[Wen/Long Zonghui] In the first half of this year, the LED lighting market was booming, and the retail market began to start. The demand for engineering channels based on commercial photos increased significantly. However, under the background of the overall rise in the market, the bad news of the collapse and restructuring of Taiwan LED manufacturers has gradually emerged.
In fact, Taiwanese factories have always been called "sandwich layers". They do not have the cost advantage of mainland manufacturers in terms of price, and they cannot catch up with international manufacturers. Taiwanese factories that do not have mainland subsidies and capital madness must compete with mainland manufacturers for price and talent.
"Taiwan LED companies have entered the lighting market, especially in the past two years, they have faced the pressure of the mainland LED factory to dig into the corner and price the price." Tan Changlin, general manager of Taiwanese solid-state lighting, a traditional IT giant, TSMC, said that it has real strength, cost and patent capacity. Enterprises can survive in the market, and enterprises will not get the government's endless subsidies without competing for it.
Tan Changlin emphasized that lighting is very interesting. They all come from the technology industry, so they all use the thinking mode of the technology industry. Ordinary consumers go to the supermarket to buy a lamp. He doesn't ask what technology it is. Just ask if the lamp can last.
In order to get rid of the sandwich layer, the first thing is to optimize the supply chain. Consumers do not care about the upper, middle and lower reaches. They just buy light bulbs, so the upper, middle and lower reaches are already blurred in their hearts. As long as the chip is the best, the cost of the light source is minimized, and the LED light source, power supply, and heat dissipation structure are better integrated to become a simple light source, making it as easy to use as traditional lighting. This is the only answer.
A few days ago, Zhang Zhongmou, chairman of TSMC, pointed out that TSMC has a card that has not yet been released. It is solar energy and LED. In recent years, the development of technology has gradually emerged. It is almost able to compete with the world's big manufacturers. It should have good performance next year. After the expansion of the economy, I hope that the two companies will be listed in a few years.
In terms of cutting-edge technology, TSMC Solid State Lighting Co., Ltd., this year's Hong Kong International Autumn Lighting Fair, launched the TRx series of light board in the industry after the release of the non-packaged PoD (Phosphor on Die) technology in 2012. The product uses unpackaged LED modules. technology.
The LED industry has opened the curtain of integration, and the great changes are coming. Where will Taiwan enterprises go? Want a brand or an OEM? Is the land and sea united front a future trend? On November 25th, the CEO Conference of Tsinghua Tongfang will be featured in the AB meeting room of Hall 5 of Guangzhou Poly World Trade Center. Tan Changlin will discuss with you how to get rid of the “sandwich layerâ€.
In fact, Taiwanese factories have always been called "sandwich layers". They do not have the cost advantage of mainland manufacturers in terms of price, and they cannot catch up with international manufacturers. Taiwanese factories that do not have mainland subsidies and capital madness must compete with mainland manufacturers for price and talent.
"Taiwan LED companies have entered the lighting market, especially in the past two years, they have faced the pressure of the mainland LED factory to dig into the corner and price the price." Tan Changlin, general manager of Taiwanese solid-state lighting, a traditional IT giant, TSMC, said that it has real strength, cost and patent capacity. Enterprises can survive in the market, and enterprises will not get the government's endless subsidies without competing for it.
Tan Changlin emphasized that lighting is very interesting. They all come from the technology industry, so they all use the thinking mode of the technology industry. Ordinary consumers go to the supermarket to buy a lamp. He doesn't ask what technology it is. Just ask if the lamp can last.
In order to get rid of the sandwich layer, the first thing is to optimize the supply chain. Consumers do not care about the upper, middle and lower reaches. They just buy light bulbs, so the upper, middle and lower reaches are already blurred in their hearts. As long as the chip is the best, the cost of the light source is minimized, and the LED light source, power supply, and heat dissipation structure are better integrated to become a simple light source, making it as easy to use as traditional lighting. This is the only answer.
A few days ago, Zhang Zhongmou, chairman of TSMC, pointed out that TSMC has a card that has not yet been released. It is solar energy and LED. In recent years, the development of technology has gradually emerged. It is almost able to compete with the world's big manufacturers. It should have good performance next year. After the expansion of the economy, I hope that the two companies will be listed in a few years.
In terms of cutting-edge technology, TSMC Solid State Lighting Co., Ltd., this year's Hong Kong International Autumn Lighting Fair, launched the TRx series of light board in the industry after the release of the non-packaged PoD (Phosphor on Die) technology in 2012. The product uses unpackaged LED modules. technology.
The LED industry has opened the curtain of integration, and the great changes are coming. Where will Taiwan enterprises go? Want a brand or an OEM? Is the land and sea united front a future trend? On November 25th, the CEO Conference of Tsinghua Tongfang will be featured in the AB meeting room of Hall 5 of Guangzhou Poly World Trade Center. Tan Changlin will discuss with you how to get rid of the “sandwich layerâ€.
| CEO Conference Session 1: Strategic Choice ( Tsinghua Tongfang Title) | ||
| November 25th, 13:30-15:15 Conference Room AB, Hall 5, Guangzhou Poly World Trade Center | ||
| Moderator: Zheng Liyao General Manager of Gaogong LED | ||
| Time Time | Topic | Speaker Speaker |
| 13:30-13:40 | Opening ceremony speech | Organizer Gaogong LED |
| 13:40-14:00 | Keynote Speech: LED Chinese Dream--Reality and Realization | Gao Xiao LED Chairman Zhang Xiaofei |
| 1. LED China Dream--Leading and occupying the global market? | ||
| 2. Will the industry reshuffle in the next five years? | ||
| 3. Which companies survive? Which companies are dead? | ||
| 14:00-14:15 | Keynote Speech: Local Combat Wins | Vice President of Tsinghua Tongfang Wang Lianghai |
| 1. Opportunities and strategies of Chinese LED companies 2, winning the three magic weapons: manufacturing capacity, cost control, technological innovation 3, back shrink? compromise? Cooperation? Fighting? Attack? | ||
| 14:15-14:30 | Keynote Speech: Get Rid of "Sandwich Layer" | Tan Changlin, General Manager of Taiji Solid State Lighting |
| 1. When the great changes are coming, where should Taiwan enterprises go? 2. Repositioning: brand or OEM? 3. The united front of the land platform, the inevitable way out? | ||
| 14:30-14:45 | Keynote Speech: Channel Attack and Defense | General Manager of Sunshine Lighting |
| 1. Can traditional lighting companies maintain their existing channels? Who is the future channel? 2. LED lighting companies grab channels or open up new channels? 3, to attack as a guard, to defend as an attack? | ||
| 14:45-15:15 | CEO Dialogue: LED Chinese Dream and Chinese LED Dream | Dialogue Host: Gao Gong LED Zhang Xiaofei |
| 1. China LED Dream: The dispute between China and foreign countries is difficult to win or lose. 2, LED China Dream: the birth of LED lighting multinational giants? | ||
| 15:30-15:40 | Break time | |
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