Technology look-up into the Apple supply chain Taiwan LED plant confidence

The new iPad was formally launched last week. Taiwan's LED has not yet entered the supply chain and is still the top-selling LED manufacturer in Japan. However, the Taiwanese LED factory is quite confident. As the lighting market brings new hope, the resources and manpower invested in the research and development of LED new technologies will increase. The speed of Taiwan LED technology and COST DOWN over Price DOWN is also accelerating. Into the Apple supply chain, LED technology leader is just around the corner.

Apple has improved the screen resolution of the new iPad, which has been praised by consumers. The backlight of its 9.7-inch retina (with a resolution of 2048×1536) is designed to achieve high brightness. The number of use of the iPad is double that of the iPad 2. 72, but this time, still Japanese LED factory for the new iPad backlight LED suppliers, including Nichia (Japan Asia), TG (Toyota Synthetics) are included in the supply chain, has always been confident that the high technical content of the Taiwanese LED plant This is still subject to the fact that the patent held by the Japanese factory has not yet received orders directly. However, it has been responsible for some orders for outsourcing orders. Although the level of benefit is not high, it should also prove that the Taiwanese high-brightness LED technology is still competitive. After the expiration of Japan-Asian patents, the Taiwanese department entered the Apple supply chain with great opportunities.

In fact, the profit margin of the LED backlight market is getting smaller and smaller, so the new iPad uses higher brightness and more LEDs for higher resolution, which is undoubtedly a good sound for the LED factory, but with the LED The unit price does not drop only, how to increase the technical capacity, the cost reduction rate is faster than the price decline, and it is the future opportunity for the Taiwanese factory LED to pay more attention.

At present, the LED backlighting market has a high rate of patents and panel maker In House, and is willing to join new vendors. Fortunately, the existing replacement market and new application market in the LED lighting market still have high growth, so it is also not attractive. Fewer groups with silver bullets and management capabilities, including TSMC, UMC, AUO, Chi Mei Power, Delta Electronics, Formosa Plastics, Guang Baoke and other large groups, have entered into healthy competition and will help lead Taiwan’s LED industry toward technology research and development. Long-term sustainable development direction.

In view of the fact that in the past semiconductor and panel industries, Taiwan’s high capital investment has been driven by the high cost of high-priced equipment, so at the beginning of the development of the LED lighting market, Taiwan’s LED factories have started to take measures to increase the localization of equipment, which will help reduce dependence on overseas equipment in the future. In particular, there will be a limited number of new MOCVD additions in the coming year, and there will be more resources for Taiwanese manufacturers to have access to packaging, test, and inspection equipment for R&D. This will help Taiwan's LED industry to include epitaxy, packaging, and modularization technologies.

In addition, the Zhaga Open Organization, which is composed of giants of the global lighting industry including Philips, Osram, Panasonic, Cooper, etc., will be hosting the annual conference in Taiwan for the first time this year, which is of far-reaching significance. It will not only take this opportunity to make the world more than 100 LED lighting related companies to understand Taiwan's LED technology capabilities, Taiwan's LED and related lighting components factory is also involved in the lighting market starting point in the standard, specifications meeting, will help Taiwan LED lighting future patent applications, effectiveness and marketability.