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Toshiba is rushing into the white LED market, spending 50 billion yen to introduce new equipment

Toshiba plans to officially mass-produce white LED products within this year (2014), with the goal of significantly expanding its monthly production capacity to 150 times the current level.
Toshiba has used the 8-inch wafer factory of its subsidiary Kaga Toshiba Electronics Corporation to mass-produce white LED products for lighting and LCD panel backlighting in December 2012, with a monthly production scale of 10 million units.
According to Nikkan Kogyo Shimbun, Toshiba plans to spend a total of 50 billion yen to introduce new equipment from 2014 to 2016, with the goal of expanding the monthly white LED production capacity to 1.5 billion units (150 times the current level) by the end of 2016.
The white LEDs produced by Toshiba use "GaN-on-Si" LED components jointly developed by the company and American white LED manufacturer Bridgelux (TSMC's investment company), which are more price competitive than current LED components using sapphire wafers. Toshiba acquired the GaN-on-Silicon technology and other white LED chip-related assets owned by Bridgelux in April 2013.
Toshiba estimates that the global white LED market size will grow significantly from 700 billion yen in 2011 to 1.25 trillion yen in 2016, and Toshiba plans to capture 10% of the global white LED market share in 2016.
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