[Text / high-tech LED Yue Mengdi] December is a busy season, the annual high-tech LED annual meeting and Golden Globe Awards ceremony, once a year Christmas Eve and Christmas. Our little flying brother is a devout Christian, and therefore Christmas is particularly grand in the work. On Christmas Eve, I went to work. The LED business department went to look for dragons. It was a very good movie. I saw the streets of the United States. I thought of Christmas. Every American should have a Christmas tree, Christmas lights, or not. LED lights?
1. The dilemma of the transformation of small and medium-sized export enterprises: the Christmas order is diminishing and retreating (click to read the original)
From Thanksgiving to Christmas, this is the best time for big purchases in the traditional sense, and merchants are “selling big for saleâ€. As one of the most important props for decorating Christmas, Christmas lights are naturally in the procurement catalogue of various merchants.
It is understood that the Christmas light is the hottest category in the US market during the Christmas season. At present, the product has basically completed the LED replacement stage, but even in the most popular category of Christmas lights, there is still a large part. Americans prefer to use incandescent lamps.
It can be seen that in the United States, LED penetration and coverage are far from enough, and there are still many opportunities left for domestic LED companies. The strength of domestic export enterprises is getting stronger and stronger, and our research on exports has never been dropped. (click to read the details)
In recent days, Xiaodi has seen a lot of news, all about LEDs decorating urban streetscapes, parks, shopping malls and other places.
In Tokyo, Japan, in order to welcome the 25th Christmas, many places held a grand lighting event on the evening of the 24th. About a few million LED lights were lit at the same time, which attracted visitors.
On the 555-meter-high, 123-story building in Seoul, South Korea, the LED landscape lighting show at the Lotte World Building, the building's structure clearly shows red cotton coat, white-bearded Santa Claus and green Christmas tree. Known as "the tallest Santa Claus in the world." (After all, no one has ever seen how tall Santa is in the elk sleigh.)
Xiaodi was unable to visit the scene, but from the pictures attached to the news report, under the decoration of the LED lights, the whole Christmas is indeed more beautiful. However, "Canada's report on the recall of Chinese-made Christmas LED lights" has added a shadow to the festive atmosphere.
How to emphasize the quality of export products? Every day, I want to reverse the global view of China's manufacturing and realize the transformation from Chinese manufacturing to Chinese creation and China's "intelligence". However, even the simplest Chinese manufacturing has frequent problems and cannot pass the quality inspection of overseas markets. And test, what else do you talk about?
2, the package is changing, why set the world? (Click for details)
Chen Xiaohai, executive director of Guoxin Hongsheng, a brokerage direct investment institution, claims that the development of packaging has become a technology that junior high school students can master, and the threshold has been reduced to anyone who can enter. He believes that the packaging industry will become a process in the future, not being merged by upstream or being replaced by downstream. He also made it clear that he would not invest in packaging.
In fact, the LED package is in the middle of the industrial chain. It is easy to squeeze and force it on the upstream and downstream. It is hot and hot to describe the situation of the packaging industry in 2015. I don't know if it will be too heavy.
But no matter how difficult the situation is, there is no tendency to overwhelm the LED package and continue to develop upward. Flip-chip, CSP and other packaging technologies that have been proposed for several years have received particular attention this year, and not only the packaging industry, but also the upstream, downstream and equipment industries, the entire industry chain is promoting the development of packaging. It must be said that LED packaging has the role of linking up and down, and its progress will help the development of the industrial chain.
This kind of mutually-driven development may be worthy of complement each other?
Chen Xiaohai said that the packaging industry will be merged upstream or replaced by the downstream, Xiaodi can not verify its correctness, but one thing, the packaging industry is more and more clear, and companies without core competitiveness have already poured a large batch, leaving It is not a large listed company (National Star, Hongli, Ruifeng, Mulinsen, etc.), which is a medium-sized enterprise that has characteristics and persistence in technology (Smide, Xuyu, Lieutenant, etc.)
Xiaodi thinks that enterprises that are not listed have the opportunity to embrace capital. After entering the capital market, they will survive and develop through horizontal and vertical expansion and extension.
3, a new round of urban construction dividends to release LED lighting or usher in a new opportunity (click to read the details)
If you miss this round of urbanization development bonus opportunities, you may really regret it for a lifetime.
On December 20-21, the China Urban Work Conference was held. Xiaodi asked a lot of lighting companies and said they didn't know about the meeting. A little bit puzzled, is everyone too careless about the policy direction, or is it too sensitive?
Everyone knows that lighting is just needed, and we all know that LED lighting is a general trend to replace traditional lighting. However, to enter the urban construction, it is important to broaden the application market. Investment institutions believe that investment needs to follow the national strategy. The parties in the middle of it do not capture the dividends released by the national policy, so let's talk about how to develop.
The LED lighting market is large and the lighting application market is even bigger. After all, the frequency of ordinary consumers buying lights in a year is not high, but the construction of green cities and smart cities is the biggest fragrance.
The LED industry has passed the stage of disorderly development and entered the stage of decentralization to concentration. However, the market has always been scattered, and all enterprises are striving to “catch†every possible opportunity. Now, a big wave of opportunities is coming again.
