LED market consolidation and Taiwan's leading role

In 2013, the LED upstream epitaxial industry will see more consolidation. As the LED TV and LED lighting markets will only maintain a slight growth next year, the profit challenge of epitaxial manufacturers will be more intensified, so that epitaxial suppliers will step up their acquisition plans to increase the scale of operations. It is expected that after the consolidation tide in 2013, the epitaxial industry will gradually return to positive development, and the profitability of epitaxial factories still alive in 2014 is expected to rise significantly.

The Taiwanese industry said that large-size LED TVs with a size of more than 50 inches will be expected to become popular in 2013, which is expected to drive the LED market demand to rise, but due to the increase in LED brightness, the number of LEDs used will not increase but decrease, and the overall output value will This year is not far behind. As for the global LED lighting market, it is still in its infancy and will maintain steady growth. Therefore, the growth rate of the global LED market will be limited next year.

Since the LED market demand is not strong enough next year, and the situation of LED oversupply has not been resolved, following this year's series of mergers and shareholding events, LED epitaxial manufacturers in 2013 are expected to set off another wave of consolidation to expand the scale of operations. She Qingwei analyzed that this year's chip optoelectronics acquired Guang gallium, Lunda merged with Power Alliance, and Sanan Optoelectronics invested in Canyuan. It is obvious that domestic LED epitaxial factories are eager to obtain more sufficient funds through mergers and acquisitions to spend 2013 LED. Difficulties in profitable markets.

Not only Taiwanese businessmen, but also the acquisition trend of LED epitaxial manufacturers in mainland China is eager. The industry believes that in order to avoid overheating investment by LED manufacturers, the Chinese mainland government has gradually concentrated subsidies on large-scale and potential players, and reduced financial assistance to other small and medium-sized manufacturers. Therefore, it is expected that high technical energy will not be sufficient in 2013. Manufacturers supported by bullets may become the first wave of acquisitions.

The industry expects that a consolidation of LED epitaxy plants in mainland China and Taiwan will appear one after another in 2013, which will help the industry order return to health and positive. It is expected that after the industrial restructuring in 2013, the physiques of surviving LED epitaxy manufacturers will be Stronger, more concentrated production capacity and avoiding excessive production expansion will help the market gradually move towards a balance between supply and demand. By 2014, the LED epitaxial market will be expected to completely get rid of the dilemma of oversupply in 2012 and 2013. The product strategy of the LED epitaxial industry will also be changed from price war to advertised product performance. The profit of each product will be more significant increase.

In addition to LED epitaxy, will the downstream LED packaging industry also set off a wave of mergers and acquisitions? The industry emphasizes that compared with LED epitaxial factories, the technical threshold and capital scale of LED packaging companies are insignificant, so there is less demand for mergers and acquisitions. Under the shrinking of subsidy policies in mainland China, a wave of closures is expected. Tide; As for Taiwan LED packaging manufacturers, since they have gained a place in their respective application areas, they will still have good profits.

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