2007年6月8日 星期五

5月LED產業觀察 -- 虎視眈眈的後起之秀

LED照明是未來趨勢應該不會有人有疑問。但是目前要將LED應用到通用照明的領域目前看起來還是有一大段路要走。白光LED除了五大,以電子產業重鎮的日,韓也有相關的公司看好LED未來發展,早已跨進LED的領域,茲就我看好的幾家公司與目前這幾家公司發展的腳步為大家報導。

國外篇

Sharp
Sharp目前是日本最大的TFT-LCD與太陽能板供應商,這兩年的成功對於Sharp的產業下一步自然也應該多加關注。

Sharp在今年完成社長的交接,原任社長町田勝彥專任董事長,社長則是由專務董事AV·大螢幕液晶業務統括的片山幹雄升任。日經BP在社長卸任後,專訪董事長町田勝彥,問道董事長最關注的下一波產業,董事長指了指頭上說,"LED"照明,讓我印象深刻。那麼Sharp在LED產業的佈局如何呢?簡單的列出數則新聞。

200507 Sharp發展出MBE Blue-LED
200703 Sharp 發表高功率藍光 LED作為Blu-Disc讀寫頭

目前產出白光LED一般作法是使用藍光LED,表面coating一層螢光粉,將藍光轉換成白光。所以Sharp有能力生產高亮度的藍光LED,若是取得螢光粉的配方與專利授權,自能跨入生產白光LED的領域。不過目前Sharp的藍光LED主要是為了滿足Blu-Disc的雷射讀寫頭需求,是否會跨入照明領域仍有待觀察。


Matsushita - Panasonic
關於松下的LED產業觀察,會再下一篇文章「次世代照明的算盤」再行討論。


Seoul Semiconductor
Seoul Semicoductor 是目前能見度最高的韓國LED公司。

在5月Nichia控告Seoul Semiconductor在日本的銷售的白色LED“Z-Power LED P9”系列侵犯Nichia的專利。日亞化表示被侵害的是第3511970號專利和第2778349號專利兩項,均與採用了GaN類半導體的發光元件有關。其後Seoul提出說明,Nichia提出控告的侵 權LED產品是採用CREE的晶粒並且與Nichia有交叉授權。惟銷往日本的部分產品參雜一部分的SemiLeds的晶粒,以致造成對Nichia侵權的疑慮,Seoul已經著手調查產品混雜出貨銷往日本的原因。詳細內容請見以下報導:

200705 Nichia 控告 Souel Semiconductor
20050518 Seoul Simiconductor 投書 LED Magazine

不過這不是Nichia第一次控告Souel半導體,在更早之前兩家就已經交鋒過,詳細內容如下:

20061213 Nichia settles US patent litigation, loses case in Korea。

雖然Seoul在一般型的LED不能與大廠相匹敵,但是Seoul另外一項產品卻吸引我的興趣。那就是交流電LED。LED的發光原理是利用電子在PN Juntion的能階差,產生光能。也就是說只能使用單向的電流通過PN Juntion發出光能。這就是英文LED中有Diode二極體的原因。

使用交流電LED有什麼好處?最重要的就是可以省下交流轉直流的電路設計成本。一般照明的市場(家用,工廠,號誌,路燈)的供電應該都是使用交流電的,交流電LED自然會比直流電LED來得容易進入一般照明的市場。

200704 首爾半導體發表2種交流驅動的燈泡色LED

報導內容提及,Seoul計劃在2007年底之前,分別將Ra為70的品種以及Ra為90的品種的發光效率提高至65lm/W和50lm/W。


Samsung
三星投入LED研發的歷史在2002年就有相關的報導,在去年有比較大的動作,今年更是擴產。三星家大業大,集團內的三星電機(Samsung Electro-Mechanics Co.,SEMCO)自己生產LED而不是如奇美採用入股現有廠商的模式。

200605 Samsung 入股 Intematix
200605 Samsung Electro-Mechanics has established an LED research center
200705 Samsung 向 AIXTRON 訂購兩台 MOCVD 機臺

