Analyze the alliance era of the LED industry

Breaking the unfavorable pattern and planning the future of the LED industry is an undeniable fact. Currently, most of the large number of LED companies are small and medium-sized enterprises that are used in the middle and lower reaches, and there are few upstream enterprises. All kinds of core patent technologies are in the hands of foreign giants. The perfect patent system covers the entire industrial chain from raw materials to finished lamps, especially the core chip technology. In order to consolidate the advantages of competition, foreign giants carry out R&D and production through patent authorization and cross-licensing, and even prevent new entrants. Many SMEs are in a weak position in the competition. Patent technology is the key to the healthy development of the entire industry. Just like the mobile phone industry, now mentioning the Android machine, people may think of Samsung. As everyone knows, when the smartphone is just emerging, HTC can be said to be synonymous with the Android machine, but it has plummeted due to the patent dispute with Apple, the Android machine market. Was quickly divided. Look at the many anti-dumping cases against Chinese companies, all of which are being exploited because of the lack of core patent technology. Some even predicted that the LED industry is likely to be the next industry to encounter US robbery. At present, international LED industry giants such as OSRAM, Philips and Panasonic have established a cooperative organization (Zhaga Alliance) to take the lead in LED standardization. According to industry insiders, through the establishment of barriers to its light source technology with core intellectual property rights, it controls the key aspects of the industry and collects high patent license fees from Chinese companies through a combination of threats and litigation. The patent industry in the LED industry cannot be avoided by the entire industry. Therefore, some people in the industry advocate the establishment of the LED industry patent alliance to enhance the right to speak in international competition. In addition, some alliances were established to promote the development of domestic LED industry technology. Such alliances, mostly initiated by national or local governments, have a relatively high reputation in the industry and have indeed contributed to the development of the industry. The local government's policy-oriented LED industry, as an emerging industry with high hopes, has been promoted by local governments in some places and has been supported by local governments. In addition to financial subsidies, policies also guide enterprises to each other. Cooperation. Foshan is a relatively representative city, and the development orientation of the policy is very obvious. It is understood that Foshan has more than 200 enterprises engaged in the production and matching of LED products. Most of the enterprises have switched from traditional lighting to LED field, among which there are many domestic first-line brand enterprises. With the development of LED technology, the product update speed is fast, the packaging standard of traditional lamps has not been applied to LED lamps. The types of LED products on the market are complex and the quality is uneven, and there is no corresponding country for LED product packaging. Standards, industry standards and local standards affect the stable development of the LED market and the environmental health image of LEDs. As a result, the Foshan Technical Standards Institute held hands in Foshan City's various lighting associations and Foshan LED leading enterprises in 2012, set up a standard alliance, conducted on-the-spot investigations, and worked out the first domestic LED enterprise alliance standards. In addition to the above reasons, some of the heating is based on the company. This is also the fundamental reason why the alliance has sprung up. Compared with mature companies, emerging companies will be more inclined to join the alliance. Emerging LED companies do not say that they compete with international giants. In domestic competition, they are unable to compete with traditional lighting companies because of their deep roots and imperfect channel layout. Although traditional lighting is accompanied by the pain of transformation, once it breaks through the technology and product barriers, it can still quickly enter the LED industry with its abundant funds and channel resources accumulated over the years. Foshan Lighting and Yapuer are typical representatives. In the process of transformation, the concept of filament lamp was introduced in combination with the characteristics of traditional enterprises, and it was completely fired in the industry. Many emerging companies and small and medium-sized enterprises have seen the threat posed by traditional lighting companies. They urgently need to improve their own competitiveness, or integrate resources in the whole industry chain, or form alliances with the same type of enterprises to strengthen the right to speak. The birth of a large number of alliances. The alliance of enterprises as the initiator unit has become the main force of the LED industry alliance. The chaotic industry environment has become a coalition thrust. At present, the entire LED industry environment is quite chaotic, the policies and regulations are not perfect, the lighting standards are lacking, and the cottage products are rampant, resulting in increasingly fierce price competition. Li Wei, secretary general of the Champion League, said in an interview that the situation of the alliance is directly related to the chaotic environment of the industry. Everyone really needs the integration and sharing of resources, or reach some kind of industry consensus. When you come across it, it's easy to unite. When companies of all sizes have this idea, the alliance will be more and more. The integration and merger of the alliance is the establishment of the megatrend alliance. In the end, it is to integrate the resources of the industry for effective use. An industry insider working in the league told reporters that the establishment of various alliances, first of all, because LED lighting companies encountered many confusions and problems in product line selection, the company's future development direction, brand building, and the difficulty of sinking channels. . Compared with traditional lighting companies, LED lighting companies lack the deep, long and wide channel dimensions. The company has no brand awareness, and it is naturally lacking in the habits of consumption and the market. On the other hand, compared with the traditional lighting industry, the LED lighting industry has the characteristics of semiconductor and electronics industry, and the industrial chain is particularly long. There are very few enterprises involved in the industry from the front end to the back end. However, there are very few alliances in the industry that are mainly based on finished products. Many companies face the same problems and want to solve these problems and promote synergy. For this reason, the operation of the alliance and the integration of industry chain resources are important work contents, including the optimization of supply chain, the expansion of channels, and the alliance of enterprises to strengthen the bargaining power of various resources. This is the starting point and the foothold of most alliances. There is a phenomenon that the majority of SMEs joining the alliance are more urgent, and the needs of small enterprises are more urgent, and they hope to rely on the power of the alliance. At present, the starting point and the foothold of most enterprise alliances are the sorting and utilization of resources. Combined with the wave of integration and merger of the whole industry, the future alliance will inevitably embark on the road of integration. The reason is that the alliance itself is a relatively loosely organized group that walks together for effective resources, but cannot share risks. This is a weakness of the alliance. Most enterprises are warming up, but they are independent. They have not formed the integration of resources across the industry. Instead, they have created countless small groups of interests. To a certain extent, they have hindered the integration of industry resources. This may be the real reason why many people in the industry are asked about the current status of the alliance and the role they play. Therefore, the alliance based on the short-term interests of enterprises will follow the pace of industry integration and enter the wave of integration. In the future, more alliances will be based on the common interests of regional, regional and even the entire industry. Especially in the formulation of industry standards, it is necessary to integrate and coordinate the interests of the whole industry, based on the interests of individual enterprises. The alliance on the list is bound to be gradually integrated.