Taiwan LED industry in mainland Japan bashing harvest rpm single effect

The anti-Japanese sentiment in the mainland, has heated up the electronics industry in Taiwan made ​​the switch to a single benefit. Epistar, Formosa Epitaxy LED industry, benefit from the significant increase in the mainland local TV Factory Road robust LED pull goods, revenue is expected to better-than-expected in September.

According to statistics, Toshiba, Sanyo, Panasonic, Sharp and other Japanese TV in August than in July in Beijing, Shanghai, Guangzhou and sales recession in at least two percent, Toshiba, Sanyo fell more than four percent. Since August the top three the Guangzhou TV brand sales from previous Samsung, Sony and Sharp, converted to Samsung, Skyworth, TCL, two mainland local brands.

Mainland TV plant sales greatly increased, pushing up the LED backlight demand, but because of the anti-Japanese sentiment warming, local LED packaging plant and system factory originally prepared orders to Japanese Nichia chip orders, has now shifted to the Taiwan factory, including Epistar, Formosa Epitaxy, East Bay, Lunda, Chiun.

Japanese semiconductor IDM companies accelerated release single on Taiwan IC packaging and testing industry. ASE director, said Japan the IDM plant previously suffering from the pain of the appreciation of the yen, the continent is now fierce anti-Japanese sentiment, greater pressure to accelerate the release of outsourcing orders is an inevitable trend, ASE has won Toshiba dispersion component orders future through Shandong the Weihai plant and Taiwan factory, took the package shipments.

Samsung Peifu Apple amount or to the high price of $ 3,000,000,000

It is reported that Apple's legal representative at the hearing will be held in California on September 21, asking the judge to Samsung's infringement of the amount of compensation was increased to $ 3 billion from $ 1.05 billion the previous jury, meaning that Apple intends to quickly deal with Samsunglosses caused by infringing products. This is the technology infringement lawsuit seeking the maximum amount of compensation.

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The end of August, the nine jurors judged Samsung "deliberate" plagiarism Apple iPhone and iPad to be $ 1.05 billion in compensation. Sentenced Wen stressed that "willful infringement", so that Apple intends to increase the amount of compensation 3 times.

The sources pointed out that Apple lawyers still believe that the Samsung Galaxy products should withdraw from the U.S. market. The judge has issued an order in the 17th, rejected Samsung's request to lift the ban order of Galaxy Tab 10.1 in the United States.

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In addition, Samsung Electronics, LG Electronics and Philips North America, Inc. and other companies, the suspicion that drive up the computer screen and TV prices, on the 18th by the United States, Illinois, accused of joint manipulation and monopoly price.

Land owned landed on Taiwan to restart cross-strait LED alliance entire and tide

Taiwan will expand opening up the mainland Chinese coming to Taiwan, "a policy launched nearly three years, and so far only approved 217 investment, $ 272 million, with Taiwanese investment in mainland China accumulated more than 25 billion U.S. dollars comparing to display extremely disproportionate. Study The reason for this, and the open range is too small, inadequate incentives, relevant licenses threshold too strict. "To this end, the Executive Yuan of Taiwan to actively develop the third stage open programs, planning new lighting components LED mainland Chinese coming to Taiwan shares ( LED mainland capital investment ceiling deregulation, the first wave was the land owned stake in the industry), and troughs twelve months, with the shares of the five key manufacturing machinery and equipment and other ceiling increase panel, semiconductor, machine tools, electronics and semiconductor production, deregulation more than expected, to show the greatest policy to attract mainland Chinese sincerity.

According to Taiwan media reports, Taiwan intends to mainland capital shares, many Taiwanese manufacturers to competitive considerations, restart the planned alliance and consolidation of firms on both sides, which Taiwan LED chip enterprises consider to the sea, and the card bit the mainland domestic firms on both sides and the planned alliance with the whole market, has to restart negotiations and have been in contact with the mainland manufacturers.

Clear view from LED industry, no matter from various point of view of the global layout, complementary advantages and industrial upgrading, the two sides to expand the level of cooperation, deepening investment exchanges, will become a win-win strategy to enhance the competitiveness of each other, especially for Taiwan LED application field of LED lighting, Taiwan lighting market will face from the backlight turned to how to extend the question of the Haikou, with the the mainland interbank depth cooperation is especially urgent.

Recently, a Taiwan LED chip corporate executives told reporters: the continent's future is an important consumer market of the LED close to the market, the second half does not rule out a joint venture to set up factories and mainland enterprises, in particular, to seek cooperation opportunity and the mainland LED applications enterprise. As a matter of fact, the wafer optoelectronics, Formosa, Everlight, Ronda, the new century, Taiwan enterprises in the layout of the market in 2012, the weight of the mainland market becomes more obvious. Behind this trend, such figures: only from Q1 2012 performance report, Taiwan's major LED chip industry in addition to Formosa Epitaxy quarter by 17.3%, and other industry generally declining for the case. "If we say that Epistar an aircraft carrier, the only aircraft carrier is also slowly sinking," Epistar General Manager Mr. Zhou Mingjun recent industry seminar so frankly stated.

Another example, from a continental perspective, Sanan Optoelectronics Sanan technicians from Taiwan has over a hundred people, technically compared to the previous larger increase if direct stake in Taiwan-funded enterprises, whether it is through a strategic alliance are technically sophisticated quickly, or strengthen the product line, cut into the field of LED backlight for even more favorable.

For the development of the whole industry, the strong stronger, the enterprises of the two sides first camp, each with advantages, while fully competitive as an opportunity to build cooperation to achieve the strategic synchronization and common technological innovation in to usher in the Chinese camp will future market opportunities to combat more core competitiveness in Europe and the United States, South Korea and other foreign companies, of course, have become accustomed to enterprises on both sides of the "competition", "cooperation" is obviously not a simple matter, or more dependent on the two sides depth on the concept of communication and mutual tolerance, and to achieve profitability goals, how to create a higher level on the common goal of truly cross-strait technology, productivity and market a larger pattern optimization, so China forces "emboldened with foreign makers on the same stage contest requires more wisdom.

