Day Asia: LED market competition is intense, highly differentiated products become profit kinetic energy.

Over half of 2018, looking ahead to the LED market situation this year, the market demand in the first two quarters of 2018 is not strong, and the traditional LED backlight market also has overcapacity phenomenon, which makes many people worry about the industry prospect. Global LED leading plant, Riya Chemical Co., today (6/29) came to Taiwan to carry out media dinner to share and share future business priorities. Although the overall outlook for the industry is still worrying, it will uphold the spirit of enterprise, innovate technology as a weapon, and develop differentiated products with high technological strength to seize the market opportunities and stand firmly in the market. Leading position.

Dai Shen Jia, general manager of Taiwan Hiya chemical Limited by Share Ltd, said: "LD, vehicle, new LED technology such as FULL ACTIVE" and other high technology differentiation products will be the key to drive the company's revenue in the future. In the light of the current situation, the ability to create profits is very limited. Japan and Asia are jumping off traditional thinking and frameworks to develop new products, especially in agriculture and white LED with super high color rendering. Japan has invested a lot of efforts in research and development, and the spirit of innovation has won the award of 2017 Top 100 Global Innovators. In the future, it will continue to invest more resources in research and development, technological innovation, and make more efforts in betting on patent intellectual property protection, so as to create a leading high-tech product in the market. "

In order to meet the diversified needs of customers, the new company established in Southern China, China, provides a comprehensive solution to vertical integration.

Japan Asia's powerful intellectual property strategy actively implements all kinds of patent protection

In order to meet the diverse needs of customers, we design and develop LED products that are easy for customers to use and maintain a smooth communication channel with customers. Recently, Japan and Asia jointly established a new company, "optical core vision technology Co., Ltd." in Southern China, China, to provide a comprehensive solution for vertical integration. The business of optical core includes assembly and assembly, optical lens development, IC design and integration of other related modules. Japan also hopes that the establishment of optical core can speed up the pace of design and development, develop the most advanced products of the industry, and become an important part of guiding the LED industry.

In view of the rumors that the YAG patent expires after the industry has spread, Japan also said that in addition to YAG patents, Japan also has the basic patent related to PSS (Patterned Sapphire Substrate), the patents related to LEDPKG structure used in litigation in Japan and Dezhou, and the structure of LED chip electrodes used in North Carolina litigation. Related patents and many other powerful patents. In addition, LED other than YAG has been actively researched and developed by phosphors, such as nitride phosphors, and the relevant patents are still in possession. In the future, patent protection will continue and actively be exercised.

In the second half of 2018, LED industry is highly competitive and highly differentiated products become the kinetic energy of corporate profits.

Attack EV battery materials, expand LD revenue in 2020 combined revenue increased to 500 billion yen

The LED industry has threatened the supply of LED industry since the threat of foreland red tide in recent years. In addition, LCD backlighting and lighting market is still in the doldrums. The mainland LED packaging plant has released expansion plans to compete with low price lighting products in the market. In the face of the increasingly fierce competition in the industry, LED factories in Taiwan have adjusted their order patterns in recent years. Most of them are in the direction of basic, small and high technology threshold, hoping to attack the blue ocean market and bring profits to the enterprises.

Looking forward to the second half of 2018, Japan believes that the situation of excessive competition will not slow down. As the price of LED chips and packaging has been reduced for several years, the elimination of small and medium-sized enterprises and the consolidation of enterprises are expected to continue. In order to avoid involvement in price wars, enterprises must commit themselves to research and development and provide highly differentiated products so as to meet the threat of price war.

From the perspective of LED industry, 2018 is still a grim year. However, Japan has been committed to investing in research and development and equipment investment. In June 2017, it announced that it plans to invest about 22 billion yen before the end of 2020, and build a new factory in the existing four countries' ananben factory factory to produce LD, a new factory that can be used for projector light sources, endoscope and headlights. It is expected to be completed in January 30, 2019. The target will increase the LD output to 2 times the current level in 2020.

