Blue LED price war into the red sea, Taiwanese factory lift transformation tide, photoelectric decided to turn on China, fully out of the blue green battlefields, resources, the machine will turn into four leds, the other is weight of iris identification chip, stage lights, is the first bold sublation on both sides of the blue green light LED the market, seeking transformation LED factory.
Photoelectric in China is established in Taiwan LED company, heyday MOCVD machines for 30-40 units, four yuan with blue LED wafer production scale after electricity, however, as local factory capacity in war, and hit the blue LED price, China decided not to cling on blue green light LED, capacity to turn into four areas.
In China, points out that four yuan LED capacity include red, yellow and orange light, red light for the market demand, because of the reduced revenue scale, the number of the machine, the only resource on China under 810 nm in IRLED (808 nm), 850 nm and 940 nm products, three wavelengths for operation.
Especially used in iris recognition of 810 nm chips, samsung machine emperor GalaxyNote7 adopts osram IRLED, on behalf of a certain has overcome the problem of software and hardware, while samsung also tried water temperature, but the pay is the wave of the future action, iris identification, sooner or later will become a standard, samsung fire first, local factory chase speed is very fast, and once more popular, in China is absolutely have the ability to shipment, at present in China has been through the agent of samsung, LG, and local brand factory directly.
As for the application of the 850, 940, wavelength, respectively in Ann control and monitor, remote control and automatic control, especially 940 wavelengths in automotive night vision function is far better than the 850, can greatly reduce the interference of light, four yuan portfolio of products not to quantity, standardization. Analysis on China, few independent model quaternion chip factory, pay the rights, mainland Japan Toshiba only small-scale production, has withdrawn from now, the world's largest osram chip production capacity is not big, main force for the development of the company focuses on the system, plus 4 yuan in application on motor, LED display, the characteristics of terminal customers are not easily change suppliers of supply and demand both by comparison, four yuan order of the LED industry is relatively stable, is decided on a fighting.
The current operation of MOCVD in China for more than 10 units, all four yuan LED production, and is depreciation amortization, under not sprint revenue scale, July revenue fell to $12.36 million (nt $, the same below), but compared with the same period of last year to return to the rebound in orbit, with operating the pace of adjustment, in the first 7 month accumulative total revenue of 90.55 million yuan, annual increase of more than 30%, China on internal order out of the annual revenue target of $two hundred million.