三星有自己品牌的手機,液晶螢幕,液晶電視與TFT-LCD廠,在LED應用面擴大下,LED的產能我個人認為是怎麼擴產都不夠的,後續應該還會有更多擴產的新聞啊。


國內篇

在查詢Samsung所入股的螢光粉配方公司的時候,這家Intematix也同時授權給國內一家的LED下游封裝廠,先進開發光電股份有限公司。所以我順便找到這一家公司過去的報導,做一個回顧。

先進開發光電目前為興櫃公司,代碼3437。95年的財務概況,資本額7.02億,營業額18.57億,毛利11.61%,營業利益率-5.42%,eps-4.88

公司過去曾遭日亞化控訴侵權,其後公司發布新聞稿,說明已經取得Toyoda Gosei的晶粒授權與Intematix的螢光粉授權。

這家公司最令人玩味的是96年度的私募新聞。經濟日報報導,鴻海集團的子公司沛鑫將參與這家公司的私募,然後公司派出面否認經過報導,卻又帶一點可能性,真是高啊。不過到底鴻海有沒有入股?先看一下經濟部公司登記的資料吧:

先進開發光電股份有限公司
公司所在地:新竹縣湖口鄉新竹工業區工業五路13號
最後核准變更日期 : 095年11月21日
董監事資料


序號 職稱 姓名 持有股份數
0001 董事長 詹世雄 4,586,813
0002 董事 趙宏耀 389,981
0003 董事 中華開發工銀 4,719,466
0004 董事 胡次熙 0
0005 董事 林伯祥 0
0006 監察人 李素琴 713,392
0007 監察人 曾 裕 0
0008 監察人 蔡玉琴 0

資料日期只有到95年11月21日,沒有鴻海的相關企業與代表人列席董事會,95年沛鑫財報持有的有價證券也沒有相關的股票與公司債券,那一陣子鴻海也發布新聞稿要大家不要炒LED公司與鴻海的新聞。

目前先進開發光電私募的結果如何,還沒有公告出來,所以鴻海有沒有興趣,我是不知道。公司將在96/6/29 召開股東會,看會不會爆料啦。

37 則留言:

trifire 提到...

週四, 06/28/2007 - 11:09
夏普欲進軍LED照明市場
http://www.ledinside.com/industry_Sharp_led

先前觀點,所言不假 ...

匿名 提到...

鴻海集團布局LED產業更完整 沛鑫取得先進電8.9%股權
------------------------
傳言成真了.恭喜大大^^

trifire 提到...

一股都沒有 ...
有什麼好恭喜的 ...

trifire 提到...

2007-07-17 中東阿布達比私募基金挾銀彈到訪億光爆量漲停再創新天價

我只能說億光的主力出的真是漂亮 ..

trifire 提到...

晶電 2008 年中將量展 AC LED
福華也來插一腳真是有趣啊

http://www.led-professional.com/content/view/897/56/

ITRI develops alternate current LEDs
February 04, 2008 - While ordinary 110 volt AC power must be converted to DC with a lower voltage for LED usage, at a cost and efficiency loss, Taiwan's Industrial Technology Research Institute (ITRI) has developed an alternate current light emitting diode (ACLED) with a luminous efficacy of 50lm/W, which does not need a AC-DC converter.

Taiwan-based LED maker Tyntek, Epistar and Forward Electronics, a Tatung subsidiary, expect to commence ACLED volume production by this June with a monthly capacity of one million units.

The ACLED made by ITRI can operate directly from an AC power supply at 60Hz/110V without the need for an AC-DC converter and it can be applied in indicators and neon lights. In addition to ITRI, US and Korean makers also possess ACLED Technology.

trifire 提到...

http://www.greentechmedia.com/articles/sharp-turns-on-led-lighting-market-1227.html

Sharp Turns On LED Lighting Market

The Japanese company is scheduled to introduce 11 models of fixtures using light-emitting diodes, also known as LEDs, to light up factories and other commercial spaces starting Sept. 1. Sharp is targeting the Japanese market first, noting that industrial and office buildings in the country use roughly twice as much electricity as residential buildings.

