tag:blogger.com,1999:blog-15736122.post1930100616505759893..comments2019-09-10T15:16:25.963+08:00Comments on 三把火的世界: 4月LED產業觀察後記 -- 晶電的競爭力trifirehttp://www.blogger.com/profile/10782472108105090519noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-15736122.post-29826112852277742112008-09-12T10:11:00.000+08:002008-09-12T10:11:00.000+08:00http://www.china-led.net/info/200893/200893161327....http://www.china-led.net/info/200893/200893161327.shtml<BR/><BR/> 照明方面,國際大廠設下的重重專利障礙。根據工研院統計研究資料顯示,近期我國臺灣地區還有多家廠商面臨來自包括Nichia、Osram、Philips、Altair、Seoul Semi等國際大廠的專利訴訟問題,在一審中幾乎全面敗訴。近年來國際LED大廠間更透過交互授權,強化其競爭優勢,除了Cree和Philips之間尚未完成交互專利授權外,Cree已陸續與Nichia和Toyoda Gosei交互授權(Cree與日亞擴大交叉授權範圍),Osram也已與Toyoda Gosei完成交互授權(歐司朗與豐田合成簽署專利協定),至於首爾半導體雖然受到Nichia來自橫跨歐美亞三大洲的訴訟攻擊,但透過與Osram和Cree交互授權,已經有挺進LED國際六強之勢。trifirehttps://www.blogger.com/profile/10782472108105090519noreply@blogger.comtag:blogger.com,1999:blog-15736122.post-69167524828510569012008-07-11T16:56:00.000+08:002008-07-11T16:56:00.000+08:00http://kr.blog.yahoo.com/fee33ff/28069. Japan’s Ni...http://kr.blog.yahoo.com/fee33ff/2806<BR/><BR/>9. Japan’s Nichia is continuing patent lawsuit against Korean companies<BR/>2008/07/08 By Seo, Han, Ahn, Suk-hyun<BR/><BR/>Japanese company Nichia, which has been in patent battle with local LED maker, is said to have warned Samsung Electronics, one of its big customers, for patent infringement. Recently, Seoul Semiconductor won in two year old lawsuit with Nichia for $250 compensation but Nichia shows no sign of retreat. It is said that local firms need to response jointly.<BR/><BR/>An official of LCD division in Samsung Electronics said on July 7, “We received a warning from Nichia that our LCD BLU white LED has infringed their own patent. We are currently conducting internal investigation and preparing for measures to response in multiple ways.”<BR/><BR/>The maker plans to respond after watching the result of Nachia’s patent dispute with Seoul Semiconductor while keeping in mind possibility of patent infringement. Samsung is key customer to Nichia by accounting for 30% of its world revenue along with LG Electronics. It’s because the company has numerous LED related products ranged from semiconductor and LCD to mobile phone and TV. Nichia is now putting pressure on even key customer with patent dispute so the focus is on whether it will strengthen its offence against Samsung Electronics.<BR/><BR/>Analysis<BR/>It is said that Nichia warned Samsung Electronics to target LED supplier Samsung Electro-mechanics. If Samsung Electro-mechanics expands LED business aggressively and increases supply to Samsung Electronics, Nichia will hit hard.<BR/><BR/>The same theory can be applied to LG Electronics, LG Innotek concluded recently patent contract with Toyota Gosei to enhance LED business. Nichia shouldn’t lose large customer Samsung and LG to rivals. Therefore, the patent dispute with Seoul Semiconductor is an important battle to gain upper hand in negotiation with Samsung and LG Electronics.<BR/><BR/>Nichia’s such patent strategy has been widely known in overseas market. Starting with six year long lawsuit with Toyota Gosei since 1996, it has had continued patent lawsuit with Osram, Cree and Citizen. As a result of lawsuits, it has gotten mutual patent sharing and unilateral patent possession. With patent dispute, it has put pressure on companies using rival’s LED to keep market share and at the same time has gotten patent use fee. In addition, Nichia could maintain price competitiveness since patent use fee reflected to rival’s manufacturing cost.