LED industry non tragic industry to explore the key to the new blue ocean

The Department of Taiwan LED factory in the new century Dong Ren chairman of LED industry wide clock is the youngest, 53 years, only 52 years old, relatives and friends in 2003 and raised 150 million yuan (NT, the same below) to create new century photoelectric, not rich dad's aura, once a record per share after tax profit 5 yuan a brilliant record, though LED industry is currently fierce knockout, is still in the darkness before the dawn, but Zhong Kuanren does not think that LED is "miserable", believe that LED is a new blue ocean Human effort is the decisive factor., their.

Over the past more than and 10 years, the blue chips are the mainstream chip factory, with Japanese manufacturers to guide the brightness and specifications escalating, blue chip formed a relatively high threshold of competition, economies of scale has been formed, the inception of the new century, it is not locked in blue light, green light LED chip, the process of white LED is roughly divided into two, one is to stimulate phosphor white light is generated by blue chip, this process is Nichia (Nichia) patent strangulation, the patent in 2017 is expected to expire; another is the use of red, green and blue chips mixed into white light green, because the higher the threshold, there was no LED factory main green chip, it can be said this is a surprise, but let the new century gain a foothold in the LED industry.

The green LED chip so that the new century, the monthly sales of less than 50 million yuan, climbed to 300 million yuan more than the record high, after the listing of the new century, the market was soaring more than 20 billion yuan, Zhong Kuanren entrepreneurial success in 10 years, and now the new century capital has reached 3 billion 425 million yuan, the proportion of revenues over 7 LED chip above.

However, with the penetration of LED not every day is Sunday, plant industry chain, relying on its official MOCVD equipment subsidy advantage (one about allowance of $5 million), LED, factory overhead expenses is very low, even if the current LED lighting penetration is still very low, but the brand factory to start a price war, LED, continue to plant cheap grab City, known as "ten years without clouds" of the LED industry become Taiwan's four largest "miserable industry", bubble lighting dream, LED industry aura seems to fade.

Zhong Kuanren believes that LED is not absolutely miserable industry, LED industry yuan, very suitable for small and medium-sized companies and innovation oriented, so many possibilities, but he acknowledged that the first quarter of this year, the average price of blue light (ASP) fell 30%, lower than expected, the LED factory is quite harsh, looking for the blue ocean is a pressing matter of the moment.

Because LED lighting decline tragic, seems to have become the Red Sea market, the new century to avoid LED lighting, and the rapid introduction of crystal products, the flip chip technology is not required to hit the line, size can be made more thin, just solve the problem of heat dissipation, low prices, will attract customers by this year, Samsung in the high order LCD TV on flip chip technology is adopted, by the new century won the big one, while Samsung in the advanced technology of DRAM, LCD, mobile phone, LCD TV and so on not only high degree of acceptance, is often the leader role play wind ball, crystal products become a focal point of the new century to the.

Industry analysts, venture capital industry was born Zhong Kuanren said, LED lighting fierce bidding, even PHILPS this grade companies are losing money, the whole supply chain profit is limited, but the price increments, he believes that this LED industry is still hope Human effort is the decisive factor. everywhere!

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