“无论是蓝色激光器的发明、还是蓝色LED的发明,都是一件影响历史的事情。如果没有二者,我们今天常见的半导体照明和显示产业就会‘不复存在’。”

—中村修二

“Whether it is the invention of the blue laser or the blue LED, it is historically impactful. Without these, the semiconductor lighting and display industry that we have today will ‘no longer exist’.”

— Shuji Nakamura

2016年,诺贝尔物理学奖获得者、被誉为“蓝光之父”的中村修二到访中国,专程来到一家位于深圳的企业——光峰科技参与交流,并给予充分的肯定。

In 2016, Shuji Nakamura, a Nobel Prize winner in Physics, also widely recognized as the “Father of GaN Blue LED”, visited China and made a special trip to Appotronics, a company based in Shenzhen. He exchanged insights with the firm and fully acknowledged the technology.

当时的报道不过寥寥数语,了解光峰科技的也仅限于业内人士。直到今年初,光峰科技接连完成了春晚深圳分会场和故宫“上元之夜”大型激光投影秀,两场技惊四座的“画卷”,顷刻间,光峰科技闯入大众的视野。

At that time, it was only briefly covered by the media and the firm was only known by industry professionals. Until the beginning of this year, Appotronics consecutively presented two large-scale laser projection shows at the Shenzhen sub-venue of the 2019 Spring Festival Gala and the “Lantern Festival Night” at the Forbidden City. Two stunning “painting” shows attracted wide attentions from the public all of a sudden.

带着对企业的好奇,带着对技术的不解,也带着对未来的想象,《艾问顶级人物》之光峰科技CEO薄连明,我们一窥究竟。

With curiosity about the company, lack of knowledge about the technology and imagination of the future, in this issue of iAsk Top Leaders, we interviewed Appotronics CEO Lianming Bo and explored thoroughly.

谷歌是光峰科技的一面镜子?

Is Google a mirror of Appotronics?

在艾问对话过的一千多位创始人中,他们大多都身兼公司的CEO职位。光峰科技有些不同,李屹博士作为创始人,把精力都放在了技术的研发上,对于公司的管理,他交到了薄连明的手里。

Among over a thousand founders iAsk has interviewed, most of them also serve as company CEOs. Appotronics is somewhat different. Dr. Yi Li, Founder of the company, has focused on the R&D of the technology wholeheartedly and entrusted Lianming Bo with the management of the company.

“这个安排我觉得还是挺有独创性的,创始人愿意把CEO的位置,全盘运营管理的责任交给别人,首先是有胸怀。李屹博士推崇的管理模式,就像谷歌的管理模式,创始人是两个年轻人,他们在技术方面、创业精神方面确实非常独到,但如果从管理角度来讲,需要多年的沉淀和积累,他们就请施密特过来。所以我来之前,李屹博士不断给我讲这个故事。”

“I think the arrangement is quite unique. The founder is willing to hand over the CEO’s position and responsibility for the overall operation and management of the firm to someone else. It shows his broad mind. Dr. Yi Li upholds a management model similar to Google’s. The founders of Google are two young men, who are sharp at technology and entrepreneurship. However, with regard to management, it entails years of accumulated experience. Hence, they hired Eric Schmidt as CEO. Before I joined the company, Dr. Yi Li kept repeating the story.”

薄连明是谁?

Who is Lianming Bo?

薄连明曾任陕西财经学院贸易经济系副主任、深圳航空有限责任公司总会计师、TCL集团股份有限公司总裁、深圳市华星光电有限公司CEO及董事长、TCL多媒体科技控股有限公司CEO及董事长。

Lianming Bo Former Deputy Director of the Department of Trade and Economics of Shaanxi College of Finance and Economics, former Chief Accountant of Shenzhen Airlines, former President of TCL Corporation, former CEO and Chairman of Shenzhen China Star Optoelectronics Technology Co., Ltd (CSOT), former CEO and Chairman of TCL Multimedia Technology Holdings Limited.

2018年3月,从TCL集团总裁职位卸任的薄连明,正式加盟光峰科技。创始人李屹为了请来薄连明花了近两年的时间。让李屹看重的,是薄连明的管理学出身的专业背景,是18年间带领TCL走过风风雨雨的成功经验。

In March 2018, Lianming Bo, who resigned as President of TCL Corporation, officially joined Appotronics. Founder Yi Li spent nearly two years persuading Lianming Bo to join the company. What Yi Li values in Lianming Bo is his professional background in management and successful experience of leading TCL through the ups and downs in the past 18 years.