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As can be seen, the cooperation of the cross-strait LED manufacturers either have a positive role in promoting the development of the industry or the competitiveness of enterprises. Taiwan opening up of the mainland capital shares of the need for cooperation of the industry, but also between LED manufacturers can enhance competitiveness in the international market at the same time, it should affirm and support. Hope that cross-strait LED enterprises to strengthen cooperation and promote the continued development of the industry.

Apple asked Samsung to an additional payment of $ 700 million compensation

September 23, Apple has requested a U.S. court to ban this a permanent ban on Samsung selling infringing products in the U.S. market. At the same time, Apple also made another demands that the court last month ruled that Samsung needs more than 10 billion U.S. dollars on the basis of the compensation paid to Apple, asking the court ruled that Samsung again Apple an additional payment of $ 707 million in damages.

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Previously, the hospital has ruled that Samsung infringed Apple iPhone and iPad using six technology patents, and asked Samsung to compensation of $ 1 billion. Apple has won its case why should Samsung hot pursuit? The experts said that only the compensation value for Apple, Apple is most concerned about is the lock-up, in the last of the prosecution, this requirement does not allow Apple to do so. This is the main reason Apple again to the courts.

Apple patent battle with Samsung has staged more than a year. Back in April 2011, Apple began to bring infringement proceedings for Samsung Electronics, Apple accused Samsung "steal" a part of the design of the iPad and iPad2, Samsung claims of $ 2.5 billion, and to stop selling its tablet products. Samsung has denied Apple's allegations and counter-attack, said Apple is infringers. Currently, the "war" has spread to many countries around the world.

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The end of August this year, in a patent infringement lawsuit in the District Court in San Jose, California, Apple wins Samsung one chip, the jury verdict Samsung violated Apple's patents, should be $ 1.05 billion in compensation to Apple. However, Apple and Samsung are not satisfied with this verdict.

Apple on Friday continued to San Jose, California district court submitted a new document, requires Samsung extra compensation for the loss of $ 707 million fee. Including the payment of the $ 400 million compensation for violations of the property rights to the design, infringement of utility patents compensation of $ 135 million, $ 121 million based on sales of Samsung products not covered by the jury for consideration of compensation, as well as pre-payment before the judgment of 31 December 5000 million dollars in loss of interest, all damages totaling $ 707 million.

In addition to the request for additional financial compensation, Apple is also asking the court to ban to allow Samsung's infringing products can not be sold forever. Apple claims that the court ban, including any infringing products or any other products with similar functions with the infringing products banned the sale of "content. Been banned products may not only be involved, there all Samsung mobile phones and tablet products with the same functionality.

September 22, Samsung also submitted to the court a new file, I hope the court to modify or overturn the jury's judgment of August 24. Samsung believes that before the ruling, the court unfair restrictions in trial time, witnesses and show evidence. Samsung also said that it will be the iPhone 5 to the current patent litigation in the United States.

For both requests, the San Jose District Judge Gao Lan Hui plans to hold a hearing on Dec. 6 to discuss the issues raised by the two companies. Samsung said Gao Lan Hui refused the request of the company, it will appeal.

"Although Samsung loses, but Apple's intent was not achieved, only the compensation value for Apple, Apple sued again in order to achieve the purpose of the lock-up." Internet experts Tangxin said.

Southeast University School of Law Attorneys Marin told reporters, Apple is now the practice does not violate the legal procedures, as long as Apple is able to produce evidence to prove the original claim is insufficient to cover the loss of the original Apple has the right to continue to claim .

The However, Tangxin Apple to convince the court to re-trial be difficult, because the same thing can not be court twice, the last time the final judgment, unless it can provide new evidence that the two lawsuits. "In the short run, the two patent war should come to an end, and the long term, the patent war will continue."

An obvious sign that the the patent warfare has become an important means for Apple containment competitors. When HTC (microblogging) won the first U.S. smartphone market quarter, Apple launched the HTC patent war also threw out the ban order to apply for the this face "banner". When when Samsung started hot in the United States, Samsung became Apple's focus on combating object, hesitate in the United States pursued vigorously.

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According to IDC statistics, in the first quarter of this year, Samsung's share of global smartphone shipments 29% share beyond Apple, the world's largest mobile phone manufacturers, with 23% of Apple's share of a back seat. Market research firm Juniper Research data show that the second quarter of this year, Samsung smartphone shipments to 52 million Apple iPhone shipments of only 26 million, and as a the iPhone5 direct competition the Samsung's new flagship Galaxy S III , is achieved sales of over ten million results in just two months time.

Tangxin that the patent case, the main purpose is to delay the pace of the opponent's weaker opponents may have a great impact. "Samsung is Apple's biggest competitor, Apple's patent strategy has also become the biggest target of attack."

AU Optronics: U.S. federal court a fine of 500 million U.S. dollars two competent jailed for 3 years

September 21, a U.S. federal judge on Taiwan's AU Optronics Corp., a judgment in the case in violation of antitrust law, ruled that AUO pay a fine of 500 million U.S. dollars, and sentenced Hyun Bin Chen, senior director of AUO and Xiong Hui to three years in prison and fined 20million.

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The amount of fines has been tied to the United States has always been implemented on a single company in violation of antitrust law cases the maximum fine record, the court allow AUO installments paid a fine of $ 500 million. AUO who had advocated the fine shall not exceed $ 85 million U.S. dollars, has said it will appeal in the court file.

U.S. prosecutors charged that the case is "the most significant price-fixing cases in the history of the United States, asking the judge to heavy penalties AUO $ 1,000,000,000, to impose a 10-year term, and the Hyun Bin Chen, former general manager of AUO and former Executive Vice President Hui Xiong in prison and $ 1 million fine.

San Francisco Federal District Court Judge Boylston (SusanIllston) refused sentenced to a fine of one billion U.S. dollars according to the prosecution, said that this amount is too high, because AUO has reached a settlement to pay hundreds of millions of dollars from groups lawsuits, and is still around the world to face litigation.

