The mainland power plant pushes LED TV, and Taiwan LED epitaxial plant has the cost advantage, becoming the main partner of the land plant. Including Hisense, Genesys, Konka and TCL are all looking for Taiwan LED Epitaxial Factory to seek cooperation space. It is expected to become another major source of growth for Taiwan after Samsung. It is understood that the locks of the land plant include Jingdian (2448), Yuyuan (3061), and Taigu (3339).
Zhou Mingjun, general manager of Jingdian, pointed out that mainland manufacturers are positive about LED TV. A mainland factory will open an annual target of 2 million units next year. It can be seen that it is an attempt, but the actual shipment status still needs to be evaluated. The industry believes that the size of the LED TV market in the mainland will reach 1 million to 1.5 million units next year, and the land factory has lower patent requirements. The Taiwan factory has a cost advantage. The probability of qualifying is extremely high, and the certification time is shorter than that of Japanese and Korean companies. It will help the epitaxial plant that has not yet entered the Korean supply chain, and enjoy the LED TV business opportunities, such as Taigu, through the mainland market.
Jingdian pointed out that mainland domestic appliance manufacturers have contact with Jingdian. Compared with Jingdian, they have entered the LED TV supply chain of Europe, America, Japan and Korea. In cooperation with Luchang LED TV, they will enter the market with their own brands. .
Yuyuan also received orders for LED TVs in mainland China, but Yuyuan said that the current shipment schedule is not that fast. The outside world is expected to start shipping to mainland manufacturers from the end of this year to the first quarter of next year.
Taigu will sell LED TV backlight products to mainland manufacturers in November at the earliest. The initial delivery volume will be between 10 million and 20 million, and there will be an opportunity to enlarge next year. In addition, Korean agents also approached Taigu, and did not rule out opportunities to enter the Korean LED TV supply chain.
In fact, Samsung built its own LED epitaxial wafer factory. It is pointed out that 70 MOCVD epitaxial crystal machines will be added next year, which has caused concern to the outside world. Once the Samsung Group's supply chain is formed, it may be unfavorable for the epitaxial plant that is actively expanding its production capacity. The industry said that the current Samsung LED's yield has not yet increased rapidly, and it is still unable to meet internal demand in the first half of next year. In addition to the Korean factory, the industry is also actively working with Japanese, Taiwanese and mainland TV operators to avoid taking all the eggs. Put it in the Samsung basket?
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