LED industry’s future integration and the art

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.

LED industry

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.

LED industry will enter a peak development

LED industry will enter a peak developmentRecently, a message that says “12th Five-Year” period, Guangdong Province unit GDP carbon dioxide emissions to achieve a decrease of 19.5% of the target To this end, from March 1, 2012, Guangdong Province, led high bay,  the financial investment in building lighting projectand new planning and development area, always use the LED in the field of public lighting. There are many places start to implement the LED strategy. Governments are starting to implement policies to ban incandescent, LED layout lighting market in the next four years, the critical period.

After the collapse of the wave of micro-enterprises last year, this year in government energy subsidy policies to stimulate China’s LED industry, or usher in a new round of development opportunities. Opportunities, the business should be to grasp?LED market will really like the message above so booming? With the above problems, the reporter yesterday interviewed three photoelectric safety stakeholders in order to get the answer to that question.

Securities Daily: As the upper reaches of the LED industry leading enterprises, the three safety photoelectric when start the layout of the LED industry? This layout is formed?

3 An optical: in 1999, when “LED” term in China is still at the background to the study in only a few research institutions and research institutions involved in the face of the environment of the country’s industrial structure adjustment, the company focused on the future, and resolutely decided to adjust enterprise development strategies, the implementation of the industrial transformation and upgrading. Multilateral evaluation, and finally focusing its attention on the then Ministry of Science and Technology recommended “863” key issues – LED epitaxy and chip industrial base construction project, the layout of the high-tech optoelectronics industry. Faced with the acute problem of domestic LED industry, equipment, personnel, technology, safety and break through the difficulties, first settled in the Xiamen Special Economic Zone, is committed to developing the optoelectronics industry.

Currently, the company has become a domestic oldest, largest, best-quality full-color LED epitaxial, chip production base and the first third-generation high-powered photovoltaic concentrator products production company, is a national high-tech industrialization demonstration projects, the semiconductor The works of leading enterprises and national pilot innovative enterprises. 3 An optical vigorously the development of semiconductor lighting LED epitaxial chip, compound solar cells and other core business, while also actively expand the base of the upstream raw materials (sapphire substrate) to strengthen the strategic cooperation with downstream packaging and application enterprises, improve the industry chain the layout, the real development of the national high-tech enterprises, to create a world-class enterprise vision.