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    Epistar - LED-Chips aus Taiwan - 500 Beiträge pro Seite

    eröffnet am 22.12.10 13:28:01 von
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      schrieb am 22.12.10 13:28:01
      Beitrag Nr. 1 ()
      EPISTAR Corporation is principally engaged in the research, development, manufacture and distribution of light emitting diode (LED) wafers and chips. The Company provides aluminum gallium indium phosphide (AlGalnP) Epi wafers and chips, indium gallium nitride (InGaN) Epi wafers and chips, gallium arsenide phosphide (GaAsP) chips, aluminum gallium arsenide (AlGaAs) wafers and chips, with different light colors, such as red, orange, yellow, blue, green, ultraviolet and infrared. Its products are applied in outdoor large-size displays, automobile electronic products, household electrical appliances, telephones, personal computers and peripheral products, industrial instruments and lightening products. The Company distributes its products primarily in Taiwan and other Asian markets.
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      schrieb am 22.12.10 13:28:52
      Beitrag Nr. 2 ()
      TAIPEI, Nov 02, 2010 (AsiaPulse via COMTEX) --

      Epistar Corp. (TAIEX:2448), Taiwan's largest LED chip maker, said on Monday that the global penetration rate of LED-backlit TV sets will likely double next year, but the company expected the fourth quarter of this year to remain slow.

      The penetration rate would likely double to 40 per cent next year, Epistar President M.J. Jou told reporters on the sidelines of the LED Forum 2010 in Taipei.

      Expressing optimism over the growth of LED-backlit products, Jou also predicted that global shipments of LED TVs would grow next year at twice the rate seen in 2010, but he did not offer specific figures.

      The executive was pessimistic about the fourth quarter, however, because customers wanted to draw down their inventories of old LCD TVs before placing bigger orders for the LED models.

      Meanwhile, Jou said that LED illumination products now account for some 20 per cent of the company's total revenues, but he believed there still remained considerable room for growth.

      In addition, Jou said that Epistar had expanded its production by 30 to 40 per cent this year and would likely expand it by another 30 per cent next year.

      The local media reported Monday that Epistar had recently received big foreign orders, but the company said in a stock exchange filing that while it was working with local and foreign companies in the industry, it could not disclose the identities of these partners.
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      schrieb am 22.12.10 14:00:01
      Beitrag Nr. 3 ()
      Epistar Successfully Completes its US$351m GDR Offering


      22 September 2009, Taiwan – Epistar Corporation (2448.TW) (“Epistar”), the global leading LED epi wafer and chip maker, successfully raised US$351 million through the issuance of Global Depositary Receipts (GDR). This transaction is the largest equity deal for any Taiwanese technology companies since November 2007 and the second largest overseas fund raising from Taiwan year to date.

      “Epistar will use the proceeds to strengthen its global leading position in the LED upstream industry, and showcase our strong commitment to the customers”, says B. J. Lee, Chairman of Epistar. Epistar, which makes LED chips that light up our mobile phones, notebooks, LCD TVs and eventually homes/buildings, has established significant market presence in the fast-growing LED backlight and general lighting segments.

      “This is truly an exciting time in the LED industry. We are eager to collaborate with our customers to capture the explosive growth of the industry”, says M. J. Jou, President of Epistar. Epistar’s major customers include global leading LED packagers, eminent TFT-LCD TV and panel makers, as well as vertically integrated LED players.
      Macquarie Group acted as the Sole Global Coordinator, Bookrunner and Lead Manager for this offering. Horizon Securities and Yuanta Securities acted as Co-Managers. Jones Day and PricewaterhouseCoopers Legal are the legal advisors to this transaction. PricewaterhouseCoopers is the independent auditor.
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      schrieb am 22.12.10 14:15:42
      Beitrag Nr. 4 ()
      Hsinchu, Taiwan – December 29, 2009 – EPISTAR achieves 40% efficiency
      using inverted metamorphic solar cell.

      HCPV solar cell team of Epistar has achieved over 40% conversion efficiency
      using IMM (Inverted Metamorphic) solar cell technologies. A small 5.5 mm x
      5.5 mm multi-junction solar cell consisted of GaInP, GaAs and InGaAs
      sub-cells on a Si substrate was illuminated with the high intensity sunlight (92X
      ~ 652X) .

