[High-tech LED reporter Yang Zizhao reported in Guangzhou] The 10th High-tech LED Industry Summit Forum was held today at the Backgammon Ballroom on the third floor of the Shangri-La Hotel, Pazhou, Guangzhou.
In the morning, the heavy rain in downtown Guangzhou, the "10th High-tech LED Industry Summit Forum" venue was packed. Wang Haolei, Chairman of Dehao Runda and NVC Lighting, Tang Guoqing, General Manager of Samsung LED China, Zhong Kuanren, Chairman of New Century Optoelectronics, Pan Jianqing, Chairman of Tiantong High-tech Group, Wang Lianghai, Vice President of Tongfang, and Xiao Wen, Chairman of Lianchuang Optoelectronics Tan Changlin, general manager of TSMC Solid State Lighting, Wen Jianhua, vice president of Bridgelux Asia, Zhu Bingzhong, deputy general manager of Qinshang Optoelectronics, Xiao Guowei, managing director of Jingke Electronics, and Ye Jianbo, general manager of Zhongheng Paiwei, attended more than 100 LED leaders. forum.
Wang Donglei, chairman of Dehao Runda and NVC Lighting, said that the integration of LED industry is not a problem. The industry has developed so far, if there is no integration, what is the way out for our industry? That is to say, industrial integration is an inevitable trend of LED industry development. With the advancement of mergers and acquisitions, LED upstream chips will form a natural monopoly. In the future, there will be three or five chip companies, or even two or three. Only in this monopoly context can companies obtain monopoly profits.
Tang Guoqing, general manager of Samsung LED China, believes that in the process of industrial development, the core competitiveness of enterprises is very important. Integration is not the most important. What is unique in the enterprise itself is the most important. Without core competitiveness, it is difficult to find the target of cooperation.
Supply chain optimization
Cost control is a topic that has been debated in the LED industry. LED industry supply chain optimization plays a vital role in the development of the entire LED industry.
Dr. Zhang Xiaofei believes that the production supply of the LED lighting industry is relatively trivial. Large-scale production and sales of large companies, the larger the better, so industrial integration is also conducive to supply chain optimization. However, how to optimize the upstream and downstream optimization of the industry is feasible? For example, dealers look for a lamp, their lights are very distinctive and have a unique market. In addition, in such a diversified market, everyone has food, such as functional lighting products, it is impossible to make too many unique things.
He believes that the first stage of industrial optimization, do not talk about the middle and lower reaches, the consumer public can not understand the middle and lower reaches, he just wants to buy a light bulb. The upper, middle and lower reaches are blurred at the end, or there is no such thing at all. As long as you have the ability to make the best of the chip and make the lowest cost a light source, you can integrate LEDs, power supplies, and integrated heat sinks together to become a simple light source, and then use it as well as traditional lighting. This is the only answer.
Xiao Guowei, Managing Director of Jingke Electronics, said: "If LEDs are truly successful, they will definitely be combined with circuits. Semiconductor lighting, semiconductors in the front, lighting in the future, semiconductors, and lighting. If you want to reduce costs, in the supply chain. There must be a low-cost technical solution. From this perspective, in the future, we will talk about any upstream, middle and lower reaches. In fact, we should pay attention to the direction in which the future technology strategy will go. This will ultimately determine the entire industry chain. How to integrate downstream, how to change.†He said that the package of the middle reaches is a small position, and the advantages of the combination of the upper and the middle are far greater than the combination of the middle and the lower.
Dr. Zhang Xiaofei said that there will be many kinds of light sources in the future, and no matter what form, the purpose it provides, or the universal use, it will bring opportunities to the downstream. Therefore, the mid-end market of the LED industry is full of flowers, and the competition in the upstream market is very tragic.
(High-tech LED reporters are sorted according to live recordings)
In the morning, the heavy rain in downtown Guangzhou, the "10th High-tech LED Industry Summit Forum" venue was packed. Wang Haolei, Chairman of Dehao Runda and NVC Lighting, Tang Guoqing, General Manager of Samsung LED China, Zhong Kuanren, Chairman of New Century Optoelectronics, Pan Jianqing, Chairman of Tiantong High-tech Group, Wang Lianghai, Vice President of Tongfang, and Xiao Wen, Chairman of Lianchuang Optoelectronics Tan Changlin, general manager of TSMC Solid State Lighting, Wen Jianhua, vice president of Bridgelux Asia, Zhu Bingzhong, deputy general manager of Qinshang Optoelectronics, Xiao Guowei, managing director of Jingke Electronics, and Ye Jianbo, general manager of Zhongheng Paiwei, attended more than 100 LED leaders. forum.
