The acquisition of crystal electric rumor is not real, there is no planning this Linsen

[LED] - days before LED crystal power plant because the market was China LED manufacturers to buy Linsen crystal electric news, stock prices rose trend, also affected the LED Taiwan stocks, including Chinese manufacturers face, overseas investment, on the downstream LED Taiwan factory's market value has a new imagination. But according to the market status of LED network interviews and investigation of the industry, the possibility to merge the Linsen crystal electric is very low, choose to participate in the bidding before they express OSRAM lighting business opportunities is relatively large. The executives also said: "our present no planning. "

At present, EPISTAR's share price is about NT $more than and 20 yuan, but net worth more than NT $50 (about 9.84 yuan), if the acquisition of the subject to investment, because the price is relatively low or crystal electric, so the investment value, there are foreign reports that the crystal is a good investment targets that may attract investment to China or other overseas manufacturers.

But the view of current operating conditions in LED crystal electric, wafer market price is still low, a decline of inventory pressure, crystal electric future challenges is not small, so in addition to the positive treatment of low order LED chip in lighting products, to high order lighting to expand higher margin should be used, other niche LED application.

The Chinese Linsen LED manufacturers, the company purchased LED chip, LED grain prices in the current market, the direct purchase will have good price to buy, do not have to buy Taiwan and Taiwan factory factory, after the acquisition, MOCVD will face equipment depreciation pressure will be higher than Chinese three such as government subsidies LED epitaxial plant.

In addition, LED is also part of the focus of the patent market participants will pay close attention to, but CREE, EPISTAR and the European and American manufacturers PHILPS, Lumileds, TOYOTA Japan Dachang synthesis, interactive patents, but being bought, and not to cross licensing LED patent to the third party, the contract will have a cross licensing mentioned.

And although OSRAM overweight LED production line investment and expand the research funding, but has to sell its lighting business, including the brand, channel and some production facilities to attract buyers Chinese of Tsinghua Tongfang, Elec-Tech and rawlinson. Further, the two companies are LED epitaxial plant, but not as much as three, Maishita Ojiro lighting business into vertical integration, LED chip Haikou benefit on our help, not to China Linsen LED packaging factory in the biggest role, and OSRAM lighting business with the big synergy.

Mu Linsen if you can successfully acquire OSRAM released lighting brand and channel resources, is expected to expand the European sea market, estimated to cost the amount between 1 billion to 2 billion U.S. dollars, and the current market value compared to Mu Linsen's choice of OSRAM lighting efficiency may be greater, and in one fell swoop in Europe and Chinese, master or even part of the future market in Asia the.

M.L.S. not to mergers and acquisitions as well as a reason of crystal electric market in Taiwan is in the investment review, to agree with the acquisition probability is relatively low, opening up opportunities and the crystal electric Linsen shares on May, EPISTAR and Linsen, vertical integration strategy is a ring, it is feasible to cooperation in space, acquisition of crystal electric news nature it may not happen.

Today said this Linsen high-rise, "there is no such plan. "

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