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Boylston, Hyun Bin Chen and Hui Xiong should not be sentenced to 10 years in prison, according to prosecutors requirements because of their price-fixing is not seriously believe that they are doing to help To Mou self-interest, but due to overproduction and price tumbled troubled industries.

"Wall Street Journal" (WSJ) pointed out that this is one of the most severe penalty in the traditionally anti-trust case. However, the U.S. Department of Justice still complain about the weight penalty was not enough judges.

U.S. federal prosecutors told the jury during the eight-week trial, AUO executives 2001-2006 top secret meeting and the other panel makers in Taiwan over the hotel room, Kara OK and tearoom open the so-called "Crystal Conference in excess supply led to the panel decline in value of 40% of control prices.

Taiwan's AUO and CMO, South Korea's LG Display Corporation, Japan's Sharp Corp. and other Asian panel makers have been the U.S. Department of Justice allegations of monopoly panel prices. The other panel makers early guilty plea, to pay fines totaling more than 890 million U.S. dollars, and not into the proceedings, AUO insisted that no monopoly problem, to be the only one facing judgment vendors.

Thinking of Sino-Japanese relations "friction" under the LED industry development prospects

Around the Diaoyu Island incident, the Japanese government "buy", Sino-Japanese relations are pushed to the cusp. Both the political and the military and civil in intensive position, four decades since the normalization of diplomatic relations, Sino-Japanese relations may be the secondary fell ravine.

Under the domestic political and social pressure to take counter-measures in China is inevitable. The Sino-Japanese friction is due to the Diaoyu Islands issue into the sky, the future core around the actual control over Diaoyu Islands. If the counter-measures to make Japan on the Diaoyu Islands, the so-called "actual control" bathing, that China will be a major achievement. More likely, the two sides in the waters of the Diaoyu Islands into the cold stalemate "and" cold confrontation state ocean surveillance ship, the two sides to each other "light muscle" and even "physical contact" class ocean surveillance ship collision occurred, but not quite may develop into a military conflict.

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Military conflict temporarily impossible, it is more possible counter-measures is economic sanctions, which is more viable than the military conflict, the impact of the larger and more lasting. Japan's Canon Institute research director of global strategy Seto mouth Kiyoyuki admits: most worried about is that the Chinese Government is considering the introduction of the day (economic) policy of restricting. If China really began the economic sanctions against Japan, in which an impact? And how would the Chinese LED industries have much impact?

First Sino-Japanese trade will be greatly affected. Since 2007, China became Japan's largest trading nation. Today, China remains the largest trading partner of Japan, the largest export market and source of imports. According to the statistics of the Japan External Trade Organization (JETRO), Japanese trade volume in 2011 reached $ 344.9 billion, of which $ 183.4 billion of imports from China on Chinese exports of $ 161.4 billion; 2011, Japan's trade with China accounted for the proportion of the total foreign trade of Japan was 20.6%. The first half of this year, Japan's imports from China were $ 91.3 billion, a record high, the import and export of a total of $ 165 billion, a year-on-year growth of 1.1%. Japan-China trade accounted for 19.3% of Japan's total foreign trade, a year-on-year decline of 1.3 percentage points. The same period, Japan's trade deficit with China increased by 2.6 times over the same period last year, to 1.401 trillion yen, the total volume of exports to China decreased by 5.7% year-on-year.

Second, China holds a large number of Japanese government bonds. According to the Japanese Ministry of Finance, Japan's central bank announced the international balance of payments statistics show that the amount of Japanese government bonds held by China is rapidly expanding, holding reached the highest in the history of the 18 trillion yen as of the end of 2011, representing an increase of 71% over last year. Holdings of China's rapid growth since 2009, beyond the United States and Britain to become the largest holders of Japanese government bonds in 2010. In addition, the end of the year 2012, Japan's central and local government's long-term debt to GDP ratio will reach 195%, more than deep sovereign debt crisis, Italy (128.1%), the highest in the developed world, but also the countries with the highest government debt around the world . Government debt factors make Japan is bound to take into account China's actions to avoid China's sharp sell-off.

Third, the Chinese travel to Japan may be substantially reduced. According to the Japan National Tourism Organization (JNTO), the number of Chinese visitors to Japan in 2011 to 104.35 million, a significant decrease of 26.1% than last year (by the Japan earthquake). From January to July this year, substantially more than the same period last year increased to 94.76 million, an increase of 72.3%. An increase in the number of tourists in July more than doubled the monthly number of tourists exceeded 20 million for the first time.

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Fourth, China is an important investment and one in Japan. In 2011, Japan's investment in actual capital in place of $ 6.33 billion, a year-on-year surge 55.1%. As of the end of June this year, Japan's investment in China accumulated actual place the amount of $ 83.97 billion, ranked the highest in the country of China's utilization of foreign investment. Japanese investment, the impact of economic sanctions on the two sides are not a small loss.

Fifth, the strategic resources is also capable of effective checks and balances in Japan an "economic card". Rare earth, rare earth and other strategic resources to the development of high-end manufacturing, material essential to the production of high-end industrial raw materials, China's rare earth reserves account for about 23% of the world's total reserves, bear more than 90% of the world market supply. Japan's high-end manufacturing rare metals imported mostly from China, if economic sanctions began, the Japanese companies will be eager to come to alternatives.

Samsung intends to rising prices of Apple processor foundry TSMC is expected to orders

According to the Korea Times (Korea Times) reports, Samsung has asked Apple to pay a higher price, you can use the mobile application processor Austin, Texas (Austin) factory production. Samsung was started in 2011 for the Apple supply A5 processor, Apple's latest iPhone 5 A6 processor, by Samsung 32nm foundry.

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The industry is of the view that Samsung asked prices may be related with the production capacity, low yield, high cost of the three major issues. If Apple completely "to Samsung," this is likely to be reduced next to the Samsung processor orders transferred to the greatly increased probability of TSMC.

