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The LED industry has recently been spurred by the wind, and the “closed tide†is difficult to distinguish between true and false, and the “shuffle†call is high. In a period when an industry has not yet matured, there is a certain degree of rationality in chaos, but it is not a healthy industrial state after all. The LED industry has great comparability with the home appliance industry, both in terms of product technology and sales channels. This article compares the LED industry in the high-speed development period with the mature home appliance industry, or it can be the LED industry. The development path provides an observational perspective.
First, the stage of industrial development
The home appliance industry is mature VS LED industry is still in the long run
The home appliance industry is recognized as one of the industries with the highest degree of marketization in China. After 30 years of development, both in terms of product technology and market competition, it has shown a mature weather.
The outside world’s evaluation of the LED industry’s “chaos†or “arrogance†is an industry’s immature performance. Based on the inconsistency of products, the lack of relevant standards, and the number of enterprises, such as the number of enterprises, the external image of the "chaos" of the LED industry is justifiable. In terms of development speed, despite the macroeconomic impact, the growth rate of the home appliance industry has slowed down noticeably. The LED industry continues its rapid growth momentum in both export and domestic sales. This is also the proof that the LED industry is still growing in the world. .
Second, the global competition situation
China and South Korea in the home appliance industry VS LED industry China has an absolute advantage in the middle and lower reaches
The global home appliance industry has undergone a process of gradual rise and replacement from Europe to the United States to Japan to South Korea and China. At present, the European and American home appliance enterprises are declining; Japanese companies are shrinking globally and transforming emerging industries; after the rise of Korean home appliances, Chinese home appliances have become a strong competitor of global home appliance dominance. The gap between domestic and leading domestic appliance companies and international giants has gradually narrowed. In recent years, the internationalization of leading enterprises in Haier and Midea has also accelerated, and the proportion of exports in overall revenue has gradually increased.
LED industry, Europe and the United States occupy the absolute advantage of upstream extension and chip. Chinese enterprises have advantages in the middle and lower-end packaging and application fields. In recent years, they have gradually pursued in upstream chips and extensions, but there is still a big gap with international giants. This is similar to the home appliance industry. Still taking color TV as an example, the upstream chip and liquid crystal panel are also mainly in the hands of American and Japanese companies.
However, this disadvantage does not affect the rapid growth of Chinese companies. Although the profit margin of the upstream LED industry is higher, the overall profit margin of the LED products itself is not lower than other products, so the downstream and finished products are still " profitable". Therefore, although it does not have the advantage of upstream technology, Chinese companies have achieved global leadership in the middle and lower reaches. This advantage is similar to that of Chinese home appliances, which is based on China's labor cost and raw material cost advantages. But unlike the rise of Chinese home appliances, the LED industry has grown rapidly due to strong demand in the export market. China's lighting products, from the traditional lighting field to the semiconductor lighting field, share a huge cake in the global market. However, whether it is home appliances or LED products, the Chinese market has always been the largest market in the world. It is impossible for enterprises to ignore this market, but there is still a long way to go in exploring the domestic market.
Third, the national industrial structure
The home appliance industry forms a competitive landscape VS LED industry is relatively dispersed
The Shandong enterprises represented by Haier and Hisense, and the Yangtze River Delta enterprises represented by Sanyo, Oaks, Fangtai, etc., and the Pearl River Delta enterprises represented by the United States, Gree, TCL and Skyworth constitute the basic layout of the Chinese home appliance industry. Among them, Guangdong Province has obvious advantages. In recent years, Shundemei has gradually surpassed Qingdao's Haier to become the number one trend in the white power industry. In the black power field, TCL and Skyworth have long occupied the top two positions in color TV sales.
In the LED industry, there is no absolute advantage for local companies in Guangdong. From the perspective of the upstream industry, the Yangtze River Delta enterprises represented by Sanan Optoelectronics have strong financial strength in recent years, and they have spared no effort in investing. From the middle and lower reaches, the gap between the LED products of other regions and local enterprises in Guangdong is not obvious because of the lower entry barriers for the middle and lower reaches. On the overall scale, although the number of LED companies listed in Guangdong Province ranks first, “only Yi Jianlian does not have Yao Ming†is the status quo of Guangdong's local industry. Many listed companies are not even comparable in size to Beijing and Shanghai. Listed companies. 
Comparative Analysis of China's LED Industry and Home Appliance Industry
[Text / high-tech LED special correspondent Fan Caishi]