The 10th High-tech LED Industry Summit Forum was packed 
Gaogong LED CEO Dr. Zhang Xiaofei
Integration tide: independence or cooperation
The 10th High-tech LED Industry Summit Forum Roundtable Discussion
Dr. Zhang Xiaofei believes that industrial integration is first and foremost, and then cooperation. This is not a whole person or a whole thing. Whether you are a big company, a small company, a listed company, or a non-listed company. When you said that you want to buy, have you finished it? Is your team willing to accept other teams? There is no seamless connection between your technology and the technology you want to work with. Of course, there is also a mentality, the mentality of the so-called acquirer. This is not China's defeat of Japan, but the cooperation between the two sides.
Dehao Runda and Chairman of NVC Lighting, Wang Donglei
Wang Donglei, chairman of Dehao Runda and NVC Lighting, said that the integration of LED industry is not a problem. The industry has developed so far, if there is no integration, what is the way out for our industry? That is to say, industrial integration is an inevitable trend of LED industry development. With the advancement of mergers and acquisitions, LED upstream chips will form a natural monopoly. In the future, there will be three or five chip companies, or even two or three. Only in this monopoly context can companies obtain monopoly profits.
Tang Guoqing, general manager of Samsung LED China
Tang Guoqing, general manager of Samsung LED China, believes that in the process of industrial development, the core competitiveness of enterprises is very important. Integration is not the most important. What is unique in the enterprise itself is the most important. Without core competitiveness, it is difficult to find the target of cooperation.
Wang Lianghai, Vice President of Tongfang
Supply chain optimization
Cost control is a topic that has been debated in the LED industry. LED industry supply chain optimization plays a vital role in the development of the entire LED industry.
Dr. Zhang Xiaofei believes that the production supply of the LED lighting industry is relatively trivial. Large-scale production and sales of large companies, the larger the better, so industrial integration is also conducive to supply chain optimization. However, how to optimize the upstream and downstream optimization of the industry is feasible? For example, dealers look for a lamp, their lights are very distinctive and have a unique market. In addition, in such a diversified market, everyone has food, such as functional lighting products, it is impossible to make too many unique things.
Tan Changlin, General Manager of Taiji Solid State Lighting 
Xiao Wen, Chairman of Lianchuang Optoelectronics 
Chairman of the New Century Optoelectronics Zhong Kuanren 
Dr. Zhang Sishen, Senior Manager, Global Product Line, Philips Lumileds 
Pan Jianqing, Chairman of Tiantong High-tech Group 
Wen Jianhua, Vice President of Asia Sales, Bridgelux
He believes that the first stage of industrial optimization, do not talk about the middle and lower reaches, the consumer public can not understand the middle and lower reaches, he just wants to buy a light bulb. The upper, middle and lower reaches are blurred at the end, or there is no such thing at all. As long as you have the ability to make the best of the chip and make the lowest cost a light source, you can integrate LEDs, power supplies, and integrated heat sinks together to become a simple light source, and then use it as well as traditional lighting. This is the only answer.
Xiao Guowei, Managing Director of Jingke Electronics, said: "If LEDs are truly successful, they will definitely be combined with circuits. Semiconductor lighting, semiconductors in the front, lighting in the future, semiconductors, and lighting. If you want to reduce costs, in the supply chain. There must be a low-cost technical solution. From this perspective, in the future, we will talk about any upstream, middle and lower reaches. In fact, we should pay attention to the direction in which the future technology strategy will go. This will ultimately determine the entire industry chain. How to integrate downstream, how to change.†He said that the package of the middle reaches is a small position, and the advantages of the combination of the upper and the middle are far greater than the combination of the middle and the lower.
Dr. Zhang Xiaofei said that there will be many kinds of light sources in the future, and no matter what form, the purpose it provides, or the universal use, it will bring opportunities to the downstream. Therefore, the mid-end market of the LED industry is full of flowers, and the competition in the upstream market is very tragic.
(High-tech LED reporters are sorted according to live recordings)
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