Kang Jia Electronic Technology Co., Ltd. Chairman and President Chang Dong revealed to the First Financial News reporter on August 22 that the domestic color TV market has reached the ceiling. The overseas revenue of Konka color TV business is expected to increase to 60% next year. Konka is preparing to acquire overseas brands. The next step will be to lay out the supply chain in North Africa.
For the recent rumors that Huawei entered the color TV industry, Chang Dong said that Konka Electronics is also designing the IoT chip design, and the color TV chip suppliers have many choices, so they are not afraid of Huawei entering.
Next North Africa layout
According to the survey data of Zhongyikang, the sales of China's color TV market in the first half of 2018 decreased by 5.9% year-on-year to 71.1 billion yuan. Changdong believes that China's color TV market has become saturated, and the future growth space is in overseas markets. In the past six months, the overseas income of Konka color TV business has increased by 30%~40%. Driven by the World Cup, Europe, Latin America and Africa have become the main growth areas.
At present, Konka Electronics' domestic and overseas sales revenue accounts for about 6.5: 3.5. Changdong hopes that next year, Konka's overseas revenue share will increase to 60%. The recent depreciation of the RMB will also help overseas business expansion.
He revealed that Konka will adopt a variety of ways such as merger and acquisition of brands, joint ventures, and increase its own brands, joint brand 'going out to sea', overseas key development areas in Southeast Asia, African markets, and light assets in developed markets in Europe and America. Way to operate.
At present, Konka Electronics' overseas business is mainly based on OEM (OEM). Changdong believes that the profit of OEM's export business is stable, but it still needs to increase investment in overseas independent brands. As long as it is operated properly, the profit of overseas independent brand business will be high. In the foundry business.
With China's national strength increasing and becoming the world's largest LCD panel production base, Chang Dong said that China's color TV brand globalization has the conditions of 'time and place'. A number of Chinese color TV companies are working together in overseas markets, 'Human and ' Will promote the market share of China's color TV brands in the world continues to increase.
From the perspective of global layout, Konka will continue to complete the supply chain layout around the world. Chang Dong revealed that Sino-US trade friction does not currently involve color TV sets, even if it involves color TV in the future, because Konka has a supply chain layout in Mexico, it can also There is a response. 'Next, the layout of Konka color TV overseas supply chain will be in North Africa. ' In addition, South America, India will also look for opportunities.
With the acceleration of the 'going out' pace, Changdong expects that in the future, the heavy assets such as panels and semiconductors will be in the country; light assets such as assembly and labor-intensive links will be distributed to countries and regions with cheap production factors.
Involved in chips
In addition to expanding overseas, Konka Electronics is still expanding upstream. Among them, the chip is a key area.
Chang Dong revealed that Konka Electronic Technology Co., Ltd.'s semiconductor business mainly focuses on chip design, including WiFi chips, Bluetooth chips and other IoT chips, while SOC master chips are currently difficult to see.
Konka Group has set up a semiconductor business unit this year, covering chip design, materials, packaging and testing. Konka color TV business is one of the important 'sea ports' of Konka's semiconductor business. In addition, Konka's white goods, mobile phones, small household appliances business also needs semiconductors.
China's chips are on the rise, and the share of domestic chips in the color TV chip market continues to increase. Chang Dong revealed that Huawei Hisilicon chips currently account for 30% of the domestic color TV SOC chip market, with sales reaching 10 million levels, and the share is still on the rise.
Recently, Huawei’s rumors of entering the color TV industry are rampant.
In this regard, Chang Dong believes that Huawei has chip resources, along with color TV, and improve the ecology, there is such a possibility. 'Wolf is coming, the mentality is better, Konka will continue to do a good job in product, brand and technology.'
In addition to the HiSilicon chip, Konka's important SOC chip suppliers include Taiwan MSTAT, Realtek and China's Spreadtrum. 'There are many options for the chip, Konka is also laying out the semiconductor industry, artificial intelligence technology solutions. ' Chang Dong said, ' We have experienced LeTV, the impact of Xiaomi's cross-border, and we are not afraid of Huawei. The ability of opponents to join, but will promote the development of the industry.
Under the circumstance of mixed ownership reform, Konka color TV business officially operated independently this year and established Konka Electronic Technology Co., Ltd.
Konka Electronics has set a target of '30 billion yuan in 2021' this year, which means that sales will double in three years. Chang Dong said that Konka will stabilize domestic color TV business, expand overseas market, extend upstream industry chain, and develop commercial display market. To achieve this goal.