Large-scale smog in the northern cities, and even pink smog, this singular environment has knocked a sap on the rapid development of China in recent years. Energy-saving and low-carbon is no longer a national advocacy. The people also care about things. The public opinion is oriented towards + policy, and the opportunity for LED is not far away.
A late Christmas Merry Christmas. See you next week~
1. The dilemma of the transformation of small and medium-sized export enterprises: the Christmas order is diminishing and retreating (click to read the original)
From Thanksgiving to Christmas, this is the best time for big purchases in the traditional sense, and merchants are “selling big for saleâ€. As one of the most important props for decorating Christmas, Christmas lights are naturally in the procurement catalogue of various merchants.
It is understood that the Christmas light is the hottest category in the US market during the Christmas season. At present, the product has basically completed the LED replacement stage, but even in the most popular category of Christmas lights, there is still a large part. Americans prefer to use incandescent lamps.
It can be seen that in the United States, LED penetration and coverage are far from enough, and there are still many opportunities left for domestic LED companies. The strength of domestic export enterprises is getting stronger and stronger, and our research on exports has never been dropped. (click to read the details)
In recent days, Xiaodi has seen a lot of news, all about LEDs decorating urban streetscapes, parks, shopping malls and other places.
In Tokyo, Japan, in order to welcome the 25th Christmas, many places held a grand lighting event on the evening of the 24th. About a few million LED lights were lit at the same time, which attracted visitors.
On the 555-meter-high, 123-story building in Seoul, South Korea, the LED landscape lighting show at the Lotte World Building, the building's structure clearly shows red cotton coat, white-bearded Santa Claus and green Christmas tree. Known as "the tallest Santa Claus in the world." (After all, no one has ever seen how tall Santa is in the elk sleigh.)
Xiaodi was unable to visit the scene, but from the pictures attached to the news report, under the decoration of the LED lights, the whole Christmas is indeed more beautiful. However, "Canada's report on the recall of Chinese-made Christmas LED lights" has added a shadow to the festive atmosphere.
How to emphasize the quality of export products? Every day, I want to reverse the global view of China's manufacturing and realize the transformation from Chinese manufacturing to Chinese creation and China's "intelligence". However, even the simplest Chinese manufacturing has frequent problems and cannot pass the quality inspection of overseas markets. And test, what else do you talk about?
2, the package is changing, why set the world? (Click for details)
Chen Xiaohai, executive director of Guoxin Hongsheng, a brokerage direct investment institution, claims that the development of packaging has become a technology that junior high school students can master, and the threshold has been reduced to anyone who can enter. He believes that the packaging industry will become a process in the future, not being merged by upstream or being replaced by downstream. He also made it clear that he would not invest in packaging.
In fact, the LED package is in the middle of the industrial chain. It is easy to squeeze and force it on the upstream and downstream. It is hot and hot to describe the situation of the packaging industry in 2015. I don't know if it will be too heavy.
But no matter how difficult the situation is, there is no tendency to overwhelm the LED package and continue to develop upward. Flip-chip, CSP and other packaging technologies that have been proposed for several years have received particular attention this year, and not only the packaging industry, but also the upstream, downstream and equipment industries, the entire industry chain is promoting the development of packaging. It must be said that LED packaging has the role of linking up and down, and its progress will help the development of the industrial chain.
This kind of mutually-driven development may be worthy of complement each other?
Chen Xiaohai said that the packaging industry will be merged upstream or replaced by the downstream, Xiaodi can not verify its correctness, but one thing, the packaging industry is more and more clear, and companies without core competitiveness have already poured a large batch, leaving It is not a large listed company (National Star, Hongli, Ruifeng, Mulinsen, etc.), which is a medium-sized enterprise that has characteristics and persistence in technology (Smide, Xuyu, Lieutenant, etc.)
Xiaodi thinks that enterprises that are not listed have the opportunity to embrace capital. After entering the capital market, they will survive and develop through horizontal and vertical expansion and extension.
3, a new round of urban construction dividends to release LED lighting or usher in a new opportunity (click to read the details)
If you miss this round of urbanization development bonus opportunities, you may really regret it for a lifetime.
On December 20-21, the China Urban Work Conference was held. Xiaodi asked a lot of lighting companies and said they didn't know about the meeting. A little bit puzzled, is everyone too careless about the policy direction, or is it too sensitive?
Everyone knows that lighting is just needed, and we all know that LED lighting is a general trend to replace traditional lighting. However, to enter the urban construction, it is important to broaden the application market. Investment institutions believe that investment needs to follow the national strategy. The parties in the middle of it do not capture the dividends released by the national policy, so let's talk about how to develop.
The LED lighting market is large and the lighting application market is even bigger. After all, the frequency of ordinary consumers buying lights in a year is not high, but the construction of green cities and smart cities is the biggest fragrance.
The LED industry has passed the stage of disorderly development and entered the stage of decentralization to concentration. However, the market has always been scattered, and all enterprises are striving to “catch†every possible opportunity. Now, a big wave of opportunities is coming again.
Large-scale smog in the northern cities, and even pink smog, this singular environment has knocked a sap on the rapid development of China in recent years. Energy-saving and low-carbon is no longer a national advocacy. The people also care about things. The public opinion is oriented towards + policy, and the opportunity for LED is not far away.
A late Christmas Merry Christmas. See you next week~
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