Squeezed by land LED supply chain, Taiwan factory trapped in dilemma and spit bitter water

The LED industry is trying to get rid of the mire of price competition. The main reason for the oversupply of industry is that the Chinese government has been developing LED, which has led to the disorder of the industry through subsidies. Taiwan LED manufacturers privately say that mainland enterprises have planned to supply large quantities of supply, resulting in the collapse of market prices, thereby forcing other market competitors to get rid of the global market. The LED industry is facing the dilemma that the market application is rapidly expanding and the manufacturers can not earn money. This is also the biggest survival test for the LED factory. As manufacturers first support, it is hoped that after the market volume is magnified, they will win the fruits of harvest, but it never occurred to us that when the market grew rapidly, prices would plummet rapidly, and the operation would be faced with more and more plight, which would speed up the elimination of the industry. The main reasons for the fierce knockout of this industry include the rise of LED factories in mainland China and the price competition of lighting brand factories. Li Bingjie, chairman of crystal electric, pointed out that the interaction of the first two elements is because the mainland's wafer factory is subsidized by the government, and the MOCVD machine is buying a lot of crops. The price of the chip becomes a buyer's market under overproduction, which drives the lighting brand factory to take advantage of it. Last year, the price of LED bulb dropped 40-50%. Although the mainland LED supply chain has broken the LED market situation, facing the competition of the land works, Li Bingjie, chairman of crystal electric, said that Taiwan plants must form alliances through the design and development to vertically integrate the superior forces to resist the land works and take the lead in organizing the Taiwan team to deal with the situation. The chairman of Ye Guang, ye Yin Fu, pointed out that along with the LED going to modularization, it is necessary to add additional industries across the industry. The value is to break through the difficult position. Li Bingjie pointed out that, through direct design, the company is directly working with the PCB board factory, and will directly hit LED on PCB, directly integrate other components through technology and design, and avoid the traditional lamp design, directly supply DOB driver on board, and integrate the power supply on the wafer to save the traditional manufacture of lamps and lanterns. Change the traditional lighting system. In addition to the technological evolution that has led to the development of LED, Li Bingjie said that due to the importance of patents and patents, Taiwan's patents can be avoided by patents. The main focus of the company is on advanced patents such as Europe, America and Japan. In addition, the Taiwan semiconductor industry is developing the sensing elements and modules. All of them are involved in iris sensing and so on. The price increase of the crystal power leader combined with the Taiwan LED team's resistance to the mainland supply chain is also facing the dilemma of lack of access to the sea. Li Bingjie sighed that although efforts have been made to combine LED and Taiwan brand to drive the overall technology industry, mainland brands have been more diligent than Taiwan factories, and are actively looking for innovative applications to import action vehicles. Billion light Ye Yinfu agrees that combining IC strength is another new opportunity for LED, which is developing into products such as Internet of things and light sensing modules. It will provide integrated modular products with IC chips to attack the high value added niche market.