Billion light Ye Yinfu: China Japan deadlock no single plant should not accept shares

Although the LED industry gradually into the traditional off-season in the fourth quarter, but the LED packaging factory Everlight (2393) chairman Ye Yinfu said, including the backlight and lighting needs are also good, fourth quarter revenue is expected to continue for third season season momentum, showing the off-season, will maintain a slight growth trend.

Thanks to the LED (Light Emitting Diode, continued to improve the light emitting diode) backlight LCD TV penetration, LED manufacturers this year revenue performance although occasionally a single month because of seasonal factors fell slightly, but overall, most of the time still maintain monthly growth trend.

Sino Japanese stalemate leaves: no single

Ye Yinfu said that on the current view, backlight and lighting needs are good, in addition to the individual market conditions, including China, Europe and the United States demand is also good, so the fourth quarter is still optimistic about.

For the recent China relationship with Japan stalled, expected, is expected to sit close to the factory single interest, in this regard, Ye Yinfu bluntly: "do not see the single turn". Ye Yinfu said that the customer product design is already decided to use vendor products, and many of them are in front of the design has been planned, in BOM (Bill of Material, bill of materials) table above has been clearly written, can not be changed on a whim. Ye Yinfu also stressed that the cost of Taiwan plant products have been higher than the Japanese factory.

As for the China LED factory outgoing intends to shares of Taiwan LED plant, including crystal electric (2448), canyuan (3061), the new century (3383) and other upstream grain plants have been named. Ye Yinfu said that the Chinese vendors want to share, Taiwan factory should not accept, and Taiwan with the China is different, Taiwan is the professional division of labor, Chinese factory is consistent with the factory, we have to retain the concept of technology.

Taiwan plant should not accept shares

Ye Yinfu believes that Chinese manufacturers the advantage of capital and big market, this is a factory is not, but Taiwan factory want to rush their sky in China, should do is access to the shares of the built fabric, the effect should be limited. Ye Yinfu, who is also deputy chairman of crystal and electricity, but also revealed that, including billion light with crystal electricity, has not heard of Chinese manufacturers to share.

Taiwan LED industry recently sustained integration, including EPISTAR will turn and Guangjia investment company (8199), AUO (2409) group of lextar (3698) and also Wellypower (3080). Ye Yinfu said that the future of the LED industry will be big hengda. As to whether the light is intended to merge other LED packaging factory? Ye Yinfu responded that if the manufacturers are too small, the significance of the merger is not large, small factories can only maintain such a scale.

LED lighting penetration Limited

Billion light originally expected, LED lighting has become one of the second half of the company's growth momentum, is expected to reach 10% of the proportion of annual revenue. But the day before the government announced the price rise, may affect the LED lighting penetration rate? Ye Yinfu believes that consumers are now significantly increased awareness of environmental protection, coupled with the price has actually gone up a wave, the slow rise of LED lighting penetration limited.