LED lighting consolidation tide hit Taiwan's second-line factory into observation indicators

LED lighting consolidation tide hit Taiwan's second-line factory into observation indicators


With the gradual increase in the penetration rate of LED lighting, research institutes such as the Optoelectronics Association are expecting that the trend of the big Evergrande has been fixed. The LED industry will continue to be consolidated this year. In Taiwan, the observation index is the second-line grain factory, while in mainland China, It is an LED packaging factory.
LED inside research associate director Yu Chao said that the penetration of LED backlights in LCD TVs has come to a relatively high point, so there is limited room for continued growth this year, but there may be stagnant or even declining demand. In the case of a backlight-based packaging factory, it is bound to shift production capacity to lighting, which will drive down the price of lighting products and improve lighting penetration.
The crystal power and the wide gallium benefits are stored in the ultra-analysis. Taiwan's LED die factory has undergone a wave of integration before, like the integration of crystal and electric gallium, the integration benefits have gradually emerged; and the billion light has integrated the Thai Valley. What is to be observed now is the second-line factory, including the new century, Guangxu and Guanglei.
Chu Yuchao said that in the face of the continuous consolidation of the first-tier manufacturers, the second-line factory responded to the problem, but to find a niche market that is beneficial to itself. Although there are only 17 MOCVD machines like the optical system itself, it is mainly locked. High-power LED lighting market, producing blue, green, red, yellow, ultraviolet and infrared light crystal products, selling to high-end outdoor lighting and commercial lighting markets such as wall washers and stage lights, avoiding large factories such as Jingdian A positive confrontation and a good transcript.
In the new century, we will fully attack the lighting. In the new century, we will fully attack the lighting. The technology of the new century is well known in the industry. Even the crystal power is quite praised, but the new century may be limited by the number of MOCVD machines and based on the production capacity. International lighting manufacturers have been unable to place large orders, so how to make capacity and technology add points will be an important issue in the new century.
Lu Shaoxu, an industrial analyst at the Taiwan Optoelectronics Association (PIDA), said that major international lighting factories have begun to cut into LED lighting. Because these international manufacturers have been assembled by Chinese manufacturers in the energy-saving lamps, this time in the assembly section. The chances of being obtained by mainland Chinese manufacturers are still high.
Based on the supply chain settlement effect, international lighting manufacturers will place orders for the assembly plant, and will also send the module orders to the Chinese mainland packaging factory. Lu Shaoxu pointed out that compared with the relatively uniform specifications of the backlight products, the lighting products still have no clear standards, so each Based on the difference in production capacity and technology, the home packaging factory is difficult to merge directly. It is more likely that the downstream brand factory will gradually divide the market. Once the brand factory exits, the relevant supply chain will be withdrawn.

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