Japan will also increase its sales of lithium-ion battery materials for electric vehicles (EV), expand the LED market in China and Europe, and increase the sales of laser diodes (LD and Laser Diode) used in projector light sources. The target will increase the combined revenue to 500 billion yen in 2020. Although the industry is in a severe market situation, Japan and Asia predict that the combined revenue will increase by 21% to 420 billion yen in 2018, and the combined net profit will be estimated at 50 billion yen, and the estimated investment in equipment will increase by 4 to 77 billion yen per year. Without fear of price war, Japan will continue to maintain high interest rates of 2 digits (more than 10%) in the future by innovating highly differentiated technology products.

Vehicle, LD and new panel technology "FULL ACTIVE" with LED will become the key to revenue.

Special lighting and ultra-high chromaticity white LED "Optisolis" used in agriculture to cut off traditional lighting applications into special markets.

Due to the weakness of traditional LED lighting and backlight market in recent years, the transformation results of factories in 2017 are gradually showing. However, in a highly competitive market environment, besides the niche market layout, the vehicle and special lighting market is also a new blue ocean that every enterprise is eager to make.

Compared with many manufacturers in recent years, in order to avoid price competition and try to switch to the car market, in 2007, Japan launched the world's first LED product for car headlights. It has many experiences and achievements in the market, and has also won the trust of manufacturers. In 2018, Hiya will also maintain the development of car market products, especially with high-tech headlights, such as Adaptive Driving beam LED, or LED, which is gradually emerging in the market, DRL Daytime (Running Light), and laser headlights with higher capability. Focus areas. In addition, LD is also the key to Japan Asia's future revenue, and Japan has launched a "LD 500 plan", which aims to expand its LD revenue to 50 billion yen in 2020, up 6 over 2017.

Although the development of traditional LED lighting and backlight market is slowing down, in 1993, after the publication of blue LED in 1993, Hiya took off the idea of traditional lighting products and focused on special markets, such as special lighting for agricultural plants in recent years. Value. The Shanghai factory in Japan also has laboratories for the growth and development of LED artificial light plants for all kinds of plants. It is hoped that the future application of agricultural artificial plants will bring more beneficial growth.

In February of this year, Japan also issued a white LED "Optisolis" with super high color rendering. Its spectrum matches the standard light source. It is the artificial light source which is the most similar to natural light. It has opened a new prelude to the world known white LED. Since 1993, Japan launched the technology of mass production of blue LED, and further developed white LED in 1996, leading the global "light source revolution".

Optisolis uses the blue LED chip and fluorescent technology of Japan Asia to improve the quality of the white LED in the past. The luminous efficiency is better and closer to the natural light spectrum, which can more faithfully show the high color rendering. Compared with other UV containing LED sources, Optisolis can greatly reduce the degradation of irradiated materials and reduce the damage effects of the irradiated materials. It is expected that both the museum and art galleries with high color rendering requirements and the "color assessment" or "commercial lighting" that require high color rendering are highly suitable.

Strong manufacturing force, enterprise strategic power, innovation and development technology, intellectual property protection power, four war power was recognized.

Commended the economic and industrial minister who won 2017 Top 100 Global Innovators and Japan's intelligence service.

As a leading LED enterprise in the world, Japan has been making continuous efforts in the spirit of "Ever Researching for a Brighter World" for 60 years. It has been making great progress in the past four years, with the strong manufacturing force of Japan's manufacturing expertise, the strategic planning power of the whole enterprise and the strong research. The development of technological combat capability, and the strategy of protecting intellectual property, which is linked to the strategic and technological power of the enterprise, has been recognized by the world and the domestic awards in Japan. This year it was awarded the "2017 Top 100 Global Innovators" and the Japanese Minister of economy and industry in the 30 year. The two awards also affirm the advanced technology development capability of Japan and Asia, and the strategic power of intellectual property protection. Japan and Asia will continue to make efforts to contribute to the society and enhance the value of Japan and Asia.

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