In recent years, the LED lighting industry has experienced explosive development. In addition to the requirements for the stability of lamps, LED lighting companies are facing pressure from product cost and competitiveness.
From the development history of the LED industry, the driving IC industry has been paying attention to the power supply, design, manufacturing costs, and the cost performance of the products.
Referring to the cost, I believe this is currently the topic of concern for the LED industry. Since 2016, the price hike has swept the entire LED industry chain. In 2017, the market adjustment period was carried out, and the price increase is still in progress. By March, raw material price increases and out-of-stock events have intensified.
Li Zhaohua, general manager of Mingwei Electronics, believes that "the rise in material costs will also bring pressure on IC manufacturers to control costs. In addition, the original possession of IC is very large. Now, due to the rapid development of the electronics industry, wafers Manufacturing and semiconductor manufacturing expansion failed to follow up in a timely manner, resulting in a shortage of production capacity in the integrated circuit field, which led to cost increases."
In this case, the price of all materials is rising, suppliers are constantly raising prices, and lighting ICs should be more reliable, not just depending on the price. At present, Mingwei Electronics pays more attention to product quality, especially in selecting suppliers to strictly control.
Indeed, for end customers, quality is the last word, and price increases are also self-adjusting repairs in the market. The shortage of production capacity and rising costs are undoubtedly panic for some companies.
Li Zhaohua revealed that "the price increase is within a reasonable range of increase, and the current difficult period is spent together to face the reality of market adjustment. And I expect that capacity will be in a tight period this year and even next year. However, in the market, the price-performance products from the previous price-cutting, counterfeit goods to the market will enter the market adjustment period. The price increase and the lack of production capacity of the upstream and downstream can improve the product quality of the terminal market and allow the market to gradually adjust back to the adjustment period."
In fact, at the 2016 annual high-tech LED annual meeting, Li Zhaohua once said that 2017 is a very terrible year, but for integrated circuits, it is a very good year, because the shortage of integrated circuits can speed up the market. The speed of integration allows customers to work more closely with suppliers.
Judging from the current market situation, it is expected that the production capacity will continue until 2018. The lack of raw materials for the entire semiconductor has become a "clustering" expansion at another level, and expansion is a comprehensive behavior involving simultaneous expansion of the upper, middle and lower reaches, which is easy for semiconductor expansion and different ordinary production.
Coupled with the shortage of semiconductor equipment, the capacity expansion has not progressed too fast. Of course, based on the lack of capacity above, we are also trying to ensure the supply and demand of our customers. At the same time, more suppliers will be added to solve the problem of insufficient supply.
Li Zhaohua told Gaogong LED that in the difficult period, Mingwei will fully cooperate with customers who have always trusted and supported us, and we will solve and adjust to meet customers as soon as possible. In the special period of this year, mutual support, mutual understanding, and hard work, there is no difficulty that cannot be solved. For the second half of the future, it is likely that the supply will continue to improve.
The market concentration shows up, how will small and medium-sized enterprises break through?
Li Zhaohua mentioned that "small and medium-sized lighting enterprises should take a differentiated route to break through. The overall market cake is very big. It is not that a certain company or a certain company can jointly take the market down. The production capacity needs to be peeled off layer by layer. Sub-field to the extreme."
For example, in the past few years, everyone is optimistic about the switching power supply IC, Ming Micro is really focused on linear product development, has always believed that lighting should be simple, linear products must be the best choice for future lighting drivers.
In just a few years, Mingwei has a number of linear products in linear products, and has obtained a number of invention patents, which is also supported by the recognition of most customers. Therefore, the choice and persistence of the enterprise is more important; the imitation or follow-up can only follow the trend and fall.
It is worth mentioning that Mingwei Electronics' linear products are also a differentiated route, and the products are innovative and unique. Mingwei people insist on innovation and insist on creating value for customers.
"Do not stop, keep thinking, keep thinking, keep on challenging, we have been working hard, we never stop! A group of people, a kind of fun, an excitement, a persistence, a goal, the same A dream, change the industry together. Mingwei's linear new products will be released gradually in the future, bringing surprise to the market, so stay tuned." Li Zhaohua told Gaogong LED.
Li Zhaohua took this opportunity to express gratitude, gratitude and gratitude to the customers and friends who have always supported it!
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