"Digging the corner door" once again staged the industry crazy investment bubble looming

Text / high-tech LED reporter Liu Qiaomei

At the beginning of this year, a certain media in Taiwan broke the corner of Taiwanese manufacturers such as the mainland's extension manufacturers, such as Jingdian, which once triggered the panic of Taiwanese manufacturers.

But soon, this phenomenon spread to domestic manufacturers. Recently, a certain LED epitaxial chip manufacturer in China indicated to Gaogong LED that the phenomenon of excavation has begun to rise strongly. The difference is that this happened between domestic manufacturers.

Talents "cut corners" constantly

According to the investigation of the high-tech LED reporter, more than a dozen engineers of the True Mingli LED chip department have been dug recently; the technicians of Yaweilang Optoelectronics have been stunned by a new company, and the other party even hired several headhunters to take turns on their core. The technicians are tempted. However, Shanghai Blu-ray, which was originally established earlier in China, has lost more than half of its outreach technicians.

The domestic epitaxial plant was smashed and the fire was also burned by AIXTRON, one of the two largest MOCVD equipment manufacturers in the world. Its staff in the Shanghai office told the high-tech LED reporter that due to the domestic MOCVD equipment development boom, "AIXTRON several engineers Some manufacturers of domestically developed MOCVD equipment have been dug up."

The hunger for talents, especially high-end talents, has always been the norm since the development of the LED industry. In the 2011 Green Energy Employment Expo hosted by the Energy Bureau of the Ministry of Economic Affairs of Taiwan, Everlight held a booth to recruit 1,000 outstanding talents, 700 of which are in the mainland, mainly marketing and management talents.

Recently, the domestic listed company Goer Acoustics officially set up a branch in Taiwan, which was interpreted by the insiders as "just like Sanan Optoelectronics entered Taiwan, it was nothing more than to dig Taiwan's talents."

Talent digging is the normal state of the industry
In order to dig people, some manufacturers are nothing more than giving high-value, resettlement, and high-level positions. After several attempts to lure the bombing, it will inevitably cause some engineers to secretly care.

In this phenomenon, Shen Guang, vice president of Yaweilang Optoelectronics, is also very helpless. "Ya Weilang is getting more and more attention in the industry. There are more and more people digging people here. Some companies say that it is not good to ignore the industry. Rules, deception." However, what makes Shen Guang happy is that "from the founding of Yaweilang, only one extension engineer was dug away at the end of last year, and the whole team is still very stable." At the same time, he said that "the relative flow of talent in the industry is normal, but don't overdo it."

For the reasonable flow of talents, the chairman of Sanan Optoelectronics, Ke Yongrui, said, “The phenomenon of digging between the industries is inevitable and normal. It is objectively inevitable. The generals have to be marshals, and we can’t stop it.”

Dong Zhijiang, general manager of Diyuan Optoelectronics, said, "The excavation angle is only a short-lived phenomenon, not a phenomenon unique to LED. It is mainly caused by the company's culture and personal professionalism."

Professor Fang Zhilie of Fudan University believes that "from the perspective of industry, talent flow is still good for industrial development."

Reasonable talent flow, and ultimately self-reliance, there are many successful examples. For example, Gan Zhao Optoelectronics, its chairman Deng Dianming was the general manager of Sanan Electronics, general manager Wang Xiangwu was the deputy general manager and chief engineer of Sanan Electronics, and director Ye Sunyi was the manager of Sanan Electronics Finance Department. The new stove from Sanan Optoelectronics also created the brilliant achievements of Ganzhao Optoelectronics.

Fear of "investment overheating sequelae"

Taiwan's LED equipment industry recently said that China's MOCVD machine installed aircraft temporarily stopped, including Sanan Optoelectronics, Dehao Runda and other temporary suspension of installation, the current installed capacity in China is only 60% of the original estimate. This is undoubtedly closely related to the shortage of talents. It is no wonder that the new upstream LED companies have set off a frenzy.

Wang Donglei, chairman of Dehao Runda, once publicly stated, “What is the most lacking in the LED epitaxial wafer industry in China, not money, not machines, is a well-trained engineer. Chinese manufacturers are looking for people around the world to find a place to open the stove. Engineering." And for this to open a "double and then double" price tag.

This language also broke the talent status of LED epitaxial films. However, even if you open a "double and double" price, not everyone will buy it. Otherwise, Dehao Runda will not go to the point where it is suspended.

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