The most important reason for this is that adhere to the horizontal integration, focus on LED lights chip production, wafer photoelectric and customer has no competition and conflicts of interest, customers can be rest assured of cooperation with us.As long as a simple look will find, now both the packaging plant in the Mainland and the Taiwan almost all of the packaging plant has begun to industry chain downstream module, do the lights.In other words, as long as these enterprises along with chip stage get through industrial chain.It also means that as long as the wafer photoelectric to downstream step easily compete with customer situation.Wafer photoelectric simply horizontal consolidation is what you want to do a simple chip supplier.It can be said that the choice of timing-related, are also relevant to the concept.
The semiconductor lighting: International Semiconductor lighting business, however this practice with several manufacturers are different.
Li Bingjie: Yes.Nichia currently has been doing outreach, chip, package, but also the small number of modules, such as Philips, OSRAM, Cree, do it all the time from the group level terminals the whole lamp dimensions, all focused on vertical integration.
However, regardless of the level of integration is vertical integration, which it’s hard to say who is good bad.Benefit of vertical integration is possible into the Terminal market, have the opportunity to close the client, it is possible to build a brand and channel.Establish a Terminal brand, you may enjoy higher profit margins.Of course, build brands and channels are very difficult things.Vertical integration is possible and must be of such ambitions, otherwise can only be limited to manufacturing.
However, regardless of the level of integration is vertical integration, which it’s hard to say who is good bad.Benefit of vertical integration is possible into the Terminal market, have the opportunity to close the client, it is possible to build a brand and channel.Establish a Terminal brand, you may enjoy higher profit margins.Of course, build brands and channels are very difficult things.Vertical integration is possible and must be of such ambitions, otherwise can only be limited to manufacturing.
The semiconductor lighting: wafer photoelectric do the action continued in the level of integration in the future directions, TSMC is likely to be LED industry (the world’s largest semiconductor foundry)?
Li Bingjie: actually, International has LED tube the industry in the LED industry was nicknamed wafer photoelectric company.As a matter of fact, OEM has wafer photoelectric current capacity of 30% per cent.If you prefer, this ratio could rise.From the horizontal integration mode of development is also a path in toward the body shopping.