Liu Bangyan: Yiguang opened the first shot against Nichia

[Source: "New Industry" August issue Sun Yanwei]

"To deal with the patent blockade of Nichia in the L ED industry, Yiguang Electronics (2393.TW) may have opened the first shot, and the patent war will continue in the future." Recently, Liu Bangyan, general manager of Everlight Electronics Greater China Business Group "New Industry" said that in recent years, the LED application market has developed rapidly, and the number of lawsuits against patent infringements of other LED manufacturers in Japan has also risen rapidly. "In fact, Japan and Japan are a bit of abusing patents in the market competition."

Liu Bangyan’s confidence and confidence came from the invalidation of the Japanese Patent Office’s JP3503139 patent in late May. In addition, Yiguang Electronics also publicly stated that Nichia Chemical's two patents JP2778349 and JP2540791 also expired in April 2012 and December 2011, respectively.

At the same time, Yiguang Electronics also invalidated the 19 patent claims owned by Nichia Chemical Co., and the patent wars of both sides spread from Japan to the United States and Germany.

A senior LED manufacturer in China pointed out that the fierce patent war between Yiguang Electronics and Nichia Chemical in the past two years, the ultimate goal is still the Chinese market and LED manufacturers in mainland China. Although LED manufacturers in China are emerging, but due to the international giant's blockade of the LED patent network, it is difficult for Chinese LED manufacturers to enter the overseas market. The reason why Nichia has frequently launched patent litigation is that it wants more Chinese LED manufacturers to adopt Nichia's LED products. The reason why Everlight Electronics wants to challenge Nichia is because if E-Light Electronics breaks the patent blockade of Nichia Chemical, there will be more LED manufacturers in China that use E-Light's LED devices. After all, E-light LED products are compared to Nichia. Chemistry is cheaper.

"New Industry": At present, the patent war between Yiguang Electronics and Nichia is still in progress. What is the preparation for Everlight Electronics?

Liu Bangyan : A series of patent lawsuits with Nichia Chemical is to break through the Japanese patent barrier.

Because the real market for LED is the global market, only by breaking the patent blockade of Nichia in the LED industry, it is possible for Chinese LED lighting manufacturers to really go out.

At present, Yiguang Electronics has established a patent team of more than 30 people, and Yiguang Electronics has thousands of LED patents. In the face of the fast-growing LED application market, Everlight Electronics is sure to go and fight for its rights. At present, Yiguang Electronics has signed a cross-licensing of LED patents with international LED giant Osram, and E-Panel Optoelectronics, which is a shareholder of Everlight Electronics, has a patented cross-licensing with Toyota Synthetic. Therefore, Yiguang Electronics' products and customers are guaranteed to be patented in the global market.

"New Industry": In 2001, Everlight Electronics earned 18.642 billion Taiwan dollars (about 4 billion yuan). What is the development plan of Everlight Electronics 2012? What business is the development focus of Everlight Electronics in 2012?

Liu Bangyan : Yiguang's electronic business structure is divided into LED backlight, LED lighting and LED devices. Among them, LED backlight revenue accounts for about 20% of total revenue, LED lighting revenue accounts for about 11%, and the rest is LED device revenue. In the past two years, the company is also actively developing LED lighting business. It is hoped that the proportion of LED lighting revenue in 2012 will rise to 15%. In the future, LED lighting revenue will be more than 30%.

However, in view of the characteristics of the global market, Yiguang LED lighting products adopt the CENARO brand in overseas markets such as Europe and the United States, and adopt the everlight brand in Taiwan and mainland China markets. However, the business in mainland China is still mainly for the sales of LED devices. After all, mainland lighting manufacturers also have quality products.

In addition, Yiguang Electronics and Nichia's patent warfare are not entirely for themselves. There are over 100 mainland LED lighting manufacturers in cooperation with Yiguang. Most of them also do overseas markets, and the proportion of product exports is as high as 80%.

Therefore, it is also very important for Chinese to go out and go out. What's more, China's LED lighting market has not yet formed a real market structure.

(unfinished)

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