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Talking about CMK Closing Malaysia LED Lighting Board Factory
Japan's PCB maker CMK officially resolved to dissolve MASKS (MALAYSIA) SDN.BHD, a subsidiary in Malaysia. It has stopped production at its local plant on May 3, which is the reduction of local production by CMK in 2010 to only produce LED lighting. After using the PCB products, the next step is to rectify the movements; Zeng Jili, chairman of the board of directors of LED lighting aluminum heat sinks in Taiwan, pointed out that in the overall LED board, the LED lighting market is expanding in size but the competition is becoming fiercer. When the industry is consolidated, it should be a good thing. According to foreign reports, CMKS (MALAYSIA) has been engaged in the production and sales of single-sided PCBs since its establishment in 1989. However, since the scale of business was reduced in 2010, only PCB products for LED lighting have been produced, and due to recent price competition, As a result of continued sluggish performance, and the estimated future performance may not be able to respond, the resolution disbanded CMKS (MALAYSIA), and the local factory building stopped production at the end of May this year. Chairman of the Board of Directors Zeng Jili pointed out that the LED heat sink for lighting is divided into two types: FR4 and aluminum substrate. The price of FR4 is lower, but the relative lighting efficiency and heat dissipation function are lower than aluminum heat sink; although the LED market for lighting is positive Due to the rapid expansion of energy-saving demand, but mainland China's FR4 substrate manufacturers rushed into the market, resulting in excessive market competition. This may be an important reason for CMK's choice to withdraw from this market. Zeng Jili pointed out that at this time, when CMK made an exit decision, it should be a good thing relative to the overall industry. At the same time, Jia Zong made a large-scale transformation in the production of aluminum heat sinks. At the same time, it wrote a post-tax surplus of 222 million yuan last year, setting a record high for Jia’s historical high, with a post-tax earnings of 1.38 yuan per share. At the same time, the demand for energy-saving LED lighting jumped. At the same time, Jia Zong estimated that LED lighting panels will show a multiplier growth in revenue this year. Jia Zeng, Chairman of the Board of Directors, pointed out that the revenue of aluminum radiators for LED lighting in the second half of this year will be favorable for a single monthly revenue of 20. Mr. Jia's revenue in April 2014 was 125 million yuan, and Yijia's total order and shipment status analysis, its May 2014 revenue is expected to rebound and reach the level of 140 million yuan, Zeng Jili for the LED lighting market The growth is optimistic and drives the growth of LED aluminum heat sinks for lighting. The growth momentum of Jia’s second quarter revenue growth comes from the growth of demand for LED lighting aluminum heat sinks. It is estimated that there will be a growth in revenue compared to the first quarter, mainly due to the increased acceptance of LED energy-saving lighting. At the same time, the willingness to pull goods in the customer's client is significantly improved due to the strong revenue pattern. According to the analysis of the total PCB production products, the aluminum heat sink accounts for about 75% of the revenue, and the traditional PCB accounts for about 25. The total aluminum production heat sink products provide lighting and flat panel display industry use, and the market needs for LED energy-saving lighting. Still concerned, LED aluminum heat sink manufacturing accounted for a total of about 1.633 billion yuan in total revenue of about 8.33 billion in 2013. In March and April 2014, LED heat sinks accounted for 10-12% of revenue. In 2014, the proportion of LED lighting heat sinks of Jiaxing Industrial will increase to 15.6% of total revenue.