Some Thoughts on the Cooperation between Dehao Runda and NVC Lighting
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For this cooperation, many people are concerned about how the two sides will develop after cooperation: Can Dehao Runda really make up for it on the short-term channel, and can completely solve last year's NVC lighting? Since the leadership disputes, they have embarked on the path of normal development. I think that in addition to paying attention to the impact of this cooperation on both sides, we also need to jump out of the small circle and stand at a higher level to look at this matter, especially the cooperation between the two parties for the future development of the domestic LED industry and future industrial integration. What will happen?
China's semiconductor lighting industry has developed very rapidly in recent years. According to the statistics of the National Semiconductor Lighting Industry Alliance, despite the adverse effects of the European debt crisis and the slowdown of Japan-US economic growth, China's semiconductor lighting industry in 2012 still grows in size compared to 2011. %, reaching RMB 192 billion.
On the other hand, the semiconductor lighting industry as a whole is not strong, and the situation of enterprises is not refined. This is recognized by the industry. In the face of this problem, they have also developed a lot of prescriptions, which have been widely optimistic and The method repeatedly mentioned is to carry out industrial alliances, to integrate upstream and downstream industrial chains, and to promote strong alliances between enterprises to achieve the purpose of improving technology, reducing costs, and increasing scale and strength.
What we have seen so far, at least on the surface, is not exactly what the two sides are doing now. However, there may be some places that are not understood by the details of the cooperation between the two sides. From the basic situation of both parties, they are listed companies, and there is no short-term in terms of capital. Dehao Runda’s industrial chain is mainly in the middle and upper reaches, and it is also constantly making breakthroughs in downstream lighting applications. It has the advantages of technology and talents. NVC Lighting is mainly based on downstream lighting products. In order to reduce costs, it also hopes to approach the middle reaches, and has the best channel advantage and brand advantage in China. In theory, this cooperation between the two sides can be said to be a natural fit. In the future, the development of both sides, whether successful or not, we will wait and see.
As far as this cooperation is concerned, many experts also believe that this will become a typical cooperation model in the future, and also a direction for future industrial integration: one or more parties have advantages in technology, capital, management, etc., which can be called here. “Dehao Rundaâ€, the other side has the advantage of channels and even brands, which can be called “NVC lightingâ€. At present, the overall scale of China's semiconductor lighting industry is very large. There are also many domestic “Dehao Runda†and “NVC Lightingâ€. Many companies have formed their own unique advantages, but there are also shortcomings like this. If we can strengthen cooperation with each other and foster each other's strengths and avoid weaknesses, especially the closer integration between upstream and downstream enterprises, it is believed that the future development of the overall industry will be greatly promoted, and the company itself will continue to grow.
The cooperation between Dehao Runda and NVC Lighting is a typical strong alliance in the industry. As a bystander, as a manager of semiconductor lighting companies, in addition to paying attention to the impact of this cooperation on the two sides, the future should be more From the experience of this cooperation, learn from the lessons, the stone of other mountains can be used to attack the jade, laying a solid foundation for our possible future integration.
(Source of this article: Shangyu Lighting (China) Co., Ltd. Zhang Ruixi) 