Taiwan's analog IC plant has advanced LED lighting

As the LED lighting market becomes more popular, it has become a new battlefield for analog IC companies to actively eat big cakes, including Liye, Zhixin, F-IML An-En, F-Angpo, and accumulation all have entered the market, contributing to a rapid increase in performance. Maoda will also launch products in October this year.

The power management chip maker has made a name for itself, and thanks to its existing advantages in the computer and panel industries, it has successfully extended its product line to the LED (Light Emitting Diode) backlight area. Next, it is optimistic about the needs of the LED lighting market. growing up. According to Deputy Director General Zhang Guocheng, the demand for LED lighting power management IC (Integrated Circuit) is the strongest, and revenue growth is multiple. In the future, revenue will gradually increase to 2% to 3%. The entry barrier to the product is high and contributes to overall profitability.

Mao Dao extends to outdoor billboards

In recent years, F-Angpo has also produced results in the LED lighting driver IC market. Since last year, the growth has been very rapid. The application products range from bulb lamps to street lamps. Customers include NVC Lighting and Neo-Neon. The legal person estimates that F-Angpo’s revenue from LED lighting driver ICs will double this year from 5.4% last year to more than 10%.

In the past, Maoda focused on the field of LED backlighting in China's smart phones, and will develop next to the lighting and large-size markets. It is expected that the first generation of LED driver IC products will be introduced in October this year, which can be used for bulb lamps, light bars, etc. In the first quarter of next year, it will be extended to outdoor large-scale kanbans. Currently, it has successfully obtained customer certification.

Accumulate 15% target for next year

Accumulated in the LED display driver IC market share of up to 60 to 70%, and now also to the LED lighting market. Chen Jikai, General Manager of Accumulation, points out that at this stage, customer verification is being carried out. The fourth quarter will be shipped in small quantities. Applications include fluorescent lamps, light strips, and panel lights. Although this year's revenue contribution is low, there will be opportunities next year. Catch a goal of 15%.

Chen Qikai said that at present, the unit price of LED lighting power modules is more than 10 times that of a single IC, and the average quotation is about 5 to 6 US dollars. Therefore, once the volume is increased, the operation of the company will become an important pillar. F-IML An En has also launched white LED driver IC products. General manager Zhang Ningsan believes that white LED driver ICs will be one of the major driving forces for the company's future operational growth.