在今日头条发布的“2018中国A股上市公司高管薪酬榜”上,薄连明以年薪710万位列其中。对于离开TCL加盟光峰科技的抉择,薄连明表示,深层次打动自己的是对光峰科技创始人及创始研发团队的钦佩和内心深处的创业冲动。因为同处显示行业,薄连明和李屹相识多年,有一次李屹对他说,“干脆来我们这里一块来创业吧”。谷歌团队的经营管理模式,加上创业情怀的吸引,薄连明动心了。

On the leaderboard of the “Compensations of executives of the listed companies on the A-share market in China” released by Toutiao, Lianming Bo was nominated with an annual salary of RMB 7.1 million. In terms of leaving TCL and joining Appotronics, Lianming Bo expressed that what moved him was the admiration for Appotronics’ founder and the founding R&D team, as well as his entrepreneurial motivation deep inside his heart. Since Lianming Bo and Yi Li have both been working in the display industry, they’ve known each other for years. Once Yi Li said to Lianming Bo, “Why don’t you join us and start a business together?” The operational management model just like Google’s and the entrepreneurial spirit eventually moved Lianming Bo.

当然,对于光峰科技是不是一家好公司,薄连明也有着自己的判断:

Certainly, as for whether Appotronics is a good company, Lianming Bo has his own judgments:

“第一条,它是不是在一个高速成长的赛道里头,比如说共享单车,坦率讲,我觉得赛道太短,不等你完全发挥到极至的时候,这个赛道已经结束了;

“First of all, it depends on whether it is in a fast-growing sector. Take bike sharing as an example. Frankly speaking, I think the sector is too short-lived. The sector has declined before you can display your full strengths.

第二个,在这个高速发展的行业里是一个领导者或者技术的引领者,如果仅仅是个跟随者,都没有太大机会;

Secondly, in this fast-growing industry, you should be a leader or a pioneer of a technology. If you’re merely a follower, it can’t be promising.

第三个,就是它的增长是可以预期的。从目前看,我觉得光峰科技是其中一个典型的代表。”

Thirdly, the growth needs to be predictable. As for now, Appotronics is a typical example.”

最终打动薄连明的,正是光峰科技所在的这个赛道和技术上的硬核实力。

What touched Lianming Bo eventually was the sector Appotronics is in and the company’s hardcore technological strengths.

精彩对话:

Inspiring Conversation:

艾诚:在人生的这个阶段选择加入光峰科技,为什么?

Gloria Ai: Why did you choose to join Appotronics at this point in life?

薄连明:这个变化确实让很多业界的朋友都感觉很惊讶,说你已经是55岁之人了,应该好好再待5年,等到60岁在TCL退休就算了,似乎在别人看来,你真的没有必要在这个年龄再去挑战自己了。但我这人的性格,好像觉得一进入到舒适圈的时候,反而自己很不舒服,或者事业发展得太顺,太按部就班了,我觉得对我来讲就没多大刺激,我还是喜欢挑战的一个人。

Lianming Bo: This move has really surprised many professionals in the industry. They commented that I am already 55 years old and that I should work with TCL for 5 more years and retire at the age of 60. From other people’s point of view, it’s really unnecessary to challenge myself at this age. But for me personally, I feel uncomfortable when I stay in my comfort zone or when my career goes too smoothly as planned. It’s not exciting for me. I enjoy challenges.

艾诚:挑战的背后是什么呢?

Gloria Ai: What is behind the challenge?

薄连明:还是内在想不断去开发自己的人生新曲线,我经常用若干互相迭代的S曲线来形容企业发展轨迹,我说企业发展无论多少年,哪怕一百年的历史,百年老店,它都不可能一条直线走到底,它中间肯定都是若干条S曲线不断的迭代。

Lianming Bo: I still desire to constantly create my own new life curves. I often describe the development paths of enterprises as iterated S curves. I said no matter how many years a company can last, even if it’s a century-old store, it’s impossible to operate on a straight path. There must be several S curves constantly iterating in between.

做一家盈利的技术公司有多难?

How difficult is it to run a profitable technology company?

在光峰科技的持股机构上,除第一大股东光峰控股外,持有光峰科技5%以上股份的主要股东还有知名投资人阎焱执掌的SAIF HK。

Among the institutional shareholders of Appotronics, besides the largest shareholder Appotronics Corporation, one of the major shareholders with more than 5% of Appotronics’s shares is SAIF HK, led by a well-known investor Andrew Yan.

