According to Taiwan media reports, it is still unsatisfactory to look forward to the performance of LED Taiwanese factories in 2014. Compared with the losses in 2013, we have gradually explored our own direction. Looking forward to 2015, despite the many challenges, the confidence of several major manufacturers has increased. Bring an optimistic atmosphere to the industry.
After several years of killing, elimination, alliance and consolidation, the market for light-emitting diodes (LED) is expected to gradually return to the right track. In particular, the mainland has released news that local governments should not continue to subsidize MOCVD machines and require provincial governments to Report the cleanup of each project to the Ministry of Finance before March of this year. This move is expected to alleviate the oversupply of LED chip capacity in mainland China. The LED industry believes that the market is expected to return to fair competition after the subsidies are cancelled in the mainland, and will also help balance the supply and demand of LEDs.
Although this policy in mainland China will bring positive benefits to the development of the LED upstream epitaxial industry, it is still necessary to face the “pain period†in the short term.
Li Bingjie, chairman of Jingdian, said that some LED factories may rush to expand production before March this year, and strive for the final subsidy opportunity; according to industry sources, after the subsidy is cancelled, the expansion plan of China's large factories will be implemented faster. And this period before March this year will be the peak of expansion, Taiwan factory still has a period of pain to face.
In addition, in the past two years, many international companies have chosen to slim down, spin off or exit the market. In 2013, Siemens split its lighting business Osram. In June last year, Philips merged the LED packaging factory Lumileds and the automotive lighting business and went out to seek buyers. In September, Philips announced that the lighting department will be independent.
South Korea's Samsung directly announced the withdrawal of overseas LED lighting, LG's Nanjing packaging factory slimming. Taiwanese companies are seeking strategic alliances, or the consolidation model continues to grow. The upstream crystal and downstream packaging, the brand's billion-light and one-stop Ronda are the best examples.
Crystal Power completed its merger with Yuyuan on December 30, 2014, and became the world's largest non-self-use capacity epitaxial plant; even if it spreads with TSMC strategic alliance, it plans to buy TSMC's TSMC solid state. MOCVD equipment, and the introduction of capital increase into TSMC shares. The market is optimistic that the two strong alliances will provide a strong backing for the development of LED lighting.
Li Bingjie pointed out that Jingdian's growth momentum this year includes LED lighting, small-pitch LEDs for display screens and flip-chips. In 2014, global LED lighting will have a demand of 1 billion to 1.5 billion, and will double to more than 2.5 billion in 2015. The electricity market has a large market share and naturally benefits. Thanks to the LED lighting multiple growth and LED backlight introduction new technology, the operation in 2015 is not bearish.
Yiguang has actively expanded its investment. Recently, Chairman Ye Haofu announced that he will set a new NT$10-30 billion plan for the construction of the plant in the next 3-5 years. Such a big investment plan, the market interprets Yiguang has already held a large order. "." Looking forward to the new year, Ye Haofu pointed out that the LED industry is not optimistic and dare not say, but Yiguang's operation seems to be optimistic.
In addition, Dongbei, Ronda and the New Century are all relatively happy to watch this year's operations, and are expected to pay better than last year.
After several years of killing, elimination, alliance and consolidation, the market for light-emitting diodes (LED) is expected to gradually return to the right track. In particular, the mainland has released news that local governments should not continue to subsidize MOCVD machines and require provincial governments to Report the cleanup of each project to the Ministry of Finance before March of this year. This move is expected to alleviate the oversupply of LED chip capacity in mainland China. The LED industry believes that the market is expected to return to fair competition after the subsidies are cancelled in the mainland, and will also help balance the supply and demand of LEDs.
Although this policy in mainland China will bring positive benefits to the development of the LED upstream epitaxial industry, it is still necessary to face the “pain period†in the short term.
Li Bingjie, chairman of Jingdian, said that some LED factories may rush to expand production before March this year, and strive for the final subsidy opportunity; according to industry sources, after the subsidy is cancelled, the expansion plan of China's large factories will be implemented faster. And this period before March this year will be the peak of expansion, Taiwan factory still has a period of pain to face.
In addition, in the past two years, many international companies have chosen to slim down, spin off or exit the market. In 2013, Siemens split its lighting business Osram. In June last year, Philips merged the LED packaging factory Lumileds and the automotive lighting business and went out to seek buyers. In September, Philips announced that the lighting department will be independent.
South Korea's Samsung directly announced the withdrawal of overseas LED lighting, LG's Nanjing packaging factory slimming. Taiwanese companies are seeking strategic alliances, or the consolidation model continues to grow. The upstream crystal and downstream packaging, the brand's billion-light and one-stop Ronda are the best examples.
Crystal Power completed its merger with Yuyuan on December 30, 2014, and became the world's largest non-self-use capacity epitaxial plant; even if it spreads with TSMC strategic alliance, it plans to buy TSMC's TSMC solid state. MOCVD equipment, and the introduction of capital increase into TSMC shares. The market is optimistic that the two strong alliances will provide a strong backing for the development of LED lighting.
Li Bingjie pointed out that Jingdian's growth momentum this year includes LED lighting, small-pitch LEDs for display screens and flip-chips. In 2014, global LED lighting will have a demand of 1 billion to 1.5 billion, and will double to more than 2.5 billion in 2015. The electricity market has a large market share and naturally benefits. Thanks to the LED lighting multiple growth and LED backlight introduction new technology, the operation in 2015 is not bearish.
Yiguang has actively expanded its investment. Recently, Chairman Ye Haofu announced that he will set a new NT$10-30 billion plan for the construction of the plant in the next 3-5 years. Such a big investment plan, the market interprets Yiguang has already held a large order. "." Looking forward to the new year, Ye Haofu pointed out that the LED industry is not optimistic and dare not say, but Yiguang's operation seems to be optimistic.
In addition, Dongbei, Ronda and the New Century are all relatively happy to watch this year's operations, and are expected to pay better than last year.
Xinxiang Mina Import & Export Co., Ltd. , https://www.mina-motor.cn