LED market the manufacturer of the tricks change unpredictably

LED industry changes quickly, orders often come to say, go away. In the face of market changes, actively to the factory on Taiwan factory, factory of Korea SamSung wave gradually fade out, Chinese, with strong financial backing, sustained expansion.

Day factory frequency to Taiwan factory wave

Asia LED factory in Japan most resources, Nichia (Nichia), TOYOTA (TG) synthesis of patented technology and energy, in Japan, Europe and the high order market share is very high. However, Japan also has a problem, for example, the Chinese market does not pay attention to the patent rarely used in Japan, unless the customer specified.

In addition, the advantages of Japanese plants in the high market began to change. LED backlight grain apple iPhone use, the past is a single large nichia. This year, iPhone 6 came out with a total of 3 manufacturers cut, which Taiwan factory was named crystal power. Industry sources said that this is in line with Apple's decentralized supplier strategy, but also reflects the challenges facing the factory.

Aware of the changes in the market, Nichia in October this year, public speaking, be regarded as positive to Taiwan factory waving. Nichia said, due to the rise of China, Taiwan and Japan to expand cooperation. Asked about the possibility of reconciliation with the billion light litigation, but also released a goodwill response, said: if the high-level interaction is good. "

Han factory Samsung gradually fade out

On the other hand, because of television and mobile phone Samsung Group's performance decline, it is difficult to support the upstream epitaxial LED capacity, in this case, the semiconductor has been used up to 5 gross margin of Samsung, for only 2 of grain cause LED gross margin, is a lack of interest, began to gradually fade out.

China's capital subsidies to expand production

Chinese mainland LED grain factory in the past lack of technical energy, confined to the lower order market. However, relying on strong capital, expansion, mergers and acquisitions, gradually. It is understood that the crystal electric big customer of PHILPS will be its packaging factory Lumileds independence, land plants have drawn high expression of willingness in three. If the Bureau, the future of PHILPS by three grains will crowd out other grain plants.

This year with crystal electric canyuan, upstream integration more enjoy economies of scale. However, with the decline of the influence of rival Japan and South Korea in the next 1 years, but also face the market fluctuations in the fantasy trip.

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