[Netease Finance] LED industry fission is approaching the need for enterprises to transform and upgrade

“The e-commerce channel will become one of the main terminal sales channels of the LED industry. At present, the overall profitability of the industry is not optimistic. The upper, middle and lower reaches are facing their own problems.” The high-tech LED “On the Industry Strategy” Forum held recently Shang, Gao Xiao LED Chairman Zhang Xiaofei predicted that the proportion of LED lighting retail channels will rise, O2O channels will begin to explore, and large enterprises will try.

Zhang Xiaofei expects that most of the LED chip, packaging and application listed companies will exceed 1 billion yuan in 2015. The LED package in the middle of the industry will officially enter the competition elimination period, and the 1 billion scale will also become the symbol of the first echelon enterprise.

According to the statistics of the High-tech LED Industry Research Institute (GLII), the total size of China's LED industry will reach 344.5 billion yuan in 2014, an increase of 30.57%.

When LEDs ushered in the policy dividends of eliminating traditional Lighting Fixtures, many companies have run arrears. According to statistics, the number of LED industry chain enterprises exceeds 20,000. The number of companies in 2014 was the same as in 2013. The industry generally believes that the number of companies in the future will be reduced to half. Zhang Xiaofei revealed that in the domestic LED chip companies, only 20 companies are now producing normally. "In the past, there were about 60 chip companies. There are now more than 40 of them, and about 10 are on the verge of production stoppage."

Xiao Guowei, president of Jingke Electronics, believes that most enterprises are difficult to maintain because of the slow pace of development, to maintain accurate and rapid changes to adapt to the development of technology is the biggest difficulty in the future of the industry, "LED has come today, price, product form is still It is not certain that there is no standard in the LED industry, neither the global nor the internal standards of the enterprise can be formed. Some enterprises' standards even change every quarter. For the industry, this industry characteristic cannot be changed, and enterprises still need to face This reality."

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