TSMC across the LED industry, the industry feel shocked

TSMC's VTAF electric company of venture capital investment in the United States LED maker BridgELux, and get a seat board, leading the TSMC LED into the epitaxial foundry market, snatch billions of dollars in huge business opportunities, the global LED industry will be integrated into electricity for Taiwan, facing re reshuffle, Taiwan leijing manufacturers such as crystal electric etc. will be affected by the impact.

TSMC's venture capital VTAF recently invested about $40 million BridgeLux, of which $30 million for private funds, $10 million for bank loans, a total of about NT $1 billion 217 million, a director of the company. Due to the global LED production value of up to $11 billion 400 million, in the epitaxial wafer foundry into the mature period, the high growth of the LED industry, TSMC has entered a new career.

TSMC yesterday (17), said that VTAF is indeed involved in the last wave of $30 million BridgeLux capital increase, but this is VTAF's own professional decision. VTAF is a former senior vice president of TSMC Ronnarris Vc firms.

Insiders pointed out that TSMC has put some of the old MOCVD machine, used to make use of epitaxial, start training stage, at the same time to apply for a new South Park, bamboo bamboo division of 1.2 hectares of land, it is generally believed that the LED chip power for the future will become the integrated production center.

TSMC senior vice president of business Fang Jinlian February transferred to the "special plan" senior vice president, the objective is to assist in the development of new business strategy.

BridgeLux is the United States LED manufacturers, particularly has the unique technology in high power LED, the company's founder and chief technology officer Liu Heng, LED equipment (MOCVD) is the original, BridgeLux CEO Mark Swoboda, a former PHILPS's LED Lumileds executive vice president, joined the company in June last year, the entire BridgeLux team from the maker Lumileds and CREE, the strength of a strong.

Although BridgeLux also has equipment production, but production is not the company's strengths, it is similar to the LED design company (design house), circles and TSMC's expertise is in manufacturing, especially epitaxial LED, similar to the semiconductor manufacturing process, is good at TSMC, both sides hit it off hand in hand, cut into the lighting field.

According to Strategies Unlimited estimates, the next five years, the global LED industry compound annual growth rate of 20%, 2008 is the light of high power LED growth rate reached 12%, to 2012, the global LED industry output value will reach $11 billion 400 million, TSMC will cost advantage to snatch a piece of cake.

The global LED epitaxial industry, actually full of Lumileds, OSRAM and other manufacturers in Europe and Japan Nichia patent, TSMC through the alliance investment company, combined with BridgeLux, will become an important barrier to TSMC breakthrough LED patent.

At present, Taiwan epitaxy and chip factory in crystal electric, including the new century, canyuan and Taigu, TSMC with huge capital, talent and technology into the LED industry in Taiwan, the global LED industry will therefore reshuffle, the first is the relatively small size of the LED epitaxy and chip factory.

Source: LEDinside