"If we say that 2015 is awkward, then 2016 is a support." This statement by Zhao Yutao, chairman of Hyun Shuo Optoelectronics, has been very much endorsed by many LED industry insiders.
After the winter of 2015, it has not been warm since the spring of 2016. He Huaqiang, general manager of the South China Operations Center of Rare Earth Research, believes that â€œwhen there is no high profit, it is the beginning of integration.â€ Integration is essentially a concentration of resources, strong and strong, and 2016 must be more turbulent. One year.
Before the Spring Festival, Gaogong LED had learned from all parties. This year, all major packaging factories have clear intentions to expand production. Only Simai plans to add 100 lines in March. Xuyu Optoelectronics also plans to add 80 more. A few lines.
In 2016, the situation of the big Evergrande will be more obvious.
Liu Qiwei, chairman of the company, believes that only he is bigger than others and has a say in the market. Li Zhaohua, general manager of Mingwei Electronics, also believes that in the current low-profit LED market, large enterprises have more opportunities.
Generally speaking, â€œbigâ€ has two aspects: the brand is strong and the scale is huge. Do not look at international manufacturers, domestic brands such as Op Lighting, Hongli Optoelectronics, Guoxing Optoelectronics, etc., the most typical representative of the scale is Mulinsen, Sanan Optoelectronics and so on. Whether the brand seizes the commanding height or wins by scale, each family has their own considerations.
In fact, the big brands and large scales are not completely consistent, but they can't be completely separated. Good quality needs to be transmitted through the brand, and good reputation requires more shipments to meet customer needs. This is one of the reasons why many companies still insist on expanding production. â€œWhat can I do if I donâ€™t expand production?â€ A person in the industry who does not want to be named believes that in 2016, if you donâ€™t expand production, the probability of â€œdeathâ€ will exceed 50%, but if you want to expand production, you will have money,â€ This is the time to test the strength of a company."
In fact, through the visit of several high-tech LEDs to several companies after the opening of the year, large-scale enterprises still have an optimistic attitude towards 2016. They believe that the market is chaotic and low, which is a good time to shuffle; some â€œfishing in the waterâ€ is only for earning Small companies that disrupt the market with barrels of gold will lose their environment and soil. "And their market share will be divided by the surviving companies and become the latter's nourishment," said one LED entrepreneur.
Whether it is to do a career or to make a fortune, the development of various companies in 2016 will be more distinct.
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