High-tech LED CEO conference mid-stream special: up or down

[High-tech LED reporter 甄舜Guangzhou report]

In the first half of the year, there were also different levels of “exit” in the domestic LED packaging field.

Gong Weibin, chairman of Ruifeng, once said that the upstream and downstream extension opportunities are relatively rampant, while the downstream upstream will be more competitive. In his view, downstream to the middle, you can independently digest packaged products, do a good job of capacity matching, and do not have to lay channels. “The channels and brands of downstream lighting applications are very professional. If you don’t have professional thinking and positioning, you can’t do it downstream.”

The middle reaches go downstream, and the dangers and opportunities coexist. Is the middle of the tour looking up or down?

On the afternoon of August 17, 2012, the CEO conference package invited experts from three well-known listed companies such as Guoxing Optoelectronics, Ruifeng Optoelectronics and Hongli Optoelectronics to give keynote speeches and participate in roundtable discussions, and shared the LED midstream package with the guests. Industry chain integration strategy.

Guo Xing Optoelectronics General Manager Wang Sen

Wang Sen, general manager of Foshan Guoxing Optoelectronics Co., Ltd., expressed his views on how packaging companies view upstream and downstream integration. He said that up to now, the upstream gross margin is still the highest. In the industrial chain, the midstream to the package, the product price has been falling sharply. At the same time, due to the intensification of competition and the expansion of production capacity, packaging companies are facing both the upstream and downstream pressures.

Up, the technical content is high and difficult. In the process of moving downstream, the key is the establishment of the brand. In the past, packaging companies belonged to electronic components companies, and their customers were enterprises. Now, going downstream is for ordinary people, and the concept and model of business management are different. This investment is invisible and intangible. It requires more investment and research analysis.

Wang Sen said that every mode can be either up or down, but choose the mode that suits you. As Guoxing Optoelectronics, we insist on encapsulating the main business, but we are also exploring. The current strategy of Guoxing is to expand the package while doing the package.

Gong Weibin, Chairman of Ruifeng Optoelectronics

Next, Gong Weibin, the chairman of Shenzhen Ruifeng Optoelectronics Co., Ltd., analyzed how the packaging companies are taking the focus. He said that specialization has the advantage of specialization. The whole industry chain also has the benefits of the whole industry chain. The key is to see what kind of positioning you are in and what kind of resources you have. If you are Samsung, LG, you can do a lot of things.

He said that to be successful, positioning is very important. China has never lacked big companies, and what is lacking is a very good company. Maybe a lot of companies, with a little bit of resources, will want to do things they are not familiar with. Many listed companies have a large scale of 1 billion. But its 1 billion comes from ten businesses, each contributing 100 million. Such a company as a whole seems to have a certain scale, but in fact, the value and significance of existence is not large, it is a very mediocre company.

Subsequently, the above guests and Li Guoping, Chairman of Hongli Optoelectronics, participated in the round-table dialogue to encapsulate the future of the company and interacted with the audience.

Li Guoping, Chairman of Hongli Optoelectronics

The three guests discussed the advantages and disadvantages of the company's focus. For the choice to expand the downstream application market, Li Guoping said that such resources are more concentrated, because the packaging and application have some technology that is seamlessly connected. On the downside, he believes that operating costs will be higher. "Our company now has lighting, car lights, and packaging. Three management teams, advertising is also three aspects. The cost of resources is relatively large."

However, Gong Weibin, who has been focusing on packaging, believes that this is only a different perspective, and there is no right or wrong. "I think the biggest problem is the difference between B2B and B2C. Whether you are doing B2B or B2C business, what do you want to do? Product is a carrier, and the whole way of operating is the core thing."

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