Mainland LED epitaxial plant three safety optoelectronics chip disadvantage to enter the Taiwan market cheap sales. LED downstream packaging manufacturers, Taiwan LED chip cost is still
better than the mainland, Epistar and Formosa Epitaxy technology leader
in two years, next year will be the the LED lighting outbreak years,
overcapacity situation is also expected to relieve.
The
third quarter of the LED industry prospects, better-than-expected
orders over hand, anxious reminders goods with upstream, the East Unity
Opto chairman of Wu Qinghui said. Epistar 8 monthly production two weeks ago can not full, and on Sept. conservative, but September's capacity is full. Epistar said that the third quarter of the LED backlight TV demand exceeds Epistar expected.
Formosa
Epitaxy has recently received a lot of Korean the Lumens and East
Tony's orders, and the demand from orders in the third quarter is very
busy in August and September are presented full Formosa Epitaxy's TV
orders have seen 4 quarter.
Sanan
Optoelectronics rapid rise of the past two years, to winkle engineers
not only to Epistar, Formosa Epitaxy LED epitaxial plant, recently
actively send samples of Taiwan LED packaging factory, cheap grab one.
An
LED packaging factory competent San'an chip indeed sent the test, but
the test results is not good, to a performance point of view, if Epistar
1, Sanan is only 0.8, and the price is cheaper, and therefore as long as used in TV This high level of orders, the Taiwan plant also dare to use domestic chip.
Previous
rumor of Delta Electronics, Sanan Optoelectronic chip, Delta
Electronics. Denied the claim, and said the current assessment of other
domestic chip plant, mainly for the domestic market considerations.
East
Tony Sanan Optoelectronics domestic chip plant in Taiwan offer that is
not competitive, high stability LED TV accounted for the cost is not
high, and the requirements of the specifications of the TV backlight
narrow, domestic chip plants is not easy to break into Taiwan chip plant technology can also be at least two years ahead.
The
other LED packaging manufacturers charge of domestic LED plant mostly
vertical integration, so the company does not adopt the domestic chip to
avoid the growth of each other, it may be a threat to Taiwan factory.
Last
year, the mainland vigorously assisted manufacturers purchase MOCVD
machine, caused by the imbalance between supply and demand of the LED
industry, due to the the continent lack of engineers to operate, many
machine presents a "sleep" state, plus the quality is not in place. LED
industry believes that with the the LED lighting outbreak next year,
the imbalance of supply and demand is expected to release.
没有评论:
发表评论