The 10th High-tech Forum: Seeing Dehao Runda Wang Donglei and then integrating the tide

[High-tech LED reporter Wang Cairong] In recent years, although LED lighting is gradually accelerating penetration into the market, the development of the entire LED industry is still not up to expectations. When the LED industry is in turmoil, the competition and integration behind the manufacturers are constantly moving.

The most intensive integration is Dehao Runda and Sanan Optoelectronics. Since the second half of 2012, Sanan Optoelectronics has tried to acquire shares in Yuanyuan Optoelectronics, 100% to acquire Luminus Devices in the United States, and Dehao Runda to attack NVC Lighting and invest in Weimei. A series of integration actions such as Shengjing are frequent.

However, unlike Sanan Optoelectronics, Dehao Runda has completed the integrated industrial chain layout from LED epitaxial wafers, chips to packages to applications (lamps, displays).

Through the acquisition of the equity of NVC Lighting, DHL has reached its single largest shareholder and actively seeks to deepen cooperation with NVC Lighting in the promotion of LED lighting products, trying to open up the entire LED industry chain.

"In traditional lighting, Dehao Runda has not done a light bulb, and NVC lighting has not made any money on LED. The two sides will build the largest LED lighting enterprise in China." This is the chairman of Dehao Runda and also Lei. Wang Donglei, chairman of Shiguang Lighting, spoke in an interview.

The key to LED lighting industry integration is to have an end market. Only by occupying a certain market share through channels can we ensure that enterprises, especially upstream chips and packaging companies, survive in the cruel market. Therefore, through mergers or mergers, it is easier to occupy the market than new channels.

“Before the situation of overcapacity in the upper and middle reaches has not improved, enterprises with both mid-upstream advantages and downstream channel integration capabilities are likely to survive in the brutal market competition in the future.” Research Institute of High-tech LED Industry (GLII) Director Zhang Hongbiao told reporters.

Of course, for Dehao Runda, in addition to the integration, optimization and improvement of its own industrial chain, there will be a large-scale European and American factory headed by Philips, Osram, Cree and so on.

The 10th High-tech LED Industry Summit Forum, which will be held on June 10th at the Shangri-La Hotel, Pazhou, Guangzhou, will invite Wang Donglei, Chairman of Dehao Runda, to the first session of the conference on the integration of the tide (June) On the 10th, from 9:30 to 10:30 am, I delivered a keynote speech entitled Helplessness and Free Choice of the Enterprise. This time, the LED industry integrator will stand on the forefront of the LED industry for the first time after completing a series of industry mergers and acquisitions.

In the later guest-themed round-table dialogue session, Samsung LED's new China General Manager Tang Guoqing, Taiwan New Century Optoelectronics Chairman Zhong Kuanren, Tongfang's Vice President Wang Lianghai, Tiantong Gaoxin Group Chairman Pan Jianqing, and Guangri Electric General Manager Wu Wenbin will Wang Donglei, Chairman of Dehao Runda, discussed the choices of enterprises under the LED lighting integration tide. Independence or cooperation will be the problem that most companies need to think about in the next period of time. At the same time, the above-mentioned heavyweight guests will give their own answers to the strategy of integration, who will integrate, and the probability of success in the integration of the entire industry chain.

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