After two years of low tide, the LED industry launched a wave of elimination and strong elimination tournaments, staged the sale of equipment by small factories, or merged with the industry. The LED industry in Taiwan gradually improved. However, the industry situation reversed last year. As LED applications are ignited in the huge business opportunities of panel backlights, street lamps and car lights, the upstream and downstream manufacturers of LEDs have become hot, and customers are competing for alliances. The LED industry has launched a wave of washing. Brand, LED manufacturers without rich dad in the future may be nervous.
Last year, as LEDs began to be used in a large number of panel backlights of medium and large size, a wave of panel makers was launched. Chi Mei entered the die factory and invested in Qi Li for packaging, while AUO also invested in Kaiding. Regardless of the seven-inch 姘濉 姘濉 panel or even the TV panel, the LED usage of the panel backlight is quite amazing. In the case of thirty-two homes, the LED usage is as high as 800 to more than 1,000. For panel makers, tying capacity and consolidating sources is the primary goal, and vertical integration helps reduce costs.
LEDs are used in a wide range of applications. Hon Hai's information and consumer electronics products are almost always used in LEDs. Innolux is the world's largest seven-in-one. It also needs to grow rapidly in the small-size panel market. A large amount of LED production capacity. As for Pei Xin and Hong Zhun, respectively, responsible for designing R&D and assembly, and cooperating with LED street lights.
In the last year, Hon Hai's LED purchase amount was as high as 4 billion yuan, and the future usage will be multiplied. It is already an extremely important component procurement project for the Group, which also makes Hon Hai decide to invest in the LED industry.
The market also believes that Hon Hai is likely to continue to move upstream to master the most critical LED dies. The industry has also previously reported that Hon Hai will participate in the Liansheng Optoelectronics capital increase case led by former Guolian Optoelectronics Chairman Huang Guoxin, but has not been confirmed by Hon Hai.
The LEDs need to be closely coordinated with the upstream and downstream. Therefore, in the past, both the packaging factory and the epitaxial plant often had a strategic alliance relationship with each other. Now the code of the alliance has been extended from the upstream to the downstream. Now Hon Hai's main packaging partner is Yiguang and Advanced Development Optoelectronics. With Hon Hai as the owner, you can imagine that the main suppliers in the future will be advanced development optoelectronics, and other packaging factories will become secondary or third supply. Business.
For LED manufacturers, customers are not only customers but also shareholders. The close alliance relationship makes orders more guaranteed. In the off-season, it will not be the first object to be cut. In the peak season, it will benefit from the blessing of customers. A strong and powerful father may be nervous.
1
Siren Horn,Alarm Horn,Police Horn
Chinasky Electronics Co., Ltd. , https://www.chinacctvproducts.com