LED market rises, Taiwanese manufacturers accelerate investment and integration

LED Inside, the market research organization, expects that the LED market will grow by three times in 2013 compared to 2009. Among them, large-size backlights and LED lighting will become the most important applications, accounting for 42% and 25% of the high-brightness LED market respectively. The LED industry is hot, and now South Korean heavyweights Samsung and LG are rapidly cutting into the LED industry. Samsung will invest 23 trillion won in the next 10 years to expand its LED production. LED manufacturers in Taiwan, which play an important role in the LED industry, have experienced a potential crisis and are accelerating the pace of investment and integration.

Taiwan LED investment reached 600 million US dollars

With TSMC, Jingyuan Optoelectronics, AUO, and Xinqimei actively building LED factories, the International Semiconductor Equipment Materials Industry Association (SEMI) estimates that in 2010, Taiwan's LED construction and equipment investment reached 600 million US dollars, ranking the highest in the world. At the same time, this LED construction boom will drive the purchase of related materials and equipment (such as organometallic chemical vapor deposition equipment and substrates). LED Inside is optimistic that the global market for organic metal chemical vapor deposition (MOCVD) will increase from 280 in 2009 to more than 580 in 2010. Among them, China's mainland and Taiwan regions, South Korea will be the region with the most purchases and usage.

In terms of materials, Yole's research report predicts that the global market for high-brightness LED packaging materials will grow at a rate of more than 25% per year.

Fab integration acceleration

South Korean manufacturers Samsung and LG have quickly cut into the LED industry and have hit the Taiwan LED factory. According to statistics, before 2008, there were 700 organic metal chemical vapor deposition equipments in the world, and Taiwan manufacturers had a market share of about 40%. However, last year, 1000 global MOCVD equipments will increase to 1,700 units this year. But it slipped. By the end of this year, Taiwan's MOCVD machines will be about 400 units, and the market share will fall below 30%. This is mainly because South Korea has invested heavily in the LED field. This year, Samsung will have 200 MOCVD, and LG plans to have 120 MOCVD. The number of MOCVD equipment invested by the two major manufacturers is close to the total number of MOCVD equipment from Taiwan manufacturers. Taiwanese manufacturers have to break through, and integration is an inevitable choice.

Recently, LED epitaxial faucet factory Yuanyuan Optoelectronics (referred to as Jingdian) has already made a move, spending more than 8.6 billion yuan, and obtained 47.88% stake in GuangGuang Optoelectronics, replacing Yingye as the largest shareholder of Guangbo. In recent years, Jingdian has been actively consolidating in the field of LED upstream extension. For the first time, it has merged with the National League due to patent considerations. Since then, it has focused on the merger of the Chinese arsenic in the Chinese mainland market. Since last year, it has actively invested in Taigu Optoelectronics, and this year it has achieved more than 40% of South Asia Optoelectronics. Equity. Nowadays, after becoming the largest shareholder of Guanggao, the Pan-Opto Group has 296 sets of blue-light MOCVD machines. Crystal has officially surpassed Cree, and may even surpass Japan's Nichia, becoming the world's largest manufacturer of blue LEDs.

In China's Taiwan LED factory, Jingdian is the leader, and the strength of Guangjiao and Yuanyuan is between the two. The cooperation between Jingdian and Guangjia can improve the competitiveness of Taiwan's LED industry in the international market. Li Bingjie, chairman of Jingdian, said that the most important consideration for the strategic alliance between Jingdian and Guangguang is the rapid rise of Korean manufacturers. To cope with strong enemies, Taiwan's LED factories must accelerate integration to increase global market share and compete with Korean manufacturers. The strategic cooperation with Guangzhou Gallium not only can share resources and technical cooperation, enhance strength, but also jointly develop different markets to create a win-win situation. Jingdian and Guangjia will attack different markets with dual brands, and other LED epitaxial factories such as Yuyuan Optoelectronics and New Century Optoelectronics will be marginalized, and Chimei Group and AUO Group, which also invested in LED epitaxial industry, will accelerate their acquisition of M&A or cooperation. Object.

Speed ​​up package layout

Taiwan's epitaxial plant is accelerating its layout, and the packaging is not lacking in excitement. Yiguang, Ruixuan and Lejin Display (LGD) recently decided to form a light-emitting diode packaging factory in Wujiang, China. The project will invest 30 million US dollars, and the LEDs produced in the future will be given priority to LG Electronics and Ruixuan's Vizio to counter Samsung.

The project has an investment of 30 million US dollars, Yiguang holds 60%, and Ruixuan and LGD account for 20% respectively. Previously, LGD and Ruixuan also invested in Yiguang's convertible corporate bonds, and the cooperation between the two sides will be closer. According to the director of Everlight, the estimated capacity in the first phase is 100 million, and the monthly capacity in the second phase is 200 million. The LED packaging plant in Wujiang will be trial-produced in November and mass-produced in December. Before, the LEDs needed by Ruixuan and LG will be supplied by Yiguang Suzhou Factory.

LEDs have been rapidly applied in LCD TVs. As the penetration rate can reach 20% by the end of this year, LEDs have been in short supply. Various TV manufacturers have expanded their channels in order to consolidate the sources of LEDs. The entire LED supply chain is distinct, mainly divided into two major forces, Samsung and LG. Ruixuan and LGD have jointly invested in LED wafer fabs, and Jingdian is a supplier to Samsung. This makes the two camps of LED-backlit LCD TVs officially surfaced. One side is Samsung, Jingdian and Dongbei, and the other is Samsung, Jingdian and Dongbei. One side is LG, Ruixuan, Yuanyuan and Yiguang. In the LED packaging part, Dongbei Optoelectronics was the first to enter the Samsung supply chain, and AUO and CMO had their own supply chains, such as Ronda and Qi Yao. Today, Everlight has emerged as a strategic partner of LG and Ruixuan.

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