The impact of the rise of the mainland supply chain technology into a magic weapon crystal

The global leading LED epitaxial crystal electric chairman Li Bingjie said, Chinese, supply chain rise, Taiwan LED factory still has a leading technology advantage in intelligent lighting and opportunities should be combined with the ability of the Taiwan area, the semiconductor sensing element, right back manufacturing LED light bulb.

After worries, the rise of the supply chain, LED industry by the impact of large, resulting in Taiwan stock index crystal electric factory break at the end, crystal electric shares even below the net value per share, so Li Bingjie Baoqu, stressed the crystal electric profit this year will be better than last year, not only the proportion of new products will be more than 10%, will continue to use the technology to build the opponent is difficult to break through the walls.

Although the LED short-term uncertainties are still many, but Li Bingjie is not pessimistic about the future of the industry. He said that in the future of agricultural lighting, medical lighting, there is a lot of space, but can not stay in the Taiwan LED factory only sell chip and sell LED lamp thinking, future is no longer alone, not only sell parts, but sell the best solution is to provide solutions for the company, let Taiwan become the base to provide a process.

An interview with Li Bingjie the day before, the following is the interview:

Q: you said in March LED boom was deferred, the interpretation of the outside world look bad market conditions, the current industry outlook in the end?

A: last time I misunderstood the meaning of the past, the LED industry in April will grow significantly, but this year is a moderate growth, I was stressed 3, April difference is not so big, not to see bad in April.

I believe that this year's global LED market demand will increase by 30%, but the price will fall by 20%, the price decline was happened every year, although most of the LED factory, this year's profit pressure will be larger than last year, but I think the crystal electric profit will be better than last year.

Q: LED industry next opportunity?

Answer: intelligent lighting, medical lighting, agricultural lighting, etc., are promising applications. Among them, the ratio of agricultural lighting lighting is now a large quantity, at this stage we focus on domestic and commercial lighting, the next five to ten years if there is a shortage of food, agricultural lighting will be seriously, because the plane to the three-dimensional planting planting, as long as the same land cover a shelf, plus a lighting. A three to become.

Taiwan LED technology and agriculture, will create a different value, not only the LED lamp, which is to provide a solution, like delta in doing such a thing, even medium and light to you, so the future of Taiwan industry don't alone, not to sell parts, but sell solution, it is best to provide solutions for the company, with a large team, organization to change process.

Q: how to look at the mainland supply chain?

Answer: from the LED vertical integration chain, currently under the control of the LED lighting industry, on the hand, which is detrimental to the Taiwan area, but the cost is not higher than the mainland in Taiwan area in the Taiwan area, as long as the spell will have a chance to win the automatic production.

Taiwan industry must make use of intelligent lighting, the right to take control of the light bulb, I suggest that the sensor, chip integration, control their own bulbs, or to the mainland to buy bulb factory.

Taiwan area in the past are now the professional division of labor, professional division of people to integrate the fight, this is what we have been going to push virtual vertical integration, the integration of the sensor chip and package, you can control the plate, if now lighting automation in Taiwan area, will have a chance to win.

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