LED gezonglianheng "or a situation of tripartite confrontation" pattern?

International manufacturers in the past two years frequently downsizing, obviously lost the size of the Asian LED supply chain advantages. Taiwan factory such as crystal electricity, billion light through mergers and acquisitions, expanding production, growing. If we say that LED lighting is the era of Taiwan factory, not too much, but do not forget the mainland manufacturers in the press.

2013, SIEMENS's lighting business OSRAM (OSRAM) spin off independence. In June this year, PHILPS LED packaging factory Lumileds and automotive lighting business after the merger to go out, still looking for buyers. In September this year, PHILPS announced that the lighting sector will be independent, CEO Houton (Van), said: to consider the different ownership structure. "The implication, is to find new shareholders.

123 years ago to start the production of incandescent bulbs PHILPS, making this decision is not easy. Luxreview analysis of British lighting professional website, "PHILPS lighting for a hundred years old, in recent years in LED lighting of the beautiful new world, but also tired of the way to stumble. In the first half of this year, PHILPS lighting performance fell 4% over the same period last year, reaching $3 billion 830 million (equivalent to about RMB 28 billion 994 million yuan). If you do not include LED lighting, worse. This year, Q2, LED accounted for 36% of the proportion of PHILPS lighting revenue, an increase of more than last year's 25%.

PHILPS's situation, the situation faced by international manufacturers. It is one thing to sell LED lighting, and making money is another matter. LED bulbs are cutting prices every year, manufacturing costs are higher than the traditional incandescent bulbs, as well as a bunch of new entrants such as the United States, CREE, the mainland lighting brands eyeing.

Manufacturers keep, will abandon the LED business, such as Samsung announced its withdrawal from the overseas LED lighting, LG packaging factory Nanjing sanctions; also want to fight, to start with the Asian LED supply chain alliances, such as CREE, PHILPS shares Lunda earlier through convertible bonds in crystal electric.

Even the Japanese manufacturers Nichia propaganda, to cooperation between Taiwan and Japan, due to rise, Chinese. International manufacturers is nothing more than to enjoy the scale advantage of the Asian LED plant.

For a time, Taiwan factory became hot, but also to grow their own. This crystal electric merger canyuan, become the world's largest non occupied capacity extension factory; billion light expansion 25%, then there are 100-300 million NT (equivalent to approximately RMB 1 billion 957 million yuan -58.71 yuan) of the plant; the East Bay lighting production line to 3 times.

However, the mainland manufacturers is biting. Foshan NVC lighting brand, and OPPLE, not only to occupy the mainland market more volatile in India, Latin America and other places; packaging factory has Linsen, nationstar, poly fly; the Linsen the first 3 quarters of this year to 12 billion 900 million yuan NT (equivalent to approximately RMB 2 billion 524 million yuan) revenue, become the cross-strait packaging factory second. After billion light. M.L.S. energy technology is not high, but the monthly production capacity of 20KKK is 5 times billion light, and is a pure private Torgovnik, after the market expects, strength can not be underestimated.

For more information about LED, please click on China LED network or pay attention to WeChat public account (cnledw2013).