Baihong turned into the infrared LED, is not optimistic about the blue LED

China LED plant in Taiwan to accelerate the transition after China abandoned the blue LED packaging factory, Baihong gaohui photoelectric investment through the production of blue LED chip at the end of last year, Gan production lines stopped, turned into the infrared LED (IRLED), four yuan LED; this year LED lighting penetration continued innovation high, however, Taiwan will continue to China production of blue LED manufacturers have less and less.

That Baihong chairman Liao Zongren the day before, and most gaohui optoelectronic chip factory, into the blue MOCVD manufacturing, but the blue LED has entered the irrational competition state, big capacity to do damage, over the past few years began to shrink, the disposal of equipment at the end of last year, all the production of GaN all the main production line, transferred to the infrared LED, four yuan LED, is currently in a loss due to Cashout flat edge, not much profit, drag pressure greatly reduced, Liao Zongren believes that the high photoeloctronic worst case has been.

But because the red LED will use phosphorus, have environmental problems, Baihong capacity has not yet started, the first with China on the purchase of red LED.

Baihong was one of the original shareholders of Shijing power, Liao Zongren is not a good transformation of domestic blue LED factory, although the domestic government stopped on land owned factory LED subsidies, competition is expected to return to the cross strait fair competition stage.

For capital market speculation MicroLED theme, research background of Liao Zongren also has special views, he believes that MicroLED is not easy to achieve high quality and inexpensive, is a kind of like LED and LCD like technology, small pitch screen can be regarded as the predecessor of the MicroLED, but even small pitch screen has entered mass production just eat, to a niche market, not to mention MicroLED, he thinks MicroLED is not losing money can do it, can only be said to be a vision, do not do it to see.

He believes that the packaging factory on the table in the MicroLED without opportunity, EPISTAR chip production there is a chance, but the investment will be very great.

Baihong profit through many niche products combination, in addition to the cabin lighting module and SMD engineering standard, also includes a printer, sweeping robot, mechanical arm, wearable device, the infrared lighting LED accounted for 40%, about 20%, the rest of the visible light products.

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