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.