Objective: three canyuan alliance cut into the mainland lighting market supply chain

According to Xiamen Sanan optoelectronics shares canyuan photoelectricity, LEDinside think canyuan strategy is quite flexible, with the strategy of cooperation and mutual three OEM, the product line is more concentrated, in addition to avoid price competition, but also have the opportunity to enter the mainland through OEM, China lighting market supply chain.

Due to the pressure of oversupply in the LED industry, many manufacturers in the strategic alliance and mutual shareholding in exchange for more long-term development opportunities. Looking to the future, the role of LED manufacturers will not just simple chips or component suppliers, most manufacturers will enter the field of terminal lighting and finished products.

LEDinside believes that the Xiamen canyuan Sanan optoelectronics shares 19.9% stake to become the largest shareholder, canyuan strategy is quite flexible, from the beginning of 2010 shares of Mitsui company, through the channel advantage trading company Mitsui made SHARP OEM and Japan backlight lighting market order. In 2012, TOYOTA signed a patent licensing agreement with the synthesis of access to overseas markets. This canyuan through with three strategies through mutual cooperation, OEM, the product line is more concentrated, in addition to avoid price competition, but also have the opportunity to enter the mainland through OEM, Chinese lighting market supply chain.

In fact, in addition to the chip industry in Taiwan canyuan seeking cooperation strategy, other chip manufacturers also frequent moves, such as crystal electric and Toshiba (Toshiba) AlGaInP LED agreed to authorize each patent technology, coupled with TOYOTA itself synthesis the advantages of cooperation, to enter the Japanese market lighting supply chain vendors wafer supply, more Tim a power; in addition, Taigu officially by the chairman took over the operation of Everlight yeyin Fu, shipments and revenue in billion light support, tends to be stable.

LEDinside believes that the biggest challenge facing to the chip manufacturer, is nothing more than the wafer price decline rate is far greater than the number of wafer growth, which led to the current chip manufacturer in 2012 even if there are better than in 2011, but affected by the rapid decline of the chip, more than half of the revenue is still can only maintain or increase slightly, in order to maintain gross margin wafer, chip manufacturers products in 2013 will focus on developing low voltage, provide better performance, reliability, application of products to seize the high margin interval.