A few days ago, an industry veteran visited. During the talks, the topic touched the foreign LED lighting market. He told the author that he had just returned from the photovoltaic lighting exhibition in Huzhiming City, Vietnam. The LED lighting market is very good, and the price is much more expensive than domestic ones. For example, 3W bulbs can be purchased for more than 10 yuan in China, and Vietnam is 57 dollars. 18W fluorescent tube, the cheapest in China is about 40 yuan, and Vietnam is more than 15 dollars. LED street lights are more than three times the price of domestic. He said that all the products they brought to the exhibition were sold out, and the Vietnamese also left their calls, saying that they would do business with them in the future.
I have every reason to believe his words. Because: First, Vietnam has only a small number of LED companies in Europe, America and Taiwan. Most of the chips use high-end products such as Cree, Osram, and Nichia, and the prices are very high. Second, there are few LED companies in Vietnam, and the related supporting products are incomplete, and the products are highly dependent; Third, Vietnam's power shortage, energy-saving products have been sought after by the government and the market, LED lighting products have great potential.
Look at the status of China's LED lighting industry: First, China has nearly 7,000 LED companies, packaging and applications are ranked first in the world; Second, China's own production of chips, although the lumens per watt can not be with Cree, Osram, Nichia Compared with the giants, most of them can still reach 80-100 (lumen per watt), which can fully meet the lighting needs, and the price is low. Third, the price war has pushed the LED enterprises to a dead end, and the nest has become a portrayal of this industry. .
Coincidentally, a friend told the author at the beginning of the year that some countries in Africa also have very cheap land, very favorable policies, and low labor prices. The monthly salary is only 300-500 yuan. But at present, there are only a few shoe factories in Dongguan to invest, and there are almost no LED companies.
LED companies are reluctant to invest abroad to build factories. There may be several reasons: First, they are afraid of risks. For example, the recent incidents of Vietnamese employees fighting factories in mainland China and Taiwan, the second is worried that the supporting facilities are incomplete and the procurement of raw materials is difficult; the third is that the language is unreasonable and the management has problems; the fourth is the channel problem.
I admit that going to a foreign factory will definitely encounter some problems, but some problems can be solved. For example, if a company takes a group out and integrates a complete industrial chain, can it solve the supporting problems and raw material supply problems? You can't be scared by problems because of problems. Will there be no problems in China? Since there are so many business opportunities to set up factories abroad, why not take a trip. Instead of fighting in the domestic market, it is better to take risks abroad, and maybe a new road will be drawn.
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