      Since 2007, Epistar has been developing III-V semiconductor solar cells,
      including lattice-match InGaP/GaAs/Ge triple-junction and inverted
      metamorphic triple-junction technologies. Using special grading buffer epitaxial
      techniques, the misfit dislocations are trapped in buffer layers such that the
      high quality InGaAs cell is grown on the GaAs layer, which is the key for
      making high efficiency InGaP/GaAs/InGaAs IMM solar cells. In addition to the
      IMM structure, the average efficiency of lattice-match InGaP/GaAs/Ge solar
      cells already in mass production has already reached 38%.
      Avatar
      schrieb am 18.01.11 11:30:10
      Beitrag Nr. 5 ()
      Epistar aims US$1/500 lm goal in 2012

      Siu Han, Taipei; Yvonne Yu, DIGITIMES [Tuesday 18 January 2011]

      In order to get a upper-hand position in the global LED lighting market, Taiwan-based LED chipmaker Epistar will actively lower the brightness cost of LED lighting products and aims to reach the goal of US$1 per 500 lumen in 2012, three years earlier than the schedule set by the US Department of Energy (DOE).

      Chairman of Epistar, Lee Biing-jye, indicated that Epistar aims to reach clients' expectation ahead of schedule and take a lead in reducing the cost per lumen in order to become the leading LED supplier in the global LED lighting market in 2013.

      Market sources also noted that due to benefits from increasing demand from TV backlighting and the general lighting market, Epistar's revenues in 2011 are expected to reach NT$27 billion (US$931.04 million), an increase of 37% on year.

      Based on Epistar's internal schedule, overall LED lighting costs will drop to US$1 per 250 lumen in 2011 and the company should have a 5% share in the global lighting market. Epistar aims to reduce the cost of LED to US$1 per 500 lumen in 2012 and boost its overall market share of LEDs to 10% of the global lighting market, and to US$1 per 1,000 lumen in 2015 with a 25% market share, and to 60% by 2017.

      Epistar indicated that current market price of a incandescent bulbs is about US$1.5 and US$2.5 for an energy-saving lighting bulb, while quotes for an LED light bulb from a factory is about US$5 and US$12.5-15 in retail. If the market price of an LED light bulb drops to US$7-8 in 2015, the market share of LEDs in the global lighting market should be able to reach 25%, and help to drive the overall LED lighting industry value to account for 50% of the total lighting market.

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      schrieb am 11.02.11 20:32:26
      Beitrag Nr. 6 ()
      Epicrystal-Epistar steigert Kapazitäten mit AIXTRON UHB LED-Anlagen
      Die chinesische Epicrystal Corporation (Changzhou) Ltd., ein von Epistar und Epistar-Kunden gegründetes Joint Venture, hat fünf AIX 2800G4 HT MOCVD*-Anlagen bestellt. Geschäftsziel des neuen Unternehmens ist die Herstellung und der Vertrieb von LED-Produkten.


      Die chinesische Epicrystal Corporation (Changzhou) Ltd., ein von Epistar und Epistar-Kunden gegründetes Joint Venture, hat fünf AIX 2800G4 HT MOCVD*-Anlagen bestellt. Geschäftsziel des neuen Unternehmens ist die Herstellung und der Vertrieb von LED-Produkten.

      Nach der Auslieferung der Anlagen im zweiten Quartal 2011 wird das Unternehmen ultrahelle Galliumnitrid-LEDs herstellen. Ein Serviceteam von AIXTRON China wird diese in Zusammenarbeit mit einem Projektteam von Epistar in einer eigens errichteten Produktionsstätte in China in Betrieb nehmen.

      „Wir sind neu auf dem chinesischen Markt", erklärt Epicrystal-Präsident Easy Hwang. „Bei Epistar haben AIXTRON Anlagen leistungsfähige Bauelemente und hohe Fertigungsausbeuten erzielt. In dieser ersten Phase, in der wir die Produktionskapazitäten bei Epicrystal ausbauen, verlassen wir uns voll und ganz auf die ausgezeichnete und bewährte Planetary Reactor Technologie. Ein hoher Grad an Kompatibilität und der einfache Prozesstransfer garantieren uns eine zügige, erfolgreiche Umsetzung."

      Die hohe Wettbewerbsfähigkeit der MOCVD Anlagen von AIXTRON werde durch niedrige Betriebskosten und gute Produktivität erreicht. Er sei daher überzeugt, dass Epicrystal mit der neuen Ausstattung und dem Leistungsspektrum der AIX 2800G4 HT die Produktionsziele erreichen werde.

