——Interview with James M. Gosart, President and CEO of GE Lighting and Industrial Products Greater China
Is GE ready for OLED?
GE's research and development in OLED is very invested. GE has been investing in this area and will launch corresponding OLED systems in 2010 or the first half of 2011. When it comes to battery business, GE has invested. GE has a department that is energy electronics. They have R&D investment in this area. Developed in cooperation with manufacturers, hybrid locomotives, powerless, solar, smart grid, and more. We are the lighting group, not related to the battery.
Gao Si took office in September this year. What is your understanding of the LED industry in 2009, that is, what are the characteristics of the entire lighting industry last year?
It is a pleasure to see that there is a big development in the entire LED industry in 2009. In terms of China, enterprises and governments attach great importance to the entire energy conservation and environmental protection, and are also applied by some government projects. The country is encouraging this application, which is a good trend. This trend is not only in China, but also sees many products being put into the application market. Whether these products are reliable or not, they are not only concerned with the product itself, but also the return on investment. LED is more energy-saving and environmentally friendly. This year, it has better proved that LED energy conservation and environmental protection have contributed to users. LED products are XX compared to traditional products. I saw the development of the entire industry and saw a good money scene. But I also saw the mixed situation of the entire industry, whether it is from the standard, product reliability or the difference is still very large. In the case where the standard is not fully formed, the customer also gains knowledge of the LED product by trying to use different products. If the attempt is unsuccessful, it will also weaken their expectations of the entire industry. You should focus on performance and reliability, and don't let customers down.
What new initiatives and new plans are there in the new year?
I hope to see more LEDs for commercial use. GE's more focused LED applications include street lighting and regional lighting. In addition, we are still concerned about product development, which is inseparable from improving product performance and reliability. GE is not just an LED company, we are a traditional lighting company. When new products are launched, we not only need to attract the attention of new customers, but also the recognition of our existing customers. Therefore, to convince them, where is the LED light, why should we replace the old product with LED? From the perspective of GE, we will not introduce LED products, but the advantages of LED products, we can introduce them to our customers; from a rational point of view, what kind of value LED products bring to customers? Such as energy saving, environmental protection, lighting performance and product reliability. From the standard, we will continue to develop some standard products. From GE's point of view, we are not trying to develop the LED industry government should lower the entry standard for LED products, but strictly enforce the standards. All manufacturers are encouraged to produce LED products that meet the standards, making it a true replacement for traditional lighting fixtures. On the other hand, next year we will focus on commercial lighting, store space, how LED technology replaces halogen lamps, and OLED lamps.
How long does it take for LED lighting to replace traditional lighting?
LEDs should be replaced in all directions, time is hard to say; it is also possible that LEDs cannot be completely replaced. In recent years, we can see that LED has gradually replaced the application of some traditional lighting fixtures. However, from the current situation, some applications are not suitable for LED lamps. For example, indoor lighting for industrial buildings, LED lamps are currently no match for fluorescent lamps. It has a high return on investment and is itself an energy-saving product with a service life of 36,000 hours and quality is not lost to LED products. This state of OLED technology may also occur and is not fully prepared to replace traditional lighting. OLEDs are not very unclear in the future, in the next 5-10 years. Although the prospects are promising, the market potential is also very large. If you can get a good price/performance ratio, the future fate is hard to say. However, from the current situation, everything is unclear. This is also the reason for GE's investment, and we hope to find new ways to achieve cost-effective lighting as soon as possible. Still recommend the best products to customers.
LED industry should develop into a mature industry, what is lacking at present?
We still need to have a good standard to help our customers adopt qualified LED products. Take the example of CFL. When it was first developed, the majority of users also had a conflict with it. At the beginning, it was a mixed phenomenon. Like today's LEDs, this caused customers to be dissatisfied with CFL. From the perspective of quality and light efficiency, users can't see where CFL is better than traditional incandescent lamps. Therefore, advanced LED manufacturers should learn from the development of CFL. The mixed fish and dragons have caused the quality and technical instability of the products, but have delayed the development of this technology. After many years, everyone has begun to understand the differences. For customers who want to adopt new technologies as early as possible, whether it is the government or the public venues, buildings, or consumers, they should give the other party a good application experience. This should be fun, don’t give the other party a pre-emptive Bad influence. There must be good standards to produce high quality products; this will affect the entire industry chain, and upstream manufacturers will provide good products downstream.
Regarding the application, what do GE think is a good growth trend next year? What role will GE play in it?
Street lighting, area lighting (semi-open space) and interior lighting.
What is GE's investment in research and development?
Our LEDs have a relatively small global sales in the entire lighting business, with a ratio of less than 10%. However, the investment in research and development does not match, most of the research and development funds are invested in new LED products, as well as system research of OLED. GE is very consistent with R&D. In Shanghai, we also have a R&D center that focuses on the localization of products to suit the consumer needs of Chinese customers. Another point is that we also value some basic research.
I don't know about the chip industry. In terms of the overall development trend of LEDs, Gao Si believes that the combination of light sources and lamps is the top priority of the future. For traditional lighting, the two are separate, and the luminaire is the effect of the light source. The appearance of LEDs combines light sources and luminaires, and organically combines perfectly. We pay attention to LED systems. Use a good chip to design a good LED system to ensure that the LED products have good CRI and stability, and the LED product's luminous effect is to the best. Emphasis is on the application and the entire system. We hope that the good design of the LED chip can be used perfectly. If the LED chip can be 50,000 hours, the actual lamp can only be 1000 hours, then the LED chip will make the system ruin.
What does the market mean for LEDs in 2010? Support for internal components in electronics.
2010 is an exciting one. The whole industry will undergo great changes, and it is still a stage that may affect the lifestyle of people around the world, so the years after 2010 are worth looking forward to for the lighting industry. From the application point of view, LED may replace many of the traditional lighting fields, the emergence of energy-saving, major projects, which make LEDs in the lighting industry. He feels that the government is also aware of the excellent performance of LED in energy conservation. The government is investing in LED construction instead of investing in traditional coal power plants, so this is also a great cause for the future and benefiting the future. In this great situation, I am very happy that LED development has led to good results.
We are mainly doing systems, and other aspects of support are also being done. On the chip side, our OLED is involved in the whole process.
Introduction to James M. Gosart
James Gosart was appointed President and CEO of GE Lighting and Industrial Products Greater China in September 2008. James is based in Shanghai and has jurisdictions in mainland China, Taiwan and Hong Kong.
James has over 30 years of experience in GE consumer products and global business leadership. He is one of the winners of the 2008 GE C&I CEO Growth Award. Previously, James served as National Accountant Manager for WW Granger, GE's largest distributor of industrial lighting. He has more than 15 years of leadership experience in China and Asia, from 1992 to 2005, James held a series of business leadership positions in Shanghai and Hong Kong.
James began his career in GE in 1976 as a member of the Technology Marketing Program and worked in GE's industrial, lighting and power related business units, including a growing number of positions with responsibilities in the US, Hungary, Hong Kong and Shanghai's procurement, marketing and sales.
James holds a bachelor's degree in electrical engineering from Cornell University in New York, USA. At the same time he is also certified 6 sigma green belt.
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