阎焱对艾问表示,“所有的伟大和成功都是熬出来的。光峰科技这家企业是我们十年前投的,一直熬了十年。”阎焱说,投资技术型企业的难处就在于,一个有真技术的公司,可能在最初的几年,甚至于上市以后的五、六年都不赚钱,这是有可能的。但幸运的是,光峰科技已经开始赚钱了。

He told iAsk, “All greatness and success take time. We invested in Appotronics ten years ago and have endured for a decade.” According to Andrew Yan, the difficulty of investing in technology companies is that a firm with real technologies might not be able to make a profit in the first few years of establishment, even in the first five or six years after going public. Fortunately, Appotronics has begun to make money.

财务数据显示,光峰科技2016年-2018年分别实现营收3.55亿元、8.06亿元、13.86亿元,归母净利润1394.36万元、1.05亿元、1.77亿元。

Based on the financial data, Appotronics achieved revenues of RMB 355 million, 806 million, and 1.386 billion respectively in 2016-2018, with net profits of RMB 13.9436 million, 105 million, and 177 million.

对于从2017年开始的快速增长,薄连明表示,这得益于光峰科技两个产品的普及化,第一个是激光影厅在全国的大规模扩张,另一个是光峰科技在2017年下半年推出全球首款一万元以下的激光电视,打进市场。

As for the rapid growth since 2017, Lianming Bo claimed that it benefited from the popularization of two products of Appotronics. The first one is the large-scale expansion of laser theaters across the country, and the other is the release of the world’s first laser TV in the market at the price of less than RMB 10,000 yuan in the second half of 2017.

工信部曾在解读《中国制造2025》时提到,在全球制造业的四级梯队中,中国处于第三梯队,而且这种格局在短时间内难有根本性改变。

As the Ministry of Industry and Information Technology interpreted “Made in China 2025”, among the four tiers of the global manufacturing industry, China is positioned in the third tier and there will hardly be any fundamental changes within a short period of time.

原因之一就是中国缺乏创新性技术、高精尖技术。

One of the reasons is that China lacks innovative and cutting-edge technologies.

对于激光显示行业,由于产品尤其是核心器件的技术含量较高,部分境内外厂商难以在短时间内通过自主研发掌握其生产制造技术,在很长一段时间内影响了中国激光显示行业的整体竞争力。

For the laser display industry, due to the strict technical requirements for products, especially for core parts, some domestic and foreign manufacturers have difficulty mastering the manufacturing technology through independent R&D within a short period of time, which has affected the overall competitiveness of China’s laser display industry for a long time.

深知中国激光显示行业困境的光峰科技创始人李屹,自2006年开始就把精力放在了技术的研发上,2007年独创颠覆性的ALPD®激光显示技术。

Yi Li, Founder of Appotronics, who was deeply aware of the dilemma of China’s laser display industry, has been focusing on technological R&D since 2006. In 2007, he independently developed the groundbreaking ALPD® laser display technology.

ALPD®,即激光显示技术,基于激光激发荧光材料、混合多色激光的路线用于图像显示。简单来说,就是既有激光,又有荧光,集成了两者优点,摒弃两者缺点。

ALPD®, i.e. Advanced Laser Phosphor Display, is made of laser-excited fluorescent materials and it mixes multi-color lasers for image display. To put it simply, it is composed of both laser and fluorescence, integrating the advantages while eliminating the shortcomings of both components.

在光峰科技埋头技术、持续创新的十三年来,实现了屡屡突破:

During the thirteen years of dedicated technology development and continuous innovation, Appotronics has achieved bountiful breakthroughs:

ALPD®技术架构的推出改变了激光显示长期处于试验探索阶段的局面,大幅推进了激光显示进入普通人日常生活的产业化进程,突破了美欧日韩等国家与地区在先进显示技术上的全面领先地位。

The introduction of the ALPD® technological infrastructure has broken through the long-term experimental bottleneck of laser display development and has greatly promoted the industrialization of laser display’s application in people’s daily lives, catching up to the advanced display technology dominated by countries such as the United States, Europe, Japan and South Korea.

围绕ALPD®技术,光峰科技构建了完善的知识产权体系,并在全球范围内进行了专利申请。截至2019年2月28日,已获授权专利766项,申请中专利超700项,公司专利申请数量在全球荧光激光显示领域排名第一。光峰科技的荧光激光光源底层基础架构技术专利已被同行业巨头如荷兰飞利浦,美国德州仪器,日本爱普生、NEC、卡西欧、索尼等公司先后引证390余次。

Based on the ALPD® technology, Appotronics has established a comprehensive intellectual property system and applied for patents worldwide. As of February 28, 2019, 766 patents had been granted, and the number of patent applications under review had exceeded 700. The number of patent applications by Appotronics ranked first in the laser phosphor display sector globally. The technology patent of the underlying infrastructure of Appotronics’s fluorescent laser light has been cited over 390 times by the industry giants such as Philips, Texas Instruments, Epson Japan, NEC, Casio, Sony and so forth.

