Epistar is actively deploying high-current light-emitting diode (LED) die. The domestic LED chip leader Epistar is trying to use the high-current LED product line to strive for the favor of the low-cost direct-type LED TV customer group with the strongest market demand. It is expected to increase the LED die orders and increase overall revenue and revenue. Interest rates, thus reversing the 2012 revenue loss.
General Manager of Epistar Zhou Mingjun said that compared with large-size LED TVs larger than 60 inches, the revenue contribution driven by low-price direct-mounted LED TVs will be more considerable, and it will become a must-have for the strategists of LED die manufacturers.
General Manager of Epistar Zhou Mingjun said that although the 2013 LED industry's business outlook is still conservative, it is expected that the global low-price direct-type LED TV market penetration rate will reach more than 50% in 2013, especially Samsung (Samsung ) Its low-priced direct-lit LED TVs will account for 70% of its overall LED TV product line, so it is expected that low-priced direct-lit LED TVs will become the main outlet for upstream LED die suppliers in 2013.
Zhou Mingjun further pointed out that, unlike the initial stage of market development, the demand for high-current LED die for low-cost direct-lit LED TV brands will increase significantly in 2013 to reduce the number of LED die used and achieve a reduction in backlight volume and cost Purpose, this will raise the threshold of LED die development technology, therefore, Epistar has fully developed high-current LED die development.
It is worth noting that although the patterned sapphire substrate (PSS) LED die with high luminous efficiency also helps low-cost direct-type LED TV brands to reduce the number of LED die used, Zhou Mingjun believes that PSS LED die at this stage The price is still relatively expensive, so based on cost considerations, the proportion of low-price direct-type LED TV brand purchases is not high, so Epistar will simultaneously develop other substrate technologies such as sapphire substrates and other LED chips to respond to different customer groups. Requirements.
Facing the price offensive of the LED die factories in mainland China, and sharing the low-cost direct-type LED TV market pie, Epistar has already intensified its LED die production capacity and resource integration through the acquisition of Guang gallium. Introduce the core process technology into the Guangzhou gallium production line to accelerate the improvement of LED die capacity utilization rate and process yield, thereby enhancing cost competitiveness.
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