AUO intends to cut LED on the lower reaches of the market rumors, TSMC intends to enter the LED epitaxy

Taiwan days ago AUO panel maker announced the establishment of "LED project" to the room, the field of two-way LED upstream and downstream to epitaxial package. The industry pointed out that, once the European or Japanese manufacturers AUO LED manufacturers authorized, does not exclude the $NT billion yuan was 100 Taiwan MOVCD machine, only the upstream market. It is understood that the electronic manufacturers get into the LED, in addition to war triggered at any moment, AUO, CMO Foxconn, PSC, rumored TSMC also interested with the advantage to get into the epitaxial semiconductor factory, and in March 2008 Dr. Fang Jinlian "special plan" for a senior vice general manager, is a lot of new business TSMC Electric is carrying out the project of. The industry pointed out that, LED epitaxial semiconductor process, TSMC if really crossed, will cause great shock in the industry. LED upstream upstream of the higher difficulty, and involves the patent and technical level. The industry's assessment, a little while not easy to enter, little effect on epitaxial plant. In contrast, AUO into the LED package, may have an impact on the gross margin and profit in the long term packaging factory. LED packaging industry pointed out, into the LED package AUO early in the industry expected, this does not surprise. AUO main purpose, is to understand the cost structure of LED lamp, and then control the supplier's price, Samsung is also the part of self, to control the cost. At present, the LED packaging factory's gross profit margin to 100 million light best, up to 30%. Legal person worry, AUO entered the LED package, billion light will bear the brunt. Only this part of the industry hold different views, think the cost benefits in a short period of time but also to AUO billion light. The industry is also evaluated, if after 2010, back light permeability NB panel of more than 50%, AUO will show the cost-effective foot packaging factory, LED packaging factory gross margin under the fear of further repair, but the short-term impact is small.

Source: LEDinside