LED industry second-line factory 2013 again faced the test

After two years of industrial integration and strategic alliance in the LED industry, from the second half of 2012, the activities of the LED factories across the Taiwan Strait have become more apparent, including the integration of Jingdian into Guangsheng, the Lunda merger of Weilimeng, and the strategic alliance of Sanan Optoelectronics Co., Ltd. Hao Runda acquires NVC Lighting's equity. LEDinside pointed out that taking into account the large-scale LED commercial, outdoor lighting and other application market scale advantages of the mainland and Taiwanese manufacturers' technological advantages, the next focus of LED industry integration, the opportunity to Taiwan's LED chip, packaging manufacturers and mainland lighting manufacturers for the combination of the Lord. This year, the integration of various industries will not stop, but the focus will be on the field of lighting. At present, there are Taiwan chip factories and packaging plants and lighting companies in the mainland are in discussion, in the strong cooperation situation, the second line of lack of strength. The factory once again faces the fear of being tested by the market.

Observing the cooperation case between Jingdian, Lunda, and Yuyuan, Crystal Power merged into Guanghan and Xunyuan strategic alliance Sanan Optoelectronics, mainly for the upstream chip production capacity and technology to do parallel integration, while Lunda merged with Wei Limeng. Including backlight package, lighting package, lighting products and other parts of the integration.

When it came to BDO Runda's acquisition of NVC Lighting's equity, LED industry integration began to focus on the LED lighting sector. Taking into account the scale advantages of the vast LED commercial, outdoor lighting and other application markets, the Taiwan plant has the technical advantage Insufficient, so the next LED industry will focus on the integration of the lighting area, there are already Taiwanese chip factory and packaging plant and the mainland lighting factory is in discussion.

The conditions for mainland manufacturers to seek Taiwanese cooperative manufacturers are, of course, the first level of technology. However, the company’s capacity scale, fundraising capacity, product line complementarity, etc. are also evaluation conditions. Compared with first-line plants in all aspects, the strengths and strengths of the cooperation are strong. Insufficient second-line plants once again face the fear of being eliminated by the market, and the reshuffle of the LED industry across the Taiwan Strait will not stop.

Some experts believe that the selection criteria for cooperation among mainland manufacturers should be given priority to their unique competitiveness. In addition to the first-line factories, second-tier plants such as the New Century, Guanghan, and Edwinson have good technical conditions, and Yuhong’s deep engineering The marked experience and huge production capacity also have the advantage of attracting cooperation.