China and the world is to adjust the LED lighting industry. In China, Taiwan, Japan and South Korea and Europe and the United States a large LED chip and device manufacturers scramble for market dominance, and at the same time, some of the smaller manufacturers suffered prices continue to fall and the capacity to meet orders a spate of strikes.
Whether you need for industry consolidation, bdo, chairman Wang Donglei completely in 2013 LED industry peak BBS published titled “enterprise helpless and free choice?” During a keynote speech pointed out that industry integration of unconformity, already is not a problem. Industry development up to now, if you don’t integrate, what way?
Previously, the industry has always been about the Chinese finally can rest how many LED epitaxy chip companies. Upstream Wang Donglei thought, LED in the future has not been spared from the rules of the development of the semiconductor industry worldwide is three to five more successful semiconductor companies. “This is not to transfer your personal will, nor China can market monopoly, or South Korea or Taiwan market can monopoly the market monopoly, global might only last 3 to 5 LED epitaxy chip companies, may be two, perhaps.”
In his view, the industry consolidation is inevitable trend, had realized enterprise will have a better chance than passive integration finally. “Must be upstream monopoly, and it has a natural monopoly. Only under the condition of the monopoly, chip companies could obtain monopoly profits.”
Integrate with mainland China enterprises through merger and purchase, characteristics inherent in the industrial chain division of labor in Taiwan is really a special case. Wang Donglei said, this is between upstream and downstream enterprises in Taiwan between the ownership structure is decided, only Taiwan industry unique traits, does not represent the development trend of the global industry.