Japan Asia: LED market competition is fierce, highly differentiated technology products become profit kinetic energy

In 2018, it was over half, looking forward to this year's LED market situation, the first two quarter of 2018, the market demand is not strong, the traditional LED backlight market also appeared overcapacity phenomenon, so many people worried about the industry prospects. LED, the world's leading manufacturer of the world's leading factory, today (6/29) is coming to the media to carry out media meals and share the focus of the future operation. Although the overall prospect of the industry is still worrying, Japan Asia will uphold the spirit of enterprise and use innovative technology as a weapon to develop high technical diversity products to seize the market and stand firm. The leading position of the world.

Taiwan Japan Asia chemical Limited by Share Ltd general manager Dai Zhen also thinks: "LD, car, new panel technology" FULL ACTIVE "LED and other high technical diversity products will be the key to the future of enterprise revenue. In the light of the current situation, the ability to create profits is very limited. Japan and Asia take off the traditional thinking and framework to develop new products, especially for agricultural and ultra high color white LED. Japan has devoted a lot of effort to research and development. The innovative enterprise spirit has also won 2017 Top 100 Global Innovators, and will continue to invest more resources in research and development, technological innovation, and devote more efforts to patent intellectual property protection to create market leading high-tech products. "

A comprehensive solution for the vertical integration of new companies in Southern China, China, due to the diversification of customer demand

The strong intellectual property rights strategy of Japan and Asia actively exercise various patent protection

In order to meet the diversified needs of customers, Japan has designed and developed a LED product that is convenient for customers to use, and maintains a smooth communication pipeline with customers. The operational content of the light core includes piece assembly, optical lens development and design, IC design and the integration of other related modules. Japan also expects the creation of the core to accelerate the design and development of the pace of development, the research and development of the industry's most advanced products, and become an important guide to the LED industry.

In view of the rumors that the industry has circulated after the expiration of the YAG patent period, Japan also indicates that, in addition to the YAG patent, Japan also has PSS (Patterned Sapphire Substrate) related basic patents, the LEDPKG construction related patents in Japan and the United States Dezhou litigation, the LED chip electrode structure used in the North Carolina state lawsuit. Related patents and so on and many strong and powerful patents. In addition, LED with fluorescent bodies outside YAG, such as nitrides, has also been actively researched and developed, and related patents are still held. In the future, the patent protection will be exercised continuously and actively.

In the second half of 2018, the highly competitive and highly differentiated technology products of the LED industry become the profit kinetic energy of the enterprise

Attacking EV battery material, expanding LD revenue in 2020, combined revenue to 500 billion yen

The threat of the red tide of the LED industry in the past few years leads to the oversupply of the LED industry, and the competitive price competition of the lighting brand factory is fierce. In addition, the market conditions of LCD backlighting and lighting are still low. The mainland LED packaging plant has released an expansion plan to compete on the market with low price lighting products. In the face of the increasingly fierce competition in the industrial state, in recent years, the LED large factories in Taiwan have adjusted their order form. Most of them have transformed into the market direction of basic, small and high technology threshold, in order to expect to attack the blue sea market to bring profits for the enterprises.

In the second half of 2018, the trend of over competition will not be slowed down in the second half of 2018. As the price of LED wafers and packaging has been reduced for several years, the elimination of small and medium-sized manufacturers and the whole enterprise are expected to continue in the future. In order to avoid the price war, enterprises must be committed to research and development, provide highly differentiated technology products, in order to meet the threat of price war.

From the view of the LED industry, 2018 is still a grim year. But Japan has been actively investing in research and development and equipment investment. In June 2017, it announced the plan to invest about 22 billion yen before the end of 2020, to build a new factory building in the factory area of the present four countries, ananben, to produce LD, a new plant that can be used for projector light sources, endoscopy, headlights and so on. It is expected to be completed in January 30, 2019 and aims to increase LD production to more than 2 times the current level in 2020.

