Enter the LED chip of Dachang AUO limited impact

Panel makers AUO plans to enter the upstream LED chip manufacturing, the industry trend optimistic about TV backlight applications, including the CMO also through subsidiary Qili photoelectric LED package and the layout of the chip manufacturing, it is clear that LED is used more and more widely in the trend, Taiwan has attracted many electronics companies entering the layout. In the face of the panel has entered the LED industry giants, is expected to challenge the leading position of the electric crystal chip manufacturers.

At present, the upstream LED chip factory, with the largest crystal electric capacity, a total of 150 sets of MOCVD machines, CMO and AUO early although only production of LED chip, but with the application of LED backlight is growing, once the two major panel makers overweight, will impact the crystal power, the new century, canyuan, China. The upstream chip factory.

However, institutions that enter the upstream LED chip manufacturing's main focus on the future application of LED backlight panel gradually from small and medium size, NB Monitor and LCD TV to expand to LCD. But because the LED chip production out of the wavelength belong to normal distribution, the terminal application is not limited to the panel backlight, so is expected to purchase 100 MOCVD machine's capacity, such a large scale, in addition to their own use, non mainstream LED chip panel wavelength is bound to find takeaway customers, in addition to LED chip patent issues also need to overcome this message is still in the short term, neutral view.

The industry believes that under the LED patent network, the short term impact on the LED chip factory limited. LED said, LED chip will fall out of the chip at different wavelengths, high order LED chip and can be applied to the backlight is only about three to 40%, LED chip factory will not other high order part of the sale, if only to AUO panel backlight in the upper reaches of the chip, the production cost of the chip will come other than the chip factory, the future competitiveness relative to other chip factory AUO observed yet.

The new century and the production of chip photoelectric chairman Zhong wide Ren said, the new century is smaller, and easy to strain, even indirect benefit to the new century, the new century is mainly selling photoelectric chip, has another panel maker LED invested factory proposed by the new century supply chip, and the chip itself as long as this process, save more than 30% of their own to the cost of the chip, which have been certified.

Source: China LCD network