Domestic black electricity manufacturers fell into the middle reaches of the LED industry chain

Day ago, TCL group and Taiwan listed company Hong Qi a wholly owned subsidiary of Polytron Technologies Inc (HongKong Harvatek Limited) signed the "joint venture contract", they intend to set up a joint venture company in Guangdong Province, Huizhou City, engaged in the light emitting diode (LED) device packaging products R & D, manufacturing, sales and other business.

At present, in addition to TCL, the domestic black giant SKYWORTH, Konka, etc. have also layout, not only the participation of the LCD panel project, but also the tentacles extend to the field of LED chip epitaxial wafer. However, LED packaging companies in recent years has frequently been foreign and Taiwan enterprises inside, or face a reshuffle crisis, black enterprise at LED field layout can be effective is unknown.

The black enterprise layout of the first LED to open up the industry chain

TCL group, the relevant person in charge, the cooperation of the project design capacity of the first year after the birth of LED device packaging products 2 billion, the planned output value of 1 billion 300 million yuan. After the project (testing and packaging) is expected to be put into operation on December 2011, the whole process is expected to be put into operation in late March 2012. "We and the Taiwan Hong Qi technology jointly engaged in LED packaging products R & D, manufacturing and sales operations, we can play a synergistic effect, enhance the core competitiveness of the liquid crystal vertical industrial chain, has positive effect on the development of photovoltaic industry in Pearl River delta. Li Dongsheng said on his micro-blog.

The day before, with the Shanghai and Shenzhen two city home appliance enterprise annual disclosure gradually, profitability China mainstream TV companies also show in front of people: TCL net profit of 433 million yuan, 671 million yuan and 82 million yuan Changhong, Konka, Hisense and GREE Electric is 835 million yuan; 4 billion 276 million yuan, but many of the black giant enemy but a white business. Such a situation, the black power manufacturers have sought to diversify the layout, fought in the LED market, and strive to open up the industry chain.

As early as April 2008, SKYWORTH has a relatively low cost to complete the Guangzhou LGD LCD module factory and construction company, the nearest LCD module integrated production line, and in March of this year, SKYWORTH and LGD share in Guangzhou 8.5 generation LCD panel production line, in addition to SKYWORTH and Jingyuan in Guangzhou Delta, Zengcheng investment the $600 million LED chip wafer base has recently added the SKYWORTH foundation, 2008 at LED backlight, LED application layout, SKYWORTH has basically completed the first LCD TV to the layout of the whole industry chain.

Another black giant Konka is not far behind, its shares acquired by the Commission China REFOND on May 26th, the two sides of large size LCD TV backlight LED research and development and application of cooperation, the implementation of LED encapsulation technology and large size LCD TV backlight application closely.

Insiders said that in the field of LED equity investment, may give a quarter of this year net loss of 76 million 860 thousand yuan, has been to the major shareholder of OCT borrowing more than 1 billion yuan Konka bring new profit source.

The market share of Taiwan funded enterprises LED packaging industry will usher in a reshuffle of

2010 China's total output value of 27 billion yuan LED package, an increase of 35%, is expected to continue this year, the growth rate of 20%-30%, the rapid development of LED packaging market.

With the black enterprise efforts to speed up the layout of the LED field, the domestic capital enterprises have also been flocking to LED, but the industry has said, Taiwan billion light Lite, LED package companies have production capacity and transfer to the mainland in recent years, while the billion light scale even is the sum of four domestic LED packaging enterprises, which makes the mainland counterparts feel the pressure, the Black Enterprise in this field remains to be seen whether force effective observation.

The day before, the high-power LED packaging project Taiwan Luyang photoelectric investment of $100 million was officially settled in Nanchang high tech zone. So far, in addition to advanced electricity, Taiwan eight LED packaging giant have opened factories in the mainland.

The industry believes that with the strength of the active layout of Taiwan funded enterprises in the mainland, originally in the low-end production, the homogenization of serious and in the mainland LED packaging companies, the price war will usher in greater challenges, can foresee the industry reshuffle era.

Data show that at present there are 1500 domestic packaging companies, with annual sales of more than 100 million yuan in the first camp has more than and 40 home sales in 10 million yuan to 100 million yuan between the second camp enterprises less than 400, accounting for about 30%, most of the enterprise sales of less than 10 million yuan, the average listing and Taiwan eight packaging company a far cry from the 1 billion yuan in sales.

Reporters learned that, LED industry chain by the upstream LED epitaxial chip, midstream LED packaging and downstream LED lighting applications constitute the three most. Technically, the upstream chip production difficult, to enter the threshold of at least 100 million -2 billion yuan, while the middle reaches of the LED packaging industry capital threshold only tens of millions, so many enterprises to enter the LED industry choice package instead of the upstream chip, the field of competition is therefore the most intense.

At present, a large number of domestic LED packaging enterprises to deal with market competition is one of the main means of low prices, some small businesses even at the expense of product quality.

Investment advisor research director Zhang Yanlin said that the country's leading LED packaging companies in order to achieve efficient development, we must use the capital market forces acquisitions, horizontal and vertical integration.

Data

LED industrial chain consists of three parts: the upstream LED epitaxial chip, the middle reaches of the LED package and the downstream LED lighting applications. Technically, the upstream chip production is the most difficult to enter the threshold of at least 100 million yuan -2