      *MOCVD, Metal Organic Chemical Vapor Deposition =
      Metall-organische Gasphasenabscheidung

      Mehr lesen: http://www.evertiq.de/news/9279
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      schrieb am 31.03.11 15:58:41
      Beitrag Nr. 7 ()
      Schade, dass die IR-Seiten immer so grottig sind; muss man halt auf MOPS schauen...

      KGV aktuell etwa 14
      Avatar
      schrieb am 11.04.11 12:25:30
      Beitrag Nr. 8 ()
      Epistar capacity booked up until May


      Siu Han, Taipei; Adam Hwang, DIGITIMES [Monday 11 April 2011]

      LED chip maker Epistar has received orders booking up its production capacity of blue/green LED chips and that of AlGaInP/AlGaInN chips until May 2011, according to the company,

      Epistar and four fellow makers, Formosa Epitaxy, Genesis Photonics, Tyntek and Tekcore, saw their March revenues grow both on month and on year.
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      schrieb am 20.04.11 22:36:31
      Beitrag Nr. 9 ()
      Impressed Epistar Orders More Aixtron Systems For HB-LEDs
      Apr 19, 2011
      The repeat order from the Taiwanese firm was based on the excellent run-to-run and system-to-system reproducibility of the G5 reactor.

      Aixtron SE has announced further shipments of MOCVD systems to Epistar. The contract is for multiple AIX G5 HT reactors in a 14x4-inch configuration which will be dedicated to the growth of high brightness LEDs.

      The systems are delivered in the first and second quarter of 2011. Aixtron´s local support team will install and commission the new reactors in Epistar’s state-of-the-art clean-room facility at their production complex in Taiwan.

      Following Epistar´s successful qualification of the AIX G5 HT in 2010, this latest repeat order is a further endorsement of G5´s very rapid time-to-production and excellent system-to-system reproducibility, both of which are key factors in a highly competitive market and a considerable driver of cost reduction.

      Ming-Jiunn Jou, President of Epistar, comments, “The new reactors will form the backbone of our planned capacity expansion for our high brightness LED production program. In particular, we have been impressed by the run-to-run and system-to-system reproducibility the G5 has shown. This makes the G5 the leading MOCVD system in terms of throughput and yield, allowing us to quickly ramp up our capacities and expand our product portfolio even further in the direction of solid state lighting products. The G5 clearly demonstrates Aixtron´s manufacturing excellence with an easy scalable route for our process recipes.”

      Located at the Hsinchu Science-based Industrial Park, Taiwan, Epistar Corporation has for over a decade been focused on the development, manufacture and marketing of ultra-high brightness (UHB) LED products. Via its proprietary MOCVD process technology, Epistar continues to successfully commercialize worldwide a full range of UHB LEDs having compact size, low power consumption and long operation life.
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      schrieb am 02.05.11 12:59:56
      Beitrag Nr. 10 ()
      Gross margins slip below 20% for some LED chipmakers


      Siu Han, Taipei; Jackie Chang, DIGITIMES [Monday 2 May 2011]

      LED chipmakers have announced financial performance for the first quarter of 2011, with Epistar and Formosa Epitaxy (FOREPI) both seeing less than 20% gross margins due to decreased capacity utilization and falling prices.

      Epistar reported revenues of NT$4,565 million in the first quarter, an 11.77% on-year increase. However, comparing with 35.77% of gross margin in the same period last year, the gross margin for first-quarter 2011 fell to a record low of 14.84%, below market expectations. After-tax income was NT$348 million with earnings per share (EPS) of NT$0.41, both lower than the first-quarter 2010 levels.

      FOREPI announced NT$1,105 million in first-quarter revenues, a 50% on-year increase. However, its gross margin fell to 15.38%, far less than 38.37% for the same period last year. After-tax income was NT$94 million, a 50% on-year decrease, with EPS of NT$0.20.

      Epistar stated the yields in the first quarter were only around 50-60%, which will increase to 60-70% in the second quarter. Hopefully the gross margin of second quarter will increase due to full capacity and rising yields, said Epistar.

      FOREPI also stated the first quarter was the worst of the year and the second quarter will see increases in both capacity and yields.

      Genesis Photonics outperformed its peers in the first quarter. It announced revenue of NT$1,037 million, a 144% on-year increase. The gross margin for the quarter was 23.6% and after-tax income came to NT$127 million with EPS of NT$0.60.

