(Text / Gaogong LED reporter) Recently, Osram's financial data for the fiscal year 2011 (October 10 to September 11) shows that the company's revenue during the period reached 5 billion euros (about 6.5 billion US dollars), the year Increase by 7.5%.
At the same time that OSRAM released financial data, the company also announced plans to expand its production capacity by two times in 2011. In addition to expanding the plant and increasing the production area of ​​the plant, it plans to introduce a 6-inch substrate instead of the original 4-inch substrate.
Overcapacity has become the most difficult topic for domestic chip companies in 2011, and many LED chip manufacturers have slowed down the pace of expansion. The relevant person in charge of SemiLEDs said in an interview with the media that an extremely significant trend in the emerging market of solid-state lighting is the continued sharp decline in the average selling price of LED chips. This is good news for potential consumers, helping to improve the use of LED products in general lighting, but it is a big disadvantage for chip makers.
Not long ago, Cree CEO Chuck Swoboda announced for the first time that it would postpone the transfer from 4 inches to 6 inches in order to control costs. At the same time, he also acknowledged that the market situation is indeed difficult, and the shift to larger wafer manufacturing is expected to take place in the next three to six quarters. He expects that the sharp drop in the average selling price of LED chips will cause some manufacturers in the industry to be eliminated.
In fact, as early as March last year, OSRAM has announced that it will convert its existing two LED chip manufacturing plants into a 6-inch wafer fab, and expand the scale of these two plants to significantly increase production capacity to the existing scale. 1 times. Among them, the new plant in Penang, Malaysia is under construction, while in Resgenburg, Germany, the available space will be reconfigured.
Subsequently, the reporter called Chen Hekun, vice president of Osram Asia Pacific. He said: "The company's final new round of expansion plan will be decided in March, and it will take a year to expand the plant and equipment. It is expected that all production capacity will be released in 2013. However, he also expressed his concern about the overall background of the industry's overall situation. "Osram has taken a slow step in the field of LED chips. Expanding production capacity in the case of overcapacity has indeed increased the risk factor. â€
Multifaceted pinch
According to the reporter's understanding, after the current round of expansion, Osram will attack the whole line, of which LED chip products will basically cover the entire field of backlight, automotive lighting, general lighting. “Osram has been suffering from tight supply and has become more apparent at the end of 2011.†According to the head of a chip OEM of OSRAM, “Osram has adopted OEM method because the original chip capacity cannot meet the needs of the downstream lighting market. Foundry chips in China."
In fact, as early as 2010, several international chip manufacturers including Philips Lumileds and Cree also had the same problem. Among them, Philips Lumileds solved the problem of tight supply and long lead time by expanding production capacity internally; Cree also established a chip production base in Huizhou, Guangdong Province at the end of 2010.
In terms of LED technology, the highest luminous efficiency that can be achieved by white LED packages of 1W or more is still not as good as Cree, and it faces fierce competition from Cree and Philips Lumileds in the market. In the field of automotive lighting, OSRAM still faces Japan's white light technology patents and strong rivals such as Toyota Synthetic.
Not long ago, Osram successfully produced high-performance blue and white LED chips, providing technical support for subsequent expansion. At the same time, in the replacement of sapphire substrates on silicon substrates, according to the reporter, the company's silicon substrate LED chips have entered the pilot stage and will be tested under actual conditions. It is reported that OSRAM's first LED chips based on silicon substrates are expected to be put on the market within two years, when the chip cost is expected to drop sharply.
"Although there are new technology reserves, Osram is subject to multi-faceted attack by international LED chip manufacturers." The above-mentioned OEM manufacturer said that on the one hand, OSRAM's introduction of 6-inch LED chips is not a core competitiveness, because philips Lumileds has already invested in 6-inch LED chips as early as the expansion in 2010. At the same time, he believes that "in the case of fierce competition in the international market, Osram wants to quickly seize the international market share, still facing tremendous competitive pressure."
At the same time that OSRAM released financial data, the company also announced plans to expand its production capacity by two times in 2011. In addition to expanding the plant and increasing the production area of ​​the plant, it plans to introduce a 6-inch substrate instead of the original 4-inch substrate.
Overcapacity has become the most difficult topic for domestic chip companies in 2011, and many LED chip manufacturers have slowed down the pace of expansion. The relevant person in charge of SemiLEDs said in an interview with the media that an extremely significant trend in the emerging market of solid-state lighting is the continued sharp decline in the average selling price of LED chips. This is good news for potential consumers, helping to improve the use of LED products in general lighting, but it is a big disadvantage for chip makers.
Not long ago, Cree CEO Chuck Swoboda announced for the first time that it would postpone the transfer from 4 inches to 6 inches in order to control costs. At the same time, he also acknowledged that the market situation is indeed difficult, and the shift to larger wafer manufacturing is expected to take place in the next three to six quarters. He expects that the sharp drop in the average selling price of LED chips will cause some manufacturers in the industry to be eliminated.
In fact, as early as March last year, OSRAM has announced that it will convert its existing two LED chip manufacturing plants into a 6-inch wafer fab, and expand the scale of these two plants to significantly increase production capacity to the existing scale. 1 times. Among them, the new plant in Penang, Malaysia is under construction, while in Resgenburg, Germany, the available space will be reconfigured.
Subsequently, the reporter called Chen Hekun, vice president of Osram Asia Pacific. He said: "The company's final new round of expansion plan will be decided in March, and it will take a year to expand the plant and equipment. It is expected that all production capacity will be released in 2013. However, he also expressed his concern about the overall background of the industry's overall situation. "Osram has taken a slow step in the field of LED chips. Expanding production capacity in the case of overcapacity has indeed increased the risk factor. â€
Multifaceted pinch
According to the reporter's understanding, after the current round of expansion, Osram will attack the whole line, of which LED chip products will basically cover the entire field of backlight, automotive lighting, general lighting. “Osram has been suffering from tight supply and has become more apparent at the end of 2011.†According to the head of a chip OEM of OSRAM, “Osram has adopted OEM method because the original chip capacity cannot meet the needs of the downstream lighting market. Foundry chips in China."
In fact, as early as 2010, several international chip manufacturers including Philips Lumileds and Cree also had the same problem. Among them, Philips Lumileds solved the problem of tight supply and long lead time by expanding production capacity internally; Cree also established a chip production base in Huizhou, Guangdong Province at the end of 2010.
In terms of LED technology, the highest luminous efficiency that can be achieved by white LED packages of 1W or more is still not as good as Cree, and it faces fierce competition from Cree and Philips Lumileds in the market. In the field of automotive lighting, OSRAM still faces Japan's white light technology patents and strong rivals such as Toyota Synthetic.
Not long ago, Osram successfully produced high-performance blue and white LED chips, providing technical support for subsequent expansion. At the same time, in the replacement of sapphire substrates on silicon substrates, according to the reporter, the company's silicon substrate LED chips have entered the pilot stage and will be tested under actual conditions. It is reported that OSRAM's first LED chips based on silicon substrates are expected to be put on the market within two years, when the chip cost is expected to drop sharply.
"Although there are new technology reserves, Osram is subject to multi-faceted attack by international LED chip manufacturers." The above-mentioned OEM manufacturer said that on the one hand, OSRAM's introduction of 6-inch LED chips is not a core competitiveness, because philips Lumileds has already invested in 6-inch LED chips as early as the expansion in 2010. At the same time, he believes that "in the case of fierce competition in the international market, Osram wants to quickly seize the international market share, still facing tremendous competitive pressure."
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