Since the beginning of this year, Philips and Osram have successively split the LED department and reinvented the confidence of investors. The business style has always been stable and open. Long Feng (3698) Chairman Su Fengzheng said that the actions of international manufacturers can only prove that Asian manufacturers are competitive, LED The era of single-handed industry has ended. Taiwanese manufacturers are not allowed to be shuffled in the process of cooperation. The LED industry is still a long-term optimistic industry.
Su Feng is interpreting the neutralization of Lumileds and Osram's second-spread LED business. He believes that European manufacturers have realized that their cost structure is too high and they are willing to cooperate with Asian manufacturers. This means that Asian manufacturers are competitive enough. Business operations will face various competitions. The investors of rival companies are also a kind of competition. As long as Taiwan companies strengthen their own competitiveness, they should not be shuffled and washed away during the cooperation process.
As for the land capital Shajiang Group's shareholding in Lumileds, and won up to 600 LED patent licenses, Su Fengzheng said that it is difficult to speculate on the intention of land capital, but the LED patent license is not only one, there must be five companies' patent authorization, land capital Whether or not the manufacturer has obtained the authorization, it will still fight. The era of the LED industry alone has ended. If there is cooperation opportunity in the future, Ronda will hold an open attitude.
North America and Europe are among the top four lighting markets in the world. Su Feng believes that the European economic indicators are weak and the euro is heavy. In contrast, the US economic indicators have come up, and the recovery trend of the economy has been established. This year's economic development is beneficial to American brand factories. The peak season effect in the second half of the year can be expected.
Su Feng is interpreting the neutralization of Lumileds and Osram's second-spread LED business. He believes that European manufacturers have realized that their cost structure is too high and they are willing to cooperate with Asian manufacturers. This means that Asian manufacturers are competitive enough. Business operations will face various competitions. The investors of rival companies are also a kind of competition. As long as Taiwan companies strengthen their own competitiveness, they should not be shuffled and washed away during the cooperation process.
As for the land capital Shajiang Group's shareholding in Lumileds, and won up to 600 LED patent licenses, Su Fengzheng said that it is difficult to speculate on the intention of land capital, but the LED patent license is not only one, there must be five companies' patent authorization, land capital Whether or not the manufacturer has obtained the authorization, it will still fight. The era of the LED industry alone has ended. If there is cooperation opportunity in the future, Ronda will hold an open attitude.
North America and Europe are among the top four lighting markets in the world. Su Feng believes that the European economic indicators are weak and the euro is heavy. In contrast, the US economic indicators have come up, and the recovery trend of the economy has been established. This year's economic development is beneficial to American brand factories. The peak season effect in the second half of the year can be expected.
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