LED light fixtures generated about $295 million in revenues last year and are expected to reach $407 million in revenues in 2008, according to market-research firm Databeans. In comparison, the conventional light-fixture market, which includes traditional and more energy-efficient incandescent and florescent lights, accounted for about $107.3 billion last year and is expected to reach $114 billion this year.

trifire 提到...

http://big5.nikkeibp.co.jp/china/news/elec/elec200808070121.html

夏普開發出了工廠、商業設施及辦公室等商業用途的LED照明燈具。意圖採用自主開發的LED,以從元件到商品一條龍開發的垂直整合型製造模式挑戰新市場。新產品包括意在取代商用螢光燈的“直線型”、“方型”以及設想用於商業設施等的“筒燈型”三類,三類產品的壽命(亮度降至70%的時間)均為4萬小時。將於2008年9月1日上市。

用於辦公室和工廠的直線型有照射面面板為透明(“DL-N001N”)、乳白色(“DL-N002N”)和半透明(“DL- N006N”)的三種產品。其特點是發光效率高。DL-N001N的發光效率達到74lm/W,為“業界最高”(該公司)。亮度相當於兩個FLR40型螢光燈,而耗電量則可減少25%。另外,乳白色和半透明面板通過採用聚碳酸酯材料減小了光的吸收,同時通過提高LED布設面的反射率,“可利用LED發出的 8~9成的光”(夏普)。普通螢光燈用的丙烯面板會使亮度衰減至6~7成左右,而應用液晶電視的背照燈技術抑制了衰減。此外,夏普還提供了在LED前面設置聚光鏡,只局部照射正下方的直下式高照度型產品。正下方3m處的照度為1000lx,是透明面板型的約5倍,設想用於屋頂高的工廠走廊等。用於辦公室的方型(“DL-A001N”)與DL-N006N一樣,配備半透明面板,可4級調光。價格方面,直線型為9萬日元(不含稅),方型為19萬日元(不含稅)。

 筒燈型LED共有兩類,分別是相當於150W(150型)和100W(100型)白熾燈,每類依發光顏色和前面板不同,又各有三種產品。晝白色透明面板的150型(“DL-D007N”)實現了1400lm的亮度,“在筒燈LED中為業界最高”(該公司)。耗電量方面,150型為27.5W,100型為 20W,是白熾燈的大約1/5左右。此外,為了延長壽命,通過熱流體分析優化了散熱片的風扇扇葉間隔,並採用了促進自然對流的結構,從而抑制了溫度上升。價格方面(均不含稅),150型的晝白色為5萬2000日元,150型的燈泡色為5萬6000日元,100型的晝白色為4萬2000日元,100型的燈泡色為4萬6000日元。晝白色產品的前面板有兩種,分別是乳白型和透明型。

trifire 提到...

中文名稱為旭明光電。被Nichia告,仍要入股,光寶也急著掌握LED 上游晶圓。


http://tw.stock.yahoo.com/news_content/url/d/a/080827/1/141x1.html

光寶科擬透過100%持有之子公司投資SemiLEDs

匿名 提到...

如果2448等上游廠尋代工模式非垂直整合策略, 那應想辦法廣結客戶並盡量滿足需求,以達最大經濟規模,共創雙贏.而非掐人咽喉,反而增加兢爭對手....百思不得其解....

更何況以光寶在晶電的角色...



"台達電為了避免被人控制咽喉,已決定購併LED中、上游廠,台達電還沒公布購併的對象,光寶已在27日搶先一步投資生產高功率的LED廠。"

匿名 提到...

不知道 2448 是否未來像
LCD IC 的聯詠,對手越來越多; 亦或是 2330,對手越來越少...

trifire 提到...

>2448等上游廠尋代工模式非垂直整合策略, 那應想辦法廣結客戶並盡量滿足需求,以達最大經濟規模,共創雙贏.而非掐人咽喉,反而增加兢爭對手....百思不得其解....

