The world's three major lighting giants are moving frequently?
Select strong projects, transform new upgrades
In recent years, the international first-line brands such as Philips, Osram, GE and so on have been active. Among them, Philips Lighting successfully split IPO and finally sold its Lumileds and automotive lighting business to APOLLO; Osram split and sold traditional light source business Roundmans The consortium including Mulinsen was successfully acquired; GE General Lighting's business has completely withdrawn from the Asian and Latin American markets, and recently announced that it will sell the lighting business...
For a long time, Philips, Osram, and GE are the top three in the global lighting industry, but after adjustments in their respective strategies, changes in company positioning, and shifting of business focus, in recent years, Philips, Osram, GE Each part of the business is either split, sold, or withdrawn. In this regard, Ms. Lin, the executive general manager of Mulinsen shares, has different views.
â–²Minlin Lin Executive General Manager Lin Jiliang
In Lin Jiliang's view, the situation of each company is different, there is no right or wrong, only the difference between the high scores. Whether Philips splits the lighting business and sells Lumileds and automotive lighting, or OSRAM splits and sells, or GE Lighting exits Asia and Latin America, the strategic choices of these three companies represent only What they want to do and what they can do, and they don't fully represent the trends in the global lighting industry. In other words, the choices they make are all based on the internals of the enterprise, which is a key point that we must understand.
“For GE, lighting is just one of its many businesses, and its proportion is very small. It is more important to focus on high-margin core business; OSRAM has been developing LED technology for a long time, and its semiconductor business includes LED and OLED. , laser and many semiconductor technologies and components, its semiconductor technology is very comprehensive and rich, its sale of Roundmans is in line with OSRAM's overall strategy; although Philips started late in the development of LED semiconductor technology, but its goal is clear - - Focusing on the lighting business, it is currently the global leader in the lighting industry. After its successful spin-off of Lumileds and its successful listing, the overall development is very smooth." Lin Jiliang added.
“Reviewing the past 15 years, from the perspective of these three major lighting giants, or the spin-off or restructuring, the first stage of the global lighting industry's electronic or semiconductorization has already been set, and now it has entered the informationization stage of the lighting industry.†Lin Jiliang, executive general manager of Mulinsen shares, said.
In the past three years, the international first-line brands Philips, Osram, GE, etc., have their own actions, but their development has been very smooth. The total market value and stock price have also climbed all the way, or the market feedback is quite positive, which is also in line with what Lin Jiliang said. "There is no right or wrong, only the difference between the high scores."
It is reported that after the sale of Roundmans, OSRAM still has a strong voice in the global lighting industry. According to OSRAM's absolute leading position in the field of automotive lighting, its future development prospects should not be underestimated. For GE lighting business, Lin Jiliang is also very I am optimistic, "If a buyer buys GE lighting business and re-lays the channel, I think it can still make an impact."
â–²Lundvans has strong R&D, manufacturing and brand strength, and its photo shows the press conference.
At present, the most important technological innovations brought by LED lighting include: 1. The size of the light source becomes smaller, which means that the future design of the luminaire can be changed as desired, completely changing the shape of the luminaire; 2. Digitalization, the first three generations of artificial electric light source is almost "analog "It is difficult to digitize, and LED lighting has almost no such problems. Therefore, the first stage of LED lighting completes the replacement of traditional lighting. The next stage is the innovation of LED lighting technology. In the words of Lin Jiliang, “the lighting industry still has a lot of fun things, which deserves our serious research.â€
“At present, the pattern of the general lighting sector is basically certain, and there are only a handful of brands that can cover the global channel. Strictly speaking, there are only 'Philips' and 'Lundevans'. However, the lighting market will produce many fines at the regional and application levels. Sub-areas, for example, in the regional general lighting sector 'weighing the king'; at the application level, there will be a 'strong' in the subdivision field and special application lighting in the future, covering the whole world through fine classification products.†Lin Jiliang concluded.
What is the stronger competition in the domestic market?
Strong manufacturing, weak in the brand
It is reported that in the past decade or so, due to the government's strong support for technological innovation, domestic lighting companies have made great advantages in semiconductor technology reserves, costs, applications and other aspects. At present, China's lighting industry manufacturing accounts for more than 70% of the world. Accumulation is enough, waiting for flying, it can be said that domestic lighting companies have stood on the "window" of semiconductor lighting development.
"Currently it should belong to the post-semiconductor era of the lighting industry. Now it is mainly to see how the downstream lighting application technology develops. In order to seize a larger share of the market, manufacturers need to master better application technology, brands need to master better brands, Channel operators need to master better channels. It can be said that the current lighting industry has entered the 'Spring and Autumn Period' from the 'Warring States era', and the market development is more standardized, but it will not be unified." Lin Jiliang said.
â–²Mu Linsen unveiled at Guangzhou Guangya Exhibition
In Lin Jiliang's view, we can't simply say that "the lighting industry's profitability has declined." In the past few years, Chinese companies, especially large companies, did have a short period of pain. During the period of 2011-2014, the upgrading of products and technologies was very fast, which made many big companies unprepared and brought them a considerable impact. At the same time, because the big factories had to lay out channels and distribute goods, inventory management was very difficult. There are still some businesses abroad, and it is very difficult to adjust the response.
From 2014 to 2015, the growth rate of the lighting industry slowed down, and the products and prices tend to be stable. This is a good development for brand manufacturers, especially strong brands and strong channels. "As a large enterprise, we can only try our best to adapt, and we must have sufficient adaptability. After waiting for the industry to stabilize, we will seize the opportunity of development and return the profit rate to a good level. Mu Linsen also passed such a period, but Mulinsen saw it. Opportunities, mastering the core lamp technology and winning from the strong outreach, especially after the successful listing in 2015, all the way to triumph." Lin Jiliang talked about this when the mood is high.
When talking about the "Chinese lighting brand", Lin Jiliang was slightly moved. He said that China's lighting industry accounts for more than 70% of the world's production, but what is embarrassing is that many Chinese lighting brands only cover the Chinese market and it is difficult to expand overseas. Although they have absolute brand advantages and channel advantages in China, they are not sufficient. Spread to overseas, in general, the status quo of the domestic lighting industry is "strong in manufacturing, weak in the brand."
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