After the mainland LED chip factory Sanan Optoelectronics (600703.SH) may enter the new century photoelectric, there is a mainland panel factory BOE A (000725.SZ) shares in Taiwan's LED chip factory, and join hands with Taiwan's LED packaging manufacturer Dongbei Extend the rumors of LED backlighting to the LED lighting business.
The industry is rumored that BOE and Yuyuan have a tacit understanding of each other. In order to quickly introduce the next-generation TV backlight, they are actively negotiating and hope to promote cooperation in the short term.
On the other hand, as a major shareholder of the company, Dongbei announced on September 25 that the investment case in Beijing officially entered the stage of covering the factory, mainly supporting BOE's panel backlight order, and participating in BOE's LED lighting layout.
In response to this rumor, the relevant person in charge of the Yuanyuan clarification of the "new industry" said that the two sides had business contacts, the company also entered the BOE backlight supply chain through Dongbei, and has maintained good relations of cooperation, but the company has not Discuss with BOE regarding share participation.
A middle-level Beijing Jingdong Tea Valley Electronics Co., Ltd. said to the "New Industry" that BOE needs high-quality strategic partners such as Dongbei and Yuyuan. As for which best cooperation method to choose, it is still under consideration. However, for BOE with a background of central enterprises, it is difficult to choose to invest in Taiwan enterprises in the short term, mainly depending on the subsequent policies.
"Whether or not to cooperate in the form of shareholding, the cooperation between BOE, Yuyuan and Dongbei is beneficial to all three parties and can better combine their respective advantages. Especially for Taiwan LED chip manufacturers who are facing many difficulties, The cooperation with BOE is conducive to its layout in the mainland market," said Zhong Kuanren, chairman of New Century Optoelectronics.
Zhong Kuanren pointed out that due to the recent strong demand for LED TV, after the peak season, there may be crisis and pressure of overcapacity. How to improve product quality, control costs, and provide the most cost-effective products is the last word.
"With the saturation of the LED backlight market, more than half of the production capacity will shift to the direction of LED lighting." Zhong Kuanren said frankly.
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