有啊 ...晶電有廣結善緣嗎?
5大只有 Lumileds 不對盤
國內的LED 中下游或多或少都是晶電的客戶啊
光寶在找 second source 就像億光找廣鎵一樣,找到料源,還可賺差價
你是老闆 你做不做??

trifire 提到...

>2448 是否未來像
LCD IC 的聯詠,對手越來越多; 亦或是 2330,對手越來越少...

不知道,就現在的觀察,對手越來越多。不過對手是類似面板的小貓級的。對晶電來說,可以出國比賽比較重要。

trifire 提到...

http://www.digitimes.com/displays/a20080827PD218.html

In related news, Lite-On has also approved plans to invest US$10 million at US-based high-performance LED (HPLED) maker SemiLEDs to build a strategic alliance. Terng pointed out that the alliance frees Lite-On from any patent issues related to HPLEDs as the metallo-organic chemical vapor deposition (MOCVD) equipment that SemiLEDs uses is different to that of its rivals.

trifire 提到...

m ... 光寶入主的原因之一可能有比較便宜的料源,然後 RBCN 真的可以注意了,他專產4吋以上的藍寶石晶片。

http://www.semiconductor-today.com/news_items/2008/SEPT/AIXTRON_090908.htm

Taiwan’s Semi-Photonics Co Ltd (a subsidiary of SemiLEDs Corporation) ordered an Aixtron AIX 2800G4 HT production MOCVD system in 11x4 inch wafer configuration in Q2/2008, for delivery by the end of this year. Semi-Photonics will use the system to begin its transition from 2-inch to 4-inch wafers for SemiLEDs’ new 4-inch UHB GaN-based LED line.

ledprincess 提到...

請問, 四吋跟兩吋到底有甚麼不一樣??

trifire 提到...

矽晶圓也是從 2 -> 3 -> 4 -> 6 -> 8 -> 12 這樣長大的。
比較大的晶圓通常意味著單位產出比較高,元件可以比較便宜。
不過在InGaN元件的藍寶石基板目前主流是2,比較少4吋的供應商。

ledprincess 提到...

了解! 謝啦!! 馬來西亞Dominate是很重要廠商嗎? 今天有上報....

怎樣可以認識你啊? 我很崇拜你耶!!

trifire 提到...

yak ... 太噁心了吧。
Dominant 應該是東南亞的 LED 下游一哥,哥大教授的控告對象也有它,應該還算是一個角色。

ledprincess 提到...

算了! 小氣鬼!

中光電究竟有沒有做 MacBook Air 的背光?

trifire 提到...

http://big5.nikkeibp.co.jp/china/news/tren/tren200810220109.html?

內田洋行與南韓三星電機(Samsung Electro-Mechanics)宣佈,簽署了以推進LED照明業務為目的的一籃子業務合作備忘錄(MOU)。今後兩公司將推進應用三星電機的LED 模組、電源和無線控制等技術以及內田洋行的LED照明控制技術的環保型LED照明產品的開發和研究。另外,還將把研究開發出來的技術與內田洋行的空間設計技術相組合、使用ICT(資訊通信技術)來開發統一控制LED照明和資訊設備的系統。

trifire 提到...

Sharp 與 Nichia 簽訂專利授權

http://www.ledinside.com.tw/news_Sharp_LED_20081124

日本大廠夏普(Sharp)公司宣佈,已經與LED大廠日亞化(Nichia Corporation)簽訂LED、雷射二極管(Laser Diode)的交互授權協議。

據瞭解,2008年4月,Sharp新設擴大LED市場的LED事業部。Sharp看好LED的應用產品將可由目前的手機、PDA擴大至液晶電視以及車用照明產品。Sharp早在1968年就開始研發LED,並隨後於1970年開始進行量產。在雷射二極管部分,Sharp自2006年底起開始量產可讀、寫藍光(Blu-ray)DVD/HD-DVD格式的藍紫光雷射二極管。

trifire 提到...

