Crystal electricity overweight mainland LED joint venture mode set color TV manufacturers

Is to get into the domestic TV LED backlight supply chain of Hefei Sanan optoelectronics, blue and Nantong Tongfang etc. mainland LED chip manufacturers may face greater pressure. Because the global chip giant LED Taiwan EPISTAR (hereinafter referred to as "crystal") is a joint venture in the mainland bound mode of mainland TV manufacturers.

The basic strategy to enter the mainland market is to find a partner to release capacity, and its shareholders as a joint venture, the formation of a win-win alliance of interests. The day before, EPISTAR chairman Li Bingjie once again from Taiwan fatigued with the journey to Shenzhen to attend the conference LED Engineering Engineer, one of the aims is to find more LED professionals, with the expansion of the crystal electric, blueprint.

In April 8th, EPISTAR and Lite on, a home appliance factory, invested $600 million in Changzhou EPISTAR start. October 8th, crystal electricity and billion crown, the Great Wall reached an agreement to jointly invest $160 million to form a joint venture in Xiamen.

Next, there will be a joint venture company, is currently in talks. Crystal power plans to invest 30 billion yuan in the mainland in the past year, NT $5 (about 6 billion 700 million yuan), the first phase of the first phase of the first phase of 15 billion yuan investment in New Taiwan dollars. "Li Bingjie said, EPISTAR is a shareholder, the TV manufacturers, because the cooperation still needs, the relevant government departments for approval, is expected to finish all processes recently estimated. The formation and development of a joint venture with the Great Wall, but also aimed at the development of the parent company of China Electronics and information industry group (CEC)'s AOC technology, AOC technology is the world's largest manufacturer of LCD tv. "While Li Bingjie is talking about the third mainland investment projects, one of which is also a color TV manufacturers in mainland china.

Li Bingjie said that the current mainland LED industry investment frenzy, there are a lot of foam in the middle, because the current lighting can digest the LED production capacity is very small, mainly LED tv. But this year's global LED TV sales only about 80 million units, which required LED chip production capacity, 300~350 MOCVD equipment (LED chip production equipment) to meet, and this year the global production of more than and 400 sets of MOCVD, next year will increase by more than and 500 units, so investment projects in the mainland on the crystal, we must first find the downstream customers, will begin to implement expansion plans. "

Despite the cautious expansion, Li Bingjie still felt the lack of manpower. Because, at present, the manpower of crystal electricity, can only meet the needs of Changzhou and Xiamen joint venture. That last year by the parent company in Shandong EPISTAR led joint venture of Ambrose crown optoelectronics, crystal electric cannot send manpower reinforcements.

Based on this, LED hot LED industry as the industry veteran Li Bingjie on the mainland is on the rise, but also a little confused. Li Bingjie pointed out that in Sanan optoelectronics as a representative of the civil LED upstream enterprises basically vertical development tendency, front pull very long, from LED to LED epitaxial wafer package has been applied to LED, "this operation is difficult to have the industry partners, all competitors. And it is impossible to have enough LED professionals to expand production. "

Li Bingjie said, according to the crystal electric mainland investment plan, three joint venture project after the formal operation, for the LED lighting market. After the implementation of the crystal will be 15 billion yuan of capital increase after the implementation of the new program, and the introduction of mainland lighting manufacturers as the eastern part of the stock.

According to reports, this year, crystal electricity revenue of 19 billion 500 million yuan NT, of which NT $about 4000000000 from the mainland market, revenue from LED TV backlight 30%. To calculate the size of the income, coupled with its shareholders LED crystal packaging giant billion light revenue, is the sum of other Taiwan LED corporate income.

Mainland LED chip companies to enter the TV backlight supply chain a bit late. "Gao Gong LED CEO Zhang Xiaofei said. Gong Weibin, general manager of Ruifeng photoelectric also admitted that the Taiwan LED giant to set the joint venture model of large mainland customers, so that the mainland LED upstream manufacturers can only become the mainland's second or third color TV manufacturers.