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Eighth Engineering LED Industry Summit Forum site full
Thematic Meeting Ⅰ "imminent war Luanzhongqusheng"
August 30 morning, the thematic session Ⅰ "imminent war Luanzhongqusheng" First up, the first keynote speaker was senior engineer LED CEO cum Zhejiang Industry Research Institute Dr. Zhang Xiaofei, Dr. Zhang first convened on 29 August unprecedented the collection of more than 20 well-known business executives closed meeting "the first G20-LED summit," the consensus of the interpretation and severe stages around the LED industry chain investment overheating made a keynote speech.
LED CEO cum Zhejiang Industrial Engineering Research Institute Dr. Zhang Xiaofei
Dr. Zhang analyzed the LED industry as well as matching terminal market is huge and the lack of demand why the status quo, and that promote the growth of end-market government subsidies should end consumer, sales channels, improve product cost, product differentiation, and several other aspects.
LED industry chain matching analysis (Note: The above data refer to July 2011, and assuming that all the needs of all of China by the Chinese domestic supply)
From Taiwan Optoelectronic Semiconductor Industry Association Secretary-General, Mr. Zhan Yiren analysis of cross-strait LED industry opportunities and challenges, he summed up the Chinese mainland current strengths, including: Continental autonomy in the LED market and grasp advantages, and actively developing product specifications and national standards in order to build from the fence, there is better than Taiwan's industrial chain structure (especially in the upstream materials and equipment R & D investment), and devote significant resources to the development of LED lighting systems and other favorable factors.
Chan Secretary-General noted that although Taiwan's LED-related patents and more than on the mainland, but Taiwan's lack of sound domestic market in recent years, AUO, Foxconn plant into the system, only integrated system operators appear, but not a dominant market force, combining advantages of both sides mutual cooperation, the Chinese in the future to fight the global LED lighting market dominance important principle.
Taiwan Optoelectronic Semiconductor Industry Association Secretary-General, Mr. Zhan Yiren
Jimmy estimated 2015 global lighting market reached $ 137.2 billion, LED market penetration of 19.5% (2010 about 5%). In 2014 the global LED component market size $ 22 billion. 2015 LED as the main light source, the mainland will become the world's largest market.
Shenzhen Ruifeng Electronics Co., Ltd., Mr. Gong Weibin mainly analyzes the LED price movements as well as the production release of downstream LED products prices. He estimated 2011-2012 LED chip prices will fall 30% -50%, but from another perspective, the competition of the enterprise is a very appropriate period of performance differentiation, companies should seize the opportunity.
Shenzhen Ruifeng Electronics Co., Ltd., Mr. Gong Weibin
Suzhou nanocrystalline Dr. Liang Bingwen five major manufacturers from international patent layout of the LED industry warned: LED is a full of "land mines" in the industry. Domestic manufacturers in the patent portfolio of the time, quantity, quality and international enterprises, there is a large gap, we need to focus on the upstream patents, in order to avoid unwittingly infringement.
Suzhou nanocrystalline Dr. Liang Bingwen
LED Engineering Research Institute deputy director Mr. Zheng Liyao analysis of major listed companies around the LED and financial impact on the industry made a keynote speech. He estimates packaging company's gross margin is still maintained at a high level, especially in white. LED enterprises listed companies risks including dependence on key personnel, the upstream raw material costs, product upgrading continued uncertainty will intensify competition in the industry, patents and other factors listed companies as well as for the future LED forecast.
LED Engineering Research Institute deputy director Mr. Zheng Liyao
Kaijun Xiamen LED Promotion Center Director issued a disorderly LED market, LED market chaos speech, he denied the standard analysis is technically the only LM / W's argument and is not suitable for evaluation of CRI LED white point of view. And made only innovation to be able to quickly adapt to high-growth companies, companies should hold together for development, integration of resources and concerted efforts, low-cost integration of technology innovation, enterprise network integration and other innovative business models.
Kaijun Xiamen LED Promotion Center Director
The Summit theme Ⅰ "imminent war Luanzhongqusheng" is mainly from the market point of view, so that LED LED industry practitioners to understand the market trends and the crisis facing so that it can actively looking for measures to better grasp the business development orientation.