The overcapacity of LED upstream chips is difficult to solve in a short period of time. The consolidation of LED factories is still a major trend in the overall industry in 2013. Starting from the second half of 2012, the consolidation of LED factories on both sides of the Taiwan Strait has spread, among them, the progress of the first cross-Strait cooperation between San 'an and Pian yuan LED factories in the form of equity participation has attracted the attention of the outside world. As for the crystal power of another large economic crystal factory, after it was incorporated into guangga in 2012, jingdian plans to introduce private placement partners in 2012. The partners of Jingdian have not been clear for a long time and the market is speculating. Jingdian is expected to introduce large international factories as private placement partners, and whether China's large LED factory will become the object of crystal and electricity marriage also gives the outside world a lot of imagination.
According to LEDinside statistics, the number of MOCVD equipment in China had exceeded 900 by the end of 2012, but the utilization rate of MOCVD capacity in China was less than in 2012.
Market participants also estimate that MOCVD machines will increase by 130 in 2013-
140 units, showing the supply and demand of upstream chips, may not be easy to return to equilibrium.
Industrial consolidation will be the way out to solve the structural problems of upstream chip surplus. With the improvement of product energy in mainland grain factories and the huge market opportunities, the cooperation and consolidation of LED factories across the Taiwan Strait seems to be one of the possible routes.
The rugged road of Anwan love cooperation announced on November 12, 2012 that Sanan Optoelectronics would be introduced as a private equity partner. The Cooperation case of the land factory's participation in LED Taiwan factory opened the first case for cross-Strait LED cooperation.
However, after half a year's procedural review by Taiwan's administrative department, it seems that there is no fixed number of private placement cases in which Pian yuan introduced Sanan funds, and Pian Yuan's Sanan love is still under consideration by the investment and examination committee, as San 'an was previously exposed to operational structure problems, it remains to be seen whether the investment review committee can successfully pass through this.
On the other hand, 2012 and ToyotaGosei (TG Toyota synthesis)
Reconciliation, and signed a patent interactive authorization contract, Sanan's patent energy in the round, I hope that the cooperation between the two parties will solve the patent problem, whether it is as expected by both parties to proceed smoothly.
The road to the first cross-Strait LED marriage seems to be still rugged, and it will take time to verify whether it can be completed.
If Jingdian introduces foreign capital to become a shareholder, who will spend it to be announced? After Jingdian, a large grain factory on both sides of the Taiwan Strait, merged guangga in 2012, its private placement plan has attracted much attention from the outside world.
Jingdian said before that its private placement target would be mainly international large factories with lighting outlets to the sea, and the outside world also speculated that Jingdian had also received lighting orders from international large factories in 2013, the possibility of large international LED factories taking a stake in crystal power is quite high. Although Li Bingjie, chairman of Crystal Power, had reservations about the strategy of allowing the land factory to participate in the shares in the past, with the improvement of the technical capability and scale of the land factory, in addition to the huge export to the sea, the consolidation and cooperation of cross-Strait industries have already taken shape, and the outside world has also considered the land factory for the private placement of Jingdian, in addition to the international big factory? Some imagination space is reserved.