Lianjian Optoelectronics: LED display industry division of labor is increasingly obvious

Economic globalization has led to the flow, allocation and restructuring of various production factors and resources on a global scale. The internal division of production has also been expanding horizontally and vertically into a global division of labor. Nowadays, the emerging LED display industry has clearly demonstrated this trend, but the industry still has a voice about whether the company should do the job or extend the industry chain.

In recent years, many domestic LED display companies with a certain scale are not only limited to the continuous expansion of production capacity, but have begun to actively participate in the upstream and downstream device packaging in the industrial chain, and even invest in chips and extension fields. Yao Taiping believes that the resources of the LED display industry are now allocated globally, and the division of labor in the industry chain is becoming more and more obvious. It is inevitable that blindly involved in the industrial chain will be stretched, which is not necessarily a good thing for enterprises. He said that the joint construction is to do high-end display products. The reason why it is not packaged by itself is not that there is no technical reserve, but the core concern is how to do the display effect instead of the device.

He said that although the domestic LED device packaging level has never been improved in recent years, there is still a certain gap in performance compared with foreign products. At present, high-end displays still need to use imported devices or domestic top devices. For the joint construction, the foreign devices are directly purchased, and the part of the domestic products adopted according to the customer's needs can be used for innovation in the procurement model, such as selecting Taiwan, the best factory in China for its foundry, or even investing in the other's factory. The requirements can be met after the proposal.

As for the display companies themselves to do the packaging initiative will not be a little bigger, the grasp of the delivery period is more flexible. Yao Taiping thinks this is a misunderstanding. "First of all, the devices in the display industry are not out of stock. Secondly, if you do it yourself, you must consider whether you can do a good job. Now the division of the industry chain is still so fine. You do this. Blocks, but also to do some of them is relatively difficult. For example, NICHIA and CREE almost only sell lights, do not sell chips, and use their own chips to package and not achieve the performance of others."

However, he also revealed that in the case of larger enterprises and more capital, they will also consider the merger and acquisition of packaging plants.

The monthly production of full-color display is more than 5,000 square meters, which is enough for Shenzhen Lianjian Optoelectronics Co., Ltd. to be proud of the industry. At the same time as the scale and efficiency of the company continues to grow, Yao Taiping, director of Lianjian Optoelectronics, said recently that the company has not made a strategic deployment of the industry chain extension, and the main business will still be placed on the display screen, hoping to make the full color display products domestic. First, the world is third, and a set of plans to achieve the goals has been established.

In February 2009, Lianjian Optoelectronics started construction of the new industrial park in Daya Bay, Huizhou. Upon completion, it will become the company's main production base, providing high-tech, high-capacity, high-quality production strategy platform. According to Yao Taiping, the new plant part of the park has already begun to be renovated. It is expected that some supporting production links such as hardware and plastic will be moved in August, and the production capacity is expected to increase by more than 4 times after the new plant is officially opened at the end of the year or next year. . According to the Shenzhen Municipal Government's design on the headquarters economy, after the new project is put into production, the joint construction committee will consider transferring the production link to the new park, and only set up a marketing center and R&D center in Shenzhen.

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