Rare patent as an entry point to participate in international competition

One of the rare earth as LED lamps essential raw materials, rare earth market fluctuations will affect the development of the little LED industry. 2013 Chinese rare earth market overall downturn of upstream and downstream enterprises to produce what kind of impact ? How should the next year to develop? Wherein the rare earth industry chain downstream LED fluorescent powder industry is extremely competitive, companies within the industry how to grasp the initiative and win opportunities of development ?

Please tell us about the rare earth market conditions throughout the year , what changes ?

Summer: From the point of view of China's rare earth market this year , from the beginning to now there should be a clear downward trend overall , although in June to July there is a slow rise , but for now is still gradually go down, for the entire industry development is not too favorable . For example, in the upper reaches of the rare earth industry enterprises , like Rising Rare , Rising Nonferrous net profit last year, these companies still have a relatively sharp decline , comprehensive tricyclic , logs Sunrise two companies net profit and sales revenue are not particularly desirable , Cologne shares before the company nine months net profit fell sharply to 90% , the impact on the rare earth market is relatively large , greater influence by chemical materials , the market impact of RD aspect is relatively small, the whole is not particularly desirable.

Do you think the rare earth market factors affecting what ? Next year there will be what changes ?

Summer : This year there are two factors that affect the rare earth market , one industry as a whole the economic downturn , the other is the supply and demand relationship has changed greatly . This year due to the increase of domestic enterprises, causing the entire market order imbalance, resulting in a slowdown of the industry , but also need to focus on in 2014 to solve the problem .

For the next year the market separately from this point of view in terms of the phosphor segments of the market will be stabilized, but also showed some decline, but should be able to be suppressed . Overall, the market order should be better next year than this year, the market situation is relatively optimistic.

Grirem business involves a wide range of products in the industry market share how ? Size of this market in the LED or sales how ?

Summer: There are now more than a month away from the end of the year , from the current point of view, there is research of rare earth products in the market share of about 20-25 %, compared with 15 percent growth last year . In this single LED business , LED phosphor development is more prominent, the results showed a 100% increase compared to last year , including overall sales market share , brand recognition degree has increased. At the same time , the impact on the industry as a whole can not be ignored Institute of Rare Earth , which is still somewhat worried.

The industry is very competitive, you think there is anything Grirem main profit point and maximum pressure is ?

Summer: Grirem recent years has been a focus on brand building , increased investment in product research and development to improve the extent and has , this year, the brand still got bigger recognition. Grirem main point is the main profit Pink products , our profitability has played a crucial role in the future will focus on this .

As for the pressure , the pressure is now the most significant price competition. Because of price competition in the first three quarters of 2013 has demonstrated very clearly , the market prices fell 60-70 %, especially the usage of LED gluten , if we do not differentiate , indeed very large impact . Another one , we see the whole industry technical standards , including Pink skill levels are increased, but Grirem maintained a comparative advantage , which is our long-term development of a critical point .

Mentioned phosphors, in fact, not open around the problem is that the patent , filed phosphor patents, patent cases do you think the international community is like ?

Summer : Patent is indeed a problem that we can not evade . Especially key materials , such as phosphor, Grirem gluten and yellow-green powder in the international aspects of patent , in recent years has been authorized to domestic and foreign customers , and has been recognized by relatively large , in terms of these two , there are better able to support the research and development of rare earths . Especially in the face of foreign customers , there is no patent is a key condition you can enter this customer , Grirem patented as an entry point to an important aspect of becoming a leading domestic competitors .

In addition , Pink aspects of the company's future is indeed a profitable point , but in a bad situation to resolve the patent , is bound to have a relatively large impact on our sales in the international market . From 2010 to now has been in research and application of rare earth international patents, while we are still technically improve the overall IP technology in moving forward . Grirem in Pink technology is very good, because after all, did not get the patent , so relatively cautious in foreign markets , then we will find new customers with foreign cooperation meeting point.
In the fluorescent powder industry localization situation? On the technical side , the foreign situation how ?

Summer : From the domestic point of view, like LED yellow powder , green powder, localization rate of 30 percent last year, should be able to reach 50-60% , it should be said to play a supporting role in the development of domestic LED . In terms of cost , to better closer to the needs of the people . Pink LED market , especially in the future , I hope as soon as the key issues are resolved out , hoping the localization of the road that gets along .

In this technique , you may not have a phosphor enterprise champion internationally Grirem occupy certain advantages in some areas. From Overall, foreign companies to stay ahead in terms of technology or from Grirem technical terms , yellow powder technology with foreign technology is basically the same , from Pink perspective, basically there is not much difference , orange and green phosphors phosphor from the best foreign technology or a certain distance, which is Grirem including domestic companies need to catch up.

Integration is the trend of the future development of semiconductor lighting industry , in the rare earth industry has such a trend , how do you see this trend ? Grirem have no plans in this regard ?

Summer: LED fluorescent material as a small part of the segments , it can achieve a very good development , in fact, is the result of every business wants to see . We see the listing of shares in Cologne , is one of the fluorescent material excited the whole point . In addition, from OSRAM equity swap with China in terms of rare , little guidance on the LED industry . OSRAM in time to see the development prospects of the industry, from the perspective of the reorganization , LED impact is not great . We have not seen a case where restructuring, mergers and acquisitions in the LED business , there may be 2014 , 2015 can be seen . Grirem for these restructuring, we hope to be able to long-term healthy development of the industry , such as development time to a degree , certainly top five , top three would be a little higher degree of concentration , that is what we need to do in the future and want to see.

Grirem rare earth industry is already several companies before you some kind of advice on the development of domestic rare earth industry ?

Summer: mentioned proposal , companies would have to pay attention to the development of their own brand building , brand market share there , but there is no good quality , not a good team, there is no patent on the brand to help it is difficult to do long term. Grirem in these areas in recent years spent a lot of effort, it is hoped to be able to do more long-term brand . In addition , standing fifty or sixty competitor standpoint, we still stand on the relatively high product highly competitive , not only price competition, we hope to see all-round competition on brands, patents , quality to promote healthy, orderly and long-term development of LED phosphor industry .

This year is the tenth anniversary of National Semiconductor Lighting Project , standing on such a node , the next decade , companies within the industry how to grasp the initiative and win the opportunity of development ?

Summer : In the past decade is the very rapid development of LED industry ten years , under the CSA guidance, help in national policy to achieve leapfrog development. We also saw a number of key indicators, including small to large enterprises incubator , indeed the whole of China , including the development of the whole world has played a very important role. The next decade , should achieve more leaps and bounds in the past decade based on , but still many problems to be solved . On this basis , through our joint efforts to make real the next decade , we must not only do the LED big country , but also to make LED power. We want to build our own brand, to achieve a single enterprise sales income of more than $ 10 billion , to reach or talk to foreign manufacturers have formed an equal footing from a certain aspect of the competition along with them have a good situation .

In fact, the semiconductor lighting gives a lot of imagination, it has a lot of possibilities , you kind of expect some of it ? Do you think will reach what level ? Give us what changes it ?

Summer: the past in terms of simple incandescent A source evolved over the years , there have been many intermediate and light . From the current point of view , LED light source lighting , display areas have seen a very big prospect , but at a certain node LED light source can do a lot of market share. From the influence of life in terms of LED , LED light not only as a simple , but also deep into our lives , LED possible future with smart watches , robots combine and into ordinary families , LED inside the robot can play a role, with to guide the robot . In addition , LED light source can also be used in medical, biological , agricultural and other fields, especially in agricultural areas , in rare Grirem agricultural past have done a lot of work in the agricultural market of rare earth hoping to get better help , we look forward to this development .


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