Twelve-five LED business opportunities opened, many Taiwanese companies have received orders

[High-tech LED News] Recently, Taiwanese media pointed out that many LED manufacturers including Taiwan Lite-On, Yulon, Jingdian (2448), Yuyuan (3061), Xupin, Huaxing and others have successively received orders for LED lighting in mainland China. Then shipments began in July, and Jingdian has indicated that Q3 LED lighting will grow. The LED lighting business opportunities of China's 12th Five-Year Plan have quietly started.

At present, there are three main directions for the LED industry in the 12th Five-Year Plan: the central government assists the LED factory through state-owned enterprises, such as the Putian Group's IOT Star Plan, followed by the pilot program, such as the second wave of “Ten Cities and Ten Thousand Cities” 16-city LED lighting. In addition, it is a subsidy for LED bulbs, such as the "Village Bright" program.

The state-owned enterprises assisted in promoting LED lighting by the Putian Group, and Putian launched the IOT Star Sky Plan, which has already joined the Taiwanese factory in the new century and Huaxing. It is estimated that Huaxing can provide tens of millions of LED tubes for 3 years, and the LED chips are new. Century supply, Ingle is to provide power supply.

At present, the “Village Bright” plan has also started, and the mainland Kunlun Haotian has begun to place orders for Taiwanese businessmen. The main technology of Kunlun Haotian comes from the ceramic heat sink manufacturer Jingye of Taiwan LED lamps, while the main shareholder of Gyeonggi is Xinsheng Er Ventures and Xupin Technology, formed by Yu Long, Guangbao and the founder of Inventec, Ye Guoyi.

The batch of lighting orders will be provided by Taiwan Baiyou Lighting LED chip, Gyeonggi supply ceramic heat sink substrate, and the LED lamp chassis, power supply and assembly are under the responsibility of Xu Pin, which has been trial production and shipment last week.

It is reported that Yulon Group was once a major shareholder of Guanglong. After the shareholder of Guanggao and Jingdian exchanged shares, Yulong is also a shareholder of Jingdian, and the relationship with Yiguang is friendly. If Yulong obtains the 12th Five-Year Plan Into the ticket, does not rule out the crystal power and billion light is also expected to benefit.

Jingdian also said that many of the pilot projects in mainland China are currently mainland customers of Jingdian, which has a considerable help for the shipment of LED lighting. Although the demand for LED TV is not currently improving, the crystal TV Q3 orders for LED lighting are growing.

As for Guangbao, it is aiming for the 12th Five-Year Plan of China's mainland with its Guanglin. Guangbao said that this year's Guanglin's revenue has the opportunity to challenge NT$2 billion.

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