Taiwan LED industry towards lighting Japanese manufacturers face a sense of crisis

Taiwan electricity prices

In Taipei International Optoelectronics Week exhibition, LED lighting show concern for another reason. That is, Taiwan in 2012 will also be regarded as a major task of energy saving. Taiwan's only power company, Taiwan electric power announced in the spring of 2012, will be phased residential electricity prices by nearly 20%, up to more than 30% of industrial electricity prices, the news shocked the industry in Taiwan.

One of the reasons electricity prices is the nuclear power project with hysteresis. Taiwan is located in the vicinity of Taipei, "Longmen (fourth) nuclear power plant," the number of units from 1 to scheduled for 2012 to begin commercial operation in 2011, but due to fire accidents and the occurrence of nuclear accidents in Japan was shelved. Moreover, under construction 3 ~ 4 units also have found the construction errors, the completion is not clear. Taiwan electric power in recent years, the cumulative increase in losses, but also because of increased expectations of nuclear power fell into a forced to significantly raise the price of electricity.

A predetermined price is divided into three stages to improve Taiwan electricity price. First implemented in June 10, 2012, the first round of price increases. Followed by the implementation of the second round in December 10, 2012, after the implementation of the third round of price increases in 2013. According to this situation, "TSMC has also significantly increased the number of energy-efficient manufacturing devices" (a Japanese semiconductor manufacturing device manufacturer). Consumers are also expected to increase the interest in LED lighting is expected to continue to improve energy. Taiwan is only about 1/2 of Japan's electricity, industrial electricity consumption of about 6 yen /kWh. After the three price increase, it is estimated that about 8 ~ 9 yen /kWh, still cheaper than japan.

Whether to enter the Japanese market "undecided"

That will develop LED lighting business, Taiwan LED manufacturers will be regarded as the main target market at present. "We are also facing North American and European markets," said LED, one of the largest companies in the world". According to the company, its competitors are in the same LED packaging business in Korea Seoul, Taiwan semiconductor enterprise competition lumenmax Optoelectronics (Lumen-Max) and mainland enterprises etc..

Of photoelectron billion into the Japanese market slightly cautious. "Japan LED lighting appliance market competition is the most intense. IRIS and Matsushita and many other European and strong competitors. Our products have technical advantages, but the price competition is the biggest bottleneck. Whether or not to enter the Japanese market is still under consideration, has not yet been determined (100 million photoelectron agency). Lumenmax optoelectronics also enter the Japanese market showing a cautious attitude.

Market forecast report PIDA also showed that Taiwan manufacturers and Japanese manufacturers market share will be reversed in 2012, Japan will be slightly higher than the Taiwan estimates. It seems that the situation is slightly different than the LCD panel manufacturers in Taiwan.

But the actual situation is in Taiwan almost can not see the Japanese LED lighting appliance manufacturers shadow. Foreign manufacturers to enter the Japanese market hesitant situation and a few years ago, LCD TV business is very similar.

Once win higher share in the mainland market vendors appear, will be in a dominant position in price competition, he is likely to be the target to the Japanese market. Estimated overseas manufacturers to enter the Japanese market cautious attitude time will not be too long.

There is a market to break the regional boundaries. That is the LED chip market. CREE, TOYOTA, Nichia chemical industries and synthesis of capital relationship with Taiwan Everlight photoelectric chip (Epistar) and other companies launched a fierce competition in the world. In the aspect of technology, such as optical chip of CREE and Nichia in hot pursuit. Although the high current luminous efficiency is not enough to catch up with CREE and other companies, but in the field of low current products, we have a high degree of efficiency of Optoelectronics and optoelectronic chip COB. Moreover, our manufacturing cost is low 30%. This is our advantage "(1 billion optoelectronics).

In the 2012 Taipei International Optoelectronics week, CREE, Nichia and Taiwan, South Korea and Seoul semiconductor optoelectronic chip Germany OSRAM Opto Semiconductors and other well-known LED chip manufacturers have set up booths.

High efficiency LED chip has been close to the physical limits. If the cost of competition began, it is estimated that Taiwan manufacturers will become a strong opponent of Japanese manufacturers.