Abandoned blue and green LED market, and China on the photoelectric LED bet on IR

Blue LED price war into the Red Sea, Taiwan factory lifting transformation tide, Arima decided to turn around, blue and green to completely withdraw from the battlefield, resources, the machine will turn into the four yuan LED, the other is the weight of iris identification chips, stage lights, is on both sides of the first bold sublation of blue and green LED market, seek the transformation of LED plant.

Arima for veteran LED companies in Taiwan area, the heyday of MOCVD delta 30-40 Taiwan, four yuan and blue LED production scale after the crystal electric, but with the capacity of land owned plant set off the war, hit the blue LED prices, China decided not to hang blue and green LED, turn into the four yuan field capacity.

Hua pointed out that the four yuan LED capacity covers the red and yellow light and orange light, red light is the main market demand, because the revenue scale, reduce the number of machines, China only resources in the IRLED 810nm weight (-808nm), 850nm, 940nm and other three products for the operating wavelength, comeback.

Especially the application of iris recognition in 810nm chip, Samsung king GalaxyNote7 uses OSRAM IRLED, on behalf of some degree has overcome the problem of software and hardware, although Samsung also test the water temperature, but the mobile payment is the future trend of iris recognition will be equipped with Samsung sooner or later, open the first shot, land owned factory chasing speed will be very fast, once become popular, China certainly has the ability to ship, at present China has been through the agents for Samsung, LG and land owned brand factory sample.

As for the application of 850 and 940 respectively in the control and monitor wavelength, remote sensing and automatic control, especially the 940 wavelength in the vehicle the night vision function is much better than that of 850, can greatly reduce the interference of light, not four yuan to the portfolio of large quantity, standardization. China independent analysis, four yuan, no chip factory rarely pay, Toshiba Japan only small scale production, now has not quit, OSRAM the world's largest chip production capacity, the company's main focus on the development of the system, and the application of bulk four yuan concentrated in the car, LED display screen, end customers the characteristics of not easily change suppliers under supply and demand, compared to four yuan LED industrial order is relatively stable, is the main cause of China decided to fight.

At present, China in the operation of MOCVD more than 10 Taiwan, total production of four yuan LED, and depreciation is completed, in the sprint revenue scale, July revenue fell to 12 million 360 thousand yuan (NT, the same below), but compared with the same period last year to return to the recovery track, with the pace of operations in July this year, total revenue reached 90 million 550 thousand yuan, by more than 30% years, the Chinese internal set a $two hundred million revenue target.

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