Securities institutions optimistic about TSMC win Apple processor orders, and grabbed nearly forty percent of orders expected in the second half of next year will inject revenue accounted for 5%. Broker that TSMC will use the most advanced 20-nanometer process, Word 2013 processor for apple production.

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Once Samsung prices established, TSMC industry attempt to win the Apple processor OEM orders, Chenxi infiltration. Especially the iPhone5 built the A6 processor, Apple for the first time its own development "ARMv7" architecture processor system-on-chip (SoC), the future will be like Qualcomm, MediaTek this IC design companies directly to the chip foundry tapeout, so TSMC undertake apple processor greatly increased the probability.

Mainland sapphire substrate plant is actively involved in the PSS development

Chinese mainland sapphire substrate the plant being overweight invested patterned sapphire substrates (PSS) development. Traditional plane (Plane) sapphire substrate prices plunged, the sapphire substrate manufacturers in mainland China are aggressively purchasing lithography (Lithography) and etching (Etching) machine to improve the PSS capacity to move up the product gross margin.

Mainland sapphire substrate plant is actively involved in the PSS development

International Semiconductor Equipment and Materials International (SEMI) sapphire substrate manufacturers in mainland China are actively expand PSS annual production capacity, prompting PSS overall annual production capacity of rapid rise in total output in 2012 is expected to more than ten million, much higher than the traditional plane sapphire substrate the production capacity of 2.5 million. Total capacity 2014 PSS will have around twenty million or more the traditional plane sapphire substrate production is less than 2.5 million.

Accordance with SEMI China Statistics 2 inches conventional planar sapphire substrate Price from a peak of $ 35 in 2010 quickly dropping to U.S. $ 9.5 million in the third quarter of 2012. , Under continued coming into the market in mainland China sapphire new entrants, the price back up little space in the future.

Mainland sapphire substrate plant is actively involved in the PSS development

SEMI pointed out that the focus on the traditional plane sapphire substrate unit price plummeting, prompting the sapphire substrate plant to expedite the start of the expansion of the PSS production can layout, as Sintek technology, Dong Jing Bo Lanter Suzhou sea platinum, crystal, Hefei Crystal Bridge, Ke Ruisi photoelectric have switched to vigorously expand production capacity, and a tremendous business opportunities for lithography and etching the two PSS production equipment suppliers.

Xiamen Old Town began installing LED lights intends to five years to complete a comprehensive upgrade

The Xiamen implementation Old Town street reconstruction project, the old sodium lamps replaced with new energy-saving LED lights. It is understood that the Old Town street reconstruction involves three patches are one hundred Village Area, Datong Road area of peace and prosperity Road area. Xiamen ready to replace 296 street lights, nearly one million yuan, is expected to be completed on October 30.

The Xiamen municipal department, said the practice of this street reconstruction to take the "fabric line, change a one by one to replace street lights, will not affect the normal nighttime public travel. Relevant responsible person said, the municipal sector in the next 4-5 years, will be fully transform, upgrade of the street of the old city, the streets.http://www.tungsten-molybdenum-sapphire.com/

The Iphone5 using sapphire crystal glass table poly photoelectric revenue can be expected in September

Warmed to benefit from the demand for LED lighting, plus Apple IPhone 5 camera lens with sapphire crystal glass, CROSS subsidiary USI photoelectric September LED sapphire ingot operations grow over August, the operation of the third quarter compared to the second quarter of micro-amplitude growth.

In August, USI photoelectric LED sapphire ingot revenue of about NT $ 8,000 million, the best performance of the single-month revenue this year. CROSS sapphire crystal rod monthly production capacity of 400 000 mm to about 500 000 mm, visibility of orders for 1-2 months.

The Taiwan Polymer Optoelectronic said, IPhone 5 sapphire crystal glass, let the market increase the imagination of sapphire ingot and substrate plant.

Financial subsidies to flourish under the undercurrents ability to continue to illuminate the LED industry?

Good policy to become the LED industry catalyst

As we all know, able to achieve rapid development of the domestic LED industry mainly due to the strong support of the national policy. Since 2011, the state issued out incandescent roadmap, providing a huge market space for the development of LED lighting. In addition, the favorable policies of the LED industry has also been launched.

Usher in the LED industry policy, the honeymoon period in mid-May to early June. On May 7, the Ministry of Science and Technology released a second five "special" Semiconductor Lighting Technology Development Plan (draft) ". "Planning", to 2015, the semiconductor lighting industry scale reached 500 billion yuan, semiconductor lighting products accounted for the general lighting market share to reach 30% of the specific objectives. On May 16, the State Council executive meeting of the 12th Five-Year Plan "of the national basic public service system. The meeting decided to arrange 22 billion yuan to support the promotion of energy-saving lamps and LED lights. On May 30, the State Council executive meeting discussed and adopted the "Twelfth Five-Year" national strategic emerging industry development plan "for energy saving and environmental protection industry, a new generation of information technology industry, bio-industry, high-end equipment manufacturing industry, new energy industry seven industry clear direction of development of the industry of new materials and new energy automotive industry. Meanwhile, Guangdong Province also announced the mandatory use of LED lighting products to promote the field of public lighting, all by the Government or state-owned capital investment in the construction of public lighting in the area, all LED lighting products.

Government in the layout of the LED industry, the high-profile domestic LED industry developed rapidly in recent years. According to statistics, five years ago, the manufacturers involved in the field of LED is still less than one hundred, and now more than eight thousand. The government's favorable policies to attract a large number of the influx of hot money, the entire industry has shown a thriving scene. But beneath the surface of the booming LED industry undercurrents affect the prospects for the development of the LED industry.

The pain of excessive catalytic conceal his enterprise transformation

Many LED companies aboard the policy bandwagon Hurricane forward, we are fast development boom dazzled, overly optimistic forecasts of market prospects, and ultimately into a blind expansion investment plight of excess. Local government investment policies as well as a huge market prospects has spawned a batch after batch of LED projects. However, subject to the economic environment and the impact of many factors hinder serious LED application market growth rate than expected, capacity stage large backlog of inventory excess lead LED products, corporate profits have fallen sharply and seriously disrupted the pace of development of the LED industry.