Japan will increase the sales of EV with lithium ion battery materials, expand China and European car LED, plus LD, Laser Diode, which is used in projector light sources (LD, Laser Diode). The target is to increase the consolidated revenue to the size of 500 billion yen in 2020. Although the industrial market is severe, it is estimated that the combined revenue will increase by 21% to 420 billion yen in 2018, and the consolidated profit forecast is 50 billion yen, and the forecast of equipment investment will increase by 4 to 77 billion yen. In the fear of price war, Japan will continue to maintain high interest rates in 2 digits (over 10%) in the future with highly differentiated technology products.

The vehicle, LD and the new panel technology "FULL ACTIVE" use LED to drive the revenue key

Special lighting and ultra high color LED "Optisolis" jumping from traditional lighting applications to the special market

Due to the weakness of the traditional LED lighting and backlighting market in recent years, the transformation results of various factories are gradually displayed in 2017, but in the competitive market environment, in addition to the layout of the niche market, the vehicle and the special lighting market are also the new blue sea.

Compared with many manufacturers trying to avoid price competition in recent years, the company launched the world's first car headlights LED product in 2007. It has a lot of deep ploughing market, has a lot of experience and results, and also has a deep trust in the product. In 2018, Asia will also maintain the development of vehicle market products, especially high - tech car headlights, such as Adaptive Driving beam LED, or LED in the market's emerging DRL LED (Daytime Running Light) uses, and the higher energy laser headlights, all of which are in the future of Japan. The focus area of the note. In addition, LD is also the key to Japan's future revenue, and Japan is more hit by "LD 500", the target in 2020 to expand the revenue of LD to 50 billion yen, more than 6 more than in 2017.

Although the development of the traditional LED lighting and backlighting market is slowing down, after the publication of blue LED in 1993, it takes the pursuit of high technical strength as an indicator to take off the thinking of traditional lighting products and focus on special markets, such as the special lighting used in agricultural plants in recent years, whether it is the future market development prospect or social contribution. Value. The Shanghai plant in Shanghai also has a laboratory for the growth and development of various plants for the growth of all kinds of plants, expecting more beneficial growth in the future of agricultural plant applications.

In February, the white LED "Optisolis" with ultra high color performance was published in Japan and Asia. Its spectrum is the most matched with the standard light source. It is the artificial light which is most similar to the natural light. It unveiled a new prelude to the "white LED" of the world. Japan has launched a blue LED production technology in 1993, and further developed a white LED in 1996, leading the global "Light Revolution".

Optisolis uses the blue LED chip and fluoro technology in Japan to improve the past white LED "light quality", with good luminescence efficiency and closer to the natural light spectrum, which can be more faithful to the ultra high color performance. Compared with other ultraviolet LED light sources, Optisolis can greatly reduce the degradation of the irradiated material and reduce the damage effect of the controlled ejection. It is expected that the lighting of museums and galleries with high color requirements, or "color evaluation" or "commercial lighting", which require ultra high color performance, are very appropriate.

Strong manufacturing power, enterprise strategic power, innovation and development technology, intellectual property protection, Japan Asia four forces are recognized

Commendation of the 2017 Top 100 Global Innovators and the economic industry minister of Japan's intellectual property

Japan as the global LED industry leading enterprise, has been "Ever Researching for a Brighter World" has been continuously refined for the enterprise spirit for 60 years, specific to "Japan Asia" - the strong manufacturing force of Japan's manufacturing industry, the overall enterprise strategic planning power and strong research The development of technical force, and the strategic and technical force of the intellectual property protection strategy for the achievement of the achievement of the world and the domestic award recognition in Japan. In this year, he won "2017 Top 100 Global Innovators" and Japan's "economic industry minister of Ping Cheng for 30 of the year to reward the economic industry minister." The two awards also affirm the advanced technology development power of Japan and the strategic power of intellectual property protection. After Japan and Japan, it will continue to work hard to contribute to the society and enhance the value of Japanese Asian enterprises.

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