LED, what was the strong industry by the Taiwan market?

Taiwan science and technology industry leading technology, China situation is rapidly changing, due to many reasons, let the other side of the river in, Taiwan three had the most high hopes of the industry, is facing a deadly threat.

In the past, the Strait of Taiwan is a line of defense, especially in science and technology

Taiwan government to use a paper ban, want to the best technology, the best management, stay on the island; put to the other side, often labor-intensive, low tech industries. However, the situation inside and outside the line of defense, but quietly changed.

In addition to semiconductors, panels, solar energy, LED (light-emitting diode), the three most highly anticipated by Taiwan, the output value may reach trillion yuan of the industry, and now, is facing a deadly threat in mainland china.

LED, Chinese subsidized expansion, Taiwan city was accounted for

The threat is not just panels, solar power, and the LED industry, the next star industry, which is seen by Taiwan as the most likely to be worth $1 trillion.

After 2009, hundreds of MOCVD (metal organic chemical vapor deposition system) machine, Yangzhou, Anhui, Jiangsu Chinese gradually transported to Wuhu, sent to three safety optoelectronics, Yangzhou branch and other workshop; this machine production equipment is the most important material for upstream LED industry.

Under the guidance of China's mainland policy, the mainland has more than and 70 chip makers, about 2/3 are set up in the past 4 years. But in 2012, China has become the world's largest MOCVD machine area.

In order to reach the 12th Five-Year plan: in 2015, China LED chip homemade rate of 7, the local government launched a buy a MOCVD, subsidy of RMB ten million yuan approach, the full fight to fight the Chinese mainland LED first settlement.

The rapid expansion of the result, the previous year, China LED chip package but the output value accounted for 9% of the world, 2011 has jumped to 12%, "Chinese, expansion rate is fast, the implementation of the second half and the new subsidy measures should, within two or three years will overtake Taiwan, LEDInside research Associate in that storage.

Mainland win in the government when the patron country orders are the basic disk, loss does not matter

Solar panel, LED, the three major industries, Taiwan had to take the lead, but are now Chinese, overcome one, where is the problem?

Key projects such as LED, factory buy equipment subsidies, to bank loans and financing incentives (such as repay interest); plant cover, case orders of national standard is a basic disk, also grant private enterprises equipped with solar panels, replacing the LED lighting, stimulate demand. This is like the government to help you buy cheap cattle, and finally to help you sell milk. 2011, Yangzhou is a place on the MOCVD machine subsidies, more than NT $1 billion 300 million yuan. Was a panel analyst, is now the general manager of East Teng venture Wang Anya analogy, even if the last to raise cattle (referring to the factory) can not squeeze milk, after the completion of the stalls, the total can be eaten when the steak (referring to the auction of assets of land). "

When a government backed Chinese industry with large capacity to seize the market, bargain without mercy, 2011 Datong Group Chairman Lin Ulsan publicly questioned, GCL is the culprit rapid decline in value of solar products.

Mainland China has a patron, even if the loss does not matter, as long as the national development needs, will find ways to let you live. Chinese panel factory BOE listed 10 years, accumulated to the third quarter of 2011, a loss of more than RMB 7 billion 500 million yuan, in 2011 on the sale of government donated coal profit of RMB 3 billion 600 million yuan, to avoid a loss.

Win in the high salary dug Taiwan talent salary figures have not changed, NT directly into the yuan

Filed in mainland China, many of the bosses of the Taiwan LED hate teeth itch. In the past two or three years, hundreds of Taiwan in order of the main cadres, had been to China effect, EPISTAR, canyuan, East Bay, billion light, almost spared.

The other side of the big action of plagiarism, poaching Taiwan technology deep doubts, let the crystal electric chairman Li Bingjie and other executives have publicly expressed dissatisfaction, "to describe the gas industry cancer".

Gas to gas, but when a Taiwan executive received China company salary broken million employment contract, or send a car and gave real courtesy, or salary currency directly from NT dollars into RMB (the original salary of NT $2 million to 2 million yuan, about 4.7 times). How many people can refuse?

A bit of industry, described the poaching scale, "technology team is almost all Taiwanese!"

"A lot of people think, I can fight to Chinese, 3, 5 years of retirement, better than in Taiwan for 10 years," Chu Yu Chao said, in 2011, LED solar energy because of massive price fall, pile up in excess of requirement, facing the loss of many Taiwanese businessmen, but across the Taiwan talent continued to lock with high salaries, Taiwan want to keep people. What is left?

The panel production yield, equipment 7, the other 3 is personnel of experience, Xie Hanping said, "my most distressing is that the recent TCL (China TV brand) poaching are Mesozoic, there are 5 and 6 years of experience in Taiwan, we re trained a group of people, and 5, 6 years. Another hidden behind the crisis is that Taiwan is facing a talent fault.

Win in the integrity of the industry chain can lower the pressure, the price is more flexible

Taiwan LED and solar energy industry chain is similar to that on the middle, such as solar cells, or LED grains and package, and in the upper reaches of the key raw material, and downstream brand to the sea is not deep, "or do OEM