At the same time, not originally in the LED industry enterprises in the stimulation of favorable policies, also came aboard LED policy bandwagon, have turned to the LED lighting market. However, their aim was not to production, but in order to defraud the government of huge subsidies. More helpless a result of these enterprises did not have any core technology, product quality is also often criticized by others. Their presence can be said is seriously disrupting the order of competition in the LED industry, the industry disorderly competition intensified. Jiangsu LED lighting market nowadays, for example, the product quite a mixed bag, not a development of the industry standards and product quality standards, this set to the the civilians promotion of LED lighting bottlenecks. Commercial competition between the enterprises of the LED lighting caused the price of the vicious battle, which bring potential hazards to the LED lighting products, coupled with industry quality standards, which resulted in inferior products entering the market openly.

The LED industry shuffling the more play an increasingly strong

According to public information, China has about 8,000 LED enterprises, including more than 5,000 in the downstream industry chain. In the downstream industry chain enterprises due to the lack of core technology, the share of the profits of the whole industry chain only dispensing at least a part of. Now these enterprises are also facing the decline in exports, the industry disorderly competition problems so that they may face the risk of failure at any time. Shenzhen, for example, the closure of LED lighting companies have more than 80. 2011 in Foshan, Guangdong, also the collapse of Jin Yicheng LED lighting company, Dongguan, Zhongshan LED lighting companies also deep collapse of the cold wave.

China's LED industry accounted for the share of less than 5% of the entire lighting market, the high cost of LEDs has increased its promotion of the difficulty, if there is no government financial subsidies and policy support, LED difficult to open up the market in the short term, so relying on policy to influence the market may well be a good shortcut. But how to make experienced blind expansion and overcapacity plagued the domestic LED industry to take advantage of good LED Deal achieve industrial upgrading, stimulate the adjustment of the industry itself, to guide the development of enterprises to upstream industrial chain. This is only a test of the adaptability of the domestic LED enterprises, but also spur deepening the implementation of government policies and rules. While in the introduction of a variety of supportive policies, the government should develop industry standards to stop disorderly competition and curb investment of overheating, and guide the healthy and stable development of LED lighting industry.

Guangdong LED (Shenzhen) Industrial Technology Innovation Alliance was formally established

Guangdong LED (Shenzhen) Industrial Technology Innovation Alliance has officially unveiled, this means that the original LED and research alliances now upgraded to provincial Union. Shenzhen University, Shenzhen Graduate School of Tsinghua University, Chinese Academy of seven units of the Shenzhen Institute of Advanced Technology Institute of Tsinghua University, Lehman photoelectric Jiuzhou Optoelectronics, Ruifeng power to newly appointed executive director of the Guangdong LED (Shenzhen) Industrial Technology Innovation Alliance .

The original LED research alliances established LED public technology R & D service platform, organizations such as LED street lamp beta-related activities, and promote the Shenzhen LED industry. The newly upgraded LED (Shenzhen) Industrial Technology Innovation Alliance, will be better industrial layout plan for the Union enterprise services enterprise by Alliance BaoTuan ", will be better to create a public service platform, to enhance the innovative.

The Asian LED chips competitiveness constitute a threat to terrestrial plant temporarily

Recently, DIGITIMES Research recently the 2012 LED upstream chip manufacturers in Taiwan, Korea and Japan. Terrestrial plant competitiveness forecast.And pointed out that the Asian manufacturers increasingly important position in the upstream of the LED industry in chip manufacturing.

Reported that the MOCVD machine demand from the regional market observation, forecast Asia the proportion of up to 90% in 2012, an increase of 10 percentage points over the previous 1 year; mainland China the highest demand for machine, purchased in 2012 the proportion of 68%, but the technology is still in the phase of ascension, Taiwan, Japan, Korea, the LED chip industry strength is still better than the mainland manufacturers.

From the layout of the LED industry chain observed the competitiveness of Asian major industry by, the South Korean industry by comprehensive appraisal better than the Japanese factory and station plant performance, the main because The former multi adopt consistent mode of production, especially Samsung (Samsung) relying on its brand, favorable its LED career Ministry Productivity improvement; but alone of the LED chip manufacturing strength rating scores in descending order of the day plant, the Taiwan plant, the Korean plant, land plants.

Observation of the regional industry LED business unit revenue, factory output value in 2012 was estimated at $ 3.6 billion, ranking the highest in Asia, and the annual growth rate will be 17%; South Korean industry due to the vertical integration of the industry chain and high output value contains mold group part of the estimated output value of $ 3.2 billion, an annual growth rate of 49.6%; Taiwan factory focus on the production of LED components, estimated production value of $ 1.69 billion, net of module output value of the South Korean industry, part of the Taiwan plant will outperform the Korean factory .

The agency analysis said, 2012, Chinese mainland companies with MOCVD machine production carve out an estimate of about 30% annual growth rate, the output value will reach $ 1.42 billion, but the mainland manufacturers mostly in low-power LED-based, it is a global industry The status is not yet pose a threat to other Asian LED industry.

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Look to the first half of 2012, the profitability of each industry, the Taiwan factory Epistar, the Lunda business interests rate of about 5%, double-digit day plant Toyoda Gosei Optics Division, was 11.3%, semiconductor subsidiary of Seoul, South Korea SOC by losses into profits of 0.6%, LG Innotek and Samsung LED forecast full-year profit of -4% to -6%, 7.3%, respectively. Large Lu Sanan and BDO Runda due to the toward LED application product development, and improve their own LED chips using the proportion of Sanan operating margin was 24.8 percent, the the BDO Runda LED chip gross profit margin was 22.8%, relatively better earnings performance .

Green Energy Industries Association in Taiwan LED Industry Alliance Dalian Wafangdian

Recently, the Dalian Wafangdian LED Industry Alliance held a signing ceremony. The Industry Alliance nine years, LED backbone enterprises in Dalian City Group sponsored the members Shengda Group 6 enterprises in Taiwan, and Xiamen Gang can electromechanical, Shijiazhuang the Sunningdale LED enterprise, as well as Taiwan's green energy industry associations, Huaxia Bank Dalian Branch and many other units.

