TSMC's LED effect on the market?

The day before the TSMC (2330) through its VTAF investment in the United States LED factory Bridgelux (BridgELux) $40 million, get a seat board, it is beginning to cross foot LED epitaxy. Rumors on the market that TSMC intends to improve the production process to improve the production cost of high brightness LED, worried about the impact of LED plant ecology.

In fact, LED epitaxial process technology has a certain threshold, if TSMC LED foot crystal, the short term is not easy to see a substantial improvement in the results. As a result, TSMC BridgeLux investment, can be regarded as a promising new technology and appropriate investment, can also be seen as the first Pathfinder, understanding LED epitaxy industry.

At the present stage of high brightness LED yield range is large, because of the different customers on the LED chip in the wavelength range of different requirements, it also makes LED products must be divided into many applications to digest, with part of the industry standard, the yield of high brightness LED in about 3 to 6 to 5 ranged between, want to make good rate a higher production cost, which will be of high brightness LED decreased, but the short term is not easy.

Source: LEDinside