Baishi Optoelectronics Wang Peng: 2015, when packaging has nothing to do with technology

[Source: "High-tech LED" magazine March issue (total issue 63) Wen | Wang Peng, general manager of Baishi Optoelectronics] At the beginning of the new year, when the manufacturers went to the top, and strived for the upstream, no matter how entangled the pain in the past year, Anyway, 2014 has passed, as if overnight, new opportunities, new fighting spirits, new profit growth points come along with the New Year's bells.

So the old Wang’s old-fashioned view will not be used as a heresy for the heresy, or whether the market under the neutrality is expected to attract a big coffee. No matter how much, anyway, the new year and the new weather, the right to throw bricks.

This year's Spring Festival is popular with red packets. The author is also fortunate enough to participate in it. Although he is still unable to make ends meet, he has also become a hot new life. Even the speed of the network, the quality of the mobile phone plays a certain role at the crucial moment, and when everyone is familiar with the rules of the game, the mobile phone is not bad, all dual-core high-match, the network is high-end, the worst is also 4G At high speeds, there is no secret to grab a bag.

Isn't this the LED package? Today's LED packaging has long since matured from the initial immature, surface-mount SMD packaging has been deeply rooted in people's hearts, at least in two or three years, the market position is difficult to shake. I wonder if the princes still remember the opportunities brought about by the genre of technology and the choice of products over the past five years. From 3528 to 3014, from 5630 to 2835, from LM80 to color tolerance, from CE to ERP.

When the market is new and chaotic, every choice means an opportunity. When the opportunity is too large to be enumerated, the market will have a prosperous prosperity, and there will be thousands of horses in the packaging enterprise.

However, this kind of galloping is always a short period of the market, and the rotation of the zodiac is destined to be impossible forever. The author believes that today's LED packaging has gone down the altar, along with the continuous technical optimization of the past few years, now in the small and medium power field (high power author is really not very clear) SMD package has actually matured, simplification As the majority of manufacturers in the mainstream packaging camp are almost the same in technology, there is almost no possibility to seize the opportunity by an innovative or better parameter, so the author firmly believes that in the small and medium power package competition in 2015 The proportion of technology will be minimal.

Forgetting the point of view, the content is probably saying: an industry development is often divided into three stages, the first is the technology-led stage, where the core technology becomes the biggest advantage of the enterprise; then the capital-led stage, the capital thickness of the enterprise at this stage Becoming a magic weapon to win; the last is cost-driven, and the cost advantage caused by factors such as refined management in this stage will become the company's greatest competitiveness.

Personally, in the packaging industry in 2015, the shadow of the third stage has been looming. In this stage, the first-tier manufacturers are mostly similar in technology and capital thickness, and the products have been relatively mature and stable after many rounds of evolution. Fighting? Perhaps the cost advantage brought by refined management will become the main tool for the competition of big manufacturers this year, while the choice of technology innovation and market strategy still has a certain effect, but it can not fundamentally change the contrast of competitiveness among enterprises.

Of course, technology should not give up, flip, or COB, the filament is also the same, we can never give up the little excitement brought by technological innovation, after all, with the aura of LED tall, always do some cabbage business I will look at myself.

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