LED companies across the Taiwan Strait will accelerate the elimination of Taiwan's second-tier plants

After two years of industrial consolidation and strategic alliances in the LED industry, from the second half of last year, the LED factory in the two sides of the strait has become more obvious, including the integration of crystal power into Guangjia, Lunda merged with Power League, and the strategic alliance of Sanan Optoelectronics and Germany. Haorunda acquired the equity of NVC Lighting. The integration of various industries will not stop this year, but the focus will be on the field of lighting. At present, Taiwanese chip factories and packaging factories and mainland lighting factories are in contact with each other. In the case of strong cooperation, the second line of insufficient strength The factory once again faces the fear of being eliminated by the market.

Observing the cooperation cases of former companies such as Jingdian, Longda and Yuyuan, Jingdian was merged into Guangan and the strategic alliance of Sanan Optoelectronics, which is mainly for parallel integration of upstream grain production capacity and technology, while Ronda merged with Power Alliance. Integration in parts including backlight packages, lighting packages, and lighting products.

When the cooperation case went to Dehao Runda to acquire the equity of NVC Lighting, the LED industry integration direction began to focus on the LED lighting field. Considering the scale advantage of the mainland's vast LED commercial and outdoor lighting application markets, the Taiwan factory has a technical advantage. Still insufficient, the next LED industry integration focus will be on the lighting sector. At present, Taiwanese chip factories and packaging factories and mainland lighting factories are in discussions.

The conditions for the mainland to seek Taiwan's cooperation manufacturers are of course the first technical level. However, the company's production capacity, financing capacity, and product line complementation are also evaluation conditions. Compared with the first-line factories in all aspects, in the situation of strong cooperation, strength Insufficient second-tier factories are once again facing the test of being eliminated by the market, and the reshuffle of the LED industry across the Taiwan Strait will not stop.

The cooperation and screening conditions of the land plant are given priority in the unique competitiveness. In addition to the first-line factories, the second-line factories such as the New Century, Guangxu, Edison, etc. all have good technical conditions, and the profound engineering project experience and macros of the company. The huge production capacity also has the advantage of attracting cooperation.

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