In recent days, discussions on the South China Sea issue on various social platforms have been rampant, and the emergence of the South China Sea arbitration case has pushed this issue to a climax.
High-tech LEDs have never talked about politics. However, the author saw an article in Asia News Weekly entitled "The victims of the South China Sea arbitration case is China's middle class." I can't help but think of our LED industry.
According to the report, "this sanctions may be led by the US and Japan, and the small ASEAN countries that have territorial disputes with China will launch China. The US and Japan will only do what they are behind."
The article also stated that a single Philippines alone is not a threat to China, but if it is united throughout ASEAN, it is another matter. From the trade data of China and ASEAN in 2014 (to reach 480.394 billion US dollars), ASEAN and China account for 13% of world trade. This is a huge economy with a population of 1.9 billion and a GDP of 6 trillion.
Domestically, this economy has always attached great importance to it. From the perspective of LED lighting market, the overall lighting market of ASEAN in 2015 has reached 5 billion yuan.
ASEAN's rapid economic growth, large infrastructure investment, low tariffs and even zero tariff policies are all very attractive, providing another market for China's LED export enterprises.
The data shows that among ASEAN member countries (Malaysia, Indonesia, Thailand, Philippines, Singapore, Brunei, Vietnam, Laos, Myanmar and Cambodia), Vietnam, Malaysia and Singapore have become the top three exports of China's LED products to the ASEAN market in 2015. country.
After the establishment of the ASEAN Economic Community, the unified standard AHEEERR for electronic equipment was implemented. Since 2016, electronic equipment products can be sold in other ASEAN countries after passing the safety certification in a certain country. This has undoubtedly provided convenience for domestic LED companies.
At present, in the industrial chain of ASEAN LED lighting, domestic LED manufacturers occupy a very important position. Chinese manufacturers are looking for partners in the local area, mastering OEM orders, and quickly opening up the Southeast Asian market. In addition, "the brand is also very important." Mulinsen executive general manager Lin Jiliang said more than once. Establishing a brand image and mastering the advantages of local channels will also help to seize the opportunities in the Southeast Asian market and achieve higher product profit margins.
Under the guidance of the National Belt and Road Initiative, the ASEAN market is increasingly important. It is always concerned about the economic development of the ASEAN market, a deep understanding of the real-time dynamics of infrastructure in ASEAN countries, and the development of differentiated product strategies in different development processes. important.
For LED companies, it is important to formulate strategies to adapt to local conditions. Grasping mainstream products, selecting main areas, entering the industrial supply chain, and closely integrating local LED requirements can achieve better results.
"Especially ASEAN, which is still dominated by government behavior, it is especially important to master policies and regulations and understand the real-time dynamics of the government." People familiar with the market told Gaogong LED.
Extended reading: international big pen
The blood of the "friends of China who are guilty of my Chinese, who are far away from the shackles" who have been smashed in the circle of friends can not help but think of some tricks of domestic LED companies and foreign companies in these years. In the process of confrontation, domestic enterprises do not have the disadvantage.
"No one of the five judges of the arbitral tribunal is from Asia, let alone from China. Do they know about Asia? Do they understand Asian culture? Do they understand the South China Sea issue? Do they understand the complex geopolitics of Asia? They understand the history of the South China Sea. Why can they make a fair judgment? This is a series of questions raised by Vice Foreign Minister Liu Zhenming at the press conference of the State Council Information Office.
And this is precisely the domestic LED industry from the foreign monk chanting, and now the global LED almost has the transformation of Chinese companies.
"I have a dream, that is, to bring these foreign foreign companies back to their hometown." Zhang Xiaofei, chairman of Gaogong LED, said. In recent years, the development of domestic LED has not let his elderly people down.
In 2014, Commet and Dow Corning's patent cases were repeated, and they ended up with Commet's victory. In 2015, Philips split Lumileds for sale, and Jinshajiang Venture Capital took the lead, and took over with US$3.3 billion. Afterwards, it was blocked by US regulatory authorities. The reason is that Lumileds involves too many patents, even involving the military; in 2016, Mulinsen bid for OSRAM Lighting Division to stir the entire industry... Samsung, Toshiba, Philips, Osram and other giant LED lighting businesses have withdrawn from the Chinese market, because of Cost-effective, adaptable than the domestic LED companies, in order not to confront the domestic LED companies, they have to quit.
The development trend of enterprises “going out†is good, but we must also pay attention to the problems encountered in the process of internationalization. “How to use local resources, familiarize with local policies and regulations, and adapt to local conditions, know ourselves and your business, and the business can be carried out smoothly,†said an industry source.
In the end, I can't help but think that if the South China Sea issue is really to be resolved through war, then it is by no means a pure military war. In these years, I have not been underestimated in the economic intensive work of Greater China.
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