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After the price reduction of 20% in the second quarter, the LEDs in Taiwan will be reduced by 8% to 10% in the third quarter, and LED Japanese manufacturer Nichia is actively rushing into LED backlights for notebook computers (NB). The price has dropped sharply, and the price has fallen to the same level as that of Taiwanese businessmen. It has created great competitive pressure on LED factories in Taiwan, and a price war has exploded.
LED manufacturers in Taiwan are waiting for this. The LED industry said that before the Japanese company had a wrong strategy in the LED lighting market, this time it actively turned to the LED backlight market and grabbed the market at a low price, which had a great impact on the LED industry in Taiwan. Experts pointed out that Nichia and Germany's Osram are in charge of many important global LED patents, relying on the advantages of technology and patents. The initiative to launch a price cut offensive poses a great threat to the Taiwan LED industry that is still starting.
LED power plants such as Jingdian fell in June, and the price of LED plants such as Jingdian and Yiguang was even worse than other electronic sub-sectors. In addition to the lack of demand from mainland white-brand mobile phones and quarter-end inventory, Nichia It is also the main reason for actively punishing prices and grabbing the market.
On June 30, 2008, China's Taiwan backlight module manufacturers said that LEDs currently used for backlights still rely heavily on Japanese suppliers, such as Nichia and Toyota Synthesizers. Due to patents involved, it is difficult for Taiwan LED factories to intervene. This market; even after rushing into the NB backlight chip market, it can only start from the low-cost NB, and can not enter the mainstream NB market
The LED backlight used in NB used to be packaged in Side View. Since it was a patent of Nichia in the early days, it was also adopted by Osram, and it is difficult for Taiwanese manufacturers to enter. After ASUS launched a low-cost computer-friendly PC last year, the Taiwan LED factory used a front-view package. Although it is relatively thick and low in technology, it also created a large LED market, which also triggered a positive glow in Japan. The determination of the market. Therefore, Nichia will launch the front-end model 3014 in September and the model 3020 at the end of the year. The price will be consistent with that of Taiwanese companies, which will inevitably significantly reduce the business opportunities of Taiwanese companies in NB.
However, China's Taiwan panel factory has suffered tremendous price cuts since the second quarter of this year. Therefore, it also requires component manufacturers to reduce prices to improve profits. Now, the Japanese LED factory has begun to cut prices sharply, which will help to increase the profitability of the panel factory. It is a good thing for the LCD panel industry, but it is the beginning of a nightmare for the Taiwan LED industry.
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