On May 12th, Xinqimei began to rectify and expand the LED supply chain. Its LED upstream epitaxial wafer factory Keli Optoelectronics announced on the 7th that it will spend 1.1 billion to 1.2 billion yuan to buy the idle plant and equipment in the group to expand the downstream LED packaging capacity.
With the purchase of Qi Yao idle factory, the market is coming out, the new Qimei will be afraid to take Qi Li, Qi Yao, and the original Hon Hai Group LED packaging factory advanced power, the three further integration, further improve the Hon Hai Group LED epitaxial Use self-sufficiency.
Due to the serious shortage of LED chip and packaging capacity, it is likely to affect the shipment of LED-backlit TV panels. Xinqimei began to integrate its LED supply chain, in which the epitaxial plant Kellett took over the idle capacity of the packaging factory, and expanded the production capacity of the epitaxial and packaging. Kai Yao is under tax considerations, and the focus of future expansion will be magnified.
Zhai Lilong, general manager of Qi Li and Qi Yao, said that Xinqimei will spend 10 years to develop Kellett into “PCB industry's TSMCâ€; it shows Hon Hai Group's intention to lay LED upstream and downstream industry chain.
Xinqimei’s chief financial officer and spokesperson Chen Yansong said that both Qi Li and Qi Yao are both transfer companies with a fairly high proportion of the group’s shareholding. The transaction is simply to open the third factory building, land and mechanical and electrical facilities of the idle side. , sold to the need to expand the capacity of the Kellett to accelerate its expansion schedule. The outside world does not need to do associations that are merged or integrated.
Xinqimei executive long-term construction pointed out that the second quarter of the panel components shortage is particularly serious, and the LED backlight is limited by the shortage of LED chips, and the major epitaxial wafer factories are not rushing to buy MOCVD equipment. Expand production capacity. At this point, Kellett Plus purchased the packaged plant equipment, indicating that it is ready to sprint the entire LED upstream and downstream capacity.
Qi Yao pointed out that the transaction amount is about 1.1 to 1.2 billion yuan, and the whole case will be completed by the end of June. In the future, Qi Yao will still focus on the two major applications of backlighting and lighting. Qi Yao has invested and built factories in mainland China, and will expand its production in the future.
At present, Kaiyao has three factories in Taiwan. Among them, the first and second plants mainly produce cold cathode lamps for panel backlights, with a total monthly production capacity of about 16 million, and LED packaging products, with a total monthly production capacity of about 40 million sets. +
Kai Yao completed the construction of the third plant in October 2009. It was originally planned to continue to expand the capacity of CCFL and LED in the third plant, and has introduced a small amount of equipment. However, with the adjustment of the layout of the parent company and major customers, the company has gradually moved to the mainland for the service and capacity building direction of the company.
Qi Yao invested in the establishment of Foshan Yahong Optoelectronics Co., Ltd. in China in March this year, with a total investment of about 4 million US dollars. The main business is LCD panel backlight materials.
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