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[Zhongguancun Online LED Channel] Recently, with the alliance of LED giants in the cross-strait LED and Sanan Optoelectronics, the merger of Taiwan LED factory has also surfaced. Guangjia will officially become a crystal electronics company after December 28th. Ronda will also be officially merged into Power League on February 1, 2013, and the mainland LED factory has been repeatedly closed this year. The market expects that next year will be the year of the cross-strait LED factory.
In the past two years, the LED industry in mainland China has expanded significantly, resulting in overcapacity. The current situation has not changed. The pressure of price competition has also reduced the profit margin. This will enable the LED industry to start the tide and find a weak way. Return to the industrial order. For example, in the case of crystal power consolidation, the shortage of production capacity of crystal power in the peak season will be improved after the addition of Guangrong production capacity, and will not amplify the production capacity of the entire industry, which will help the production capacity of the LED industry.
The LED factory in mainland China has also reported the news of the collapse of the tide this year. From the perspective of Sanan and Dehao Runda, the mainland LED leading factory, Sanan is the leading LED chip factory, plus the government subsidies, there is still sufficient The funds compete with other LED factories. As a LED packaging factory, Dehao Run, this year's operation is more difficult, facing a sharp decline in net interest rates, but also the situation of government subsidies to subsidize performance.
Although the technology and financial quality of the Taiwan LED factory is better, but the overcapacity has not eased, the competition has heated up and the profit has become difficult, and the consolidation trend has been difficult to reverse. In the past, the mainland LED factory relied on government subsidies, and the expansion of the factory led to an imbalance in the overall industry supply and demand. As the global economy is uncertain, the LED industry is also deeply mired in the mud, and the collapse of the land factory is expected to become more and more fierce. The market expects that the mainland LED factory will be consolidated from 100 to 100, and next year is expected to be the whole year of the cross-strait LED industry.
The alliance between Yanyuan Optoelectronics and Sanan Optoelectronics is a good start. Creating the competitiveness of each other with the best business model is also conducive to consolidating the advantages of both parties in the product and market areas. This time, the cooperation between LED manufacturers on both sides of the strait has been opened, which is also conducive to the development of the LED industry. The cooperation between LED companies on both sides of the strait can enhance the connection of upstream, midstream and downstream products, thereby reducing the cost of products, enhancing the competitiveness of LED products in China, and promoting the popularity of LED lighting.