      The recent stock price for Genesis Photonics also has been showing a strong bullish trend due to the partnership it recently formed with China-based Potevio Group.
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      schrieb am 02.05.11 13:12:14
      Beitrag Nr. 11 ()
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      schrieb am 02.05.11 13:14:56
      Beitrag Nr. 12 ()
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      schrieb am 05.05.11 12:24:00
      Beitrag Nr. 13 ()
      Capacity expansion in China will not cause oversupply of LED chips, says Epistar


      Siu Han, Taipei; Jackie Chang, DIGITIMES [Thursday 5 May 2011]

      While China-based LED chipmakers have been rushing to install new MOCVD equipment to obtain local government subsidies which are expected to expire at the end of June, most of the additional capacity will come into operation in the second half of 2011, prompting concerns that there will be oversupply of LED chips amid weaker-than-expected demand for LED-backlit TVs.

      But Taiwan-based LED chipmaker Epistar remains optimistic, saying an oversupply of LED chips is unlikely to occur in the second half of the year.

      LED capacity utilization rate has been increasing since March, Shie-Shien Chang, spokesperson of Epistar said. The market should not see oversupply since the production in the third quarter is to meet the demand for the fourth quarter which is the traditional boom season for the market, added Chang.

      Overall, the supply of LED chips is expected to grow every quarter from beginning of 2010 to end of 2011.

      Samsung Electronics and LG Electronics remained the top two suppliers of LED chips in the first quarter, while Taiwan-based Epistar was in third place. However, industry observers forecast the total supply of LED chips in Taiwan to exceed South Korea in 2011 and become the biggest supplier country in the world.
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      schrieb am 13.05.11 00:06:25
      Beitrag Nr. 14 ()
      The future of Taiwan's LED lighting industry: Q&A with Edison Opto chairman Jason Wu


      Siu Han, Jackie Chang, DIGITIMES [Thursday 12 May 2011]

      A booming time has come for the LED lighting industry, and its players are optimistic. Jason Wu, chairman of Taiwan-based LED components firm Edison Opto (Edison), talked about the company's business strategy and the future of Taiwan's LED lighting industry during a recent interview.

      Q: Currently there are many competitors in the LED lighting market. What is your view on the transitions of this industry and what has become the competitive advantage?

      A: I personally think the development of the LED lighting industry can be divided into several phases. The rooting phase was 2002-2007, when we saw advancement in technology. The second phase was 2008-2009: expansion of capacity. The policies of the Chinese government led the growth of the industry. In addition, demand by large-size LCD TV firms allowed upstream firms to ramp up capacity, indirectly strengthening the progression of the LED lighting market. The technology of producing LED chips has been maturing with the market evolution. The period of 2011-2012 is very important as we will see significant improvements in technology and cost efficiency.

      Since 2010 technology has no longer been the competitive advantage for the LED packaging houses; brand recognition and marketing strategies have become the key to differentiate from peers.

      Q: What are the changes made by Edison on business strategies and positioning in the development of its LED lighting?

      A: The main focus for Edison is branding of LED components. We are not competing with our clients. We are striving to provide a full service package. I personally think components are the keys to the future for Edison to differentiate itself from other Taiwan- or China-based competitors and to compete with industry leaders such as US-based Cree.

      Q: What is your view on the cost trend for LED lighting?

      A: In my view the current price for LED lighting is quite cheap. The key to lower cost even more is not LED components, but radiators and drives which make up two thirds of the total cost. The technology of those two parts needs to improve. Also in order to lower costs, passive components should be removed and integrated into IC.

      One of the key components are radiators. In the long-run, as LED improves on luminous efficiency, the reliance on radiators will dwindle. The cost-down problems with radiators and drives need to be solved before LED lighting has the ability to take over traditional incandescent lights.

      Q: Which component cost will likely be lowered first, radiators or drives? Also, will industry integration be achieved in the next 2-3 years?

      A: In comparison, the problem with radiators can be solved more easily. The problem with the drives is more complicated as it is also related to warranty issues. The lifetime for passive components is positively correlated with quality; hence, it'll take more time to find a solution. Also, different types of drives have different prices, and to meet the safety standards of numerous countries is difficult and the ones that do achieve that are highly priced.

      Currently Edison has been cooperating with several IC companies abroad, but Taiwan's IC design has a lot of potential. When the economies of scale for IC designs have been achieved in Taiwan, the development of the technology will catch up with companies abroad in no time.

      Q: You mentioned before the price of LED components has come to a sweet spot. How much is it?

