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The shocking bomb of Sanan Optoelectronics, which is not only directly hit by the pain of the crystal chip manufacturer in Taiwan, but also the competitive advantage of Taiwan in the LED field for a long time, has also been lost.
As far as the round position is concerned, as the second largest LED die factory in Taiwan, there are only 100 MOCVD machines. This scale makes it difficult for the rounds to be in the first place, whether it is vertical integration or horizontal integration. You must make a breakthrough in the round, in order to compete in the next round, not to be at a disadvantage, or to worry about the fate of being forced to go out or be acquired because of continuous losses.
Sanan's capacity will be the largest on both sides next year
For Xiamen Sanan, which currently has 140 MOCVD machines, although it has been claimed to be the largest in the mainland, it has a difference with Taiwan's Epistar Factory regardless of capacity yield, R&D and technical quality. Different from the round-shaped LED die, mainly using TV and tablet backlight high-end panels, Sanan's die application is still based on mobile phones or small and medium-sized low-end panels. Through the shareholding, Sanan can Looking forward to rapidly improving the LED epitaxial technology and enhancing Sanan's ability to take orders in the high-end LED market, such a shareholding strategy seems to be understandable.
For Sanan and Yuanyuan, such an alliance, on the surface and at this stage, is indeed a win-win move, but in the long run, there are still many variables in development. After all, starting next year, LED lighting demand will replace large-size backlights, becoming the mainstream demand of the LED industry; but whether it is round or Sanan, its luminous flux efficiency in LED lighting, not to mention the international big factory CREE or Lumileds, Even the Taiwanese crystal leading factory, Jingdian, can't catch up. The Second Army and the Second Army can get an army and plunder the lighting market. I am afraid it is still to be tested.
In terms of capacity scale alone, the current equipment capacity of Sanan and Yuyuan is equivalent to that of Pan-Platinum Group (Crystal Power + Guangjia + Taigu). Next year, Sanan also announced that it plans to expand another 100 units. The capacity of the MOCVD machine will be at that time, Sanan's production capacity will surpass the crystal power in one fell swoop, becoming the largest LED epitaxial plant on both sides of the strait.
However, while Sanan is allied and actively expanding its production capacity, it should not be overlooked that the entire LED industry will still be in an oversupply situation next year. Otherwise, the industry will not continue to support it. However, the current capacity utilization rate of Sanan is only full, and the capacity utilization will not be fully expanded next year. If the mainland government continues to release subsidies, it will be difficult for Sanan to make a profit next year.
Taiwan lighting technology behind the big factory
For Yuanyuan, in the short-term, it is possible to obtain orders from the downstream factories in mainland China by using the low-cost OEM advantage of Sanan, but it can also earn some profits, but in the long run, there is a risk of being replaced by Sanan. UBS Securities has expressed concern that the signing of the licensing agreement between Yuyuan and Sanan will make the current technological lead of Xiaoyuan smaller, which is an unfavorable variable in the long run.
Moreover, since the beginning of 2011 to the private placement, the share capital has expanded by 70%, which has long been detrimental to the profitability of the industrial boom. This road to alliance with mainland manufacturers has gone down, and it has been difficult to turn around. Therefore, after the announcement of the shareholding case, most market legal persons are not optimistic about their long-term development, and the evaluation has not turned positive.
However, the alliance between Sanan and Yuyuan is great, not because it is a combination of strong and strong, but because in the industry that has already been smashed, it may be because of further low-price competition. Dragging down the Taiwanese factory all the way down. This kind of industrial phenomenon in which bad money drives out good money is the most worrying aspect of the development of the whole industry.
Once upon a time, however, during the period from 2005 to 2006, Taiwanese companies relied on their own research and development capabilities to break through the patent barrier, enabling them to become international companies in the field of blue LEDs and become a respectable opponent of Nichia and Cree. The factory has a comparative advantage in terms of production capacity and technical strength.
Nowadays, the huge amount of funds in the mainland has risen rapidly, and the situation has reversed. On the one hand, Taiwanese companies have to face the low-cost strategy of mainland manufacturers, and on the other hand, they have to face the rapid growth of lighting technology in international manufacturers. Leap forward, no up, no down, is really the dilemma of Taiwan's LED industry.
Taiwan's LED key component manufacturers privately pointed out that after the financial tsunami in 2008, Taiwan's die and packaging plants were trying to turn the backlight market into full swing, but international companies including CREE, Lumileds and OSRAM, It is to lock in a larger lighting market for in-depth research and development. However, after three years of conversion, Taiwan's die and packaging factories have a place in large-size backlights. However, in the field of lighting, compared with international manufacturers, Taiwanese factories are almost completely degraded, and the technical strength of LED lighting. At least 20% behind the international giants.
The first quarter of 2013 (ie July-September 2012) earnings report released by Cree recently stated everything. Cree's single-quarter profit of $0.14 per share was higher than market expectations of $0.11. These eye-catching profit results were all attributed to the contribution of lighting products. Cree has 90% of its revenue from products, of which more than 50% of high-power LEDs for LED lighting, LED luminous flux efficiency is higher than Asian manufacturers, is the most crucial winning weapon.
Combine with the Japanese factory to seek a turn
Looking back at the Taiwan LED factory's repeated declines, it is not difficult to find out the reasons. The low-cost competition of the land factory and the oversupply of global production capacity are one factor. Taiwan LED factory can't make breakthroughs in the performance of lighting products and produce high-power lighting LEDs that meet the CP value. It is also the key to Taiwan's fatality.
However, Taiwan’s LED factory stock price has soared to this point, Jingdian has hit a new low since March 2009, and the packaging factory is even worse. Yiguang’s share price has hit a new low since 2005, and Edison has only 194 yuan in just two years. Bounced to 30. Five yuan, the stock price has shrunk by more than 80%. Foreign capital bluntly, the net value of Taiwan's overall LED ethnic group is less than double the current ratio, 1.6 to one than the Korean factory. Eight times and the mainland's 1.3 to 2.5 times are much lower. It is really aggrieved. The technical energy and yield established by Taiwan's LED supply chain over the years are still advantages.
Deutsche Securities pointed out that although Jingdian was affected by the cooperation between Yuyuan and Sanan, the crystal power technology is superior and the patents are many. The R&D investment is also four to six times higher than that of Yuanyuan and Sanan. There are still certain The leading edge of technology is not easy to be surpassed within one year, and it can still keep orders.
However, the international giants are rapidly advancing in the field of lighting. The Taiwanese factory must strive to sink down with the land factory. The industry pointed out that the next way out for Taiwanese factories is to actively cooperate with the R&D and technological advantages of the Japanese factory to fight the world together. In order to be forced to go out or be once again low-cost by land, in this cold current.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.) 
The mainland LED die factory Sanan Optoelectronics announced its shareholding in the round, so that the original LED stocks have already broken the bottom of the LED leading factory billion light and crystal power, once again defeated, the cross-strait LED industry competition officially heated up. The Taiwanese LED factory faces the dilemma of internal and external troubles, and is floating naked on the table. The next step in the LED industry is that the industry is going through hardships.