[LED Xie's Xie's Bai Xiaosheng] LED has no profit? Black technology allows you to create value

Before the start of today's Bai Xiaosheng, I would like to say sorry to everyone. This period of Bai Xiaosheng owes everyone to it for too long. After the end of the year, Bai Xiaosheng was not idle, and he kept shuttled in various enterprises. From the reaction of various companies, 2017 will be a good year.

With the continuous stability of the LED industry chain, companies that have survived the 2016 winter have been very good companies to some extent.

From a macro perspective, Bai Xiaosheng believes that 2017 will be the beginning of the real era of LED. From another perspective, LED has also entered the post-integration of the industry chain. Like the Japanese manga One Piece, which was popular after the 80s, everyone wants to be a One Piece in the age of maritime navigation, and they are all looking for treasure in the sea. Today, Sanxiong’s listing is like one of the four kings in the One Piece.

However, the listing of Sanxiong is not the main topic we are discussing today. I would like to discuss with the group about a group of thieves like the straw hat team who have little team but unlimited potential and energy. Of course, they must have some characteristics, such as black technology. When it comes to black technology, you may think of AR, Google Glass, Alpha Go, and so on. But in fact, there is black technology in every field we are in. What is black technology? Black technology is a product that is considered impossible in real life.

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The first black technology I want to tell you is in the field of outdoor lighting.

The outdoor lighting project in 2017 will be an explosive growth. In 2016, 70% of the projects in the plan have not yet been launched, and the whole project will be extended to 2017. Although it seems that the prospects are good, our LEDs still have many limitations. At present, the relatively mature and relatively stable high-power COB outdoor lighting is a 50-watt module. Who would dare to imagine what would be if a module was 500 watts? Glue is not like boiling water. bubble?

Can a 500-watt module really be realized? A few days ago, Bai Xiaosheng took a 12-hour motor train in 24 hours to learn about the black technology in an LED industry.

Zhongke Core Source, an LED black technology enterprise that produces 1000 watts of modules and solves the problem of heat dissipation and energy production, is located in the Fuzhou Chinese Academy of Sciences, and it has a strong scientific research atmosphere, which is slightly different from the general manufacturing. Industry. Entering the core source of Zhongke, several leaders were particularly enthusiastic and led Bai Xiaosheng to visit their research results.

In fact, this kilowatt-class research product is not a high price, but it is not a COB of traditional price competition. In fact, a few years ago, Bai Xiaosheng learned that Zhongke Core Source was secretly developing a unique product on the market. Fortunately, in the second half of 2016, he met with Ye Zong (material origin) and learned that there is no glue and Phosphor, a kilowatt-class COB fired purely in ceramics.

Bai Xiaosheng has been in the industry for so many years. The products of big and small strangeness are also seen a lot. I didn’t believe such a product at first, I think that even if there is, it is also made by a group of people engaged in scientific research. Unable to market the "chicken ribs". But this is not the case. What shocked me the most is that there is a 300-watt industrial and mining lamp that has burned for more than 600 days in the aisle of Zhongke Core Source. Because the top is fully enclosed, it has burned three well-known Power (not named here), but there is no light fade from the record.

It is understood that Zhongke Core Source is still developing a submarine lamp. This secret product has not yet been released, but Bai Xiaosheng can reveal a little bit, 10,000 watts of deep-sea lighting. It is estimated that the plane will fly over and think that there are aliens invading it. In the serious and responsible attitude, Bai Xiaosheng should recommend a reliable power supply to Ye.

In my eyes, such black technology products will not be seen everywhere in the market, but companies that use "he" will certainly bring more value to themselves, at least unique, at least avoid homogeneity. Competition.

When it comes to black technology, the other thing that comes to my mind is Zhuhai Leite. This is also a company that is very "exciting" in the LED industry. When all companies are worried about profits, there is actually a company whose profit margin is more than 60% before the listing, and there are still more than 50% of enterprises after the listing.

In the past two years, I was touted by intelligent lighting in various fields and media. Bai Xiaosheng often asks, what is smart lighting? Dimming and coloring? Everyone is bragging about their own intelligent lighting.

Bai Xiaosheng is not optimistic about smart lighting, but just worried that this kind of situation will develop. Intelligent lighting will become synonymous with rotten goods and become a concept of random speculation. However, there are not many companies that can concentrate on technical difficulties and steadily market. . But Leiter showed me the possibility of actually implementing the concept into implementation.

Since its development in 2003, Leite has been focusing on high-end intelligent control, and has achieved good results in overseas markets. It has repeatedly confronted international first-line brands and successfully won glory for Chinese brands.

To sum up, as early as a few years ago, Bai Xiaosheng said to many companies that the future will not be the way out. The scale is not over the wood Linsen, the capital cross-border can not be compared to Hongli Zhihui, the vertical chain manufacturing can not beat the national star, the channel terminal can not fight Sanxiong, Op. The way out is to do the subdivision and do the single product champion. Fine and precise, small and specialized is the only way for SMEs to find a way out.

LED is such a huge market, any subdivision has a vast world, even a small 3,5 watt power supply, Zhang Fei power supply does not live very exciting?

Finally, we must make a solemn statement, Bai Xiaosheng set up the "Star Column" is about to go online, this "Star Column" is an expert figure in various sub-fields, not a traditional technology expert, more technology The combination with the market, the judgment of the industry and direction. Of course, the stars in these segments are familiar people. Which of your old friends is yours? Stay tuned, the mystery is revealed soon!

Bai Xiaosheng still insists on nonsense in this seriousness. If you feel valuable, you are welcome to forward and like it. If you are interested, you can also post a message below or add me to WeChat to share with you what you want to know and what you are interested in. If I was taken by the LED Jianghu Xie's Bai Xiaosheng column, I will cover you with a private letter.


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