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LED Industry Giants How to Project their Future

As the leading enterprises in the industry, Philips and Osram have been leading the development direction of the industry, and their business models and ideas have been learned by colleagues in the industry. And the industrial layout blueprint they show, has completely blurred the edge of the industry, lamps and lanterns have become an entrance, this trend may also represent the industry in the next few years or even decades of development trends.

PHILPS: don't want to just sell lamps and lanterns.
During the Frankfurt Show in 2018, Philips demonstrated the latest technology at Hall 0, including visible light communication (LiFi) technology. This is a two-way, high-speed wireless technology similar to WiFi, characterized by the use of visible light rather than radio waves for data transmission.

Philips specializes in three areas: the stage, ultraviolet, infrared products and some specific industry applications. The business model is similar to OEM channels. The customers are mainly divided into relatively large OEM factories, small and medium stage lighting manufacturers and after-sales markets, such as equipment replacement needs of leasing companies. At present, the three plates are basically showing double-digit growth in China.

Although there are still products in every segment, Philips is clearly a company that is not just content with lamps, starting with a divestiture of its traditional business to a complete abandonment of GM, and eventually even splitting up and selling Lumileds with LED core technology, a series of actions that show Philips is conscious. The most intuitive manifestation of this attempt is to downplay the role of the manufacturer and transform the company into a technology-based enterprise through the layout of the Internet of Things.

OSRAM: light source factory based on high-tech enterprises
On September 14, Osram Optoelectronic Semiconductor announced the launch of its first Vertical Cavity Surface Emitting Laser (VCSEL) product, Bidos PLPVQ 940A, which is aimed at new applications, including 3D sensing, as well as robots, unmanned aerial vehicles, augmented reality (AR) and virtual reality. VR and other fields are another future technology in OSRAM's new product mix.

OSRAM, as the most representative company in the field of light source, used to be proud of it. However, OSRAM now prefers to call itself a high-tech company. Especially in recent years, after a series of business splits, reorganizations and sales of subsidiaries, OSRAM has basically withdrawn from the field of general purpose. Retaining a few areas, such as automobiles with high barriers to entry, high profits and absolute advantages, opens the way for technological enterprises to transform.

CREE : silicon carbide field supremacy is established
Infineon and Cray are currently leading the silicon carbide industry, and the two companies have developed new RF power systems, Wolfspeed, which already account for 68% of the SiC market.

The year 2018 was the year of Cree's transformation, with a strong SiC power device business, supply agreements with Infineon Technologies, licensing agreements with Nexperia, and acquisitions of Infineon's RF power business, all highlighting the change, mainly around three main players. Axis:

1, set up a strong semiconductor company focusing on SiC and GaN development.
2. Focus its LED activities on high value-added solutions, especially with the help of Chinese partners to solve the medium-power market problems;
3, the business of revision and development.

Epistar: one point is three, buy buy buy demolition and demolition who knows?
Crystal Optoelectronics established and consolidated its leading position through a series of mergers and acquisitions, but then the industry entered a downturn in 2015, coupled with the rise of mainland chip manufacturers, the Crystal Optoelectronics business has been constantly impacted and nibbled. In order to reduce the price impact of LED, backlight, in recent years has shifted the focus of operation from Sprint capacity to V. CSEL, four yuan LED, laser and OEM, however, the proportion of backlight is still high. In recent years, when mainland enterprises are making great progress, the crystal photovoltaic revenue has always been on the edge of stabilization, which is also the motivation for its transformation.

San An: upgrading the road to create a three an photoelectric
At present, there are four mature industrial modules and developing plates: the first is LED module; the second is RF filter module; the third is power electronics module; the fourth is optical communication module. Based on LED, RF filter, power electronics module and optical communication module will be the focus of SAN optoelectronic development in the coming decades. Sanan Optoelectronics is a typical example of growing up under the policy dividend. After relying on high subsidies and crazy expansion to establish the leading position in the mainland chip, Sanan Optoelectronics not only continued to expand production capacity to consolidate its leadership, but also began to cultivate Mini/Micro LED and plants and other areas with future market potential.

OPPLE: carry out the banner of intelligence beyond the family business.
In the home sector, Opel actively expands the market, continues to increase channel coverage, and has reached strategic cooperation with Red Star Metro and Quite Home, and intellectualized products into Huawei's official online and offline mall channels to further tap the retail format market space. On-line channel, the continuous layout of Pan-home building materials category, products from lamps and lanterns gradually expanded to Baba electrical appliances, intelligent single products, hanging, bathroom, etc., to provide consumers with online one-stop shopping experience.

Mu Lin Sen: the gorgeous turn of price butcher to integrated aircraft carrier
Through a series of mergers and acquisitions and restructuring, Mullinson has realized the whole industrial layout from the upstream to the downstream. The acquisition of OSRAM LED VANCE is a milestone in its development. With the help of LED VANCE global famous brands, rich product lines, contacts with trade and retail customers outstanding. The more channels, the stronger the network of agents and distributors, Mulinsen has become an important step toward the international market.