LED power group layout of the cause of continuing positive, is expected to gradually get its supply chain vertical integration of investment synergy

Gecom group layout LED career steps, following the $three in one incorporated arsenic crystal electric made nearly 10% stake, more active in the downstream market niche, the existing shares respectively by canyuan, Wang led silicon high power LED packaging factory research and middle grain crystal photoelectric generation Factory Ming photoelectric, if coupled with the previous business by investing in macro and macro layout of Qi Qi to invest in Edison, the UMC group involved in the LED business investment has tentacles reaching complete, is expected to gradually obtain investment in supply chain vertical integration.

UMC department in 06 years Q3 through its venture capital, becoming the largest corporate shareholder's canyuan photoelectric research, in the high power LED packaging market, but also cross grain OEM business, through participation in capital shares led by Wang Si Liu Ming photoelectric. To 07 years Q3, UMC is through 99.9% fortune venture holdings and really macro venture capital, equity holdings, Liu Ming the crystal research in 23% and 6.94%, respectively, and holds 1 seats on the board of directors, obvious UMC 2 degree of attention.

Research and crystal Liu Ming photoelectric, 07 are actively expanding production, the monthly production capacity is 06 years has doubled, with the associated power in the days before power is increased in the crystal case, after continued to become the main corporate shareholders, the 2 companies will have the opportunity to help UMC group through internal relations. The introduction of crystal electric for the upstream and downstream business partners.

The main research of crystal provide high brightness and high power LED packaging products, 06 years began production in April, currently has 3 million pieces of equipment per month from its inception to 20 million, although the canyuan research crystal ventures, however, UMC is the board members, the company will also strive to become crystal electric feed manufacturers. Research in the first three quarters of the crystal is still a loss of about $more than 4 thousand, however, the fastest expected in the second half of the year is expected to achieve the target of profit in the second half of 08.

The other three season of Liu Mingqian at a small loss, the company officially completed in Q3 new Pu new plant, equipment production capacity from 250 million last month increased to 400 million, while Liu Ming is looking for UMC shares, is also hoping to win crystal electric to become its main customers, the company expects the first half since 08 years in the industry, LED epitaxy, capacity utilization generally rise, will promote upstream grain outsourcing and Dachang accelerated, 08 years will also have the opportunity to profit two flat stage.

Source: Lean news