Taiwan LED upstream plant integration, after the merger of Jingdian and Yuyuan, and the US CREE shares in Ronda, Taiwan's manufacturers capable of supplying LED chips in large quantities left only the new century photoelectric, and became the second largest supplier after Jingdian, plus After the shareholding of the major shareholder Group Guangguang Group, the performance gradually improved, and recently raised nearly 1 billion NTD (RMB 203 million) funds.
The horizontal integration of Taiwan LED epitaxial plant has made the number of upstream epitaxial manufacturers less and less, especially after the merger of the two LED epitaxial wafers and the round of the end of the year, the original Ronda of AUO Group was again by Cree. Inserting the flag will make the new century the beneficiary of this wave of industry consolidation.
Li Bingjie, chairman of Jingdian, said that when Ronda was acquired by Cree, it would cause doubts about the role of Ronda by international companies such as Osram and Philips. In addition, the US LED lighting factory GE and Home Depot are Cree's main competitors. There will be a phenomenon of order transfer. Once Ronda’s production capacity is adjusted to serve AUO and Cree, Taiwan’s independent chip supplier Jingdian and New Century should benefit.
The horizontal integration of Taiwan LED epitaxial plant has made the number of upstream epitaxial manufacturers less and less, especially after the merger of the two LED epitaxial wafers and the round of the end of the year, the original Ronda of AUO Group was again by Cree. Inserting the flag will make the new century the beneficiary of this wave of industry consolidation.
Li Bingjie, chairman of Jingdian, said that when Ronda was acquired by Cree, it would cause doubts about the role of Ronda by international companies such as Osram and Philips. In addition, the US LED lighting factory GE and Home Depot are Cree's main competitors. There will be a phenomenon of order transfer. Once Ronda’s production capacity is adjusted to serve AUO and Cree, Taiwan’s independent chip supplier Jingdian and New Century should benefit.
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