Taiwan's mercury street lamps will be replaced one after another, LED manufacturers have been gearing up, and Jingyuan Optoelectronics (2448) has plans to cooperate with Delta and South Asia Optoelectronics to jointly strive for more than 10 billion yuan of business opportunities.
At present, the most widely-recognized Taiwanese company will ship 30,000 LED street lights this year, and LED lighting will double its revenue.
The EU debt crisis continued, the European and American stock markets fell sharply last Friday, Taiwan stocks fell below 7,600 points shortly after the opening yesterday, as President Ma Ying-jeou announced that next year, 1.3 million traditional street lamps in Taiwan will start LED replacement operations, stimulating stocks today Shining performance, especially the long-term slashing of LED street lights on both sides of the straits of the most powerful, Hong Kong once approached the daily limit, Guanglei rose more than 4.5%.
At present, the most active system factory for LED street light layout is Delta. Delta's LED street light models have high power factor and ultra-high power supply effect. More than 90% of the parts can be upgraded, in line with Taiwan's green energy policy. In order to lay out LED lighting, Delta has successively invested in Edison, a high-power LED packaging factory, and obtained a 9% stake in Yuhong. It has become the largest legal person shareholder of Yuhong, and invested in LEDIC factory accumulation, LED heat sink factory Tongxin, and Qiqi Heilil, a module of optoelectronics and LED lighting system, once the LED street light in Taiwan is opened, Delta Motors will be quite high.
The lack of LED die on the layout of Delta's power is the alliance with the crystal power strategy. Zhang Shixian, deputy general manager of Jingdian, said that Jingdian is adopting a two-pronged approach in LED lighting. In addition to cooperating with the packaging factory, the packaging factory will fight itself. In addition to the channel, Jingdian also cooperates with major manufacturers planning to invest in LED lighting, such as Delta Electronics and South Asia Optoelectronics, to jointly develop the technology. In the future, these large manufacturers will adopt the high power of the LED of the crystal. Grain.
It is understood that the crystal power strategy is to look at the estuary of these large companies. On the other hand, the LED packaging factory will also ship the sealed LEDs to the lighting factory. The crystal power has been with Guangbao, Yiguang, Hongqi, Ai Desson and other relationships are close.
Suihong is an LED packaging factory that focuses on LED street lights earlier in Taiwan. It is estimated that LED street lights on both sides of the strait will be delivered 30,000 baht this year, more than double the 10,000 去年 last year. As for the proportion of LED lighting in revenue, last year was about 5%. Wang Biyu said that this year, at least doubled, so that the revenue ratio is more than two digits.
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