由於主要磊晶廠將製程移至4吋生產,將大幅降低晶粒成本,提高LED的滲透率。晶電不知道什麼時候要發4吋的新聞。難道會跟DRAM一樣嗎?製成落後3季以上??

http://www.glgroup.com/News/LED-nears-penetration-threshold-31768.html

The LED manufacturers like Philips/Lumiled, Osram, Nichia, Cree, Toyoda Gosei, GE have started scaling up LED manufacturing using 4" wafers. They are intensely pursuing the reduction in price which is the main penetration barrier for LED. LED lamps ares 7-9 times the price of CFL. 20% drop in price is achieved every year. These companies have contracted for manufacturing LED Luminaire with companies in Asia to bring down the price. Efforts are also underway to scale up the MOCVD growth to reduce the price. Aixtron and VEECO are updating their MOCVD equipments to handle multiplicy of 4" wafers. The yield is on the rise. Efforts are underway by companies like "Blu Glass" operating from Australia to employ glass wafers to substantially reduce the price of LEDs. Plenty of LED driver companies are competing in increasing the efficiency and reducing the price of drivers that go in to the LED Lumminaire.

Andrew 提到...

版主似乎與法人研究機構有關。SHARP在LED產業的著墨到底如何?在法人的研究報告中幾乎都在講5大家族(怎麼感覺好像黑手黨五大家族)哩~我只知道SHARP在III-V SOLAR CELL有一定的水準因此要跨進LED應該也不是難事,但問題在於專利強度如何?
感覺這個產業專利的排他性很強

trifire 提到...

>版主似乎與法人研究機構有關。

我不是,可以按我的個人介紹,到另外一個我的本業部落格去看看。另外請參酌我對前人的回應http://3fire.blogspot.com/2007/03/nichia.html?showComment=1174531740000#c7184778297414640848

>SHARP在LED產業的著墨到底如何?
>但問題在於專利強度如何?
>感覺這個產業專利的排他性很強

Sharp 就我目前所知是維二量產產Blu-Ray用 LED 的廠商,另外一家是Nichia,大概就可以知道它在近紫外線的藍光LED研發能力如何了。

不過節能產業是日本各家電子廠的著墨的領域,Sharp 在太陽能有好的發展,自然會想跨入另外一個節能產品的領域。不過Sharp的步伐,好像沒有原來就專攻燈具領域的Panasonic與Toshiba來得快。

LED的相關基礎研究就是材料物理,找到可以通電發亮的化合物,然後申請專利,這個化合物就是你的了,當然排他性很強。另外專利本來就有排他性,兩個名詞連在一起,有一點外行喔!

Andrew 提到...

呀..被看穿了><
意指專利訴求太強烈反而影響產業發展腳步
或者產業太強調智財以致太封閉反而適得其反
如果LCD的專利障礙也這麼大(只要有CF+LC+BL都被claim)當初活下來的或許會是Plasma

trifire 提到...

Sharp 開始在歐洲賣LED元件。

http://www.led-professional.com/content/view/1296/56/

New Sharp-LEDs: Small, Efficient and Bright

The company notes they offer a high light performance of up to 90 lumen per watt. In addition, they have an extremely long service life: depending on the type, 40,000h at a substrate temperature of up to 80°C cause extended maintenance intervals to contribute to low operation costs in addition to the high energy efficiency.

Due to different phosphor mixtures the LEDs reach a colour rendering index (CRI) of up to 90 for a highly genuine reproduction of colours and details, Colour temperatures of white light LEDs are in the range of 2.200K to 11.500K.They are available with radiation angles of 120° and 130°. The white LEDs generate a light output of up to 6.4 cd at a power consumption of 0.01 to 0.2 W.

trifire 提到...

三星成立LED子公司,合併兩家公司(SEMCO, Samsung Electronics)的LED部門。目前的產能應該是120K片/月。2010年將增長3倍產量。AIXG準備好了嗎??

http://www.ledinside.com/Samsung_LED_to_Have_Cautious_Start_in_2009_20090313

It’s reported that Samsung Group's LED business unit will begin operation in June with an initial target production of 120,000 LED panels. However, Samsung indicated that this production target is not big enough to challenge leading foreign makers in terms of market share. They expect the production capacity will be tripled by 2010.

trifire 提到...

