Are rushing into China-made color TV LED backlight supply chain of the three safety optoelectronics, Nantong, Hefei, with the parties so Blu-ray and LED chip manufacturers mainland itself may face even greater pressure. Because of the global LED chip giant Taiwan Epistar (the "crystal power") is to establish a joint venture in China set the pattern tied mainland TV manufacturers.
"Crystal power to enter the mainland market, the basic strategy is to find partners in the release of production capacity, and it is satisfied that the shareholders of the joint venture to form an alignment of interests and win-win." April 8, electrical and optical crystal treasure, a mainland power plants in Changzhou $ 600,000,000 optical crystal materials commenced. October 8, crystal power crystal with billion crowns, the Great Wall development agreement to jointly invest 160 million U.S. dollars in Xiamen, a joint venture company.
"Next, there will be a joint venture, currently under discussion. Epistar plans 5-year investment of 300 billion New Taiwan dollars in the mainland (about 67 billion yuan), the first stage of the first three years of new investment and 15 billion yuan NT. "Li Bingjie disclosed optical crystal materials is a shareholder in the mainland have a color TV manufacturers still need to be the mainland due to the cooperation in the relevant government authorities, it is estimated that all processes are expected to finish today. The development of a joint venture with Great Wall, is aimed at the development of parent company, Great Wall of China Electronic Information Industry Group (CEC) subsidiary of TPV Technology, "TPV is the world's largest LCD TV OEM manufacturers." And Li Bingjie are talking about investment projects in mainland China the third, one of the mainland side is a shareholder of TV manufacturers.
Li Bingjie said that the current investment frenzy mainland LED industry, there are many middle of the bubble, because the current in the LED lighting capacity can absorb very little, mainly LED TV. But this year's global sales of LED TV only 80 million units, of which the LED chip production capacity needed, just 300 to 350 MOCVD device (LED chip production equipment) to meet, and global production this year more than 400 MOCVD, Next year will also increase more than 500 units, "so Epistar investment projects in China, we must first find the downstream customers, will begin to implement expansion plans."
Despite the cautious expansion, Li Bingjie still feel a lack of manpower. Because the current crystal power of human, Changzhou and Xiamen can only meet the needs of the joint venture. Which led last year by the parent crystal power joint venture in Shandong Civil optical crown, crystal electric staff can not send reinforcements.
It is for this, as the LED industry veteran of Li Bingjie LED on the continent is rising heat, a bit dazed. Li Bingjie pointed out that, as the representative of the three mainland safety photoelectric LED upstream businesses tend to the basic development of the vertical industries, very long stretching from the LED epitaxial wafers to LED packaging, has been applied to the LED, "This operation is difficult to have industrial partners are all competitors. and can not have enough manpower to expand production LED professional. "
Crystal power by mainland investment plan, the three formal joint venture operation, only the LED lighting market to be mature. Epistar will only 15.0 billion after the implementation of planned capital increase of NT, while the introduction of lighting manufacturers as a shareholder of the mainland side.
According to reports, this year's grain revenue of 195 billion Taiwan dollars electricity, of which more than 40 billion New Taiwan dollars from the mainland market, as income from the three LED TV backlighting. The calculation of the income scale, crystal power LED packaging giant with its shareholders, the income of Everlight, Taiwan, the other LED is the sum of corporate income.
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