Samsung acquires Samsung LED equity 2012 China battlefield will continue to upgrade

Text / special correspondent Wu Zimo

In the second half of 2011, the global LED chip oversupply ratio has not changed. Considering that more MOCVD machine capacity has not yet been fully released, the situation of oversupply in 2012 will intensify. This is a serious prospect for Chinese companies that are concentrated in the downstream of the industrial chain.

It is also worth noting that multinational giants including Samsung have begun to integrate their own LED industry, which is undoubtedly a challenge that cannot be ignored for other companies.

LED overcapacity situation is grim

LED overcapacity is currently an indisputable fact.

According to the latest statistics of the High-tech LED Industry Research Institute, the total packaging capacity of China's packaging from January to November 2011 reached 195 billion. From January to November 2011, China's LED application market absorbed only 176 billion light sources. It also includes imported light sources. The imported light source accounts for about 36.78%. Therefore, the domestic LED application market absorbs only 111.2 billion domestically-made packaged lamps, and the excess of 83.8 billion pieces of production capacity is idle or become an inventory. Oversupply becomes a substantial phenomenon.

The Gaogong LED Industry Research Institute said that due to the increase in the number of MOCVD in China in 2011, the capacity of most of the newly added MOCVD machines has not been released, and the situation of oversupply in 2012 will be further aggravated.

According to figures from the Higher Industrial Research Institute, from January to July this year, China's MOCVD equipment increased by more than 200 units. It is expected that China's LED chip production capacity will be 10 times that of 2010 in 2010. At present, China's MOCVD equipment has reached 543, counting 96 projects under construction, the total number will reach 1,642.

In 2012, the risk of overcapacity of China's sapphire substrate will become more prominent. According to the data of the high-tech LED industry research institute, the domestic LED sapphire substrate has an annual production capacity of 6.85 million pieces and 41 projects under construction, with an investment of 120.8. 100 million yuan. If the expansion is completed, the annual production capacity will rise to 101 million pieces. In 2011, the global demand for LED sapphire substrates was less than 50 million pieces, and there were less than 10 million pieces in China. The trend of severe overcapacity has already appeared.

According to the latest report of the High-tech LED Industry Research Institute, “over-the-counter, midstream or downstream, there have been overcapacity, especially in the upstream and midstream. In 2011, the number of LED application companies in China exceeded 6,000, compared with 2010. An increase of 1,000. Looking forward to 2012, the introduction of LED terminal subsidy policy and the continuous decline of product prices will inject a strong booster into the development of downstream industries. The demand for LED applications will maintain rapid growth, but the number of enterprises will continue to increase substantially, and competition will be even more competitive. cruel."

Samsung leads the giant hair

In the view of the High-tech LED Industry Research Institute, how to win the game in this knockout, "Only companies with patents, technologies, brands and channels can stand out in the market of the competition." Samsung definitely belongs to this column.

Thanks to its own TV industry, Samsung's LED has always had an advantage. In 2009, Samsung took the lead in launching LED TVs, and global sales exceeded 2.6 million units in one fell swoop. This was internally called “unprecedented success”. Behind this, Samsung has provided a complete LED industry chain support. In Tianjin Samsung LED Co., Ltd., the packaging and development of the Samsung LED chip and the development of the module and the downstream application sales were completed. Samsung LED and Samsung Electronics established a joint venture in 2009, the 2010 revenue once reached 1.68 billion US dollars. However, because Samsung LEDs are not as cost-effective as Taiwan's LED manufacturers, Samsung Electronics has long maintained a high proportion of externally purchased LEDs, which makes Samsung Electronics painstakingly rectify.

According to South Korean media reports, Samsung Electronics announced on December 26, 2011 that it will acquire its stake in “Samsung LED Company” from Samsung Motors, which accounts for 50%. The merger is scheduled to be completed in the first half of next year.

This action is no different from the big news in the industry.

"After the merger, Samsung LED's financial report will no longer be transparent." Xie Mingxun, deputy general manager of Jingyuan Optoelectronics R&D Center, said that the outside world will not know the LED price that Samsung LED supplies to Samsung Electronics, which is more conducive to Samsung and external procurement. Supply chain vendors negotiate. Therefore, how to reduce costs to maintain profits will be a test for Taiwan LED companies.

In addition, according to Samsung's previous plans, Samsung's investment in the LED industry will expand from the display backlight to lighting and illuminating electronic components by 2020, and plans to achieve a cumulative investment of 8.6 trillion won by 2020, with a sales volume of 17.8. Mega won.

Samsung Electronics confirmed the idea of ​​continuing to strengthen the development of LED business at the same time as the announcement of the merger. The company said it will use Samsung LED's advanced technology, manufacturing capabilities and global sales channels as the growth engine for Samsung's future LED business to enhance shareholder interests.

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