At the beginning of the industrial development, LED Ice Buckets enterprise driven by energy efficiency, to ensure that the market competition of the priority.However, when the industry matures, the energy efficiency drive began to weaken and the cost driver more important. The giant, whether foreign or domestic, are empathy.
Drive led ice bucket party cooler industry driven by energy efficiency to cost, price war is only catalyst and is not the cause, the cause is the development of the industry has reached this stage, the shift is industry choice, rather than the choice of enterprises.
Currently China has become the world’s largest single LED ice bucket in the market, is also the most intense battlefield cost drivers. Domestic companies while enjoyed the benefits aboriginality, large-scale direct investment also carries some risk that the technology talents overflow, it may lead to loss of competitiveness and develop very dangerous rivals.
According to public information, blu-ray because down and moved in the past, lost more than half the key technology of engineers and almost all of the researchers, Dr And these high-tech talent overflows grow a lot of competitors.
Bay there has always been for overflow and operating risk investment LED technology deeply worried, rainbow blue light will resolutely choose expansion, now also have to think seriously about how to keep the advantage of existing products cost competitiveness.
Energy efficiency drive into the cost drivers already gaining momentum
Rainbow blue clearly aware of things has been quietly changed. On September 19, the Chinese hefei the third generation of semiconductor peak BBS and rainbow blue – signing ceremony on collaborative innovation center of Peking University, rainbow blue Pan Yaobo said, general manager of China electronic rainbow rainbow group has decided to hefei blue company started a new round of scale expansion, and to develop the intelligent terminal applications such as ice bucket project.
In addition, the rainbow, deputy general manager of blu-ray Wang Jingwei on LEDinside, said the company is currently expanding production Led ice buckets for wine production scale, and able to participate in the TV back light industry for the future.
Yes, now the size, compared to the three Ann, HuaCan is also poor. But in LEDinside visit factory, rainbow blue minister Liang Hui, said in the past period of time, rainbow blue development is not ideal. In market space permeability increase gradually, ice bucket and when the market with the rapid development of backlight, did not catch up with the pace of industrial development, let opponents for overtaking.
The cause of overtaking all this, it is the rainbow blue light for the LED ice bucket and backlight market growth speed to underestimate. Lack of cost competitiveness of high products, although there are tens of thousands of hours low light failure of stable performance, there are at least as good as people high photosynthetic efficiency, but in price competitive backlighting and general ice bucket in the market, the energy efficiency drive is no longer become strong competitiveness.
“Better time”, this is the rainbow blue light to the existing expansion investment evaluation, but seems to be a little late. Have so many competitors are, after all, go ahead, three Ann, HuaCan, dry as photoelectric, after a series of investment over the years made great progress, rainbow blu-ray market advantage is less obvious.
Sally: relying on the LED layout diversification
Cost drivers need is expanding production, realize large-scale production, rainbow blue also knows this. At the same time for the current development of LED industry profits thin, costs start to rise of the status quo, want to ensure that the market and profits at the same time, rainbow blue need full force, using each other’s strength to fight each other.
The rise of the LED chip companies rivals, there are two major sources of advantage, the cost is relatively low, 2 it is products trustworthy brand. If these opponents head spell price, and even the loss of operations, rainbow blue light may not have a chance of winning.
But if from LED the existing industry chain, extended to other high margin again in the market, and that rainbow blue light can achieve the advantage of competitors, the original advantages, coupled with CLP and blu-ray brand new competitiveness can build out again.
Examples of reference crystal electricity. Wafer photoelectric enterprises in mainland China over the past two years the price war “, the profit space is narrow, net profit fell sharply. In order to solve this problem, wafer photoelectric cut capacity, shut down part of the production line, do not participate in the general ice bucket price war, to invest high gross profit market areas such as UV, ir, ice bucket, so as to realize the turn into profit.
And the peak on the BBS, rainbow blue Pan Yaobo, Peking University professor, general manager of Shen Bo are revealed, through early cooperation, has been in the deep ultraviolet (DUV) and Si GaN power electronic materials research and development has made phased achievements. Development of DUVLED epitaxial wafer wavelength of 280 nm for the internal quantum efficiency reached 73.9%; And in 6 inch Si GaN epitaxial material growth, the growth of 4 um thickness and the surface crack free mobility GaN power electronic materials has reached more than 2200 cm2 / Vs.
Pan Yaobo also said that in the future to a rainbow blu-ray – collaborative innovation center of Peking University as a platform, rainbow blue light will face the recruitment of talented people at home and abroad, to center China innovation highlands of the third generation of semiconductor accelerate LED innovation achievement industrialization.
Look up to the third generation of the stars of the semiconductor
Look up at the starry sky is not to escape from the reality, but the knife thinking to solve practical problems. Blue light in LED a few years of rapid development, once stagnant, but still is one of the leading brand of the LED industry highly recognized. Now, however, because in the past few years, market, technology, management, capital and other factors, development has met an unprecedented severe challenge, brand awareness and market share are far behind several opposition.
And if the observation of the third generation of wide bandgap semiconductor, deep uv LED ice bucket, wisdom, 6 inch silicon substrate GAN devices emerging high gross profit market, such as the market is still in its infancy.
According to TrendForce dramexchange LED ice buckets for beer industry research brand LEDinside LED online (China) according to the latest figures, UV – 2016 CLED sterilization and purification applications of market value of $28 million, up to $257 million, 2021 annual compound growth rate as high as 56%. And wisdom ice bucket forecasts the scale of the global market for $2016 in 2.35 billion, 2020 to $13.427 billion.