      A: For ex-factory price, Edison has the ability to price below 100lm/NT$10. Hence LED is no longer the most expensive components in lighting systems.

      Q: Edison has been emphasizing customized design ability, but simultaneously wanting to become a lighting EMS firm with economies of scale, will there be conflicts between achieving the two goals?

      A: The two objectives are not in conflict with each other. Standardized light bulbs can be massively produced, but lighting equipment cannot fit the standards of every country. That's where LDMS comes in. It can provide customized service for different countries. Hence, the focus for LED components is production magnitude while for modules should be flexibility in meeting demands.

      Q: Edison is the leading company in Taiwan for high-efficiency LED lighting, what's Edison's competitive advantage over big international firms such as Cree?

      A: To compete with Cree, both the depth and width of our products need to be elevated. Economies of scale should also be achieved to a certain degree to avoid becoming price-takers when procuring supplies. Edison is also working on securing patents through strategic cooperation with international firms.

      Q: What is the goal for Edison in the development of LED lighting modules?

      A: Modules will definitely account for more than half of our revenues in near future. I anticipate modules to account for more than 20% of total revenues in 2011 and reach 50% in 2012. Edison's goal is to increase revenues annually, and we believe the key is the know-how of our management team.

      Q: Which direction do you think should be for Taiwan's LED lighting industry: vertical integration or specialization? What is the competitive advantage for the Taiwan LED industry and where is the next market?

      A: I honestly believe in vertical integration. However, it should not be a single company trying to integrate all segments. Taiwan has a complete supply chain, so mutual integration and cooperation would be better. Once we achieve integration of such a scale, even major international firms won't be able to compete, I believe.

      For standardized products such as LED light bulbs, currently the biggest markets are China and Japan. China has the world's largest market for fluorescent lamps but lack brand recognition; hence the price is the main competitive advantage. The Japan market is large but difficult to enter as the Japanese firms account for almost the entire market share.

      I personally think Taiwan's LED industry has lots of potential. Although we were a little bit behind on technology or efficiency in our products in the beginning, catching up to others is just a matter of time as we have all basic infrastructures. Nevertheless, we lack brands. But as long as demand is sufficient and prices decrease enough to meet these demands, it would be the time for Taiwan's LED industry to shine...
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      schrieb am 03.06.11 14:00:48
      Beitrag Nr. 15 ()
      Increasing competition in LED lighting market for Taiwan-based firms


      Siu Han, Taipei; Jackie Chang, DIGITIMES [Friday 3 June 2011]

      Many international firms such as Samsung LED, LG Electronics, and Philips have been aggressively taking market share in the LED lighting market. Samsung has been shifting focus to LED lighting from LED backlight modules and plans to enter the China market. LG has been focusing on the consumer market for LED lighting. Philips has been improving technology and efficiency and introducing the world's first 17W LED light bulb to replace traditional 75W light bulbs.

      The lack of consumption for LED TVs has pushed many international firms to focus on LED lighting.

      While international competitors are focusing on improving technology and expanding market shares, Taiwan-based LED firms have been fighting over legal issues.

      The conflict between Taiwan-based LED chipmaker Tekcore, Epistar, and LED packaging house Everlight has been all over the news. The conflict dates back to 2009 when Everlight and Epistar bought shares of Tekcore and fought over control.

      Everlight has been criticizing Tekcore for walking a fine line under the law by delaying the re-election of its board of directors and introducing other strategic shareholders by issuing euro convertible bonds (ECB) to dissolve shareholder equity. Everlight has threatened to pull out all orders and file lawsuits. Tekcore responded by saying Everlight has the intention of executing a malicious merger and acquisition.

      Originally, Everlight supported Tekcore by placing orders and Tekcore became a steady supplier of LED chips for Everlight, but now the cooperation has turned sour.
      Tekcore will hold another board of directors meeting on June 8.

      While Taiwan-based LED firms fight over control, China-based LED firms have been expanding aggressively with the government's help. China-based LED firm Sanan Optoelectronics has been hiring Taiwan technicians for LED epitaxy in hopes of entering the large-size backlight module market at the fourth quarter of 2011.
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      schrieb am 10.06.11 10:22:14
      Beitrag Nr. 16 ()
      Taiwan-based LED chipmakers report mixed May performances

      Siu Han, Taipei; Jackie Chang, DIGITIMES [Thursday 9 June 2011]

      LED chipmaker Epistar saw May revenues increase on month by 12.7% to NT$1,908 million (US$66 million). The figure also represents a 9.3% increase on year. According to Epistar, the rising demand for high-brightness LED for outdoor displays and improved yields for high-end backlight modules contributed to the increase of May revenues.

