Taiwan enterprises to accelerate the layout of the mainland LED industry into the main industrial upgrading

Due to the rapid spread of LED TV, so that the investment boom LED reproduction at the beginning of the year. The difference is that the new round of LED investment boom theme changed, Taiwan LED industry to accelerate the transfer to the mainland.

The day before, LED chip leading manufacturers in Taiwan EPISTAR (Epistar) board of directors formally approved, a $70 million investment and Chinese electronic information industry group (CEC) to set up a joint venture in Xiamen, mainly engaged in LED backlight, LED lighting application products two. Among them, EPISTAR holds a 40% stake in the joint venture, CEC holding approximately 44% CEC, a subsidiary of the group is the largest shareholder.

A week ago, Taiwan LED chip manufacturers new century photoelectric also said, will be in cash and the issuance of capital Switching Company debt, raising 1 billion 64 million yuan NT, and a $7 million 500 thousand investment in Kunshan to build the largest factory, China LED lighting production base.

Relevant data show that last year, Taiwan LED output value of $2 billion 168 million, accounting for 25% of the world, by the end of 2009, Taiwan LED industry to the mainland transfer degree has reached 50%, is expected to Taiwan LED output value will reach $2 billion 700 million this year, by the end of this year, Taiwan LED industry transfer to the mainland will reach 60%~70%.

Accelerate the mainland enclosure

"The biggest shareholder EPISTAR and CEC joint venture in Xiamen should be AOC technology." He Kaijun, deputy director of the Xiamen LED promotion center, said cooperation has just been finalized, the details are not convenient to disclose.

EPISTAR released information indicating that the joint venture in Xiamen, in addition to EPISTAR and CEC two major shareholders, there will be a LED light source module and LED lighting products partners. Among them, EPISTAR is mainly responsible for the LED epitaxial wafer and chip of LED production, and LED will be part of the package of outsourcing.

EPISTAR official said, Xiamen factory will become the company in the mainland LED backlight and LED lighting market is an important production base, the products produced by the joint venture company will also focus on the supply of CEC group. It is reported that AOC LCD TV production technology of CEC group has increased to 9 million 500 thousand units in 2009 2010, AOC LCD TV shipments will hit 14 million ~1500 million, has become the undisputed global largest LCD TV OEM manufacturers.

In fact, in addition to the joint venture company in Xiamen, EPISTAR at present in the mainland and the layout in Changzhou EPISTAR and Xiamen based Jingyu Optoelectronics (EPISTAR holding 100%) and a crystal electronics Guangzhou (EPISTAR holding 16.7%), basically in the mainland market to build a competitive industrial chain.

In the 21st century, the new plant in Kunshan also officially started in late September, while the Kunshan plant by the Kunshan municipal government holds 51%, the New Century Holdings of $49%. The new century photoelectric chairman Zhong Kuanren said, the first phase of Kunshan factory production scale has been planning for about 50 MOCVD devices (LED chip production equipment), will be put into operation in the third quarter of 2011, will become one of the largest production base, LED chip and lighting products.

Industrial upgrading of the main

Taiwan LED industry transfer to the mainland, will become the main force of the mainland LED industrial upgrading." High LED CEO Zhang Xiaofei pointed out that the domestic LED companies are basically halfway diverted into the LED industry, not only at small scale, but also the lack of core technology. Compared to the international LED giants, domestic R & D investment is still too small LED companies.

It is reported that last year, the global LED chip giant CREE (CREE) revenue of $1 billion, if the investment in R & D to 10%, there are $100 million, while the annual income of domestic LED listed companies may be more than a billion yuan.

Data show that last year, Taiwan LED enterprises in the mainland investment of about $240 million, as of August this year, the amount of investment in the mainland of China's LED industry enterprises in Taiwan has risen to $1 billion 170 million. Among them, nearly $1 billion 100 million into the LED epitaxial wafer manufacturing, ten major manufacturers in Taiwan LED chip extension in 7, EPISTAR, Guang Lei, Ding Yuan, charmed circle, China, new century photoelectric and Ronda in the mainland joint venture or wholly owned factories.

In order to attract the LED industry and the development of local LED industry in Taiwan, the mainland local governments are vigorously building LED Industrial Park, currently forming at least more than 100." Zhang Xiaofei pointed out that the transfer of the LED industry in Taiwan, but also boost the mainland capital to follow the trend of upstream investment in LED, such as Hunan Hua Lei, Shanghai blue light and other LED epitaxial chip project is financing."

It is reported that the local government's investment in particular MOCVD financial subsidies, but also another reason for the LED industry investment boom. Because each ~1000 8 million yuan of financial subsidies, greatly reducing the cost of equipment acquisition LED chip companies.

The mainland market is huge, close to the market and customers, is the main reason for the Taiwan LED companies fought in the mainland." LED, LED backlight manufacturers REFOND general manager Gong Weibin said that although the mainland LED share next year will reach 60%, but the growth of fruit, LED manufacturers may only share a few among them. Because compared to the size of the Taiwan LED packaging giant, the size of mainland manufacturers is still too small, product quality and price does not dominate.

In mid August, LED industry leader Taiwan billion light China board of directors decided to invest 1 million yuan, set up in Shenzhen, Shenzhen billion light source. The scale of the photoelectric may be only 1/20.