In the home appliance industry, this leading company of SMI can support thousands of supporting enterprises. However, in the field of LED lighting, Foshan enterprises are fighting each other. Their customer list comes from Huizhou and Zhongshan, but few of them come from Foshan. This is the statement of Wu Yulin, president of Foshan Lighting Association, at an LED industry support meeting.
After the above-mentioned matching meeting, the owner of a Danzao LED cooling aluminum material is distributing business cards everywhere. In order to verify this point of view, the author specifically asked his client whether there is a Foshan enterprise. He admitted that it is basically foreign.
Similar cases have been contacted by many people. Foshan's LED industry has strong supporting capabilities. Many lighting factories in the surrounding areas have come to the door to find supporting cooperation. However, local companies rarely take the initiative to go out and look for business, but they have become unrelated. Unfamiliar neighbors.
It is difficult to say that this is the character of Foshan enterprises, but at least it can be said that the character of Foshan LED enterprises. Foshan Lighting spent more than 20 years to make the company's main revenue more than 2 billion, but NVC lighting only took more than 3 billion in a few years (this is still affected by the infighting). Industry insiders say that NVC's success is good at using the industrial chain to quickly expand, and the characteristics of Buddha lighting are all done by themselves.
NVC is a Huizhou company, and among its supporting partners, there are Foshan enterprises. In fact, many Huizhou LED companies are slowly looking for Foshan enterprise support.
From another perspective, most Foshan LED companies are transformed from traditional hardware factories and lighting factories. The author has contacted a lot of such enterprises, and originally made small hardware, and now it is also hot to get LED applications and lamps. Although the product has been transformed, the business model still follows the past set, and the characteristics of the outward-oriented type are very obvious. From this point of view, the lack of cooperation between each other is also true.
Then why do you now mention the division of labor in the industry chain? In fact, it is still related to cost. If a group of companies have good quality and lower prices in a certain part, is it better to give this part to him? This is the space for the division of labor.
LED lighting is actually a completely different game rule than traditional lighting. A production line of energy-saving lamps can't be done without tens of millions, but LED lamps can be a couple's shop, and a few machines and dozens of people are more than enough. You can doubt whether the quality is too good, but you can't stop the threshold from being lowered step by step. It is said that by the end of the year, a 3W LED bulb may only sell 5 pieces, which is cheaper than the energy-saving lamps.
In the past year or so, the upstream fluctuation of LEDs has been fierce, and the rapid decline in chip prices has caused some companies that have lost money to lose a lot of money. The speed of commercial and home market development is not as fast as expected. However, many companies have come over and wait until the first quarter of this year. Lianfo Lighting and Guoxing Optoelectronics also regained their brilliance in the stock market, and the stock price continued to rise sharply.
This reminds me of Shenzhen's cancellation of LED planning. If Foshan is strong in packaging and applying these middle and lower reaches, then the upstream of chips and drives must be Shenzhen. But it is the brand new market game of LED lighting. Shenzhen's policy is not suitable for the current situation. Who can think of the price of LED chips falling so rapidly? Administrative planning is far from matching new business models, and the abolition is actually a good choice for the industry to return to the market.
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