The Alliance technology, production, sales, as well as funds to achieve powerful combination will Wafangdian photoelectric industrial park as a base to form an entity in Dalian LED chip R & D, production and sales of end products as well as supporting materials, to jointly develop the Northeast and Inner Mongolia, and to radiation Japan, South Korea, Russia and other foreign markets.

Wafangdian LED industry alliance established, marking the Dalian LED industry in the resource integration, industry collaboration, enterprise agglomeration, driving innovation forward in a substantial step, Dalian LED industry chain will be further refined to improve the level of local matching and corporate R & D level, to promote the growth and development of the LED industry clusters.

The Seoul Semiconductor Acrich2 LED modules now available for mass production

Recently, Seoul Semiconductor announced that its latest Acrich2 AC LED module has 100lm / W performance, and current production orders. Acrich2 is a lighting designer can provide high efficiency, high power factor and improve THD performance light source.

Traditional solid-state lighting solutions require additional components in the design of the dimming performance and cost. Acrich2 solutions can be savings of at least $ 2.00 fee on these traditional solutions. Acrich2 exchange module also provides DC dimming interface, designers can easily design new dimming function, such as touch sensors and control WIFI dimming.

Acrich2 more electricity cost savings by improving the power factor up to 0.99. Traditional LED lighting products with low power factor, usually power factor as low as 0.5, the power factor is mainly concentrated in the range 0.70-0.80. Seoul Semiconductor has a high power factor Acrich2 AC LED modules more power.

The technical design of the Acrich highly integrated components and can run under DC and AC, and for wide voltage setting. In addition, AC 4W to 16W Acrich2, modules are available now, mass production and can be customized according to customer demand module production line.

Philips 2020 LED lighting market will reach an estimated 50 billion euros

Philips estimates the market size of LED lighting systems in 2020 of up to NT $ 2 trillion. Philips Lighting revenue in the second quarter of this year, more than 20% from the LED lighting LED epitaxial package revenue (not included), and more than two in the second half of this year. This figure exceeds the global LED lighting accounts for a penetration rate of only 10% to 15% of the general level of the overall lighting. Philips has been identified, LED lighting mainstream light source trend, while the Philips LED lighting of the global market share of more than 2 percent, the performance is more than Philips in the traditional lighting of the market share (about 15%).

The global lighting market size of about 65 billion euros (including LED lighting system, traditional lighting, LED light source, conventional light sources), to 2020, the overall size of the market will expand to 100 billion euros, according to Philips LED lighting systems accounted for more than 5 percent to NT $ 2 trillion, 2 trillion, including traditional lighting, LED light source, the traditional light source, such as.

From Philips lighting industry trends analysis shows that LED lighting the most potential for development is the need for creative design and integration of energy LED lighting system; while the emphasis on technology production performance LED light source (including LED epitaxial, packaging, light engine), since 2011 years of rapid growth into the mature and stable period to 2015, as price competition, the production efficiency of the market.

Samsung factory in China again burst child workers' monthly overtime of up to 186 hours

Released a month ago about Samsung (microblogging) Chinese foundries child labor report, recently, the protection of labor rights organization China Labor Watch (China Labor Watch) issued another report pointed out that Samsung eight factories in China that there is illegal violations The battered labor issues.

The report said China Labor Watch staff in May of this year to August, interviews and on-site investigation of Samsung, including eight factories in Shenzhen, Huizhou and Tianjin, Suzhou investigation found. On September 5, the reporter contacted the factory grounds, most of the leading travel declined an interview. As of press time reporter, Samsung said are submitted to Headquarters, Other and declined to comment.
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Had been investigating the history

A month ago, China Labor Watch released a report, said Samsung in China's mobile phone and DVD player OEM factory Haig Guoli employs seven child labor under the age of 16, and forced the employees to excessive overtime. The report pointed out that the the Haig Guoli child labor facing the adults equally harsh working conditions, but wages are only 70% of the equivalent of the latter.

Samsung Hagrid Guoli ensuing investigation, review results released this week, has denied the allegations. Samsung said that Haig Guoli up to 30% of the monthly average turnover rate review is limited, but Samsung stationed survey through face-to-face identity verification query entry records, as well as one-on-one interviews with student interns review and other forms of Hagrid Guoli employees, are not aware of the above-mentioned problems.

However, Samsung is also found that the the Haig Guoli existence of some management inadequacies and potential security risks. Phenomenon penalty system for late or absent, and in excess of the statutory overtime or examples of more than nine hours of overtime per week, as well as in the presence of certain health and safety protection measures inadequate, if not set up clinic.

Samsung has Hagrid Guoli immediate rectification, otherwise it will terminate the contract.

On September 5, the China Labor Watch founder, Li Qiang, Samsung The survey questioned again. "Samsung said, 30% of workers leaving the factory monthly Samsung's investigation does not necessarily comprehensive. Addition Samsung to check the identity cards of the staff and students work, as far as we understand, child labor, use of fake identity cards to enter factory. "Li Qiang told reporters.
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He also questioned Samsung survey formality. Samsung said in a statement on August 8 has twice this year Haig Guoli review, did not find any violations of Haig Guoli. But after the release of the report by the China Labor Watch, Samsung subsequent investigation found that the factory exists overtime, workers do not pay duty pay in advance, and not providing medical facilities and other irregularities. "This can explain the Samsung's two previous reviews fail." Said Li Qiang.

Overtime up to 186 hours

Report covers eight factories, including six direct factory controlled by the Samsung and two supply factories that staff size ranging from 500 to 3500, the production of products, including home appliances, mobile phones, DVD players, digital printing and many other product lines.

This 124 investigation report listed some of the more serious employment issues. For example, the eight plants, in addition to Samsung Kejian, the remaining seven factory workers each year there are at least six monthly overtime to or more than 100 hours, seriously exceed the statutory time. Tianjin Samsung factory in overtime of the season, up to 186 hours per month, only 1-2 days of rest periods.

