The global LED industry is still facing price pressure. The price of LED lighting will continue to fall this year. The South Asia Optoelectronics Group of the Formosa Plastics Group will fade out the LED upstream chip process. The 10-13 machines will be transferred to the wafer maker, and the future will be transferred to the South Asia Optoelectronics. More focused on the downstream lighting system.
South Asia Optoelectronics has a capital of 2 billion yuan, of which Formosa Plastics and Jingdian hold 50% each. Last year, South Asia Optoelectronics revenue was about 1 billion yuan, and the operating loss was more than 100 million Taiwan dollars. Once the professional division of labor, the scale of revenue will be reduced, but it will play a positive role in improving losses and improving performance.
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Formosa Plastics Group stressed that the principle of the Group's green energy layout is unchanged, and the physical strengthening is initiated only on the basis of the current development of the industry. There are more than 200 employees in South Asia Optoelectronics. There is no layoff plan for this adjustment. They will stay in the lighting business according to their own wishes, or they will be transferred to Jingdian and Formosa Plastics Group. It is reported that South Asia Optoelectronics currently accounts for about 70% of upstream revenues such as LED chips. After the adjustment of the operating structure, the scale of revenue has shrunk to 20,000 to 30 million yuan, but it will expand to large industrial and commercial sectors through the lighting sector. Enterprise users develop and reserve new energy for operation. However, the follow-up does not rule out financial strengthening strategies such as reducing the capital to make up losses according to the scale of revenue.
Jingdian and Nanya Optoelectronics established an equity cooperation plan in 2009. Jingdian invested RMB 1 billion to win 40-50% equity of Nanya Optoelectronics and became one of the major shareholders of Nanya Optoelectronics. Nanya Optoelectronics can strengthen the supply of wafers. Crystal power can also expand the estuary of wafer production capacity.
Wang Wenchao, chairman of South Asia Optoelectronics, warned before the Lunar New Year that "LED has become a miserable industry, and the tide of bankruptcy has closed down." The language is still in the ear, and the market has heard that South Asia Optoelectronics wants to focus on the downstream lighting system and want to put 10 to 13 MOCVD machines on hand. The station was transferred to Jingdian, which is good at the operation of the company and is also a major shareholder. The two sides did not deny the rumor.
At present, there are 12 factories in Jingdian, and more than 300 MOCVD machines have been mastered. Due to the active production capacity of land-based plants, the expansion plan of Jingdian has become conservative in the past two years. This year, Taiwan has no plans to purchase new machines. .
According to the statistics of Jingdian, the consolidated revenue last year reached 25.512 billion yuan, a year-on-year decrease of 7.94%. Although the LED lighting penetration rate still has a large room for growth, due to the fierce bidding in the LED lighting market, the legal outlook of the relevant supply chain is still conservative. This year, only optimistic about the billion light, the wafer factory may continue to cover the price pressure.
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