South Korea's Samsung and LG set off the price of the battlefield factory billion light face attack

April 11, 2023

Yiguang Electronics Chairman Ye Haofu said on the 13th that for the price war between South Korea's Samsung and LG, Everlight will face the attack, LED upstream and downstream should actively reduce costs, improve yield, brightness and product development speed, in order to play "1 plus 1 is greater than 2". The Korean factory is playing a price war, and the Taiwanese industry is going to use the price to fight. He also said that the LED industry has entered the spring.

Ye Haofu stressed that Yiguang has a market share of more than 70% in mobile phone backlights, and the cost is very low, because the equipment spread has long been over, no one in the world can put the cost pressure lower than the billion light, but only Yiguang has Competitiveness is useless. It must be responsible for the upstream epitaxial plant. The LED industry cannot be alone. It must be a group.

Ye Yufu believes that in addition to Everlight itself, the upstream chip factory must also find ways to improve the speed of product development, increase the speed of brightness, and efficiency, so that in the market, "1 plus 1 is greater than 2" can be played. If you work hard, it will become "1 plus 1 less than 1" and it will definitely be hit by South Korea. The price of LEDs changes too fast, and the entire industrial chain must be tightened. The Taiwanese factory must cooperate with upstream and downstream to fight against it, or it will lose its industry.

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