Adjust the expanding Asian market, LED investment Chinese Nichia overweight

According to Taiwan's DIGITIMES reported that Japan's Nichia led factory for many years in the global LED industry leader, but most of its major markets in Japan, in recent years gradually began to adjust the expanding Asian market proportion, especially with the expansion in the mainland market, it is pointed out that Japan is located in Shanghai, China Asia Chemical Company Matsuko Ko the second half of 2010, after the capital increase the registered capital of $8 million, again recently new registered capital of $8 million, and the plan will expand the LED packaging industry, estimated annual production capacity will increase 2 billion 700 million.

It is reported that in the past Nichia Shanghai factory mainly responsible for fluorescent powder production, however, Nichia the increase of the main purpose is to extend the LED production capacity, and consider its factory in the next 20 thousand square meters of land, to invest more than $50 million in 1 electronic semiconductor production project, LED packaging production capacity will increase 2 billion 700 million, the current work has entered the early stages of the eia.

Nichia chemical industry estimates, 2010 revenue size of about $1 billion 500 million, ranking highest in the world, but the Korean industry menacing, Samsung LED firepower, driven onto 2010 revenue of about $1 billion 142 million, as PHILPS second also narrow the gap with Nichia, the threat of Nichia's dominance.

Therefore, positive locking, Nichia LED market, according to Nichia said Nichia will plan to expand China mainland business, and strengthen the sales in the mainland production and technical support, the LED market is aimed at the goal in the next 10 years, China.

According to DIGITIMES Research pointed out that the 2010 Nichia science share in LED global city? F25%, the annual volume of more than 12 billion 500 million. Due to the global LED demand trend, Nichia learn more than 100 billion yen in 2010 investment in manufacturing equipment and research and development in LED, is expected to 2012, Nichia LED shipments will reach 50 billion.

In addition, the main sales area is still the Nichia in Japan, but Japan's revenue from 75.8% in 2008 to the first half of 2010 to less than 7, the proportion of revenue for the rest of Asia has increased by about 10.8 percentage points, especially in the mainland's revenue increased most significantly.

It is worth noting that Nichia is gradually adjust its operational strategy, in the past mainly in the high-end market Nichia application mainly by the Department of Taiwan LED factory to carve up the market to snatch high-end applications, and competition in the low-end market price.