Era of AIOT smart IoT lighting is coming

By May, the 2021 annual report and the 2022 first quarter report of the national lighting listed companies have been released.

In terms of overall performance, in 2021, major listed companies will gradually return to their pre-epidemic development levels. 77% of the companies will achieve a year-on-year increase in annual revenue, a total of 90 companies; 64 companies will have an increase in net profit, accounting for 55% of the total. ; Gross profit margin increased by 34 companies, accounting for 29%. Among them, in the field of lighting applications, among the 44 companies with A shares/H shares, 36 companies have decreased gross profit margins, accounting for 82%, and the decline is relatively large.

The data in the first quarter of 2022 is lower than the same period last year, and all sectors have experienced performance declines to varying degrees, with packaging companies experiencing the most significant decline. The number of A-share listed companies whose performance and net profit declined year-on-year accounted for 46% and 62%, respectively. In the packaging sector, the number of companies with declining profits and revenue accounted for 80% and 90% respectively.

The repeated epidemics and the Russian-Ukrainian war have caused changes in the world structure. At the same time, under the influence of factors such as rising raw material prices, shortage of chips, logistics obstruction, exhibition postponement, and real estate entering a downward cycle, the profit margins and delivery of enterprises have been affected to varying degrees. impact, and is difficult to digest in a short period of time. The decline of the overall profitability of enterprises and the difficulty of increasing income and profits have become the norm, which makes most industry practitioners feel anxious and uneasy.

At present, China's lighting industry is moving from the LED lighting era to the AIOT intelligent IoT lighting era. The greatest certainty in the information age is uncertainty. Seizing opportunities, finding the essence of things and using them flexibly can benefit from it and even lead the trend.

First, the intelligent wave of the fourth industrial revolution has arrived. So far, human society has gone through three industrial revolutions, and is now entering the fourth industrial revolution with intelligence as the core technology and data as the core resource. Before the Industrial Revolution, whether in the East or the West, per capita GDP did not substantially increase for about 2,000 years. However, in the two hundred years after the Industrial Revolution, the global per capita GPD has doubled by 50 times, and the average life expectancy has also doubled.

The era of intelligence does not require all enterprises to develop intelligent technology. As long as they make good use of intelligent technology, do a good job in their original industries and continue to promote industry changes, they can become the trendsetters of the times. For example, in the field of unmanned driving, the competition for core technologies is autonomous driving itself, not the artificial intelligence chips (processors) and machine learning algorithms that everyone needs to use.

Second, the era of diversified ecological competition has arrived.From the perspective of the evolution stage of the lighting industry, the industry has gone through the product rise stage from 1985 to 1990, the product competition stage from 1991 to 2000, the channel competition stage from 2001 to 2005, the brand competition stage from 2006 to 2010, In the capital competition stage from 2011 to 2020, in 2021, the industry will enter the holographic ecological competition stage of AIOT + optical formula.

After the rise of the lighting industry, when many manufacturers "wait for customers to come to the door" in the product competition stage, some enterprises have taken the lead in "going out", skipping "product competition" to "channel competition", and then jumping to "brand competition" "Capital competition", reducing dimensionality and overtaking competitors.

The future industry competition is the competition between ecology and ecology. Ecological competition is not necessarily a boxing match to overthrow the opponent, but a tug-of-war match based on who has more people standing behind and the rules market prefers. Enterprises should not only embrace various ecological platforms and choose an ecosystem that is in line with the brand's value proposition to be closely connected, but also establish an ecological competition mindset of openness, sharing, and synergy.

The tide of the times is rolling forward, and changes are happening at any time, but no matter how they change, there are some basic rules in the business world that will not change. For example, the user's demand for service and quality, and the enterprise's demand for high-end talents, etc., and the development of the enterprise can only be carried out, but not completed.