Taiwan's LED factory accelerated its transformation. After the company abandoned the blue LED, the packaging factory Yuhong invested in Gaohui Optoelectronics to produce blue LED chips. At the end of last year, the GaN production line was completely discontinued and transferred to infrared LED (IR LED). Quaternary LED; LED lighting penetration rate continues to record high this year, but there are fewer and fewer manufacturers in Taiwan who are willing to continue to produce blue LED. Liao Zongren, chairman of Haohong, pointed out that Gaohui Optoelectronics, like most chip factories, has invested in blue-light MOCVD manufacturing, but blue-light LEDs have entered an irrational competition, and the large capacity has not been damaged. Scale and disposal equipment, all of the GaN production lines were discontinued at the end of last year. The main force was transferred to infrared LEDs and quaternary LEDs. At present, it is at the edge of the loss. Due to the lack of Cashout, the pressure of profit is greatly reduced. Liao Zongren believes that Gao Hui The worst case of photoelectric has passed. However, due to the use of phosphorus in red LEDs, there are environmental problems. The production capacity of Yuhong has not yet started. At present, it is first to purchase red LEDs with Huashang. As for the Micro LED theme of the hot market, the research and development of Liao Zongren also has a special view. He believes that the Micro LED is not easy to achieve high quality and low price. It is a technology like LED and LCD. The small pitch display can be regarded as The predecessor of Micro LED, but even the small-pitch display that has entered mass production, just eat the niche market, let alone Micro LED, he thinks that Micro LED can be made without losing money, can only be said to be a vision Do not do it to see the fate. He believes that the packaging factory on the counter has no chance at all on the Micro LED, and there is a chance to produce the chip crystal, but the investment will be huge. The profit of Suihong is made up of a number of niche products. In addition to the cabin lighting SMD modules and engineering standards, it also includes printers, sweeping robots, robotic arms, wearable devices, etc. At present, infrared LEDs account for 40%. Lighting is about 20%, and the rest is visible light.
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