<BR/><BR/>Seoul Semiconductor said, “Nichia wants to maintain market share, rather than earning patent compensation. That’s why it has continued to file lawsuits even though it has received almost no huge compensation.” In response, an official of Nichia said, “We don’t have any special reason in lawsuit against Seoul Semiconductor. Our principle is to take stern action against companies that infringe our patent right.”<BR/><BR/>The industry predicts that Nichia will expand patent offence to not onl y LED companies but also local parts and sets industry as a whole. That’ why joint industry response like patent consortium is needed. An LED patent experts, who asked for anonymity said, “We need to pursue again the joint patent response consortium that failed in the past. If we measure kinds and value of patents in a proper way and coordinate interest of the industry not to repeat trial and errors, it will be possible.”trifirehttps://www.blogger.com/profile/10782472108105090519noreply@blogger.comtag:blogger.com,1999:blog-15736122.post-77053329902292032552008-01-18T16:46:00.000+08:002008-01-18T16:46:00.000+08:00《光電股》晶電董事長李秉傑:LED長期看好2008/01/18 08:26 時報資訊【時報-記者楊玟...《光電股》晶電董事長李秉傑:LED長期看好<BR/>2008/01/18 08:26 時報資訊<BR/><BR/>【時報-記者楊玟欣香港報導】董事長李秉傑在滿檔法說會中,抽空接受本報專訪,談論對二○○八年LED景氣看法,他說,今年上游磊晶廠及下游封裝廠產能擴充幅度大約三成,產品均價能否與去年持平,須視今年第二、三季需求成長的速度,並指出未來在液晶電視背光源帶動下,LED長多格局不變。以下為專訪李秉傑紀要:<BR/><BR/>問:你如何看今年LED產業狀況?<BR/><BR/>答:這要視全球景氣而定,如果單看未來兩、三個月,此時間點也還說不準。今年有兩個觀察方向,一個是農曆年後是否出現急單需求,如果有,表示今年狀況應該還不錯。<BR/><BR/>其二是今年上游磊晶廠及下游封裝廠大約有三成的擴產幅度,產能將陸續開出,如果需求出來的速度比產能快,今年LED價格可望維持,若產能比需求先開出來,價格可能會下滑一定的幅度。<BR/><BR/>根據研究機構預測,今年LED出貨金額的成長率約一五%。至於需求是不是如預期強勁,現在還沒辦法回答。可以確定的是,LED產業長期看好。<BR/><BR/>問:第一季LED手機背光源出貨量有受大陸手機庫存的影響嗎?<BR/><BR/>答:個別區域狀況影響不大,真正要關注的是全球景氣走勢,這將攸關終端產品需求,對LED產業是最直接相關。<BR/><BR/>問:LED明年真能順利進入液晶電視背光源市場嗎?<BR/><BR/>答:液晶電視背光源所需要用到的LED是筆記型電腦的十倍以上,即使只有一%的滲透率,對LED成長率就有一倍。明年研究機構估LED液晶電視滲透率有三%,對LED產業貢獻將非常大。<BR/><BR/>且設備廠產能滿載,現在訂貨起碼十個月後才能交貨,若液晶電視背光源需求明年開出,整個產業成長率值得期待。事實上,有能力供應高亮度LED晶粒的三家磊晶廠:日亞化以lamp用為主,至於Cree有一百台MOCVD,規模跟晶電差不多,所以看起來晶電是有機會進入液晶電視背光源的。<BR/><BR/>問:友達切入LED上游磊晶,你有何看法?<BR/><BR/>答:友達一定會策略性地往上游磊晶發展,但我認為,無論友達進入磊晶的進度如何,都還是會維持一定的外購比例,不可能全部自己做。況且,磊晶適合用在背光源的LED有一定比重,專業磊晶廠有通路行銷其餘亮度較低的晶粒,友達是面板廠則缺乏這方面的優勢。trifirehttps://www.blogger.com/profile/10782472108105090519noreply@blogger.comtag:blogger.com,1999:blog-15736122.post-64461451199712798022008-01-18T16:39:00.000+08:002008-01-18T16:39:00.000+08:00有人在 17, 18 進去撿了嗎 ?看融資融券 ... 好像沒有多少人遭坑殺 ...《台北股市》明日...有人在 17, 18 進去撿了嗎 ?<BR/>看融資融券 ... 好像沒有多少人遭坑殺 ...<BR/><BR/>《台北股市》明日行事曆:<BR/>2008/01/17 17:32 時報資訊 <BR/>6.增資股上市:晶電 (2448)<BR/><BR/>《光電股》晶電今現金增資股上市,即遭串連利空一度跌停<BR/>晶電近期成為空頭刻意打壓標的,17日早盤傳出CREE控告晶電及億光,造成兩家公司突然重挫;對此,晶電嚴正駁斥空頭傳言,晶電執行副總經理周銘俊表示,CREE是晶電在美國最大的客戶,與晶電關係良好,CREE的紅光LED由晶電供應,至於藍光部分,兩家公司也不同,如果CREE控告晶電,CREE 的紅光LED立即有供應上的問題,不可能有外傳CREE控告晶電的可能。trifirehttps://www.blogger.com/profile/10782472108105090519noreply@blogger.comtag:blogger.com,1999:blog-15736122.post-69139443690309878902007-05-28T08:53:00.000+08:002007-05-28T08:53:00.000+08:00謝謝你的資訊。謝謝你的資訊。trifirehttps://www.blogger.com/profile/10782472108105090519noreply@blogger.comtag:blogger.com,1999:blog-15736122.post-88040944540136182212007-05-25T22:07:00.000+08:002007-05-25T22:07:00.000+08:00OMA 影響可能會比較大吧MB 已經侵權一年多了不是 GB 聽說量少到不行吧.....OMA 影響可能會比較大吧<BR/><BR/>MB 已經侵權一年多了不是 <BR/><BR/>GB 聽說量少到不行吧.....Anonymousnoreply@blogger.com