Involved in LED production are not satisfied with the only boss panel AUO

AUO panel maker LED plan foot spread in the industry before the AUO finally raise a Babel of criticism of, the location decision of LED production line will be settled in Hsinchu Park, announced in 2012 will be fully operational LED notebook computer in AUO (NB) panel, it is important to layout AUO further vertical integration, but the traditional adoption of upper and lower reaches the division of the LED industry, rich dad will bring large presence more vertical chain effect, and then squeeze in the past to each his own survival mode?

Table LED factory for several years has been ranked the world's output of first, but for a long time, Taiwan LED plant maintained in the mountains upstream business model, specializing in epitaxial production or grain brightness upgrade, the downstream to the packaging and product application, compared with Japan Nichia factory (Nichia), OSRAM (OSRAM) or American factory CREE and other international giants, from grain production to finished output single handedly, scale LED plants clearly to "professional division of small and beautiful".

When the LED mobile phone market gradually saturated, entered the small Suibu growth, LED will become the 2008 panel backlight bright star product, AUO and CMO panel factory across the full LED industry, in addition to LED NB optimistic about the market trend, the huge business opportunities to seize the TV days after the LED backlight has leap growth momentum, with respect to the panel factory at hundreds of millions of dollars of large investment, LED equipment investment threshold is low, the LED production line will be built to ensure supply stability.

A LED panel factory army industry, the original single large turning into competition, both the upstream and downstream grain packaging was a niche position of the past be implicated in trouble, LED will have to consider in the factory actively expansion over, how to promote the highest order new products should be used, and in the group under the impact effect fear, will accelerate the industry mergers.

But why in the past, LED, downstream vertical integration can not happen? From the LED industry integration and development, when the LED grain crystal power plant continuous merger of the League of nations, and even the yuan Shen Yong, and has become one of the world's largest supplier of 4 yuan LED and 4 largest supplier of LED nitride crystal electric level, still adhere to the expansion of the route for the downstream application side never involvement; and as the crystal TV shareholders, Lite billion light department, and take appropriate crystal electric distance beauty. The packaging plant maintains a stable upstream grain supply relationship, and the grain factory can expand the customer source of the package application side, and the subtle relationship of "brothers mountaineering and their respective efforts" will keep each other more flexible.

In addition, LED epitaxy process production out of the wavelength belong to normal distribution, the grain is suitable for high order LED backlight is only about 3~4, impact on the yield rate of the product specifications and other factors, if the in house LED panel factory completely self-made, the equipment must be greater than the expected size of potential output targets, and low order brightness LED will lead to higher costs or idle capacity and other risks.

Independent panel factory arranged LED production capacity risk is not small, but the group scale economic pressure, will make the LED alone factory faces more severe crisis of survival, it is difficult to enter the high order application products, but the LED industry is not only the market supply and demand the test of war, is a technology innovation and breakthrough of the intelligent patent dispute, how to seek the corresponding the road, good use of energy saving and environmental protection trend, will be a key test of business judgment.

Source: PCPOP