Morning came continent Commerce Department investigation monopoly, pass the proposed increase in tariffs LED plant, increase from the current 4% to 10%. By this negative impact, on the 21st Taiwan-based LED factory there is a general market tumbled, while the mainland LED sector rose. Tariff rumors are still to be further verified, there is no official accurate information. When CPPCC Chairman Yu had met in Beijing in mainland Taiwan Federation of Industries and trade delegation, said that Taiwan has a "super-national treatment" in many parts of the continent, this part should be phased out. And then to a series of recent events and national level antitrust semiconductor industry to foster strong attitude, LED industry is also likely to become official support direction. If the future really raising tariffs, a move that will further restrict imports of LED products for foreign and Taiwan, Taiwan enterprises have a significant impact, to a greater extent to protect domestic LED enterprises. Tariff rumors just triggering factors, domestic long established trend. Whether the rumors are confirmed or future tariff falsification, we believe that logic will not affect large LED industry investment. LED industry chain is already a trend transfer to the mainland, is irreversible. First, LED mainland enterprises beyond the overall competitiveness of Taiwan enterprises trend has been formed, which is more than mere policy support to determine the longer term. From the capital, technology, talent and market aspects to consider, Taiwan enterprises are gradually losing advantages. Future mainland Taiwan LED companies for alternative business trend. LED also belong to the electronics manufacturing industry, emphasis on process innovation, cost control, economies of scale and rapid response. Taiwan counterparts on the mainland enterprises have several alternatives major favorable factors: a labor cost: domestic technicians and the base into a management station is much lower than the average salary dry, plenty of college graduates so that domestic LED enterprises in the future can continue to enjoy. "engineers bonus. "2 industrial clusters and a broad domestic market: China LED industry cluster has been formed, with the most extensive lighting market demand, focus on the world's most packaging capacity, service companies have advantages of rapid response. 3 valuation differences: In the past few years, the domestic electronics industry high PE secondary market for domestic electronics companies provide ample capacity expansion, low-cost financial support, but also for the merger integration industry, provided the conditions. 4 Management difference: domestic LED corporate management generally young, energetic, full of initiative, more enthusiasm struggle.