Capital operation urges LED packaging companies to carry out "industry integration"

With the continuous rise of China's LED market, China will become the world's largest application market. Due to this super market capacity, Taiwan’s packaging companies and Japanese packaging companies have recently intruded into mainland China, and some of them have commercialized The mode, especially the mode of capital operation, is worth learning from.

At present, some domestic packaging companies have succeeded in infiltrating upstream and downstream, or developing and producing chips, or entering the lighting market. This is called vertical integration by the industry. For this phenomenon, some people in the industry believe that anything you want to do does not necessarily mean that you can do everything well. “Big and complete” is not conducive to the rapid upgrading and scale of the company. The real vertical management in the international world spans semiconductors, packaging, lighting and other industries. It usually imposes high requirements on the level of corporate management. At present, only a few companies in Europe and America with strong and well-managed companies can do so. Relatively speaking, some Taiwanese companies are most influential in focusing on a certain area, but the way to expand the upstream and downstream through capital operation control seems more practical.

Among them, the practice of Taiwan’s leading company, Everlight, is to start with relatively mature packaging technologies in the middle stream, while investing in excellent upstream manufacturers, and at the same time finding the most favorable channels for mature downstream manufacturers – on the one hand, through the form of equity participation. Investment crystal wafers, Taigu and Hirose's epitaxial wafer factories will extend their tentacles to epitaxial wafers, especially through investments in wafers, thus ensuring a well-performing and stable supply of LEDs. On the other hand, it is The major suppliers of LG, Sharp, Samsung and other LED LCD TV manufacturers have monthly production capacity of approximately 1 billion units and annual sales of nearly US$300 million. In the near future, by investing in Yuan Guanjing, we have achieved the “TPV” superior downstream partner, whose capital operation can be described as mature. Through this model, companies also closely link the LED technology development route with the downstream market demand. ,More competitive. In addition, not only in the packaging field, but also in the Taiwan chip manufacturer Jingyuan Optoelectronics, which has always focused on the chip field, is also using its investment in other companies to participate in shares (such as investing in Xiamen Jingyu’s holdings and holding participation in current growth and exchanges. Valley shares) to achieve the integration of the industrial chain, for enterprises, this layout is more conducive to the company in a certain area to achieve the most specialized and strong, followed by the same can get the scale of the expansion of the industry and profit growth, and The relationship between the two is no longer just a relationship between customers and suppliers, but a more complete integration of resources.

According to industry analysts, thousands of LED packaging companies now have a little more to do. It is important to find a business model that is more conducive to rapid business expansion and industrial upgrading, through resource integration, especially through the use of The rapid expansion of scale and channels of capital operation has prompted businesses to achieve leapfrog development. At the same time, it should also be noted that apart from scale and technology, the gap between China's packaging companies and international advanced companies lies in the ability to research and grasp the downstream market in a timely manner. For example, in the rapid development of the small and medium size backlight market in 2009, despite the domestic enterprises In the small and medium-sized backlight LED packaging technology has been very mature, but in fact the domestic packaging companies did not gain a lot of market share, the main reason is that they do not grasp the opportunities in the market.

Chinese packaging companies have come to the stage of becoming bigger and stronger and have grown up with some leading companies. How to truly use capital to promote industrial upgrading, establish brand advantages, and strive to grasp potential market opportunities will become a competition for packaging companies in the future and compete with international LED manufacturers. Necessary preparations.

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