LED giants across the Taiwan Strait hand: a win-win marriage"

"Just crystal" (Kenneth Fok and Guo Jingjing) century marriage just curtain call, the mainland and Taiwan optoelectronics giant marriage giants, it just opened the curtain.

Has always been careful budget, the richest man in Xiamen, the investment of over 500 million yuan, and once again refresh the first series. If the final completion of the subscription, the mainland will not only be the first LED shares of Taiwan optoelectronic enterprises, Xiamen enterprises will also be the first large investment in taiwan.

As a leader, LED industry, Sanan optoelectronics bonds of Taiwan optoelectronic industry has been a long time. Analysis of the industry, this cooperation will make to the internationalization of an optoelectronic industry first in the world, and again to sprint.

An optoelectronic or shortcut to international

LED is a leader in the mainland LED industry, one of the earliest listed companies in Taiwan area, the two giants yesterday's hand is more like a wealthy marriage".

Behind the marriage, careful calculation of the richest man in Xiamen, Lin Xiucheng, so generous, apparently have their own abacus".

Although Sanan optoelectronics is not so much, but the Herald reporter noted, it has been a related industry, investment institutions conducted a series of in-depth interpretation.

This is the most important complementary advantages. "The securities of the East said, first, because of the current products, the main emphasis on an optoelectronic regional market, canyuan photoelectricity is has some advantages in South Korea, Taiwan, Japan and other markets, the cooperation between the two sides will have complementary to the regional market. The second is the application of complementary products in the market, the main products for the three optical display, landscape lighting and indoor lighting (focus on outdoor lighting), and can light electric current in the backlight field, especially plays an important role in the TV backlight field, both sides of the joint will enhance the advantage in the application domain.

In the industry view, Sanan optoelectronics is also expected to thereby bypassing patent blockade.

The patent issue has become a major obstacle of the internationalization, LED chip companies, while the canyuan photoelectric shares with a number of international LED manufacturers to complete the patent cross licensing. Therefore, analysis of the industry, "Sanan optoelectronics expected by canyuan photoelectric shares after the canyuan photoelectric OEM way opened in Taiwan, the United States, Japan and South Korea market, take a more convenient and smooth the path of internationalization".

Demonstration of cross-strait LED industry

In addition, this investment has also been interpreted as a win-win marriage".

An optoelectronic not only can take to get international resources, increase brand influence, and because the canyuan photoelectric as Taiwan super LED extension factory, the main customers include Samsung, LG, AOC and other TV manufacturers, Ruixuan, which will greatly expand three optical channel resources. It can also consolidate the leading edge in the mainland.

In fact, the investment once completed, an optoelectronic capacity, is expected to sprint industry first in the world. In fact, if there is no LED industry's frequent merger "interference", maybe three optical capacity has now become the world's first. Previously, Lin Xiu achievement has said, originally an optoelectronic three project design capacity to win the world, but the industry of a merger, the ranking and back. The shares, apparently for sprint this goal, provides a new opportunity.

As for canyuan photoelectric, some analysts said that it will benefit from the three cost advantage.

According to the analysis, due to the slow expansion, the production cost is high, the first three quarters of canyuan photoelectric showing a loss, and an optoelectronic with the advantages of scale in terms of cost control has a leading edge, this cooperation, canyuan photoelectric can rely on an optoelectronic three supply chain, and then pulled down their production costs.

By the industry as well as the applause, because the two sides LED factory has over blind expansion, now can not integrate resources, duplication of investment, vicious competition from the past to cooperation, have significance for both sides of the LED industry, also contribute to the establishment of industrial order.

observation

A sample of mainland Taiwan

If the investment finally successfully, Sanan optoelectronics will undoubtedly become a new sample of the mainland in taiwan.

Statistics show that as of October 29th, approved by the competent authorities of the mainland to Taiwan funded projects 133, the investment amount of $722 million. It is reported that these investments, focusing on the service sector. If the shares were successfully passed the case, the mainland is expected to invest in high-tech enterprises to invest in Taiwan is expected to record high.

As for Xiamen, as of October 17, 2012, Xiamen City, Taiwan investment enterprises amounted to 7, the mainland agreement a total investment of $12 million 469 thousand and 500, of which the sum of the largest amount of investment reached 30 million yuan ($4 million 730 thousand). This investment of up to 500 million yuan, will undoubtedly create a new milestone.