Lighting demand continues to grow, but too many manufacturers have become a pain in the industry. The chairman of the LED chip factory, Jian Fengren, said yesterday that the wafer factories in Taiwan and China will continue to be consolidated. It is estimated that there will be two or three Taiwan grain factories in 2-3 years. Mainland China is more likely to reduce from the current 20-30, to about 5, and the industry will show a large trend.
Taiwan's LED industry has been circulating in the past three years. From July 2011, LED packaging factory Yiguang entered the main LED die factory Taigu, and the consolidation trend is uninterrupted.
In the future, the LED chip factory will announce the merger of the investment company Guangguang Optoelectronics in the form of a share swap. In December of the same year, the chairman of the LED packaging factory, Edison, Wu Jianrong became the chairman of the LED packaging factory. .
In addition, China's LED chip factory Sanan Optoelectronics and Taiwan's LED die factory 宣布, announced the participation in November 2012, 璨圓 last January, the temporary shareholders meeting through the shareholding case, from Sanan to obtain 19.9? ? Shareholding, write down the first example of cross-strait LED. Jane Feng Ren thinks? ? Before the industry was mostly vertical, the next level will be based on the level.
Wu Jinrong, general manager of micro-drive technology of industry experts, believes that the worst situation of LED oversupply has passed. The big one is Evergrande, and the whole is correct, but whether there are only five Chinese manufacturers will remain to be seen.
The overall lighting will continue to grow. Wu Jinrong analyzes the trend of consolidation. The main reason is that the LED backlight demand has reached the peak. Now, the annual shipment of LED-backlit LCD TVs is about 200 million units, and the direct-type models are used for LED chips. It is also less than the side-light type.
As for the lighting part, Wu Jinrong said that the market is up, but the price continues to decline. It takes some time to replace the traditional lighting phenomenon, but the lighting is still growing overall. Wu Jinrong believes that LED lighting technology still has a lot of room for improvement. The low-priced products in mainland China have made everyone have no confidence in lighting. Taiwanese factories should use the quality and technology to attack the market.
See the penetration rate of 60~70
For Houqiu City, Jian Fengren pointed out that last year, due to the transformation of product process, the technology was mainly used in the field of lighting. Due to the lack of new products, the lighting has affected the operation for about half a year.
He said that currently including South Korea's lighting, backlight, Taiwan, Europe and the United States, lighting orders continue to warm up, while actively expanding the mainland China and Japan customers, it is estimated that March revenue performance is expected to grow significantly in February, to the peak season More opportunities to challenge a single season high.照明 The proportion of lighting revenue this year is expected to reach 40, a significant increase from last year's 25~30.
Jane Feng Ren said that the average price of LED bulbs is now about 10 US dollars. It is estimated that the price will be lower than the energy-saving bulbs in 2 years. It is estimated that the LED lighting penetration rate will rise to 60-70 within 5 years.
Editor's point of view: Industry consolidation will always exist, and the trend of the big ones is hard to shake. However, within 2-3 years, the reduction of grain manufacturers in mainland China to five seems to be exaggerated.
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