LED industry in the third quarter of this year has seen the difference in performance of the season, coming into the traditional off-season in the fourth quarter, industry layoffs wind, enterprise integration and news reports, over the years as the Taiwan LED industry and leading the whole crystal power, billion light into focus again.
On the whole and any rumors, EPISTAR spokesman Zhang Shixian said, the future competition is the gang war era, have any possibility. Liu Bangyan, a spokesman for the 100 million light, said, now there is not a single character.
After EPISTAR announced this year with horizontal layout Guangjia, pass through mergers, Taigu Qili may expand production capacity layout. Yiguang lighting strategy turn, is facing its own brand, OEM orders track system development, is also reported to the level with LED lighting package Edison or Han Qi, vertical integration and LED lighting optical factory stone soup, to expand the lighting layout.
However, it is regarded as the same camp crystal electricity, billion light, the whole and rumors, different rules.
LED epitaxial plant competition situation, Taiwan epitaxial plant economic scale and sea stable key, EPISTAR through merger is rapidly expanding production capacity, and with the next lighting needs, to stabilize the market share of vertical strategic alliance.
At present, the production yield and the sea limited Taiwan LED epitaxial small factory, including Qili held by the CMO and CMO, Taigu and held by billion light, have become the industry came the opportunity and the whole crystal epitaxial plant.
On the other hand, EPISTAR also to vertical integration to stabilize the virtual sea, with Eddie LED lighting package factory for UMC background Sen, it was possible to introduce crystal electric capital, and through the crystal electric and light and the whole billion. EPISTAR, Edison spokesman system this market rumors also respond to any industrial and mining the whole open attitude ", and the light on the whole and any billion that are said" yet. There's no response.
Taiwan LED industry nearly 1 years of industry downturn has seen three camps Heng Qiang strong situation, one is the crystal power, billion light camp, two canyuan, East Bay camp, three is the Lunda one-stop layout, enter the fourth quarter, the first quarter of next year, the industry winter, the three camps leading the whole and not impossible.
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