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.

Sony, LG and other Japanese and Korean manufacturers have introduced 4K large-size LCD TV

According to the Nikkei newspaper reported on the 4th, this year at the Consumer Electronics Show (IFA 2012) in Berlin, Germany on various TV manufacturers compete to launch support 4Kx2K (3840x2160) resolution, large-size LCD TV technology. In addition to the show at the IFA exhibition outside the 84-inch 4K TV products, LG, Sony, Toshiba, Sharp also demonstrated a 60-inch 4K TV products; mainland China Hisense (Hisense Group) shows the 65-inch and 50-inch products, Samsung Electronics demonstrated 70 inch 4K panel.

Sharp on display at IFA 2011 60-inch 4K TV is carried out using the name of the "ICC-LED TV" show this year, and that will be the second half of next year in Japan and abroad trafficking undetermined price. Nikkei forecast Sharp 60-inch 4K TV price will be significantly more than 1 million yen.

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Samsung Electronics is expected to be launched in 2013 the 4K TV products of large size, the size estimates up to 84 inch. In addition, Hisense 4K TV show with a panel of Taiwan's Chi Mei Optoelectronics, sales in 2013.

August 30, Sony announced that will be in the 84-inch 4K LCD TV in the world this year started selling the maximum size of the industry, the European price of 25,000 euros, the Japanese market price determined. Sony pointed out that, by equipped with of 4K panels and "X-Reality PRO" loop, which 4K TV allows consumers to watch the resolution beyond the level of Full-HD 3D images.

The industry's first 4K TV products launched at the end of the 55-inch Toshiba (Toshiba). Nikkei, Toshiba plans to launch in the year 2012 or 2013, the 84-inch 4K LCD TV. In addition, LG Electronics in South Korea have been the end of August, started selling 84-inch 4K LCD TV, priced at 25 million won.