To avoid the low price of light compression rate LED supply chain vendors overweight expansion

In the face of low-cost LED lighting has been irresistible, at the beginning of 2012, many LED manufacturers have expanded production supply chain came news, besides reflecting the market demand warming, also revealed that LED industry eager to expand production by enhancing the cost competitiveness, in order to break through the low margin of deadlock.

The observed low light emitting diode (LED) lighting to ensure profitability, irresistible, LED epitaxy, grain size, packaging and lighting industry is in the mainland and Taiwan at top speed China expansion (Table 1), in order to improve the price competitiveness.

On the other hand, upstream of the LED epitaxial grain expansion at NT, hundreds of thousands of yuan, but the price of LED lighting in straight sets, resulting in the rapid decline in profits, the expansion of upstream investment is not in accord with the economic benefits. In view of this, LED upstream manufacturers across the full system downstream areas, has begun to increase the downstream product development opportunities, downstream of the LED lighting system to position higher margin.

Storm mainland LED TV/ lighting new century Kunshan factory Q2 production

With the domestic LED epitaxial grain and photoelectric factory in the new century as an example, its joint venture with Chinese Kunshan City, new century photoelectric (Kunshan) will begin mass production in the second quarter of this year, the future may be the nearest supply to Konka, Ivo etc. in Kunshan before the six Chinese, LED TV brands, and China mainland and set up factories in mainland China foreign lighting industry, enhance the competitiveness of products and services.

The new century photoelectric chairman Zhong Kuanren said, China, LED TV for the military a hotly contested spot, the company will be through the Kunshan factory and cost-effective products, strive for more grain orders LED.

In addition to the Japanese and Korean TV brands, China, top six TV brands for the new century in the LED TV photoelectric's main customers, therefore invested in Kunshan factory, the future will be mainly the purchase of 2 inch metal organic chemical vapor deposition (MOCVD) machine; forecast the formal opening momentum postpartum, the monthly production capacity up to two to thirty thousand.

In fact, in addition to the new century photoelectric, including EPISTAR, Lite, Wang Qi Taiwan LED epitaxy, grain and packaging factory, is also competing with China mainland TV brands joint venture strategy, actively targeting the LED TV market share. However, the bell pointed out that this approach may therefore forgiveness, restrictions and other China mainland TV industry cooperation opportunities in the new century, with Chinese photoelectric local government to set up a joint venture, will eliminate customer concerns, and help to provide the goods and services top six TV's more immediate.

Not only is LED TV, China, LED lighting aimed at the huge domestic market, Kunshan new century photoelectric manufactory will strive hard for China, local and foreign lighting system manufacturers orders, will also support LED grain new century photoelectric LED lighting system subsidiary -- new century intelligence received Chinese land project orders required.

In addition to the new century photoelectric packaging factory, will also increase the shareholding ratio of technology in Chinese, Changzhou EPISTAR, in order to improve the capacity of LED.

Expansion of LED production increased investment EPISTAR Lite

By EPISTAR, Lite on technology and mainland TV manufacturers Konka joint venture has been officially EPISTAR, into mass production; in order to improve EPISTAR LED production capacity, technology has been planning to increase capital investment, the proportion of shares.

Lite on technology CEO Teng Guangzhong believes that with the end consumer confidence for the procurement of LED lamps increases, LED supply chain manufacturers can also increase the interest rate.

In 2011, LED TV needs the recent downturn, if only on the LED backlight module to reduce the rate of fear, so technology to actively expand LED lighting business; and observed the LED market in 2012 is expected to demand back to temperature, the company will be overweight expansion and inject more funds epistar.

Focus on LED lighting has been to represent the general trend, 2012 will increase the layout of LED lighting technology, in addition to ceramics, COB (Chip on Board), plastic grain bearing packaging (PLCC), to improve the grain packaging technology efficiency, reduce costs, and also actively through the alliance strategy, such as EPISTAR joint development pressure the process, thereby improving the brightness of LED, in the LED lighting market share.

It is understood that at present, in addition to the six major technology OEM customers outside, this year LED TV and LED lighting has also received new orders.

Teng Guangzhong pointed out that the current monthly shipments of LED packaging technology of up to about twenty million. Expected future capacity expansion, the monthly shipments will be pulled again.

In addition, Ding Ding electronics in the second quarter of 2012, LED lighting demand will be significantly increased, and the market will gradually become economies of scale by 2013, when the price of LED lighting will be lowered. To strengthen the cost advantage, the company has expanded its production plan, and will focus on the development of downstream lighting systems.

LED lighting prices stabilized light amplification new production line

After the reorganization of the market in 2011, the price of LED lighting system has gradually stabilized, so that operators exposed the dawn; in order to seize market opportunities, Ding Ding electronics has decided to add new LED lighting system in mainland china.

Ma Jingpeng, chairman of light Ding pointed out that the future of LED lighting system will be the main source of profit for the light Ding electronics, in 2012 became the focus of the company overweight layout.

2012 nianguang electronics is expected to invest NT $1 to 200 million yuan, the China LED lighting system to the production line, the third season will depend on market supply and demand, and then assess whether further increase deployment.

Ma Jingpeng pointed out that the second half of Ding Ding electronic LED lighting