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发表于 2009-11-13 12:46 PM
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Cree Adds Additional Manufactuing Capacity in China
本帖最后由 CoolMax 于 2009-11-13 12:48 编辑
Summary1. Cree's purchase of a large facility in China to manufacture both chips and components is a strong sign that Cree believe that its surge in business will continue in the future.
2. The Chinese LED market is a significant one with the Chinese government subsidizing the cost of LED fixtures. In addition, many of the Cree's U.S. based lighting customers are manufacturing in China.
3. The article says chip manufacturing and not phosphor deposition which is critical IP in manufacturing white LED's.
Analysis1. There are numerous strong reasons for Cree to be in China:
A. There is pressure from the Chinese government for there to be local manufacturing in order to avoid duties and tariffs.
B. Although Cree has stated that it will add jobs in North Carolina, in order to meet the aggressive goals of lighting manufacturers on a cost per lumen basis Cree must manufacture in lower cost manufacturing areas.
2. Cree will need additional assembly capacity for it's LLS bulb business and for light engines which are arrays of LED mounted on boards to make it easier for lighting manufacturers to use LED's. This will help enable the more rapid growth of LED lighting. Competitors such as Bridgeluxe, Luminus, and Ledengin are providing such light engines, and it probable that Cree will shortly enter this market also. |
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发表于 2009-11-13 12:46 PM
