Global LED outbreak of South Korea's LED 3 who can win?

The number of terminal industry, such as notebook computer (NB), driven by huge business opportunities of LCD monitors, TV and LED were used for lighting backlight, LED has the ability of independent development of Taiwan, South Korea factory have expansion for. In the factory of Korea Samsung Electronics (Samsung ELectronics), Seoul semiconductor (Seoul Semiconductor), LG Innotek and other active investment companies, the future is expected to have a factory with Taiwan intense rivalry, and on the world stage, but also can continue to shine.

Han factory actively expand production LED

Under the strong advocacy of the South Korean government, South Korea's LED industry in the next 3 years, the total amount of investment is expected to reach as high as 4 trillion won (nearly $3 billion 500 million), South Korea's LED industry is currently leading the way by 3 manufacturers. Optimistic about the future growth prospects of LED, South Korean industry also spared no effort in the cause of LED investment, not only a substantial growth in production scale, back-end equipment and materials industry, has also become the main focus of investment.

According to the South Korean electronic news statistics, in 2009 the first 3 seasons of South Korea's 3 largest LED manufacturers total revenues of 926 billion 800 million won (about $800 million), the annual revenue will reach 1 MB 349 billion 100 million won (about $1 billion 170 million), compared with 2008 revenue of 631 billion 200 million won (about $540 million), growth of more than 1 times.

Samsung LED business output multiplier

Samsung LED business in 2009 first quarter revenue of 80 billion won (about $69 million), while the third quarter has reached 183 billion 200 million won value, compared with the first quarter increased exponentially, than in the second quarter of 147 billion won ($130 million), growth of 24%. Estimated total revenue in 2009 was 600 billion won (about $520 million).

LED has the advantages of energy saving, longevity and so on, is optimistic about the market is the main lighting in the future, but the most critical industrial applications in the short term, is still the demand for LED TV. From March 2009 onwards Samsung, launched LED TV, and access to market acclaim, then LG (LG Electronics), Sony and Vizio also have a follow-up, estimated 2010 years in mainland China, LED TV will occupy 9.6% of the proportion. In order to ensure the supply of LED sources, Samsung restructuring LED backlight module career, and with strategic partner Hansol Lighting, DAS LCD to establish a closer partnership to ensure that the LED source.

Strengthen LED patent research and development of Seoul Semiconductor does not fall behind

Seoul is South Korea's second largest semiconductor plant in LED, recently the company just announced the third quarter of 2009, revenues of 132 billion 900 million won (about $110 million), annual revenue of about 450 billion won (about $390 million), as the revenue hot, the company has been in 2009 3 to raise revenue forecast.

Behind compared to Samsung, LG LED Department of South Korea Electronics Industry Group, Seoul semiconductor is the introduction of the Singapore sovereign fund Temasek 284 billion 700 million won (about $240 million) of capital investment. After this strategic investment strategy, Temasek owns a 12% stake in Seoul semiconductor, Seoul semiconductor will use the funds to increase the metal organic vapor phase epitaxy (MOCVD) machine and other related production equipment investment, hoping to compete with Samsung, lg.

If the green technology index (GETI) as a basis for comparison, Seoul semiconductor apparently are not ranked first-class enterprise. By the end of 2008, Seoul semiconductor in the past 5 years, the United States registered only patented technology in the world, the world's top eighty-sixth in the top 4. But Seoul semiconductor actively invest in R & D budget, accounting for more than 10% of total revenue, from 2009 began to apply for a patent, currently in the United States patent pending number up to more than and 60, while the subsidiary Seoul Opto Device also has more than and 50, 2 the total number of patents, enough to make Seoul become the world LED semiconductor manufacturers in the top 5, the number of patents has many enterprises.

LED currently has the largest number of patent for Agilent (Agilent Technologies) 145, Nichia (Nichia) 100 and 125 and Samsung, while Sony is only 40. Seoul semiconductor has the most LED technology is packaging related technology, recently extended to the lighting and TV backlight technology, and continue to win in international events.

LG started late but full of ambition

LG LED department called the LG Innotek, the company in 2008 revenues of 175 billion 100 million won (about $150 million), in 2009 is expected to 299 billion 100 million won (about $260 million), the growth rate will reach 70.8%.

From the enterprise scale, LG Innotek ranked only third in South Korea, but the LG Group is devoted the entire group, and build a complete industrial chain of LED, wants to challenge the global dominance in the LED business, its production of semiconductor wafer Siltron, start LED sapphire (Sapphire) substrate; and LED epitaxy, package as the main force of LG Innotek, in addition to the industry, also began to put the "old" cause of wafer reuse. Although Samsung has started relatively late, but as the panel industry, LG Group attached to the end of industrial integration, who can lead the future, still in uncertainty.

Siltron is the LG 51% stake, specializing in the production of semiconductors and solar wafer subsidiary, has been the introduction of production equipment in the production of sapphire substrate, after the completion of scheduled before the end of 2010 will enter mass production stage. Sapphire substrate accounts for about 10% of the cost of LED materials, the recent increase in the atmosphere of the major LED plant, there has been a shortage. If Siltron could enter mass production, produce great synergy for LG Group LED will cause.

As for the Innotek led by the old LG wafer recycling technology, is the vertical LED chip production process left in the ancient crystal circle, after re grinding and then use the technology. This is different from the commonly used horizontal production process, the wafer can be used after grinding 2~3 times. Happy