LED light chain focus vertical integration impact downstream market

LED lighting industry is trying to through the alliance with the traditional lighting manufacturers strategy, by virtue of the advantages of traditional pathway lighting manufacturers overseas, to expand product sales channels and sales, the first wave of the battlefield will be aimed at replacing the traditional tungsten filament lamp and halogen lamp LED bulb lamp applications, is expected to lead to fierce competition. Then triggered a market that may be invested AUO integration LED production line, and then divide the original is in the downstream market of the pile up in excess of requirement doubts.

Therefore industry proposed, industry chain must start focusing on vertical integration, in addition to the quality and efficiency of integration in order to improve the production technology and low cost; horizontal integration with traditional lighting manufacturers already strong access advantages, is also crucial to business strategy.

The general manager industrial group limited Zheng Jianwen said that Kerry has begun to promote the application situation of LED lamps, cabinet lights and other non main lighting products, can have a higher added value. Because the LED technology into the threshold is low, in the traditional lighting market pie will snatch, the market has become fragmented situation. Neoneon general manager Zheng Jianwen said, the technology go hand in hand, the bigger trend will still have to pay attention, especially in the upstream into AUO announced wafer manufacturing, rely on its strong capital and production capacity, to integrate LED one-stop production line of the possibility of high, middle and lower reaches of the structure leads the industry will face no small impact.

For future LED industry, Zheng Jianwen pointed out that, in addition to smile through inspired theory, to the development of creative mode "and" brand management ", as the technology matures complete layout, with the world-class factory competitiveness, with its capital and productivity advantages form the bigger trend will not be avoided Taiwan manufacturers to be able to effectively coping, in addition to accelerate industry alliance, strengthening R & D and production layout, the government should implement the policy of expanding domestic demand and promoting the market, to break through the current LED into the fate of price competition. When the fighting in the LED market price competition intensified, the drama has been staged, but there are still many manufacturers are willing to invest into play, show does have a huge business opportunities.

Especially AUO announced the investment of LED upstream chip in this year, immediately caused concern to the industry, Zheng Jianwen stressed that when their product line is not strong enough, no more again good also can not play a role in marketing. The reason why, in addition to the technology and the price of LED needs further break the bottleneck, the traditional and emerging LED lighting, organic light emitting diode (OLED) lighting market mixed chaotic situation is caused by the main reason can not find a market niche point. And get into the upstream AUO wafer manufacturing industry chain is more in the future to add many variables, how to resist invasion by big manufacturers, Hengda trend, Taiwan is also the future development of LED facing to the subject.

Taiwan currently in the LED manufacturer have popped up like bamboo shoots after a spring rain, from raw materials, epitaxial single crystal, the upper reaches of the middle reaches of the grain production, cutting and testing to the electrode, solid crystal, packaging downstream, market price competition situation has emerged. Then continued to get into the vendors are still very confident, mainly because with the environmental advantages of LED is regarded as the hundreds of billions of dollars a year will replace the traditional lighting, even cultivating traditional lighting market and OSRAM (OSRAM), singular (GE), PHILPS (Philips) light source and lamp making and other manufacturers also actively into the LED. The concern is, Panasonic, Toshiba (Toshiba), Hitachi (Hitachi), PHILPS, MITSUBISHI, OSRAM motor singular (MitsubishiOsram) LED bulb lamp manufacturers are actively enter the traditional tungsten filament lamp and halogen lamp layout, to achieve a more uniform light source, Dachang deployments of up to 300 degree wide angle A19 tungsten products line strategy has become a common practice.