The global LED layout brewing big reshuffle TSMC to fight the top 5 manufacturers

The semiconductor factory TSMC to enter the LED industry, with the LED lighting technology research and development center will be completed, in an attempt to more actively lead the LED industry, TSMC pointed out that the rapid rise of the LED lighting market, currently the world's top 5 LED factory will face reshuffle, in addition to Japan and South Korea leading factory factory power channeling out, Asia will be only 1 manufacturers have the opportunity to squeeze into the top 5, TSMC do the maximum, the future will fight global LED 5 manufacturers list.

TSMC chairman Zhang Zhongmou in March to LED lighting technology research and Development Center for the ceremony, rejected the outside world for LED and the solar industry low margin views, Zhang Zhongmou stressed that TSMC announced the arrival of the new business, there are many voices that there have been many manufacturers to enter, do not have high profits, but in the future you will believe that solar and LED 2 a new career with very high profits, the future will be a very important cause of tsmc.

TSMC LED lighting technology research and development center will be completed by the end of 2010, the first half of 2011 is expected to go into production, LED officially entered the new energy industry milepost, TSMC is different from the current LED upstream industry sapphire substrate manufacturing process, manufacturing based on silicon, emphasizing the production cost advantage of size, the production of its own brand LED the light source and the light engine of LED lighting products, in the production of vertical integration concept.

TSMC LED lighting director Tan Changlin said that due to the rapid growth of LED lighting market, the current global LED giant PHILPS (Philips), including the European Osram, American Cree and Japan Nichia and TOYOTA before the synthesis of the 5 forces will re shuffle, by vertical integration effect of LED application market, the new list of 5 manufacturers will make only superficial changes, estimation the future of the United States will retain 1, Japan's leading LED industry forces, Europe is expected to take 1 wins, while the South Korean forces will soon become the dark horse factory, and 1 for the Asian industry is expected to enter the top 5, TSMC entered the LED industry has vowed to do the most, through vertical integration into the LED lighting market, become the biggest the top 5 list of manufacturers.

TSMC pointed out that although the industry optimistic about LED TV backlight demand in 2011 will be substantial growth, but from the manufacturing side, in 2010 the global LEDTV penetration is still less than 20%, in the high price hinder, end market demand facing slow-moving, therefore, unless the LEDTV prices go down, or to see the 2011 LEDTV penetration into 4 in order to reach the goal of converting matrix, future to observe Christmas shoppers, if poor sales, Samsung may have been cut LEDTV prices, even in 2011 with CCFL backlight models price will be pulled to approximate equal level.

TSMC said LED TV backlight demand for the LED industry to bring new hope to the industry, actively purchase MOCVD machine, MOCVD machine, estimated in 2011 will add 300 Taiwan, Taiwan increased nearly 100, while South Korea expansion moves more positive, but did not expect that the industry had LEDTV through system design improvement to save LED grain demand, therefore LEDTV, although the number increasing, but the amount of grain is less and less, the Korean factory for the LEDTV strategy will affect the LED lighting market is take off early, once the L= excess capacity, will further promote the rapid growth of LED lighting market.

TSMC believes that the key lies in the growth of the 2 LED lighting LED light emitting efficiency and the rate of decline in prices, in accordance with the current LED industry to expand production situation, estimate the fastest in 2011~2012 years will face the imbalance between supply and demand, and promote the rapid decline in prices of LED. However, due to the lack of system of LED industry in Taiwan Dachang scale, Taiwan LED upstream industry expansion will lead to vicious competition, due to the lack of market dominance in the mainland, work harder to catch up with Taiwan, the future may repeat the mistakes of the DRAM industry.