Continental packaging factory menacing Taiwan factory scale advantage challenge

China, LED packaging factory last year among the top 15 cross-strait packaging factory, menacing, challenge Taiwan factory scale advantage. Foreign investors believe that the company is still in the short term, Taiwan is still a leader in the packaging of the two sides, but the subsequent rise and fall of the two sides of the power, it is worth observing.

China, LED packaging factory, including poly fly, etc. Hongli Ruifeng rapid growth in recent years, the largest M.L.S. in early February foreign IPO application will be listed on the Shenzhen stock exchange in the near future. Foreign Morgan Stanley said Linsen nearly two years of rapid growth, revenue increased to $2 billion 770 million in the first three quarters of last year from 1 billion 274 million yuan in 2011, has become the largest China LED packaging factory, and their growth to the upstream three, Taiwan factory status.

Foreign said, mainly to the brand and package Linsen lighting business, last year the first three months, more than 5 of revenue from the SMD package (mainly used for indoor lighting and backlight), 3 from LED lighting, including household appliances, outdoor lighting, indoor display billboard.

Wood chips in the market known as price butcher, said the company in recent years, large-scale expansion of production, to reduce costs through economies of scale. 2012 has launched $1 ultra low price LED bulbs, successfully disrupt the market and grab the share.

Morgan Stanley said in the face of foreign capital, and other Chinese Linsen packaging factory competition, Taiwan package leading billion light remains on both sides of the packaging field leader, and the revenue distribution is more balanced, more stable business growth. Billion light current revenue of about 29% from consumer electronics, for the backlight, for the lighting of the 19%, 16% for the infrared. In contrast, there are more than 6 M.L.S. revenue from lighting.

Foreign capital believes that this year more specifically, what is to grab business opportunities in the lighting exposure higher M.L.S.? Or the old packaging leading billion light can be re - building? Worth follow-up observation. In 2013 billion light revenue of about NT $24 billion 726 million (about 4 billion 913 million yuan) in 2014, up to $30 billion 500 million (about 6 billion 60 million yuan), M.L.S. 2013 about NT $14 billion 400 million (about 2 billion 870 million yuan), our 2014 operating income of about 20 billion 179 million dollars (about 4 billion 2 million yuan).

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