Chuan Sanan Optoelectronics opened excellent conditions to invest in LED Taiwan factory New Century Optoelectronics

The industry said that Sanan Optoelectronics will enter the Taiwanese factory. Last week, the high-level team led a low-key visit to the new century. It is understood that Sanan's conditions are excellent and positive, and with the complementary products and the market segmentation, it is possible to negotiate a cooperation model before the end of the year and join hands to seize the next year's lighting business opportunities.

Under the support of the mainland government, Sanan Optoelectronics has used the price war to threaten Taiwan's outreaching leading enterprise crystal power in the small-size blue LED chip market. It is understood that Taiwan, including Yiguang and Delta Electronics, has begun to adopt Sanan Optoelectronics chips in the low-end product line. However, with the increase in the price/performance ratio of medium and high power chips, the success of Sanan Optoelectronics in the immediate stage is not able to escape the short-term technical threshold.

LED lighting market demand grows rapidly with the implementation of cross-strait high electricity price policy. In order not to miss the sweet spot of the lighting market, Sanan Optoelectronics attempts to use money to exchange technology and actively release goodwill to the new century with medium and high power high brightness blue chip. wave. But the new century expressed inconvenience in commenting on industry rumors.

As the new century enters the blue LED market from green light, it is aimed at medium and high power brightness products, which is different from the products of Sanan Optoelectronics' main price war, and has a complementary effect with Sanan Optoelectronics in the layout of customers and markets. Sanan Optoelectronics actively engages with the new century. However, how to maintain the existing technological advantages and share the business opportunities of mainland lighting with Sanan Optoelectronics has become a big test in the short term of the new century.

In the new century, there are currently 65 MOCVD machines with a monthly output of 180,000. In the first half of this year, the demand for green LED wafers was not as good as expected, and the demand for Japanese TV backlights supplied by blue LED chips was weakened. 3.7 billion yuan in new Taiwan dollars, a loss of 1.36 yuan per share. In the third quarter, the new century turned half of the green LED production capacity into blue LED, and with the return of the order, the utilization of blue light capacity is fully loaded.

It is understood that the new century will not expand the number of MOCVD machines, it is expected to increase capacity by 20%, and will enter the niche LED lighting market with the new AT series (high current LED). And Sanan Optoelectronics plans to standardize LED lighting with the capacity to expand its market share and focus on LED lighting bulbs and lamps in the future. The long-term market layout of the two is complementary and is also recognized as a very suitable "pair." 

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