Crystal electric attack LED, force five key operation

EPISTAR general manager Zhou Mingjun pointed out that Takahashi Terua will have crystal electric light, infrared (IR), the application of new technology, vehicle market, the five column display center as the main operating point, crystal electric research in the Mini LED will be at the end of this year to early next year to have concrete results, the fastest next year the end of the second quarter the production is expected to formally, good long-term prospects.

The crystal electric general manager Zhou Mingjun

In the past LED was listed as the Taiwan area four. This year in LED industry, the Taiwan stock market re look, he pointed out, in addition, slowing the bargain, Taiwan factory performance this year, the general growth outside, including the new technology of Micro LED, Mini LED LED also light industry, have the opportunity to re emergence of new market operation. The following is a summary of the interview:

Q: the change of LED industry in recent years?

Answer: early LED from the lighting factory started, but the mainland factory with strong government subsidies after the intervention, the global LED lighting market into the Red Sea market. Rise of the mainland factory, not the upstream and downstream industries, but the overall industry challenges, until recently it has slowed slightly, mainly, the center of gravity of the LED semiconductor to grant.

The LED currently has the ability to find out the difference between the factory and factory in mainland China, the mainland factory and find out if not separated, the next few years of operation is still not easy to get out of trouble, will be very hard.

Q: what do you think of Micro LED, two new techniques for Mini LED?

Answer: the existing chip about 200 to 300 microns, small spacing display chip is about 150 microns, Mini LED about 50 to 60 microns, can be regarded as the predecessor of LED Micro, Micro LED is only 15 microns; crystal electric first through the production of Mini LED hope for small spacing display market, and direct type TV HDR function required LED.

The Micro LED to review the current production flow chart, although many production processes have a solution, but the biggest problem is the lack of mass production. Including the massive shift from the front of the epitaxial, detected, there are problems to be a breakthrough, also make Micro LED products for mass production in a short period of time is still hard to see.

Because the Micro LED production of at least two or three years, so the crystal electric first launched the Mini solution LED. Comparison of Micro LED, the larger chip Mini LED, between the traditional LED and Micro chip LED, for many LED manufacturers, the existing process equipment can be used without the need to re-enter the capital expenditure.

As for the application of Mini LED backlight, backlight products may appear in various forms, from the mobile phone to the large size of the television can be estimated, EPISTAR has and downstream customers, to study, about 6 inches of mobile phone, currently about 3000 to 5000 chips, customers want to make half the number of chips if you can the same, and the backlight effect, but also accords with the demand of light, will be the official production.

Current estimates, crystal electric research in the Mini LED will be at the end of this year to early next year, there will be concrete results, the fastest in the second quarter of next year is expected to formally end production.

Q: crystal electric competitive advantage?

Answer: the world can also provide RGB color manufacturers only crystal electric, OSRAM, once Micro LED commercial production of crystal electric can obtain business opportunities.

With RGB color LED, the general market think blue and green production is not good, some people think that, in the case of the same material, the production threshold is the same; but it is not. In the primaries, then do Mini LED, red LED is the real key; and the red light LED problem never do, transparent substrate, the process is more difficult and more complicated, the unit price, sold a total of red LED, the equivalent of selling a blue and green light, so the future yield of red LED is the key advantage of crystal electric is the first investment of red LED, has been holding red palm threshold the.

On the competitive advantage of the whole company, the competitive advantage of crystal is the most important of its own technology. Crystal electric in the semiconductor material as the core, collocation of advanced process of its own, in addition to general widely used blue LED backlight and lighting, while providing a lot of special wavelength, structure, replace low niche products.

Second is the capacity to bring economies of scale and cost control ability, the crystal electric can respond quickly to market demand, provide accurate price and quantity of the consumer electronics market needs. In addition, adequate patent resources is the key, but also with a number of international companies cross licensing, not only into the international brand supply chain, but also improve the visibility in the international market.

Q: the future business plan?

Answer: the next few years, Takahashi Terua, backlight application infrared (IR) applications, vehicle market, high order display, is the five largest planning center.

At the same time, hope that the future is Micro LED or Mini or LED, the industry can study the integration of domestic and foreign industry, after the break through technical barriers, can make a big cake, favorable overall industrial development.

By the crystal electric current competitive advantages, core competence, operating in continuous transformation, the next three to five years, LED is still working spindle, but I hope also to develop more key technologies in the future.

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