LED grain factory started the battle for the future into doubt

Lighting demand continues to grow, but too many manufacturers have become the pain of the industry. LED grain mill canyuan chairman Jane tomoto said yesterday, including the Taiwan area, and China grain factory, will continue the whole and estimated 2~3 years Taiwan grain factory will 2~3 left home, as Chinese, more likely from the current 20~30, reduced to about 5, the industry will be bigger.

Taiwan LED industry for nearly 3 years and the news, from July 2011 LED packaging factory Everlight LED grain factory in Taigu began, and the whole trend is not interrupted.

Future horizontal integration

August 2012 LED grain crystal power plant first announced to swap merger investment company Guangjia photoelectric LED packaging factory in December of the same year, Edison chairman Wu Jianrong served as chairman of LED packaging factory lumenmax.

In addition, China, LED grain mill three optical and Taiwan LED grain factory canyuan, announced equity issues in November 2012, canyuan in January last year temporary shareholders through equity case, 19.9% owned by Torgovnik Saman, write on both sides of the first LED. Jane served as the view, before the industry and more vertical to the main, the next will be based on the level of.

Industry experts micro drive technology general manager Wu Jinrong believes that the worst LED pile up in excess of requirement has been in the past, the bigger it should be, and also on the whole, but whether Chinese, manufacturers will only 5 remains to be seen.

Lighting as a whole will grow

Wu Jinrong analysis, the whole and the trend, mainly because the LED backlight demand has peaked, now LED backlight LCD TV shipments each year about 200 million units, while the direct type model of LED grain is the amount of side light type reduction.

As for lighting, Wu Jinrong said that the market is up, but the price is still declining, to replace a large number of traditional lighting phenomenon also takes some time, but the overall growth of lighting. Wu Jinrong think, LED lighting technology there is still much room for improvement, China, before the low-priced products so that we do not have confidence in lighting, Taiwan factory should use quality and technology market share.

Penetration on the look 60~70%

For canyuan afternoon, Jane tomoto pointed out that last year because the product process transformation, because the technology is mainly used in the field of lighting lighting, because of the lack of new products. About half the time the impact on the operation.

He said that at present, including lighting, lighting backlight in South Korea, Taiwan, Europe and the United States have continued to order back to temperature, at the same time, and actively expand the Chinese canyuan customers in Japan, forecast March revenue is expected to grow significantly compared with February, the chance to challenge a new single season high season. Canyuan lighting revenue is expected to reach 40% this year, compared with last year's 25~30% increased significantly.

Jane served as saying that now the average price of LED bulbs at about $10, the price is expected to be lower than the province within 2 years, the bulb is still low, estimated LED lighting penetration within the next 5 years, will be rushed to 60~70%.

Editor's point of view: the industry has always been the existence of the whole, it is difficult to shake the trend of large, but 2-3 years, the Chinese mainland grain manufacturers to reduce to 5 seems to be exaggerated.