Samsung grabs Taiwan and South Korea to re-launch LED war

In January of this year, Samsung and Lucky Gold launched a 7-watt LED light bulb that fell below the low price of 20 US dollars in South Korea. Market regulators pointed out that the special nature of the Korean market has led to the rapid growth of Korean LED bulb sales. Samsung also shouted that the price should fall below US$10 this year, and that targeting the market is the mainland market where Taiwanese manufacturers have the most opportunity to develop.

Ye Guang (2393) Chairman Ye Yufu has no fear of Samsung's menacing. He pointed out yesterday (13th) that he (referring to Samsung) is an awe-inspiring opponent and a mark of competition. However, our Taiwanese factory's LED price performance and technical ability are not bad. It may not be that group fights will lose.

Everlight is currently aggressively advancing its own brand of lighting. For Samsung's 7-watt $10 lighting sweet spot, Ye Dufu disapproved of the price war, Taiwan LED factory technology, cost-effective, as long as the upstream and downstream work together COST DOWN, Taiwanese manufacturers can face up to their competitors. However, he also emphasized that to educate the public to pay attention to LED energy saving, environmental protection and even more price competition, so they do not initiate price wars, but to educate consumers to pay attention to the real benefits of energy conservation, not to allow consumers to buy a bargain but do not feel the LED The benefits of lighting.

Samsung LED revenue in the third quarter of last year (9.843 billion yuan) has slightly exceeded the aggregate of billion light and crystal power (91.7 billion yuan), in terms of package output value, Samsung LED last year's global ranking has surpassed Osram, second only to Nichia The distance between Taiwanese manufacturers and Samsung has once again widened, but Ye Xifu pointed out that TV backlighting has gone and the lighting market has just taken off. As long as Taiwan LED lighting factories work hard together, COST DOWN strives to win market share this year. Jiangshan still has the opportunity to retain.

Ye Xifu also believes that the launch of a price war is not necessarily profitable, so LED factories in Taiwan will not take the initiative to launch price cuts, but Taiwanese companies have strong COST DOWN capabilities and are able to keep up with price warfare. However, prices are changing rapidly. They also tighten nerves.

Korean LED South Korea has seen a low price of US$20 and a minimum of US$17.3. According to the LEDinside analysis of the market adjustment agency, the main reason is the subsidy policy of the Korean government. LED manufacturers Samsung and Lucky have started to aggressively lower prices in 2011. The price rush strategy enters the LED lighting market.

Ye also reaffirmed yesterday that Li Bingjie, chairman of Jingdian, advised the government on subsidies last year. He stressed that LED lighting was included in the consumption subsidy and, like subsidies for energy-saving appliances, Taiwanese consumers were encouraged to use LED lights. According to Li Bingjie's trial, each subsidy of solar energy can produce 20 degrees of electricity, but the same US dollar subsidy of LED will save 80 degrees of electricity. Under the rising trend of Taiwan's oil and electricity bills this year, Ye Dufu and Li Bingjie repeatedly emphasized that LED lights act as Taiwan's energy-saving products, and the Taiwan government and people support the Taiwan LED industry.

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