In a number of terminal industries, such as notebook computers (NB), LCD monitors, TVs and lighting, which are driven by the huge business opportunities of LEDs, Taiwan and Handa, which have the ability to develop LEDs independently, have expanded their production. In the Korean factory, Samsung Electronics, Seoul Semiconductor, LG Innotek and other major companies are actively investing, the future and Taiwanese factories are expected to have a strong competition, and on the world stage, it can continue to shine.
Han factory actively expands LED
Under the strong encouragement of the South Korean government, the South Korean LED industry will have a total investment of 4 trillion won (nearly 3.5 billion U.S. dollars) in the next three years. The South Korean LED industry is currently dominated by three major manufacturers. Optimistic about the future growth prospects of LED, South Korean industry has spared no effort in the LED business investment, not only the production scale has grown significantly, but also the back-end equipment and materials industry has become the main investment focus.
According to South Korea's e-news statistics, the cumulative revenue of South Korea's three major LED manufacturers in the first three quarters of 2009 was 926.8 billion won (about 800 million US dollars), and the annual revenue will reach 1.33 billion won (about 1.17 billion US dollars), compared with 2008. The annual revenue of 631.2 billion won (about 540 million US dollars), more than doubled.
Samsung LED business output doubled
Samsung LED business revenue in the first quarter of 2009 was 80 billion won (about 69 million US dollars), and by the third quarter it has reached 183.2 billion won, which is a multiple of the first quarter, and 147 billion more than the second quarter. The South Korean won ($130 million) grew by 24%. It is estimated that the total revenue in 2009 will be 600 billion won (about 520 million US dollars).
LED has the advantages of energy saving and longevity. It is the main force of future lighting in the market, but the most critical industrial application in the short term is still the demand of LED TV. Since March 2009, Samsung has launched LED TVs and won unanimous praise from the market. Then LG Electronics, Sony, and Vizio have followed suit. It is estimated that in 2010, LED TV will occupy 9.6%. The proportion. In order to ensure the source of LED supply, Samsung reorganized the LED backlight module business and established a closer cooperation relationship with strategic partners Hansol Lighting and DAS LCD to ensure LED source.
Strengthening LED patent research and development, Seoul Semiconductor does not fall behind
Seoul Semiconductor is the second largest LED factory in South Korea. Not long ago, the company announced that its revenue for the third quarter of 2009 was 132.9 billion won (about 110 million US dollars), and its annual revenue was about 450 billion won (about 390 million US dollars). The company has raised its revenue forecast by 3 in 2009 due to the hot revenue.
Compared with the support of South Korea's electronics industry group behind Samsung and LG's LED division, Seoul Semiconductor has introduced a capital investment of 20,847 billion won (about 240 million US dollars) from Singapore's sovereign fund Temasek. After this strategic investment strategy, Temasek owns a 12% stake in Seoul Semiconductor, and Seoul Semiconductor will use the funds to increase investment in related production equipment such as organometallic vapor phase epitaxy (MOCVD) machines, hoping to work with Samsung and LG. Higher.
If the Green Energy Technology Index (GETI) is used as a basis for comparison, Seoul Semiconductor is clearly not a top-ranking company. By the end of 2008, Seoul Semiconductor had only registered four patents in the United States in the past five years, ranking 86th in the world. However, Seoul Semiconductor is actively investing in innovative R&D. The budget accounts for more than 10% of total revenue. Since 2009, it has applied for patents. Currently, there are more than 60 patents in the US, and there are more than 50 subsidiaries in Seoul Opto Device. The total number of patents of the two is enough to make Seoul Semiconductor become the world's largest LED manufacturer, with more than five patents.
At present, the number of companies with the largest number of LED patents is 145 pieces from Agilent Technologies, 125 pieces from Nichia and 100 from Samsung, while Sony has only 40 pieces. Seoul Semiconductor's largest LED technology is package-related technology, and recently extended to lighting and TV backlight technology, and continues to win awards in important international events.
Although Lejin started, he was very late in his attempt.
The LG Innotek LED division is LG Innotek. The company's revenue in 2008 was 175.1 billion won (about 150 million US dollars). In 2009, it is estimated to be 299.1 billion won (about 260 million US dollars), and the growth rate will be as high as 70.8%.
In terms of business scale, LG Innotek ranks only third in South Korea, but LG Group is fully committed to building a complete LED industry chain, hoping to challenge the global dominance in the LED business, and its Siltron manufacturing semiconductor wafers. LG Innotek, which is based on LED epitaxial wafers and packaging, has begun to invest in the "old wafer recycling" business, in addition to the LED sapphire (Sapphire) substrate. Although it started later than Samsung, like the panel industry, the LG Group pays more attention to the integration of the back-end industry. Who can lead in the future is still undecided.
Siltron is a 51% owned subsidiary of Lejin. It specializes in the production of semiconductor and solar wafers. It has introduced sapphire substrate production equipment. It is scheduled to enter mass production before the end of 2010 after trial production. Sapphire substrates account for about 10% of the cost of LED materials. Recently, there has been a shortage in the atmosphere of increased production of major LED factories. If Siltron can smoothly enter mass production, it will have a great effect on the overall LED business of LG Group.
As for the old wafer recycling technology led by LG Innotek, it is a technology that re-grinds and reuses the medieval wafers left in the vertical LED chip production process. This is different from the horizontal production process currently in common use. The wafer can be used 2 to 3 times after grinding. LG executives said that after the technology matures, LED production costs will be significantly reduced.
From the perspective of industry scale, Taiwan and South Korea are in the middle of the gap, but since Samsung launched LED TV in March 2009, LG has quickly followed up, and the 2 factories competed again and again, so that the LED TV produced by South Korea almost swept the world. South Korea's future LED industry is a big boost. Secondly, because the Korean factory still has doubts about the quality of South Korean equipment, the MOCVD equipment required by the South Korean industry is still imported from overseas. However, like the panel industry, South Korea’s investment in materials and equipment industry behind LEDs also has strong intentions. The government-led localization plan for equipment is also an important part of the entire industry.
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