Samsung LED 背後的想法。先有技術,再有公司。雖然還只是實驗室結果,但是新公司應該會把它量產。Epistar有自己的先進技術??

http://www.ledinside.com/US_researchers_discover_blue_LED_can_improve_light_output_efficiency_20090316

The researchers at Rensselaer Polytechnic Institute in New York of the US announced the development of a new type of blue LED in collaboration with Samsung Electro-Mechanics. The researches said the blue LED that improves light output by 18%, and the amount of electricity the LED converts into light by 22%.

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SEMCO 與 Toyota Gosei簽訂專利授權協定。

http://www.asiae.co.kr/uhtml/read.php?idxno=2009031706570687227

신영증권은 17일 삼성전기에 대해 LED 시장 성장의 최대 수혜주라며 투자의견 '매수B'와 목표주가 5만7000원을 유지했다.

장우용 애널리스트는 "LED 사업의 장기적 경쟁력을 확보했고 1분기 실적 저점 이후 실적 개선이 기대된다"고 밝혔다.

그는 "현재 경쟁 업체의 실적 악화로 상대적 입지를 확보하고 있기 때문에 경기 반등 시 실적 회복 속도가 빠를 것"이라고 내다봤다.

아울러 "특허 문제 리스크와 관련해 일본의 LED 업체 TG(Toyoda Gosei)와 크로스 라이선스 체결로 불확실성이 해소됐다"고 덧붙였다.

trifire 提到...

韓國時報的韓國LED產業分析。三星推估2009年的LED產業產,每年以20%的複合成長率到2013。

http://www.koreatimes.co.kr/www/news/tech/2009/03/129_42046.html

"So far, Samsung has secured some 3,000 LED TV-related patents, helping us to run the new business stably," Yoon Boo-keun, president of the company's visual display division, said.

Analysts and industry watchers were positive about patents, citing a recent patent partnership in LED chips with Samsung Electro-Mechanics and Japan's Toyota Gosei.

Samsung forecasts the global LED market will grow by about 20 percent annually over the next five years, from $5.2 billion in 2009 to $12.7 billion in 2013, citing research firm studies.

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首爾半導體的介紹


http://www.koreaherald.co.kr/NEWKHSITE/data/html_dir/2009/05/07/200905070031.asp

trifire 提到...

韓國的電子公司增加對 LED 產業的投資。

http://compoundsemiconductor.net/cws/article/news/39038

Seoul Semiconductor managing director Saewook Chun says that his company is planning a plant expansion in anticipation of the Korean LED market expanding by 50 percent on average through to 2011.

Samsung LEDMeanwhile, Chinese state news agency Xinhua has said that electronics giant Samsung plans another $60 million investment in its Tianjin LED production facility.

Xinhua quotes Zhang Liang of the Tianjin Economic-Technological Development Area Administration Commission as saying that Samsung's investment would reach $90 million. He estimated the starting capital value of the site to be $30 million.

LG DisplayThis comes after the leading TFT-LCD manufacturer formed an alliance with US LED maker Cree in January to develop manufacturing facilities for display backlighting.

The Korean government announced it would make a KRW 3 trillion ($2.43 billion) investment to push its domestic LED facilities further into the global elite a year ago.

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Sharp and Toyoda Gosei enter into LED and Laser Diode Patent Cross-Licensing Agreement

http://www.japancorp.net/Article.Asp?Art_ID=22369

Sharp Corporation and Toyoda Gosei Co., Ltd have today entered into a patent cross-licensing agreement covering LEDs (light-emitting diodes) and laser diodes.

This cross-licensing agreement grants each other the right to use inventions related to LEDs and laser diodes covered by the patents owned by the respective companies in Japan and in other countries. By entering into this cross-licensing agreement, the research and development by the two companies will be enhanced, thus contributing to the development of the ever-growing LED industry.

