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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. Since the second half of 2012, the LED factories on both sides of the strait have spread together, including Sanan and Yuyuan. The cross-strait LED factory's cooperation in the first time with the participation of shares has attracted the attention of the outside world. As another large-scale grain factory, Jingdian, merged into Guangzhou-Guangzhou in 2012, Jingdian plans to introduce private-equity partners in 2012. The object has not been clear, and the market is speculative. It is expected that the company will introduce international companies as private equity partners, and whether China's large LED factories will become the object of crystal power marriage will also give the outside world a lot of imagination space.
Interested in cross-strait consolidation
According to LEDinside statistics, the number of MOCVD equipment in China has exceeded 900 by the end of 2012, but in 2012 China's MOCVD capacity utilization rate was less than 50%. Market participants also estimate that in 2013, the MOCVD machine will increase by 130-140 units, showing the upstream chip supply and demand, and it may not be easy to return to equilibrium. Industrial integration will be the way to solve the problem of excess structural problems of upstream chips. With the increase of the energy of 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.
An Zhenlian cooperation road rugged
On November 12, 2012, Yuyuan announced the introduction of Sanan Optoelectronics as a private equity partner. The cooperation case of this lunar plant in the LED Taiwan factory opened the first case for cross-strait LED cooperation. However, after half a year of procedural review by the Taiwan administration, it seems that there has not been a fixed number of private placements for the introduction of Sanan funds. The three-year-old love is still stuck in the review of the investment review committee, because Sanan was previously out of operation. Structural problems, therefore, it remains to be seen whether the review will be smooth. On the other hand, in 2012, the company reconciled with the Japanese manufacturer ToyotaGosei (TG Toyota Synthetic) and signed a patent cross-licensing contract. Sanan is interested in the patented energy of the company and hopes that the cooperation will solve its patent problem. Both parties are expected to proceed smoothly. The road to LED marriage between the two sides seems to be still rugged, and it will take time to verify whether it can be cultivated.
If Jingdian introduces foreign capital into stocks, who will be released?
After the merger of Guanggao in 2012, the largest grain factory in the two sides of the Taiwan Strait, its private equity plan has attracted much attention. Before the company, it was said that its private placement target will be dominated by international companies with lighting outlets. The outside world also speculated that in 2013, Jingdian has also received orders from international manufacturers, and the international LED manufacturers have invested in crystal. The possibility is quite high, and Li Bingjie, chairman of Jingdian, used to retain the strategy of letting the factory share shares. However, with the improvement of the technical capacity and scale of the land grain plant and the huge seaport, the consolidation of the cross-strait industry The situation of cooperation has already taken shape. The outside world is also interested in the private placement of Jingdian. Apart from the international big factories, is it considered the land factory? Some imagination space is reserved.