1. The 1st CEO Conference of the 2017 G20-LED Lighting Summit (hereinafter referred to as the “G20 Conferenceâ€) was successfully held in Guangzhou on June 10, 2017. Member company - Guangdong Jingke Electronics Co., Ltd. hosted the summit.
Second, there are 15 member companies participating in the G20 conference, including the mid-stream packaging enterprises--Jingke Electronics, Guoxing Optoelectronics, Mulinsen, Honglizhihui, Yitong Electronics, Lianchuang Optoelectronics, Power and IC Enterprises--Ming Microelectronics, Maoshuo Power, Jiansen Technology, equipment enterprises - Hyun Shuo Optoelectronics, Xinyichang, downstream lighting companies - Sunshine Lighting, Sanxiong Aurora, Jiamei Lighting, Guangyu Lighting.
Third, the theme of this G20 meeting is supply chain + intellectual creation, for the future. The LED industry has entered a new round of growth cycle. In addition to lighting, display, new applications are also an important factor in leading the industry.
At the supplier level, the trend of the larger Evergrande has become more apparent, and only companies that improve operational efficiency, profitability and capacity scale can survive. Small and medium-sized enterprises tend to be more specialized in market segmentation.
As corporate manufacturing cost pressures continue to increase, companies face the need to increase productivity each year. Factory digital management combines robotic production and intelligent warehousing logistics to more effectively address inefficiencies and quality issues.
Fourth, G20 conference member companies unanimously believe that the current trend of global LED production capacity transfer to China is obvious, including the international large-scale manufacturers in recent years have successively selected China's high-quality enterprises as their expansion cooperation partners. On the one hand, the scale effect of Chinese LED enterprises appears, and the cost advantage is obvious; on the other hand, Chinese enterprises have greatly improved their strength in technology, products and processes, and their competitiveness has been strengthened.
In particular, the market competitiveness of Chinese companies in the mid-to-high-end products has been recognized by the market, and the product quality has been close to the level of international manufacturers. This is different from the past in the traditional sense of OEM, more is to seek technical cooperation and innovation, the most significant phenomenon is to switch from OEM to ODM.
In addition, Chinese companies and international companies began to develop together in the joint research and development of technology and products. This also shows that Chinese companies are moving from purely Chinese manufacturing to international markets to build their own international brands.
V. Members of the G20 Conference unanimously believe that in the new industrial development cycle, in addition to the traditional general lighting and display market, new market segments including automotive lighting, plant lighting, ultraviolet, infrared, and intelligent lighting are all blooming. Some new market segments have begun to contribute to the performance and become a new profit growth point for the company in the future.
At the same time, the above new market segments also mean that enterprises still need to increase investment in technology research and development, capacity building and market development. This will also drive a new round of investment boom in the LED industry. Among them, vehicle lighting and plant lighting are the most representative.
Automotive lighting: As the automotive industry quickly enters a turning point in electrification and intelligence, the traditional automobile supply chain structure will undergo fundamental changes. The traditional automotive lighting market will continue to benefit from import substitution. Whether it is a light source or a whole lamp, the proportion of localization will continue to increase.
At the same time, the supply chain viscosity of the vehicle front loading market is relatively high. Compared with the general lighting market, the competition of vehicle lighting emphasizes the comprehensive competitiveness of enterprises.
Plant lighting: The country will continue to vigorously promote agricultural modernization in the next few years and accelerate the transformation of agricultural development mode. The high-efficiency, safe, economical and environmentally friendly agricultural modernization technology will be the key support direction in the future.
Intelligent lighting and precise control of optical links are the inevitable trend of modern facility agricultural technology development. With the rapid increase in the number of enterprises involved, the maturity of relevant LED technologies, and the reduction of production costs, the price of LED plant lighting products will rapidly decline, contributing to LED lighting. Rapid penetration in future agricultural applications.
Sixth, members of the G20 conference agreed that the competition in the upstream epitaxial chip field of the LED industry chain has become clear and the concentration of production capacity is high.
The competition in the midstream packaging field has also transitioned from the "Spring and Autumn Period" to the "Warring States Period". The number of enterprises has further decreased and market share has tended to concentrate. The capacity of large-scale packaging companies is rapidly opening up to small and medium-sized packaging companies.
The competition in the downstream lighting sector is clear, and traditional lighting companies have completed LED shifts. At the same time, in the first half of this year, the market performance of lighting enterprises above designated size showed a phenomenon of “not weak in the off-seasonâ€. On the one hand, market demand is still being released, and on the other hand, market concentration is strengthening.
Seventh, G20 conference member companies agreed that Chinese companies participating in global competition are at a critical stage.
On the one hand, continued overseas mergers and acquisitions are accelerating the “compensation of shortcomings†for Chinese companies, including patents, overseas channels, and brands; on the other hand, major international companies have “exited†the general lighting market competition and new capacity segments for capacity transfer. Chinese companies are gradually undertaking "the market share of large factories exiting."
In addition, as Chinese companies increase their participation in the global market, the pattern of the global LED patent core network will change in the next few years. Chinese companies will become the norm through patent licensing cooperation and overseas corporate acquisitions.
Eight, G20 meeting member companies agreed that the demand for smart lighting is gradually being released.
In the field of home lighting, benefiting from the rapid improvement of artificial intelligence technology and the gradual improvement of the smart home ecosystem, including the communications, Internet and other giants to accelerate the commercialization of home intelligence-related technologies, smart lighting will shift from the past single intelligence to the depth of the overall home smart device Fusion.
In the field of commercial lighting, the retail industry has undergone tremendous changes in recent years, and the trend of online and offline integration is obvious. The offline scene is becoming the focus of the layout of e-commerce giants. At the same time, the retail scene is developing from a single show to an interactive experience in the past, and the demand for business intelligence is rapidly increasing.
In the field of outdoor lighting, benefiting from the continued policy dividends of smart cities and night-tour economy, the demand for outdoor landscape lighting and architectural lighting market is rapidly exploding. The owner's demand for lighting has changed from a single function in the past to a diversified demand for intelligence, dynamics, and digitization.
Nine, G20 meeting member companies agreed that the LED industry has entered a new round of growth cycle has been very clear. There are many new changes compared to the previous round of growth cycles.
1. The industry differentiation is becoming more and more obvious.
2. Market competition has shifted from “local market†to “global marketâ€.
3. The competition in new market segments is “more intenseâ€.
4. The trend of “virtual vertical integration†in the industry chain has emerged.
2017 G20-LED Lighting Summit member list
Guoxing Optoelectronics (002449)
Hongli Zhihui (300219)
Mulinsen (002745)
Sunlight (600261)
Xin Yichang
Sanxiong Aurora (300625)
Moso Power (002660)
Jiansen Technology
Jingke Electronics (836789)
Lianchuang Optoelectronics (600363)
Guangyu shares (833848)
Mingwei Electronics
Jiamei Lighting
匡通电å
Hyun Shuozhi
(The above companies rank in no particular order)
Sport Smart Watch
Sport Smart Watch,Sport Smartwatch,Smartwatch Sport,Smartwatch For Running
everyone enjoys luck , https://www.eeluck.com