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具兩種用途的 LED

http://techon.nikkeibp.co.jp/english/NEWS_EN/20091224/178872/

Sharp Sells LCD Backlight LEDs for Lighting Equipment

Currently, new LED markets such as for LED light bulbs, which are replacing incandescent lamps, and the backlight units of notebook PCs and LCD TVs are rapidly expanding. Especially, in the LED market for backlight units, there are noticeable trends of increasing production volume and lowering prices as CCFL (cold cathode fluorescent lamp) light sources are being replaced with LED light sources.

As a result, new LED manufacturers might gather strength in the LED backlight market and pose threats to existing major LED manufacturers. Those new LED manufacturers allegedly include Samsung Group, which is rapidly increasing the production volume of LEDs for its LCD backlights, and LG Group.

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Sharp 發表新的 LED 燈泡
http://techon.nikkeibp.co.jp/english/NEWS_EN/20100714/184202/

The E17 base light bulbs come in two colors: daylight color and warm white color.

The daylight color product has a total luminous flux of 500lm, which is equivalent to that of a 40W incandescent light bulb. The brightness directly below the light bulb is as high as that of a 60W incandescent light bulb.

Sharp said that light bulbs with power consumptions of 60W and lower account for 90% of the demand for E17 base light bulbs, Sharp said. Therefore, most of the demand can be met by the new E17 base LED light bulbs. Their luminance efficiency is 96lm/W. And the total luminous flux of the warm white color product is 400lm.

Sharp expects that the ratio of E17 base light bulbs (including incandescent and LED light bulbs) in the Japanese light bulb market will increase from about 25% in 2008 to about 36% in 2012 in terms of unit sales.

There is no manufacturer's suggested retail price, but the expected street price is about ¥4,000 (approx US$44.95).

The E26 base LED light bulbs come in two colors: daylight color and warm white color. The total luminous flux is 485lm (with a wattage of 7.5W) for the daylight color model and 380lm for the warm white model. There is no manufacturer's suggested retail price, but the expected street price is about ¥3,000.

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http://www.funddj.com/KMDJ/News/NewsViewer.aspx?a=fd8abb1d-dba4-4694-834f-78193336f2f8

上游材料供應不明,日LED廠可望轉單台晶粒廠

目前日本國產藍寶石基板(Sapphire)主要廠商包括京瓷Kyocera、新光社、並木Namiki等等,砷化鎵基板(GaAs/Gap)主要供應商包括住友電工、日立電線、三菱化學、DOWA、信越半導體等等。MO源氣體(MO Source)主要業者包括住友化學、信越化學。

日本LED晶粒大廠包括日亞化學Nichia、豐田合成Toyoda Gosei、昭和電工、東芝、松下電工、Citizen、Sharp、Stanely等等,但光是日亞化學與豐田合成在日本國內市佔率就達80%。而日本LED磊晶/晶粒產值則約佔全球30%-40%,並握有許多專利與技術優勢。

trifire 提到...

http://tw.stock.yahoo.com/news_content/url/d/a/110316/3/2hsjc.html

LED上游磊晶廠泰谷 (3339) 昨(16)日指出,將與韓國最大LED公司、全球第八大生產商首爾半導體(Seoul Semiconductor)與旗下封裝廠Seoul Optodevice合資成立新公司。

泰谷指出,為了保護專利、首爾半導體與Seoul Optodevice將持有此合資公司約51%股權,泰谷則持有49%,合資公司初步規劃資本額新台幣6,000萬元,在昨日董事會通過之後,近期將進行設立公司的相關事宜,最快可望於4月開始運作。

首爾半導體原本就是泰谷的單一最大客戶,去年占營收比重約不到20%,同時2009年也與現在為泛晶電集團的廣鎵 (8199) 成立合資公司,目前首爾半導體也是廣鎵最大客戶,雙方的持股也為首爾半導體51%、廣鎵49%。

泰谷今年持續擴產,MOCVD預計新增20台,法人預估產能將比去年大幅成長達6成的水準。