Chuan Tuanjie and Jingdian jointly built LED factories have not denied the attitude

The world's leading LCD manufacturing company, TPV, has recently strengthened its strategic alliance with Taiwanese companies to consolidate the supply chain. Following the cooperation with AUO, the market has recently emerged. TPV is in control of the LED chip source and may be the leader of the LED die factory. Cooperation, the two sides are expected to add upstream MOCVD epitaxial plant in the mainland. It is pointed out that TPV expects the demand for large-size panels to reach 150 million pieces in 2011. As the LED backlight penetration rate increases, it is necessary to ensure a stable supply of grain sources. Speculation, Jingdian is expected to expand the existing Xiamen plant equipment to introduce MOCVD machine capacity. In response to this rumor, neither the official speech system of Jingdian and TPV have denied the attitude.

When Tuanjie Group President Xuanjian returned to Taiwan before his birthday, he said that in addition to AUO, Chi Mei Electronics and other panel manufacturers, it will strengthen the cooperation with Taiwanese manufacturers, and specially named Jingdian, which caused market concern. As TPV and Yiguang and Jingdian 3 giants announced in June 2010, they will spend NT$800 million to set up LED downstream packaging plants in Fuzhou, mainland China. At present, TPV’s LED layout lacks upstream grain production capacity, and the market is rumored. It is expected to be combined with the crystal power to set up the upstream epitaxial plant.

In response to this rumor, Jingdian said that if TPV's demand for LED backlights is sufficient to meet the operation of a plant, it will not rule out the possibility of cooperation between the two parties. TPV's relevant people said in a low-key manner that it is not clear what the current development of the case is, and it is not convenient to express their opinions. The attitude that the two sides did not deny seems to strengthen the possibility of this rumor.

Despite the recent pressure on the market for LCD TVs in mainland China, TPV expects that the global LCD TV market in 2010 should reach 30% growth in 2009, while TPV 2010 LCD monitors and LCD TVs are shipped. The amount will reach 70 million units. It is pointed out that TPV's internal assessment, the demand for large-size panels in 2011 will be 150 million.

The industry estimates that a LCD monitor has about 50 LED chips in the backlight application and about 200 LED TV chips in the LED backlight. About 150 million LCD monitors in TPV 2010, LCD TV shipments are about With 150 million calculations, the production capacity may not be able to support one Leijing plant operation. However, with the rapid expansion of TPV in 2011 and the rapid growth of the mainland LED TV market, if the progress is smooth, the two parties are likely to announce cooperation before the end of 2010.

At present, the layout of crystal power in the mainland has been launched one after another, including the establishment of the upstream epitaxial plant in Changzhou with Guangbao Branch. It is expected to be put into production in the second quarter of 2011. As a backlight and lighting application for the mainland, 10 MOCVD machines will be introduced at the beginning. It can be expanded to 30 units depending on the demand. In addition, Jingdian has also invested 8 million US dollars (about NT$ 260 million) to invest in the company (Shandong) Optoelectronics, which is led by UMC, and obtained a 50% stake. However, Jingdian has not been involved in the operation of the company.

Since Jingdian has set up a LED grain back-end process plant in Xiamen in the past, this geographical location is close to the Fuzhou LED packaging factory jointly established by Yiguang, TPV and Jingdian, and Xiamen is a key area for the development of the LED industry in the mainland. Power and TPV have added upstream epitaxial plant, and it is expected to directly integrate the upstream process in the Xiamen plant. Since the company is expected to hold the board of directors in early October, whether to further announce the important news of cooperation between the two parties has attracted industry attention.

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