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Ye Guangwei, Chairman of the Board of Directors, Ye Yefu, said on the 13th that for the price war between South Korea’s Samsung and LG, Everlight will face an upset. LED upstream and downstream should actively reduce costs and increase the rate of yield, brightness, and product development in order to play “1 plus 1 is greater than 2". Korean factories are fighting a price war, and Taiwanese companies will have to fight with prices. He also said that the LED industry has entered the spring.
Ye Xifu stressed that Yiguang has a market share of more than 70% in the mobile phone backlight, and the cost is very low, because the equipment amortization is already over. No one in the world can lower the cost of Billion Light, but only Yiguang has. Competitiveness is useless, it must be responsible for the upstream epitaxial plant, LED industry can not go it alone, we must fight in groups.
Ye Fufu believes that in addition to Everlight itself, the upstream chip makers must also think of ways to increase the speed of product development, increase the speed of brightness, and efficiency, so that the market can play "1 plus 1 more than 2," if there is a link If you work hard, you will become "1 plus 1 less than 1" and you will surely be beaten by South Korea. LED prices change too fast, the entire industry chain must be tense nerves, Taiwan factory must be up and down cooperation to come forward, otherwise it will lose the industry.
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