The organization found that basically every factory did not protect the legitimate rights and interests of workers in the labor contract. Only these illegal infringement reflected in the workers to sign blank labor contract, do not give a copy of the labor contract, not even signed a contract. Such as Tianjin Samsung Electronics, Tianjin Samsung, Tianjin Yinta Si, and Tianjin Chan special are not signed with the majority of workers in the legal labor contract.

A more serious problem is that the abuse of young workers. The report said the three factories, including Tianjin Samsung, Huizhou Samsung and Shenzhen Samsung Kejian have to hire workers under the age of 18. Their workload and adult workers, and without any additional protection. , Huizhou Samsung factory or even modify the name on the ID card of these young workers, resulting in pseudo-adult workers have since left to manage. Three factory workers to reflect the use of child labor adult ID card to enter the factory work.
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It is worth noting that, in the after Hagrid country Lee, Samsung has strengthened efforts to review for factory. Not long ago, Samsung external position to the end of September, the Samsung headquarters will form-finding mission sent by more than 100 people on-site investigation, the first of the 105 Chinese suppliers only supply to Samsung; prior to the end of the year, Samsung will to Samsung 144 Chinese suppliers and other companies to supply the data review. If the supplier does not comply with Samsung's policy or do not take corrective measures, Samsung will suspend the cooperation between the two sides.

Taiwan LED backlight market demand and forecast to 2015 into 3 vendors mainland delisting

Europe and the United States, driven by sales of LED TV to bargain, Taiwan LED industry to maintain a positive view for the second half of the backlight market views, including Epistar, Formosa Epitaxy new century backlit capacity both to maintain full load water level, the fourth quarter is expected to mainland China, energy subsidies next year Lunarbefore stocking to support the demand for LED plant back light.

Taiwan back light demand is quite strong, because the international brand factory launched in the U.S. market breakout price stimulate consumption, including 6-inch LED TV prices have dropped to $ 1,200 LED TV penetration dramatically pulled backlit capacity remained at the high-end water level.

Epistar chip factory from Taiwan LED companies promulgating the revenue figures, revenues of 17.2 billion New Taiwan dollars in August compared to July, up 3.2%; Formosa Epistolary July sales also hit a new high of 23 months, up to 4.52 billion New Taiwan dollars, month by 2.69%; the packaging factory Donper also LED TV demand pulled, revenue of $ 8.22 billion New Taiwan dollars, month by 6.2%, bullish the backlogging demand will continue to the fourth quarter.

On the other hand, the mainland LED plant positive vertical integration of action is also of concern. According to statistics, by the end of 2011, mainland China chip plant, about 76, the packaging plants up to 1000, more than 2000 lighting applications. However, the Taiwan LED industry estimates, a large number of competitors, coupled with the future in the capital, technology may still face difficulties, will launch a knockout. By 2015, China will have 3 percent of the the LED plant will exit market.

Samsung sued the LG to steal its 18 OLED technology, and a claim

On the evening of September 5, Samsung's Samsung Mobile Display has been made to the Seoul Central District Court to submit a file to steal from Samsung called LG Display 18 with OLED display confidential technology, as well as 21 related details.

It is reported that Samsung technology to be divulged to third parties or LG Display has been applied, Samsung asked LG Display to compensation of 10 billion won (about $ 880,000) in respect of each technology. Earlier this year, Samsung Mobile Display, 11 former employees or employees were arrested and charged with the theft of the company's 55-inch AMOLED TV technology, and leaked to the LG.

Samsung added that the researcher induce Samsung, LG Display, change jobs, has been trying to OLED technology by Samsung and other trade secrets. It is said that the Samsung display technology in the past 10 years to invest in the more than one trillion won, claiming nearly 99% share of the global OLED market.

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Earlier this year, LG Samsung technology that I do not need to, because LG uses a completely different display system.

LG, Philips, Toshiba to develop LED Smart TV

It is reported that the recent opening of the IFA consumer electronics show, LG, Philips and Toshiba, and other manufacturers to develop a versatile LED Smart TV platform system debut.

Since after the birth of the Smart TV, Philips, LG, and Toshiba gradually Samsung and domestic manufacturers behind them. Toshiba said they hope to set up a Smart Television Alliance, the Union is looking to attract more allies to join the common platform jointly developed system is destabilize the key step in the alliance with Google.

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As early as the end of 2010, Google launched the first Android-based smart TV Today Samsung officially launched Google TV Smart TV, the news of Apple's entry into the smart TV market is even more concern. Said to the expansion of the television market against Apple and Google, other TV manufacturers decided to work together to develop the operating system last blog through competitive differentiation.

Thailand LED plant capacity to recover Taiwan factory Lite-Q2 profit quarter by four percent

On August 31, the Lite-On Technology Investor Conference convened the second quarter. Lite said the bottom performance compared to the first quarter, second quarter operating performance rosy quarter consolidated revenue quarter by 11.9%, operating margins, and operating profit were hit a near two-year high after-tax profit of 1.897 billion yuan (NT, the same below), an increase of 4 percent over the previous quarter. Lite estimated third quarter operating performance will remain the second quarter, the second quarter performance has boosted the base of comparison, the whole second half of the year will be better than the first half of the year.

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Lite second quarter consolidated revenue reached 30.68 billion yuan, quarter by 12%. Through a favorable product mix, increased productivity and efficient supply chain of raw materials management, the quarter gross margin was 13.4%, sales for the quarter increased 18% gross profit, and operating margin of operating scale and cost-effective upgrade 6.6%, operating income growth of 35% more than the previous quarter.

