The whole and canyuan crystal electric to become a LED industry TSMC

Crystal electric whole and canyuan will help companies make a breakthrough in the patent technology layout, photoelectric Association (PIDA) said, in addition to Japan's Toyoda Gosei and crystal electric each other patents, and PHILPS reached a patent cross licensing agreement, while the mainland factory LED leader Sanan optoelectronics, may be due to the merger become crystal electric shareholders is expected to be LED, crystal electric industry tsmc.

PIDA said that in recent years, three moves frequently, not only to strengthen the local LED, the middle and lower reaches of the supply chain, more closely linked to various LED application products, and gradually open the international LED market visibility, bring natural crystal electric pressure is not small. An eager to seize the LED market to three days after although completely bared there and then, have the opportunity to become the second largest shareholder of crystal electric, but at present most international companies will continue to be the LED package, module components form ship based, the future of cross-strait industry competition will become increasingly fierce.

PIDA said EPISTAR and canyuan is expected after the merger, two MOCVD units will reach 500 units, with about 3200 of global MOCVD computer, after the merger of the global market share of up to 15~20%, if the deduction of vertical integration, in fact the whole and after new crystal electric global market share as high as 30~40%, in addition to stabilization of global market for more, can be used to grow crystal electric patent advantages, and to achieve the complementary technology.

EPISTAR and canyuan respectively for Taiwan LED epitaxial wafer and chip market share of the top two manufacturers, and after the whole new crystal electric will include Taiwan 6 into the LED chip output, this acquisition is also following the 2012 merger of crystal electric Guangjia again after the attack and the whole industry level. With canyuan integration, new crystal electric whether sales or production are ranked first in the world, firmly secured LED wafer, chip industry leader.

Double strong anti Japan and South Korea to prevent blocking

EPISTAR general manager Zhou Mingjun said, the company is the earliest production industry of chip plant into full company, by the client demand response this year showed lighting demand growth in the range of 50~100%, stepping up the pace of mergers and acquisitions canyuan, in addition to the investment in low, and optimistic about the future of the outbreak of growth momentum, more important is to take this day and opened, in Korea, the distance competitors to catch up after the anti blocking trade, we must accelerate the capacity expansion.

Zhou Mingjun pointed out that because the line lighting manufacturers such as PHILPS (Philips) in order to lower the costs, begin to rival low-cost procurement orders, is equal to the given competition opportunities, in order to consolidate customer orders, and opened the competition gap, to increase production capacity as soon as possible, except through mergers and acquisitions, the third quarter of 4 yuan LED expansion 10% capacity expansion, Blu ray 5~10%.

Expand production competition four yuan products play a weapon

Crystal power this year, production capacity will increase by 40%, Zhou Mingjun said, of which 20% from the expansion of the machine, and the other comes from the improvement of production efficiency of 20%. It is understood that the crystal electricity four yuan LED monthly revenue of about $700 million (about 140 million yuan), accounting for the proportion of single month revenue of $four, gross profit margin of up to 40~45% yuan is much higher than the blue light of 12%, as the main force of crystal profit products.

Canyuan into 5 prices is expected to complement each other

Crystal electric high output efficiency, also let canyuan chairman Jane tomoto. He said that the output efficiency is better than that of crystal electric industry, is expected in canyuan injection technology, the existing equipment output can be increased by 20~30%, the short term capacity without increasing the machine, the output will reach 400 thousand. In addition, the whole and canyuan will undertake OEM single crystal electric, because the price is better than single crystal electric OEM canyuan the average unit price, the advantage of this company to adjust the customer structure, and puts forward the price, order selection. It is understood that canyuan earlier to grab a large customer orders bargain with serious competition, EPISTAR orders inject, price increases of up to 50%.

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