Jingdian and Samsung all denied rumors of establishing a joint venture LED subsidiary

Recently, according to Korean media reports, LED chip factory leader Jingdian will cooperate with South Korea's Samsung Electronics s supply chain manufacturers, including packaging equipment Lumens, backlight module factory HansolLCD in Suzhou joint venture LED subsidiary, and will be in December The final decision will be made to Samsung as an LED backlight application in the future. However, Zhang Shixian, a spokesperson for Jingdian, said that there was no such thing as any rumors. There is no relevant case for discussion at this time; Hanmen Lumens also announced on the Korean website on the 17th to clarify the matter.

According to the report, the capital of Lumens and Hanshang Hansol LCD and Taichang Jingdian joint venture is about 50 billion won (about US$43.95 million). Lumens will support the investment of 30 billion won (about 26.4 million US dollars) by the parent company and become the largest shareholder. Hansol LCD and Jingdian each invested 10 billion won. The newly formed joint venture company will vertically integrate chips into backlight module (BLU) and other LED processes in Suzhou, China, and supply it to Samsung Electronics. The official statement system of the company and the Hanmen Lumens denied the rumor.

Recently, Jingdian has strengthened its plan to set up factories in the mainland, including establishing subsidiaries with Guangbao Branch and mainland color TV manufacturers in Changzhou, extending the upstream epitaxial process to the mainland for the first time, and then establishing subsidiaries with billions and TPV in Fuzhou. Guanjing, supplying LED packaging process, in addition, Jingdian recently set up a LED subsidiary to develop crystals with China Electronics Co., Ltd. in Xiamen. The company holds about 40% of its shares, and is responsible for the upstream grain production by Jingdian. The layout of the downstream estuary of the mainland market has reached the vertical integration effect of upstream and downstream.

Due to the positive development of Samsung's LED industry, although the current Taiwanese grain factories such as Jingdian and Yuyuan have all entered their supply chains, Samsung LED production capacity has been rapidly established. In the future, after the expansion of technology and capacity, it will cause damage to Taiwanese factories. The crowding out effect has also become a major worry. According to DIGITIMESResearch, Samsung, LG Innotek and Seoul Semiconductor (SeoulSemi conductor) have been actively expanding their organic metal chemical vapor phase epitaxy (MOCVD) equipment capacity since the first half of 2009, which will drive the number of MOCVD equipment installed in Korea's three major LED factories. The number of 70 units in 2009 has increased sharply to 220 units in 2010, of which Samsung LED will increase from 50 units in 2009 to 90 units in 2010. Therefore, the industry believes that due to the large scale of Samsung LED's self-made grain production capacity, it is unlikely that Samsung suppliers and Jingdian will establish a subsidiary and offer Samsung orders exclusively.

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