companies rely on delaying the depreciation of equipment to increase profits, making the financial statements to look, in my opinion, these are those actions. Of course, the liquidity of the company, choose a larger room, maybe you early step, there is a chance of winning, the key is to identify the direction of people.

Third year of innovation

20 years ago, with the great dream of becoming a super class enterprise, Samsung's president Li Jianxi proposed that I began to change, in addition to his wife and children have to change, the new business manifesto. From the beginning of the technological innovation of Samsung step by step to success. Of course, technology innovation is one aspect, channel innovation is more important, but the most fundamental, or innovative ideas, wearing new shoes to walk definitely gone