Exclusive analysis of the LED industry's alliance era

In the future, more alliances will be translated into the common interests of the regional, field, and even the industry as a whole, especially in the formulation of standards for the entire industry, and it is necessary to integrate and coordinate the interests of the entire industry and build on the foundation of the interests of individual companies. The alliance is bound to be gradually integrated.

The alliance's positive effect on the business or the industry is undoubtedly questionable. However, does it mean that the separate tactics of separate administrations play a role in the alliance? Debatable.

Breaking the Unfavorable Pattern and Planning the Future of LED Industry

One fact that cannot be denied is that most of the large number of LED companies currently belong to SMEs with medium and low-level applications. There are few upstream companies. 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 in 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 that Android is mentioned, people may think of Samsung. As everyone knows, HTC is synonymous with Android machines just when smartphones are just emerging. However, due to patent disputes with Apple, it has plummeted. It is quickly divided up. Look at the numerous anti-dumping cases against Chinese companies, none of which have been exploited because of the lack of core patent technologies. Some people even predict that the LED industry is likely to be the next industry to suffer "American robbery."

At present, OSRAM, Philips, Panasonic and other international LED industry giants have established a cooperative organization (Zhaga Alliance) to take the lead in LED standardization. According to sources in the industry, barriers to light source technologies with core intellectual property rights are used to control the key links in the industry, and high-level patent licensing fees are charged to Chinese companies through a combination of threats and litigation.

The patent issue of the LED industry cannot be avoided by the entire industry. Therefore, there are industry advocates to establish the LED industry patent alliance to enhance the right to speak in international competition.

In addition, some alliances are established to promote the development of domestic LED industry technology.

Such alliances are mostly sponsored by national or local governments and have a relatively high reputation in the industry, which has indeed played a catalytic role in the development of the industry.

Local government policy orientation

As an emerging industry with high expectations, the LED industry has, in some places, been more driven by the economy and supported by local governments. In addition to subsidies on capital, policies have also led companies to cooperate with each other. Foshan is a relatively representative city, and its policy of "clustering and development" is very obvious.

It is understood that Foshan City has more than 200 companies engaged in the production and supporting of LED products, most of the companies are from the traditional lighting into the LED field, including no shortage of domestic first-line brand companies. With the development of LED technology, the product replacement and replacement speed is fast. The packaging and marking standards of traditional lamps and lanterns are no longer applicable to LED lamps. The types and types of LED products on the market are complex and the quality is uneven, and there is no corresponding country for LED product packaging identification. Standards, industry standards, and local standards influence the stable development of the LED market and the environmental health image of LED.

Therefore, Foshan City, Technical Standards Institute as early as in 2012, Foshan City, hand in hand with the lighting associations and leading LED companies in Foshan City, the establishment of a standard alliance, on-site research, to develop the first domestic LED enterprise alliance standards advent.

The company's lips meet one another

In addition to the above reasons, there are also some companies that are the initiators. This is also the root cause of the current mushrooming of the alliance. Emerging companies will be more inclined to join the alliance than mature companies. Emerging LED companies, not to mention competition with the international giants, in the domestic competition, due to the lack of root, the channel layout is not perfect and other reasons, but also can not compete with the traditional lighting companies.