Jingdian and Mu Linsen set up factories in India? LED enters the global integration cycle

[High-tech LED text / Yue Mengdi] 11 National Day holiday, the author of this holiday, unintentionally read in a foreign newspaper, Jingdian (2448.TW) intends to unite Mu Linsen (002745.SZ) to set up a factory in India .

The title of this article is "The cross-strait LED faucet crosses the battle against India and the price of the sea." The subtitle is "Crystal, Mulinsen joint venture India factory, and the fight against Yiguang to Sanan" report, said in the billion light announced the use of mainland LED crystal After the grain, "Taiwan LED chip faucet factory crystal power is not to be outdone, and will join hands with the mainland packaging leading plant Mu Linsen to set up a joint venture in India to seize the huge LED lighting business opportunities driven by the Indian policy, and appointed by the company as a designated cadre General Manager of Mulinsen India Branch."


Judging from the content described in the report, the "tear" battle between the LED chips and packaging factories on both sides of the strait is on the line.

However, when the author called Ms. Lin Lin’s secretary, Lai Aimei, her reply was not clear. The person in charge of the crystal power also said that the above report is not clear.

Perhaps speculations by the industry speculation that the two sides will join hands in overseas markets may be temporarily lost.

"Mu Linsen has set up a subsidiary in India to take charge of local sales. The factory has no plans yet." Lai Aimei told Gao Gong LED.

On July 1, 2015, Mulinsen issued a notice saying that it plans to invest in India to set up a wholly-owned Sun Company to cultivate a new profit growth area for the company and further enhance the company's comprehensive competitiveness and profitability in the domestic and foreign markets.

Due to the complexity of the Indian market, overseas LED companies such as Mulinsen want to further open the market, and setting up a factory in the local area may be one of the most direct ways. And Mulinsen also has the possibility of revealing this method in various occasions.

Lai Aimei also said that there is no plan to set up a factory for the time being, but as the market develops, it is not impossible to set up a factory in India.

As for the chip purchases between Yiguang and Sanan mentioned in the above report, Ye Weifu, the chairman of Yiguang, also made a timely rumor. At present, Yiguang’s purchase volume and amount of mainland chips are still quite low, and Everlight will definitely Taiwan's Taiwanese chip factory is the main supplier. He also expressed his strategy of giving priority to supporting Taiwanese factories and supporting the LED industry in Taiwan.

Recently, the substantial cooperation between the mainland and Taiwan's middle and upper reaches enterprises in the capital, market, supply chain and other aspects of the cooperation and a series of cooperation speculation, but this is one of the signals that the LED lighting industry as a whole into the large integration cycle.

As the LED industry continues to mature, the industry will face deep adjustment, the industry pattern is diverging, mergers and acquisitions and strategic cooperation, cross-shareholdings, joint ventures and other events will become more frequent, cooperation types and entities will also become increasingly diversified, LED industry integration war continues Fermentation. In particular, strong cooperation, overseas mergers and acquisitions, overseas markets and new market segments will continue to emerge.

In this regard, Zhou Yuanjun, the general manager of Jingyuan Optoelectronics, said at a meeting in June this year that the integration and reshuffle of the LED industry chain is now only continuous mergers and acquisitions, and can continue to go on.

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