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After the closure of Qili Optoelectronics of Chi Mei Group, the crystal light-emitting power of Powerchip Group also ended its operation in August. The LED epitaxial wafer factory is facing the big one Evergrande. The higher the barrier is, the LED epitaxial plant in Taiwan has advantages. Photoelectricity will be the biggest winner.
According to the information of the Nanke Administration, due to the continuous loss of crystal light, it has been collected in August and 171 employees were dispatched. The LED industry said that the Nanke LED industry cluster was once a three-legged situation of Jingdian, Kellett and Jingfa. Qi Li Optoelectronics and Jingguang Optoelectronics ended their operations within two months, showing the operational pressure faced by the upstream chip factory. The ability to operate the crystal.
Zhang Shixian, deputy general manager of Jingdian, said that the blue LED technology has been continuously improved and the manufacturers have entered the threshold. Recently, many manufacturers in Taiwan, mainland China and South Korea have gradually withdrawn, and fewer and fewer competitors will be able to win. . Taiwan LED Factory actively promotes the proportion of lighting products, which will help the development of the operation. UBS is optimistic that the effects of the merger of Guangdian and Powera, respectively, will gradually emerge.
Zhang Shixian said that many LED machines are purchased across the Taiwan Strait, but the effective capacity of backlights, tablet computers and smart phones that can be used in TV brand factories is not much. The changes in the industry are also reflected in the financial statements. Guangguang, which invested in Jingdian, started making money in June. The second quarter of the subsidiary performed well, which made the second quarter profit of Crystal Power exceed expectations, and the gross profit margin rose sharply by 9.6 percentage points.
Taiwan LED "three-legged" bureau broke the crystal yuan photoelectric leading industry