Ye Guoguang: back in 2017 the LED industry, bid farewell to the old age, into a new pattern

Recently, media coverage and Analysis on review and future changes in the future LED or lighting industry this year, as a spectator, whether in politics, economy and science and technology industry, the current situation of my sensitive, predict the future trend of love, today I try to use similar style in Jin Yong's novels to tell us about this industry trend, hope to still engaged in this industry and to help you understand the industry!

China, pattern:

We first talk about the mainland upstream chip pattern, there is a saying.

A four, the little embarrassed,

The arms race, fighting fiercely,

There is no minimum, only lower,

The final outcome, only five!

I think the future of the business cycle upstream will weaken, why?

The main reason is that now, the chip factory plant expansion is not to demand as the main consideration, but I want to make you disappear, I want to monopolize the market to expand the heroic spirit and capricious, of course the localization of MOCVD and key equipment after the expansion, more and more low cost is the main factor.

It reminds me of the original Soviet hegemony, making nuclear weapons with no limits, finally said to destroy the earth one thousand times, I think this wave of surplus will continue for a long time, the recession might be like the original 2014 TV backlight and the saturated permeability, in three, Huacan, Australia Shunchang, after irradiation and dry poly can top five chip factory after the upstream manufacturers exit or collapse will stop excess, restore the balance of supply and demand, as for the time? I think it will last for at least two years, two years after now, I predict a four inch wafer chip do not more than five hundred of the price of the finished product (about 125 inches), after two years will return the market boom? May! Maybe not, I am more pessimistic, because when the LED lighting market penetration is already saturated, maybe a three chips is enough in the world lighting market!

Upstream so tragic, what will happen in the middle? What is.

The trend was a super strong,

A boss, one aspect,

Listed many strong, capital feeding,

The upgrading of technology, take cities and seize territory!

In the middle of the boss in addition to the "one super", "strong" should be more rational, so the scale of the company will not be like that in the middle upper reaches of crazy expansion, especially in the middle reaches of the listed companies, their use of the capital market in addition to steady increase productivity, the most important thing is to make the difference products to expand market share, improve product quality. Do the low-end products, not listed on the packaging factory will disappear under the huge capacity of the black hole rawlinson.

The lamp application and downstream brand pattern, obviously, but in the upper reaches of the great difference, it is.

Mainland China, warlords hegemony,

The traditional powers, channel,

Lighting new technology advantage,

The Sino German joint, a tiger with wings added,

Who is the master, also see today!

The lighting market has begun a long rivalry, stick to the traditional lighting company channel, steady, lighting the new army, mostly LED, with their understanding of the characteristics of LED products, but also with the traditional lighting manufacturers to break off the wrist, especially some of the capital market the blessing of the company, they can the purchase of Europe and Japan and South Korea LED or lighting company, shorten the learning curve, but also increases their strength.

Cross Strait pattern:

In the LED industry, Taiwan is the mainland's master, but I let the The students surpass the teacher., Taiwan LED in the lonely, thin dead camel than Ma, Taiwan LED, details remain, now with everyone analysis on both sides of the Strait LED pattern, first of all is the upstream, the so-called ----

Three crystal electric, two hegemony,

Three strong, Chucaijinyong,

Taiwan dilemma, find the difference,

Ceramic technology, last ditch,

The Qiangtai weak trend, diding!

After a few days, the three places will have a lot of New Year party, the party by the stars, you can see both sides of the strength of the gap, this can also be three and crystal electric gap. The future competition is the talent competition, the biggest and best actor selection stage, the most expensive props, and of course the highest paid.

So it is with technical talents, who will not be with money, you don't go, there are a lot of people in the queue to the past, this is the reason, regardless of all walks of life, Taiwan people are moving in to the mainland, a long, the balance of power on both sides of LED, almost no suspense to tilt, in 2017, the turnover of three officially surpass EPISTAR, profits would not have said, next year will be the two three crystal Electric Co, three capital use the latest equipment and the best Taiwan LED talent, the spirit will make Taiwan fully inclusive and equitable now LED talent no worries over.

But Taiwan's LED manufacturers have not been idle, they hope micro LED can let them stand up, also stick to the non visible market, but micro LED really be in the three years of production, and the price can go beyond OLED? I don't want to pour cold water, we observe again!

The middle reaches of the Strait is another landscape, it is.

Billion light six wood, two strong,

Each in his element, take cities and seize territory,

The mainland is strong, gnaw as,

Taiwan second, gradually fall!

At present, the output value of nearly billion light and M.L.S. in about the same, but our capacity is three times more than billion light visible, the two companies are almost no overlap, and sometimes will take part orders billion light