To the pressure on the stock, the mainland LED plant fear trap price war

Mainland LED plant inventory of up to 5 billion yuan, the next few quarters to the pressure on the stock, there may be a price war to Taiwan plant. Legal person pointed out that Taiwan factory impact is inevitable, but not comprehensive, and to present the crystal electric canyuan are close to full capacity, inventory, and without too much damage.

The industry said, according to the market research agency data, Chinese top 20 LED factory at present product inventory up to 5 billion yuan, of which three Dachang had 970 million yuan epitaxy. The general loss of LED plants in China, the next may be necessary to reduce the financial pressure on the inventory, the fastest third quarter may be in the market to sell inventory, then the market will be slightly dawn LED pressure.

LED Research Institute researcher Guo Ziling said, manufacturers of high inventory, reflecting the development of LED industry and government subsidies Chinese highly link manufacturers rely on government subsidies, technical force is insufficient, so the inventory is not sold out. In contrast, Taiwan factory technical force stability, strong competitiveness. The high inventory in China has been a persistent phenomenon, and then if the market to sell, although inevitably undermine the price, but the factory products are mostly low order, and the plant's product segment and not much overlap.

EPISTAR said, the current capacity has been full of blue, four yuan of production capacity of about 7~8; canyuan also pointed out that the second season approaching full capacity. Although this year compared with last year LED outlook optimistic, but EPISTAR chairman Li Bingjie said earlier, the visibility of orders in May saw customers pull goods well, but then to see prices will remain stable, the second quarter has settled the price remained at normal seasonal decline of 3~5% is normal, the next third quarter demand and prices it remains to be seen.

The market is considered legal, Chinese LED factory inventories are high, but in the epitaxial section and the Taiwan factory compared to less competitive, or crystal power, canyuan capacity can not be a road go. In particular, product positioning in the plant is more than a low level, such as low LED light bulbs or consumer appliances for display backlight, and a lot of inventory is actually can not be realized, may ultimately have to resource recycling, so the impact on Taiwan factory co..