In recent years, China's LED lighting market has developed rapidly, LED companies desperately add to the LED industry, but unlike China's crazy pursuit of LED, the real big bang in the international lighting industry seems to be watching the fire across the bank:
GE is the originator of the lighting industry in the world. Every major breakthrough in the lighting industry is led by GE, and the world's first practical LED was also invented by GE's Nick Holonyak, but for LED, GE has not been large. Investing, its attitude is intriguing, do they not know that LED is the development direction of lighting?
Philips is the world's largest lighting company, but they sold the LED business to the Chinese instead of retaining the traditional business. If the LEDs are really so beautiful, why should they sell them?
Osram is rather firm: sell traditional business, focus on special lighting such as LED, car lights, stage, medical and so on!
In fact, it is also easy to figure out: Osram itself is the source of light, is the world's most professional light source company, has strong technical strength and basic patents in the core fields of LED chips, phosphors, etc., they certainly will not give up LED, Osram itself is very weak in terms of lamps and lanterns, and the traditional light source is homogenized. It is better to give up.
This is intrinsically different from Philips: Philips is in an absolute leading position in the field of traditional lighting. Of course, they will not give up their lead easily. The mess of LEDs makes them helpless. The concept of LED is youthful and beautiful. A good price for the bag.
Many local tyrants are rushing to buy Osram's traditional business. While cheering for the local tyrants, there is also a bit of worry: the Chinese can play the traditional lights abandoned by Osram? I don't think so.
I remember that once TCL Li Dongsheng and GE's former CEO Jack Welch attended a dialogue event organized by CCTV, Li Dongsheng asked Welch:
Li Dongsheng
How can I get the business of Thomson TV bought by TCL?
If we can do it well, we will not sell this business to the French at the beginning.
Welch
I sincerely hope that the Chinese lighting industry will not repeat the Ancai purchase of Dow Corning CRT glass bulb production line, BenQ acquires the footsteps of Siemens Communications!
The traditional attitude of the big semiconductors, the reality of the semiconductor giants entering the LED lighting industry is not optimistic:
CREE is the recognized leader of LED lighting, but now it is recalling products, reducing production, and laying off employees;
The United States Ramming was credited by the wealthy Xiamen Sanan, and the US Puri was also bought by CEC (China Electronic Information Group);
   Samsung retired to South Korea;
Sharp and Citizen suffered serious losses, and there were rumors of closing the factory and exiting the LED business.
Is it that they do not have the strength to participate in the chaos? Or are they unwilling to take advantage of this drowning? It should be the latter; the big guys are watching.
They are basically reluctant to get involved in the price quagmire we are used to, and we are happy to see that these mice are looking for a way in the unidentified mines! But once the market matures, they will basically attack the capital with a lot of money, technology, Advantageous resources such as scale and brand seize the market, and even directly acquire and hide competitors until they reach the market and monopolize the market. Now, these price war pioneers will not have any strong strength until then, and they will often become the other side’s fish. Slaughtering, and even become the soul of the market, disappeared.
However, since you are in an era of change, you can't always be ruthless, and the market is so big. You want to try it. If you succeed, how can you try it?
There is a lot of attention here, how can we pay attention to the law? We will talk about it later!

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