Taiwan LED plant ushered in the wave of international big coffee

Following the end of June EPISTAR announced the merger canyuan, CREE entered the LED industry to Longda cast shock. Taiwan LED plant behind each big factory when the patron, but also to make the market more looking forward to the next one will be the major international who will be?

In the latest announced Cree in Ronda, both is a win-win. Lextar has Cree as a major shareholder, lighting the sea more security, can get rid of the LED Backlight Market stagnant dilemma. For Cree, in recent years from the chip package to the lighting brand, higher added value; will power products with low price to Ronda and other foundries, with lower cost is equal to the open global market share. Cree itself is retained in other innovative research and development, such as high power chips and smart lighting.

Since this year, the LED lighting market is excellent, upstream epitaxial film production capacity in short supply. The production of epitaxial film MOCVD machine, each asking price of about 3-5000 million (NT, the same below, about 0.6-1000 yuan). Cree investment 2 billion 500 million yuan (lextar approximately RMB 500 million yuan), can only buy 50 units, additional manpower and management cost, when the economy is depressed, the machine will become a heavy burden of depreciation. Cree in the same fund strategy not only to ensure the immediate stake in Ronda, material sources, 3 years after the exit to take the money back.

Looking at the domestic LED plant, a large number of behind a huge backer. Hon Hai's rongchuang, with Nichia as a major shareholder, Lunda now has giant CREE america.

Packaging leading billion light due to the operation of its own brand, was the probability of entering the lower. East Bay sales ability is good, from the back of the first SamSung company's Olympic support, to the current lighting is independent of the United States hypermarkets access, do not need large manufacturers of resources.

The market is most interested in mergers and acquisitions, the upstream Lei wafer leading crystal electric canyuan, has become the LED industry tsmc. At present, there is no single crystal electricity is more than 10% shareholders, and billion light, UMC, have chosen to reduce holdings in Lite, nearly two months, is preparing for the introduction of international manufacturers, also left the market more room for imagination.

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