ALPD®激光放映设备为全国超过14000家影院选择,打破了国外企业在核心放映技术上的垄断。

The ALPD® laser projector has been adopted by more than 14,000 theaters nationwide, breaking through the monopoly of foreign companies in the core projection technology.

“我钦佩李屹博士的创始团队,他们非常踏实,十几年如一日地来死磕一个技术”,薄连明说光峰科技的技术特别打动自己,“作为中国企业,做原创技术而且引领全球潮流的还不是特别多。”

“I admire Dr. Yi Li’s founding team, who are very practical and devoted to developing the technology for over a decade.” Lianming Bo said that he was particularly moved by the technology of Appotronics. “In China, it is quite rare to see companies develop innovative technologies and become a global leader.”

精彩对话:

Inspiring Conversation:

艾诚:如果要用一个词来形容光峰科技,您会用什么词?

Gloria Ai: If you were to use one word to describe Appotronics, which word would you use?

薄连明:执着,对技术本身的坚信、执着、不动摇,我觉得这是团队最难能可贵的品格。从0到1的过程当中遇到的坎坎坷坷是很难想象的,大部分创业不成功就是因为遇到这些困难,中间没有坚持下去,就放弃了。

Lianming Bo: Perseverance. The firm belief, persistence, and unwaveringness for the technology itself are the most valuable characters of the team. The obstacles to build something from scratch are beyond imagination. Most startups fail because they didn’t persevere in conquering the setbacks and gave up eventually.

艾诚:您观察到光峰科技从2006年开始坚持原创自主的技术,最难攻坚的点在哪?

Gloria Ai: From your observation, since Appotronics started to develop original and independent technology in 2006, what was the toughest obstacle to tackle?

薄连明:最难攻坚的点还是找到商业化应用的场景,大家要看到实际的效果,不是说因为你讲得好,很多人不是因为相信所以看见,是因为看见了才相信。

Lianming Bo: The hardest part was to find a commercially applicable scenario. People need to see the effects for real. Your fancy speech is not the key. People wouldn’t believe you until they see it in person.

艾诚:那团队在开始之前凭什么相信这个技术?

Gloria Ai: Why did the team believe in this technology before they joined?

薄连明:作为创始人来讲,和经营团队要秉持一种因为相信所以看见,但是从市场推广来讲是反过来的,要让人家看见了才相信,所以你展示的效果,包括给人推的产品要过关。这样不断地滚雪球,才能一点点往上滚,滚雪球式地扩大。

Lianming Bo: As a founder, he needs to uphold the belief with the team that they need to believe in it and visualize the technology. However, it’s the opposite with the market. People will only believe you when they see it. Therefore, the demonstrations and the products you promote need to be impressive. Only by constantly rolling the snowballs bit by bit can you scale up exponentially.

在光峰科技总部的展厅中,我们看到了用于故宫“上元之夜”的激光显示方案展示,薄连明道出了当时最棘手的两个难题:

In the exhibition hall at Appotronics headquarters, we saw the laser display proposal publicized for the “Lantern Festival Night” at the Forbidden City. Lianming Bo revealed the two trickiest issues at that time:

“故宫的上元之夜,我们投影面积是3000平米,而且投影面积不是一个规则的平面,它是有各种形状的,因为大家知道太和门立体化非常强,所以靠其它的显示方式很难在一个3000平米且凹凸不平的立体画面当中展示图像。

“For the Lantern Festival Night at the Forbidden City, our projected area is 3,000 square meters, and the projected area is not flat. It consists of various shapes. It’s commonly known that the Gate of Supreme Harmony is very stereoscopic, thus it’s very difficult to project images on a 3,000-square-meter and uneven stereoscopic surface through other means of display.

而且古建筑物是非常珍贵的,你不能是有温度的光源,温度光源打上之后把漆烤坏了,这是对古建筑物的破坏。我们激光投影机出来的光是冷光源,摸上去之后都是非常冰凉的,所以对整个建筑物是没有任何破坏作用的。”

In addition, the ancient architectures are extremely precious. You can’t use warm lights, which would burn the paint and destroy the ancient architectures. The lights projected from our laser projectors are cold lights. It feels cold if you touch the lightened area, hence it does no harm to the buildings.”

