Price competition becomes the biggest challenge for Taiwan LED factory

Every move of leading manufacturers in the industry has always seen the situation and become an important reference indicator for observing the market. As the leader of LED epitaxial wafers and chips, Jingyuan Optoelectronics is always the focus of the spotlight. In particular, after the merger of the two rounds, the combined revenue of the two companies in 2013 reached NT$26.6 billion and 474 MOCVD machines, and the leadership position was more stable.

The crystal power is round and round, which is the largest industrial restructuring after the LED industry in Taiwan has been set up in 2004. The market is also interpreted as adjustments that have to be made in response to market changes. After the merger, the new crystal power has the highest revenue or output in the world. In the nine months before the fourth quarter of this year, the market is in a state of great growth. In particular, the third quarter has a particularly rapid pull, and the industry is therefore In the fourth quarter, he rushed to the brakes, causing the market to reverse.

Even if the market conditions in the fourth quarter are slightly cooled, the crystal market marketing center associate Lin Yida said that the market penetration rate of LED lighting is still less than 50%, and the future growth space is still large. Even if the market has occasional noise, the prospect of the LED industry is worthwhile. look forward to.

The price competition from mainland companies next year is the biggest challenge for Taiwanese companies. "Now who is more temperamental," the small factories have also moved closer to the group-operated big factories. Taking Jingdian to support a number of middle and lower reaches, for example, the “Panjing Electric” Group will be formed to take advantage of the one-stop production advantage to ensure that orders are innocent.

At present, the market is conservative about the first half of next year. The situation of the crystal power blue-capacity production rate is at a low point, which shows that the industrial prosperity will not always be at its peak. The cyclical fluctuations are normal, and the outside world should be treated with a normal attitude.

In terms of product development and marketing, Lin Yida said that HV high-voltage chips have shown many advantages in LED lighting design, and they have gradually been recognized by the market, including improving luminous efficiency and effectively solving heat dissipation problems. In the past, it was limited by the incomplete development of peripheral drivers and electronic control ICs, which hindered the popularization of the market. Now, with the new situation, Crystal Power will be the focus of next year's promotion and will increase marketing efforts.

PEC flip chip and LED vehicle applications are also the main force. Jingdian Co-Packaging Factory has achieved good results in instrument panel and interior lighting, taillight assembly and direction lights. In the field of infrared IR monitoring applications, Jingdian also has ink on high-resolution display screens, and has become a first-line supplier in the mainland market.

Jingdian also pays close attention to the application of UV LED. The existing product line includes: wavelength 405nm, applied to nail curing, wavelength 365-385nm, applied to photoresist exposure development, 260-285nm for biomedical sterilization.


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