Dr. Zhang Xiaofei visited the company to discuss the development of display enterprises

Text / high-tech LED reporter Hu Yanling

"LED is currently entering the era of the Five Dynasties and Ten States. It is still difficult to form a situation in the three countries!" Shi Yaozhong, chairman of Shenzhen Ruituo Display Technology Co., Ltd., said in an interview with Gao Gong LED reporter.

On July 13, Dr. Zhang Xiaofei, CEO of Gaogong LED led the high-tech LED team to visit Shenzhen Ruituo Display Technology Co., Ltd., and the two sides had an in-depth exchange on the development status and dilemma of LED display.

Shi Yaozhong said that the LED display is in full swing. It is very difficult for the enterprise to be unified. It is also very difficult for the three-point world. He is expected to form about ten enterprises, of which three to five are very distinctive, or in the channel. Or in the market segment.



Enterprises will die a batch, live a batch

How intense is the competition in LED display? We use data to show that in the past, a company's revenue of more than one billion yuan can get a net profit of two to three million. Now to achieve such a high net profit, it needs to increase its operating income to more than 500 million.

“From technology to quality, there is no fundamental difference between domestic counterparts, which means that there is no core competitiveness, and only by sacrificing profits to obtain market share.” Shi Yaozhong pointed out that the current display sells “cabbage price”, and customers fully understand the display. The composition of the screen, including chips, brackets, and systems, has basically no bargaining power. In the future, there will be a group of dead, alive and alive, and only those enterprises with distinctive characteristics.

Zhang Xiaofei pointed out that display companies can choose to go to the high-end, from the brand to the product line for a comprehensive review. China has provided about 80% of the world's display screens, and the quantity has gone up, but the quality has not kept pace. How to "quality" and "quantity" and equal weight has become an urgent problem for display companies.

"Enterprises must be stronger and stronger. Enterprises can achieve a net profit of 50 million yuan and a revenue of 500 million yuan and a net profit of 20 million yuan. It is a completely different concept and different level." Zhang Xiaofei pointed out that as long as you make up your mind There will be one or two companies in the country that are close to or at the level of Barco in the United States.

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