Do not accumulate steps, no more than a thousand miles; no accumulation of small streams, no rivers. The ancients have a cloud. Whether it is personal development or enterprise development, there should be one step at a time, and the foundation can be a big family.
Today is an impetuous era. This kind of impetuous performance is not elsewhere, just in everyone, in the psychological state of people. Let's take a look at your own heart. How many of them want to be here and how many emotions are entangled?
In these endless thoughts, we are like a lonely boat swaying on the waves, sometimes rushed here, and sometimes being swayed to the other side, for a moment, no peace, personally, and so much, what about the enterprise?
In this impetuous era, the secret of success is not the words of everyone, but the seemingly insignificant calm. Watching the development of the LED industry in recent years, the investment from the follow-up of the people has led to a large excess of production capacity, and eventually forced to fail in the final pace of the law; from the step-by-step price to the jump, to the homogenization caused by the fight price Running the road; from the listed companies to participate in the capital mergers and acquisitions, to the small and medium-sized enterprises into the new three boards, what is the success of LED companies in 2016?
In this impetuous LED industry, an LED company relies on what to hold on to flip-chip technology for ten years. When it comes to a thousand miles, when it comes to Jianghai, this LEDinside brings you to Song Dong, vice president of Jingke Electronics, to hear how he said it.
Impact on the New Third Board from the completion of the share reform
On January 8th, during the LEDiniside analyst meeting, Song Dong told LEDinside that Jingke Electronics had completed the share reform and officially changed it to Guangdong Jingke Electronics Co., Ltd., and the information of the new three board has been submitted. This means that Jingke Electronics The strategy has been upgraded from the past "technical" core warfare to the "technical + capital" war. It can also be said that technology has entered a mature stage. In the future, technology will be the main attack and capital will play the auxiliary strategy.
At the beginning of Jingke Electronics, LED was in the fast growing period of the industry, and many LED packaging companies were listed in 2008. However, Jingke Electronics did not follow the hottest dressing technology of the LED industry at that time, but insisted on the flip-chip technology at the best time, and insisted on it for 10 years.
As an unlisted LED company, in the current impetuous era, it has adhered to 10 years of technology, but why is it taking advantage of the capital to take off? Song Dong said that in fact, in the past two years, the technical war in the LED industry seems to There is a gradual, but capital war is in full swing. Whether it is domestic mergers or acquisitions or cross-border mergers and acquisitions, it is not the new normal of capital warfare. In 2016, it will be even worse. This is why Jingke chose to enter the capital market at this time.
The diversified layout of technical products does not make the initiative of price reduction
Although the new three boards have been laid out, for Jingke, the layout of the capital market is only to assist the company to form a large-scale LED industry chain. From the 10 years since the establishment of Jingke Electronics, it has always been the technology. From the beginning as a pioneer of flip-chips to the present, whether it is the flip-flop layout in early childhood, and now gradually moving towards the long-term layout, Jingke has always adhered to it. It’s all about technology, it’s fundamental.
Song Dong also said that in the past few years, there were not many varieties of Jinke's electronic product layout, but nowadays, regardless of the type of technology, EMC, flip-chip, CSP, or flashlights and COBs in special applications are all in full layout. The comprehensive layout of these products is the foundation of Jingke Electronics. At present, it has gradually formed Jingke's own LED industry chain. This time, it has become a tiger's advantage in entering the capital market.
When the LED industry chain is gradually improved, Jingke also faces the problem of fighting between price and profit. Looking back over the past few years, the LED industry, whether it is the 3528 of the king of cost-effectiveness, or the 3014 that has already exited, and the EMC that wants to replace the low-power COB, etc., almost all of them are LED package products, all facing price wars.
As such a diversified layout of Jingke Electronics, in the trend of price war, Song Dong said that Jingke will not be the initiative of the price war, but it will definitely be a follower.
In addition to following the price war of general-purpose products, Jingke's bigger strategy is to expand the higher margin market. Among them, the flip-chip COB of Jingke's layout has entered a rapid rise stage, and CSP has also been followed by domestic and foreign backlight TV companies. Contact.
Technology change too fast standardization and customization parallel
The diversified layout of products is to enhance higher market competitiveness, while the scale of competition needs to be standardized. Since the introduction of standard optical components in Guangdong five years ago, and 10 companies that have been certified by standard optical components, Jingke has been the first to participate in the development of standard specifications.
Of course, as a participant in the standard specification, Song Dong said that since the implementation of "Anbiao" for two years, Jingke Electronics has also experienced the benefits of standardization. Some of the company's light source products have been certified and recognized by international manufacturers, and from 2013. In the year, it began to reach the procurement cooperation of international big factories.
But at the same time, the technology change in the LED industry is too fast, and it is difficult for the standard to keep up with the market. However, it has to be done to compete for the commanding heights of international standards, so more power needs to be invested in the future. Of course, this is not only a solution that Jingke can solve.
Jingke has always advocated standardization, but Jingke also published the view of COB customization trends. This labeling and customization itself seems to be a paradox, but Song Dong said that the customization of COB and the standardization of LEDs seem to be paradoxes, but it is not. In fact, customization can achieve a small range of standardization, and standardization has a small range of customization, it is still difficult to achieve global standardization. (This article is the electronic submission of Jingke)
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