Neoneon executive analysis of the global LED industry forces pattern

At present, the LED industry presents a pattern of melee, especially in mainland China LED industry, feeling a bit like the spring and autumn period. As for the Taiwan region, as the industry was monopolized by the electricity and crystal billion light, has become the dominant situation. Overseas form Europe and the United States, Japan and South Korea three points of the world power pattern.

Mainland China

At present, Chinese, can only be used to describe an army of ants, at least one million above the business or sales of LED, the majority of enterprises are small and medium-sized enterprises, but also there are several big game player in strength.

The upper middle of the two three, wood Linsen, will be the pillar of the future, the LED industry, they have more opportunities to enter the future global LED before the big ten ranks.

Also try the vertical integration and Elec-Tech as there will be three, but the risk is relatively large, because the current growth is based on government subsidies for maximum power.

The upstream layout is too large, there will be the risk of overcapacity, especially technological progress in brightness and high current attenuation recently has greater progress, the chip becomes smaller and the current density is bigger and bigger.

It can be imagined, although the downstream demand has increased, but the epitaxial film demand will not necessarily increase. If the government subsidies to reduce the upstream demand does not rise, if the sea out of Haikou and limited, the risk is no less than the current PV industry.

Two, Taiwan, China and overseas areas

At present the three forces, ten game player gezonglianheng, for the future of LED lighting of the pie, who can win, as follows:

The first major forces - Europe and the United States: three players are PHILPS, OSRAM and CREE, are large international companies, have their own brands, are vertical integration, but also has its own original patent.

OSRAM PHILPS's flip chip technology, film Gan technology and CREE silicon carbide obtrapezoid vertical structure technology since a faction, they layout of deep and wide, the future will take the brand as the flagship, against potential rivals with their original patent. They will at least carve up 30% of the lighting market, especially the high-end lighting market. Mainland enterprises to go out of the world in the future, will certainly be blocked by this force.

The second major forces in South Korea: Japan's two - game player to TOYOTA as the representative of the synthesis of Nichia and South Korea, three game player with Samsung, LG and Seoul as the representative of semiconductor.

These are vertical integration as the goal, especially the Korean companies have launched their own brand. Because of the sea, the Korean LED industry's strength has been beyond the area of Taiwan Chinese, jump up quickly, let the surrounding area competitors can not imagine.

Especially they dare to go out to the world famous universities and research institutions in Japan and Europe and much of the original patent, use of the convenience of a large number of Japan's top LED talent poaching.

If this situation continues, South Korea's LED in the future will have a great influence.

Because of national Japanese, Japan's led companies are more conservative, two representative LED companies just upstream chip integrated into the package link, in the LED application and the finished product is delivered by Japan's five largest appliance manufacturers (Matsushita, Toshiba, SHARP, Hitachi, Fujitsu) distribution channel. So, in Japan, you can not see the TOYOTA products and Nichia synthesis, LED lighting products, you can only see Nichia or Creeinside.

Currently, Japan can only stick to the local market, overseas can only use the original patent sales package components.

The third forces - China in Taiwan: the two big game player and Jingyuan billion light as the representative, Jingyuan attention and cooperation with downstream chip manufacturing; billion light focus package, billion light crystal Electric Holdings, holdings Taigu, also have the layout in the upstream.

At present, the light is also launched its own lighting brand, spent a considerable amount of money to find the Taiwan writer Wu Nianzhen took a series of ads, broadcast in the popular period, the effect, has not yet revealed. However, their access to the 7-11 convenience store has been done, we can see that the light is a big determination to do the brand, but only in the Taiwan area.

And has covered the whole industry chain lextar also dare not to launch its own brand, so the scale and market influence than large companies outside of Shanghai, but its size in the use of mergers and acquisitions strategies but continued to grow, a great catch up from behind the trend. LED companies in Taiwan is still groping to go or go vertical division of vertical integration route, even for the brand is still hesitant, so enterprises in Taiwan future if they can not quickly find out a suitable way, is likely to be marginalized, this is the biggest concern of the LED industry in Taiwan area.

In short, I believe that cooperation between the mainland and the Taiwan region is the best tool for the Chinese people to break through the international blockade.

At present, EPISTAR patent except Japan has been popular all over the world, the mainland has several manufacturers have begun to try to go out. There are indications that the current LED industry is actually a bit like the current international situation, LED is also the pattern. No cooperation will be crush one by one in other countries and regions.

In fact, taking advantage of this time to carry out complementary cooperation between the two places, can achieve the effect of 1+1>2. If the best time to cooperate missed, and the two sides will be the formation of the red sea industry situation, I am afraid to let outsiders see joke.