South Asia optoelectronic fade LED chip process, MOCVD will be transferred to the crystal

The global LED industry is still facing price pressure, LED lighting prices continue to decline, the Formosa Plastics Group's South photoelectric will fade out of the upstream LED chip process, hand 10 ~ 13 platform will be transferred to the chip maker EPISTAR, the future will be more focused on the downstream south photoelectric lighting system.

South photoelectric capital amount of 2 billion yuan, of which, Formosa, crystal electric 50% stake. Last year south photoelectric revenue of about 1 billion yuan, operating loss of 1 yuan NT million; once the professional division of labor, although the scale of revenue will be reduced, but to improve the loss, improve performance will play a positive role.

Formosa Plastics Group stressed that the group work principle of green layout unchanged, only on the basis of industrial development, strengthen the physique to start. South photoelectric the number of employees more than and 200 people, the adjustment of no layoffs, will depend on individual will remain lighting business, or is transferred to the internal crystal electric, Formosa Plastics group. It is reported that the South photoelectric current upstream LED grain revenue accounted for about 70%, the business structure adjustment, the fear of revenue size reduced to 2 ~ 30 million yuan, but through the lighting sector to expand development of industrial, commercial and other large enterprise customers, the new operating reserve. But do not rule out the follow-up according to revenue size, make up for the loss of financial capital to start strengthening strategy.

EPISTAR and South photoelectric established in 2009 equity cooperation plan, the crystal electric invested 1 billion yuan with 40 to 50% stake in South Asia photoelectric, jump as one of the major shareholder of South Asia photoelectric, photoelectric to consolidate the wafer supply, crystal electric can also extend to the sea wafer capacity.

South photoelectric chairman Wang Wenchao in warning before the lunar new year, "LED miserable industry, fear lifting closures, this language is still ringing in our ears, the market will spread to South Asia photoelectric lighting system will focus on the downstream, hand 10 ~ 13 MOCVD machine to transfer to the good epitaxial crystal electric operation, and is also the major shareholder of the. The two sides have not denied this rumor.

There are currently 12 crystal electric factory, MOCVD master machine more than 300 units, by land owned factory actively out of production effect, crystal electric expansion plan in recent years has been more conservative, not to buy a new machine factory in Taiwan this year.

According to the crystal electric statistics, last year consolidated revenue amounted to 25 billion 512 million yuan, the annual reduction of 7.94%, while the LED lighting penetration is still substantial growth space, but the price of LED lighting market is intense, corporate related to the supply chain operating outlook or conservative view, this year only about billion light, chip factory fear of continued price pressure in the ridge covered in.

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