Lite benefit from LED Thailand plant capacity can be restored, buoyant mass production of LED lighting modules, as well as continue to improve the smooth introduction of the new camera module for mobile devices, and the market share of major customers for the power and other factors, including the photovoltaic business groups and power utilities group revenue growth of 27% and 10% respectively over the previous quarter. Camera module products especially photoelectric Business Group in the second quarter into the apple tablet computer customers in the United States, to start shipping in the quarter, the third quarter to continue shipping, it is estimated that three quarters of the product revenue will remain the second quarter of good performance, single camera module monthly production capacity of about 20 million, growth of 3 to 4 percent compared with last year.

The Samsung products foundries abuse work event "preliminary findings released

In August, the media broke the phenomenon of child labor, abuse and violations of labor rights of Samsung products Haig Guoli Electronics (Huizhou) Co., Ltd. in China's foundries, followed by Samsung company sent a special team to investigate the matter of the plant.

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Recently, the preliminary findings on the matter officially released. Samsung's special investigation team said: child labor is not found inside the Haig Guoli Electronics (Huizhou) Co., Ltd. factory, but the factory does exist squeezing labor (workers processing for a long time), the working environment there are security risks and unlawful deductions The late employee wages.

Samsung: Hagrid, Guoli Electronics (Huizhou) Co., Ltd. will be asked to immediately correct the above problem, and will continue to oversee the work and life of the factory workers. In addition, Samsung will be completed before the end of September this year, a review of all 105 of the continent Samsung products exclusive foundries, to determine whether there is a need to review and review of the plan worked out in 2013 on the other a non-exclusive foundries.http://www.tungsten-molybdenum-sapphire.com/

Pricing is king "LED lighting seeking global pricing

The energy crisis, and the awareness of energy saving and environmental protection, increasingly bright prospects for the global LED lighting market. Under the conditions of economic globalization, industry pricing has become a key link in innovative technology industry and market-oriented. For domestic LED industry, in terms of who has mastered the industry pricing, industry grasps the right to speak.

Domestic demand upgrade LED industry into the global top three

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As technology advances, LED lighting industry has become a new growth point in the future electronic information industry. Showed a trend of rapid growth under the the dual interests stimulus in the market and policy, the global LED industry scale. At present, the global semiconductor lighting industry has formed the three pillars of the industry distribution of the competitive landscape in the United States, Europe, Asia, including Asia, mainly to Japan, Korea, China. The United States and Japan is a world leader in the field of upstream chip equipment; China Taiwan in the upstream chip and middle reaches of the strength of the package can not be underestimated; enter the LED lighting industry in Europe, the traditional lighting giant Philips, Osram are strong.

The reporter was informed that the 2012 is a key year for the popularity of LED lighting, LED lighting applications market will be fully open. 2012 is a critical year for the global incandescent disabled, high-end demand will translate directly into LED Bulb Downlight demand; same time, the three ministries LED lighting subsidy policy was officially launched, local matching support policies have been introduced to create a good LED lighting domestic demand atmosphere; since early 2012, LED chip price downtrend slowed lurkers start shot purchase of LED products, external economic recovery, LED lighting demand began to emerge. It is predicted that the the National LED lighting industry output in 2010 more than 150 billion yuan, is expected in 2015, the share of the LED lighting market in China will reach 20%, driven by the scale of the industry amounted to 500 billion yuan, China will enter the global LED lighting the top three of the market.

The pricing changed hands solitude of the frenzy of the LED industry

Our strategic consensus on the environment and energy conservation, from the "12th Five-Year planning a comprehensive introduction to the recent three ministries and the official opening of the LED lighting subsidies, domestic growing calls to speed up the phase-out of inefficient lighting products, LED industry has been included in the national and the development of strategic emerging industries in Guangdong Province is planning. 2015 in accordance with the "12th Five-Year Plan target of white LED luminous efficiency will reach the international advanced level in the same period, the 30% of the general lighting market, instead of 70% of the imports highlighted chip MOCVD core equipment and key supporting material domestic major strategic products; around backlighting, automotive lighting, enhanced technology integration, to achieve large-scale application of the model, the scale of the industry reached 500 billion yuan, the development potential is unlimited.

The face of the reality in the LED industry, the frenzy, China's LED lighting industry presents a scale large but dispersed, lack of industry pricing power in the LED industry chain, pricing power changed hands become a "bottleneck" restricting the development of the LED industry. LED lighting industry in the world, developed countries in Europe and the United States to do everything possible monopoly LED on the downstream industry pricing. Multinational companies through technology patents, patent standardization of standard license pricing control to strengthen their own industrial chain, Europe and the United States long-term control the LED pricing "rules of the game" making powers. Although China has LED lighting production world superpower, but so far in the area led industry pricing power in China is still very small, seriously hampered the development of China's LED lighting industry.

The giants competing domestic enterprise detonated Pricing Game

China LED lighting manufacturing and export of a Major industries and capital power forward, is the inherent requirements of the future for some period of national business model innovation. As domestic LED lighting companies must face up to difficult to overcome in the short term the global giants of the industry chain pricing layout bottleneck, and to find the viable pricing game breakout countermeasures giants competing to win the key.

"In the areas of specialization bigger, stronger, and so thoroughly, must depend on the scale of support." Glanz 俞尧昌 had commented on the advantage of large-scale commercial competition. Determine the cost-sharing of technology development, human input, the production scale of enterprises, help enterprises to reduce operating costs, improve competitiveness through scale operation.

The technology card bit quality 力斩 Dharma Trask Sword

Currently, LED market is in the princes dispute Warring States era, LED product prices confusion, uneven quality. Therefore, high-quality, cost-effective LED products become the urgent needs of the market.

As we all know, the three core elements of the LED lighting: light source, lamps and driver. 2012 called "LED lighting is the first year, which means changes, agitation and shock. The rapid development of LED lighting opportunities, the only global industry pricing to the wind and waves.

Future worldwide including LED industry pricing, market resources, talent, technology, standards, competition will become more intense around. Chinese companies want to win pricing initiative from global giants have the upstream industry chain grasp the resources and easily formed a price alliance, definitely not achieved overnight. But this had no choice, "Pricing is king" era, LED lighting companies in China should not only use international rules with global giants to expand high standard game, but also to build the core differentiated pricing power the global market-led system.