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In order to meet the lighting market take-off, the LED factory in Taiwan has been reorganized by the military and successively reorganized the combat team. Following the acquisition of the LED design and development team, another LED cabinet company, Jingjing, also announced the cancellation of the counter. Be prepared to improve the past deficiencies and make a comeback.
Hejing Optoelectronics is a sapphire substrate factory with a monthly capacity of about 120,000 2" substrates. 80% of the revenue comes from the patterned sapphire substrate (PSS). It has been listed in Xingyi for about 2 years, but the economy is very varied. The net value was only NT$5. After reassessment, the company decided to cancel the cabinet and re-adjust its operations.
Hejing said that the price of sapphire substrates has bottomed out in the second quarter to the fourth season. In the previous 9-10 seasons, the price almost fell month by month, resulting in a general loss in the operation of the sapphire substrate plant. However, LED lighting is undoubtedly In the future market, after Hejing cancels the counter, it will actively improve the losses, and will not retreat after slimming down and adjusting performance.
However, Hejing is relatively pessimistic about the status quo of the industry. The company believes that the oversupply situation of sapphire substrates will not be resolved in the short term. It is expected that there will be opportunities to improve supply and demand after the lighting market takes off in 2015.
The Qiguang Optoelectronics, which is mainly based on CCFL products, has also been taken over by CLP, and CLP will therefore step into LED lighting. The major shareholder of China Power is China Electric, which owns the East Asian lighting brand. CLP said that the past operating conditions of Kai Yao are due to the exchange loss, and have nothing to do with talents and equipment.
Although CLP has the basis of traditional fluorescent lighting, LED lighting is completely different from the market competition. Player is one of the best in the world. Not only has it been immersed in the technology industry for a long time, but the response speed is also very fast, plus LED lighting CycleTime Short, and the traditional fluorescent lamp replacement lamp does not change the type of lamp holder is very different, CLP must therefore reorganize the combat team.
CLP said that the minimum acquisition ratio is 37.4%. Once the acquisition is established, CLP will become the first major shareholder of Qi Yao, and next year, it will be expected to focus on CLP revenue.
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