The layout and size of China's LED enterprises in Taiwan area

The application of LED in the NB backlight module is more and more widely, has become a hotly contested spot of the military system manufacturers. Moreover, with the gradual increase in the use of LED backlight module in the notebook computer penetration, coupled with the huge lighting market, making the panel for the LED layout of the positive nature of the natural increase.

The world's top five LED plants in the United States CREE into the downstream of the LED package, has no one is the extension of pure plant, the extension of plant worth bullish, plus full patent upstream of the LED network, and high barriers to entry, many downstream applications are factory card by means of sharing extension factory.

Canyuan: this card can go to highlight and guangjia. Ladies and Guangjia for financing, also triggered multi men active war card. Allargando canyuan operations this year, Taiwan is the extension factory's brother, a number of system factory to shares. There are a number of panel factory and canyuan contact, in addition to HannStar prior to the participation of the foreign investment, the East Bay Huaying will have. Even South Korea's panel factory also joined the ranks of competing for shares. At the same time, Hongkong electronics hand in the market to buy canyuan, on the other hand to participate in canyuan is increasing, Weizhi is the Pearl River Delta's largest LED backlight factory, long and canyuan closely, canyuan is the top three customers.

Wide gallium: billion light last year, has focused on the middle and higher grain, that the future will be out of order in the high grain, so actively looking for strategic alliance partners. Billion to subscribe for shares in the way of a wide range of shares of gallium, followed by crystal electric investment in the upstream epitaxial plant, the layout of the future to grab the material source is quite obvious.

Are: crystal electric vertical integration in the world's top five LED factory, there are nearly 10000 packaging factory, crystal electric is the only one in Taiwan has a large amount of production capacity of the upstream epitaxial plant, strategic position is quite good in the LED industry, the crystal electric worth enduring. It is understood that the current electricity, Wan Hai, 100 million light on the crystal are taken into the only out of the strategy.

New: new plan to sell red LED sector. The new red LED has a patent, and the technical level is not low, in the LED industry popular. Now the new plan to sell, it is understood that there are a number of LED plant with new contacts, including the red LED leading manufacturer of crystal electric; because red LED is entering the full-color LED important components, including the current upstream factory in Taigu, Guangjia red LED, expected new red LED price also rises.

Hua and wide gallium: second-line LED epitaxial plant to start the merger, the first line of resistance to LED plant - China intends to marry wide gallium, will be second only to the size of the crystal. The merger will be one of the ways to survive the second tier LED epitaxial plant faces. The main reason is the rich dad have been put into LED epitaxial plant, including the CMO, PSC investment investment Qili crystalmedia, TSMC LED BridgELux through venture capital entered the factory, the establishment of AUO lextar electronics, "" potential investors such as Hon Hai and LED epitaxial plant number of operators. Rich dad net worth of rich, frequently put tens of billions of dollars of investment funds is not the second parade, LED factory can contract and, in the short term will not pose a threat to the industry, but two to three years may still LED epitaxial plant with puma, is really worth considering the options of second tier factory. China and the wide gallium merger negotiations have been held for several months, due to the Chinese good red four yuan LED, the current high brightness of LED yuan monthly production capacity of more than even, up to 100 million. The new investment trust pointed out that the complete blue LED deployment, together with the existing production capacity of four yuan, 1 billion 300 million, China will get rid of gallium on the broad product line is not homogeneous second tier LED factory role, become four yuan, with blue LED, LED scale and quality of Dachang epitaxial crystal electric hot pursuit.