Han panel factory investment LED dilemma

Panel of the world's four largest Taiwanese and Korean manufacturers, with capital entered the LED industry, but the cost advantage than LED epitaxial plant, gradually become a burden, South Korea industry expansion plan calling card, AUO investment to emergency Ronda LED lighting, shows that the investment LED panel factory, to raise cattle in order to drink milk.

When the backlight panel from cold cathode fluorescent lamp (CCFL) to LED, LED has become a key component of the panel, that LED is the key to victory next LCD screen quality, so the layout of the first panel factory in LED, downstream, who do not want to in the LED backlight generation started behind, South Korea is calling a rich, at 200 MOCVD of the expansion plan.

However, LED belongs to the 35 family of compound semiconductors, mainly by the accumulation of research and development personnel to determine the experience, and thus epitaxial, packaging yield is low, and the panel of the traditional yield of the plant can not be compared to the other 90%. When the wafer LED products only 60% can supply the television. The rest of the 40%, not like the LED epitaxial plant to sell mobile phone keys as a backlight, or consumer products, the panel factory can only be reserved for inventory, production cost can not fight LED epitaxial plant.

Samsung's LED plant although there are big talk downstream powerful, but also become the future sales of LED grain barrier, imagine LGD, or other panel makers need LED grain, will find crystal electric Taiwan, samsung. When the panel was to assess the establishment of the LED plant, feel that it can dominate the world, but is now facing the problem of competitiveness, when the demand for LED TV as expected, but also faced with the situation of LED and LCD burning.