为了避免在故宫内进行过度的搭建工程,光峰最终采用了相对简易的搭建方案,将ALPD®激光投影机定位于太和门前80米处,直接暴露在严寒风雪之中。事实证明,光峰的技术经得住考验。

In order to avoid excessive construction in the Forbidden City, Appotronics eventually deployed a relatively simple construction plan, which was to install the ALPD® laser projectors 80 meters in front of the Gate of Supreme Harmony. The equipment was fully exposed in winter storms. As it turned out, Appotronics’ technology stood the test.

科创板是前进路上的一个里程碑?

Is being listed on the Sci-Tech Innovation Board a milestone on the journey forward?

日拱一卒,功不唐捐。

Make endeavors persistently and your efforts will eventually pay off.

默默耕耘了十几年的光峰科技,在2019年进入大众视野。除了春晚深圳分会场和故宫“上元之夜”激光投影秀带给大众的惊鸿一瞥,今年3月27日,科创板受理的第二批名单中,光峰科技赫然在列,接受资本市场的新挑战。

After more than ten years of hard work quietly, Appotronics attracted public attentions in 2019. Besides the breathtaking laser projection shows at the Shenzhen sub-venue of the 2019 Spring Festival Gala and the “Lantern Festival Night” at the Palace Museum, on March 27 this year, Appotronics was listed among the second batch of enterprises on the Sci-Tech Innovation Board, ready to take on new challenges from the capital market.

无论是对于中国的资本市场,还是对于中国的科创企业,科创板的设立都被视作是一次转折性的契机。证监会主席易会满表示,“这将成为改革的试验田,进而带动资本市场的全面深化改革。”

Whether it is for China’s capital market or for China’s science and technology enterprises, the establishment of the Sci-Tech Innovation Board is regarded as a turning point. Huiman Yi, Chairman of the China Securities Regulatory Commission, expressed that “This is to test the water in preparation for the reform, which will facilitate a comprehensive and profound reform of the capital market.”

于光峰科技而言,上市更像是漫长征程中的一个里程碑。

For Appotronics, going public marks a milestone in the long journey.

光峰科技在招股书中表示,本次科创板上市拟募集资金投资项目总额为10亿元,主要投向为新一代激光显示产品研发及产业化项目、光峰科技总部研发中心项目、信息化系统升级建设项目以及补充流动资金。

In the prospectus, Appotronics stated that they aimed to raise RMB 1 billion for project funding, which is mainly dedicated to supporting the R&D and industrialization of the new-generation laser display products, the projects from the R&D center at Appotronics headquarters, and the digitalization system upgrade project, as well as replenishing the working capital.

“科创板对我们来讲,不是一个终点,募集来的资金会进一步投放到我们的研发项目当中去,还是为了不断增加企业的竞争力,增加我们研发实力,因为光峰科技是被定义成靠科技驱动的一家企业。”薄连明说道。

“Being listed on the Sci-Tech Innovation Board is not an end goal for us. The funds raised will be further invested in our R&D projects, in order to continuously enhance the competency and R&D strengths of the company, because Appotronics is defined as a technology-driven company.”, said Lianming Bo.

精彩对话:

Inspiring Conversation:

艾诚:预见未来,您心目中十年后的光峰科技,会是怎样?

Gloria Ai: To foresee the future, what’s your vision for Appotronics in ten years?

薄连明:十年以后我们还真的不止要追求规模比现在要大多少倍,我觉得还是要追求用激光显示能够改变人类生活。改变人类生活的场景有很多种,现在我们仅仅是在电影院和电视这两个主要领域体会到给别人带来的特别美好的视觉体验,我相信将来这种场景还是很多。

Lianming Bo: In ten years, not only do we yearn to scale up our business, but also strive to change people’s lives with laser display. There’re many ways to change the scenes in people’s lives. Right now, we merely focus on presenting a particularly pleasant visual experience at theaters and on television. I believe that there will be more applicable scenarios in the future.

艾诚:十年后薄连明会在做什么?

Gloria Ai: What will Lianming Bo do in ten years?

薄连明:这个问题很难预测,我很难把自己十年以后定格化,我觉得人生还是要保持不断的学习,首先要活在当下,同时要保持学习,保证创造力,一步步往前走。

Lianming Bo: As for this question, it’s very difficult to predict. It’s hard for me to stereotype myself in a decade. I feel like we should keep learning during our lifetime. We need to seize the moment, keep learning, maintain creativity and march forward one step at a time.