The LED industry map will be determined in 2016

Li Bingjie, chairman of LED leijing Dachang Jingdian, yesterday (21) Japanese is amazing. The entire LED industry will be finalized by 2015. It is estimated that there will be only two chip factories left in Taiwan and three in the mainland. all wafer factories and packaging factories have only two years left. As for Jingdian, Li Bingjie said that he has prepared funds for three years and is expected to carry out virtual vertical integration such as investment, shareholding and cooperation. Li Bingjie attended the 10th Cross-Strait information industry and technology standards Forum yesterday. He said that the speed of LED industry consolidation is faster than expected within the company. therefore, according to this consolidation speed, LED Jiangshan will be roughly finalized before 2015. He pointed out that LED wafer factories and packaging factories still have 1 ~ In 2 years, Taiwan has lost a company called Qili (Original Chi Mei Group to invest) In the future, there will be only two chip factories left, and there are only three left in the mainland. As for the downstream lighting factories, they are relatively scattered, and there are their own local snakes (LocalKing) Because the market is very large, integration will take a long time. Li Bingjie believes that it is reasonable for the wafer factory to maintain a gross profit margin of more than 30, but even if this gross profit margin level is reached, the average unit price of the LED (ASP) Every year will still fall more than 10, 2011 ~ The price decline in 2012 even expanded to more than 35, and the industry still needs time to recover. Li Bingjie is still bearish on the first half of 2014, and it is expected that the chip will enter the balance of supply and demand in the second half of the year. Li Bingjie also said that the LED industry has been going on, and Jingdian has continued to integrate in recent years. However, because Jingdian is not optimistic about the LED one-stop operation mode, Jingdian adopts a virtual integration method. it has already prepared the funds needed for three years, and can carry out vertical integration of upstream and downstream through investment, shareholding and cooperation. LED chips are high capital expenditure industries. Even if they lose money, there is still a huge net inflow of depreciation cash that can be used every year. In terms of crystal power, there are about 4 billion yuan (New Taiwan dollar, the same below) Therefore, Li Bingjie believes that during the consolidation period, manufacturers will still have the strength to carry out many actions. Li Ping jie ri before Prediction for lighting market than expected poor even though the TV backlight slightly temperature but 4th season or can't get rid of low season effect industry average will correction 15 ~ Natural 20. The decline of crystal power itself will not exceed the practice of previous years; 3rd season industry present profit state year also will surrender profit earnings. In accordance with crystal previous years short season cycle 2nd season, 3rd season revenue accounted for year 60 proportion to Crystal 2, 3 season operation situation year revenue about fall nearly 20 billion yuan about.