      Market observers predict that Epistar will see a 20% quarterly growth in revenues for second quarter with gross margin returning to over 25% and sales of lighting to account for 30% of total revenues for the whole year.

      Genesis Photonics reported May revenues of NT$440 million. The revenues represented an on-month growth of 6.7% and an on-year growth of 110%.

      Tekcore reported May revenues of NT$255 million (US$8.9 million), a 14.5% decrease on month and 17.5% increase on year. Accumulated revenues from January-May were NT$1,291 million, a 43% increase comparing with same period last year.

      According to Tekcore, the drop in May revenues was due to the completion of sales of sapphire crystal businesses. However, shipments are expected to grow due to increasing demand for TV backlight modules.

      Recently Tekcore announced its plan to hold an extraordinary shareholders' meeting in September which will include board of directors' reelection.

      A feud over the control of Tekcore has been ongoing since April 2011. The Financial Supervisory Commission recently rejected Tekcore's euro-convertible bonds (ECB) application.
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      schrieb am 10.06.11 22:35:16
      Beitrag Nr. 17 ()
      Epistar announces 2010 dividend of NT$4.50


      Siu Han, Taipei; Jackie Chang, DIGITIMES [Friday 10 June 2011]

      LED chipmaker Epistar announced cash dividends of NT$4.50 on June 10 during a shareholders meeting.

      Biing-Jye Lee, chairman of Epistar, lowered the expected penetration rate of LED TV for 2011 from 50% to 40-45% due to weak demand, but the largest growth in shipments for LED components will come around August-September. Lee revealed that the company is running at full capacity for high-end TV backlighting products, with yield coming close to 80%.

      Sales of backlighting and lighting products currently account for 50-55% and 20-25% of total revenues respectively. The latter segment is expected to reach 30% by the end of 2011. Shipments of chips for LED light bulbs are estimated to reach 100 million units in 2013, added Lee.
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      schrieb am 23.08.11 13:01:08
      Beitrag Nr. 18 ()
      Epistar reports 2Q11 gross margin of 28%

      Siu Han, Taipei; Jackie Chang, DIGITIMES [Tuesday 23 August 2011]


      Taiwan-based LED chipmaker Epistar has announced financial performance for the first half of 2011. Revenues of parent company reached NT$9.779 billion (US$337 million) with gross margin of 21.95%. EPS for the first half of 2011 was NT$0.27. Gross margin in the second quarter was 27.87%, up from 14.84% in the first quarter due to a large increase in capacity utilization and diversification of products.

      Despite the large increase in gross margin in the second quarter, losses of NT$130 million were incurred from investments. Epistar has been investing in firms such as Huga Optotech and Tekcore that are likely to report net losses, according to Epistar.

      Epistar reported second-quarter 2011 revenues of NT$5.332 billion, representing an on-quarter increase of 19.87%, and gross margin of 27.87%. After tax profit was NT$738 million, a 111.4% on-quarter increase.

      According to Epistar, the increase in revenues in the second quarter was due to increased gross margins of TV backlight modules and diversification of products. However, Epistar noted difficulties in maintaining such high gross margins in the third quarter because demand for TV backlight modules has been weak with low order visibility. Epistar's third quarter might see a 10-20% decrease, stated industry sources.

      Epistar noted that it operates 220 units of production equipment, and added 20 new units in the first half of 2011.

      LED TV backlight modules accounted for 26% of total revenues, while backlight modules for mobile devices accounted for 22%, indicated Epistar. LED lighting accounted for 18%, and Epistar expects the figure to increase in the second half of 2011.
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      schrieb am 30.09.11 12:18:06
      Beitrag Nr. 19 ()
      Epistar Strengthened Market Position in China: Epicrystal’s Changzhou Plant
      September.29, 2011 - 15:26 — lowychang

      Recently, a plant of Epicrystal, a subsidiary of Taiwanese LED maker Epistar, in Changzhou, Jiangsu, was officially inaugurated, underlying Epistar’s endeavor of making inroads into the Chinese market.

      Mr. Biing-jye Lee, the Chairman of Epistar, indicated that the successful inauguration of the new plant attributed to the support from shareholders and the government. He hoped that Epicrystal’s new products are able to meet the market’s needs and add diversity to Epistar’s product lineup. Epicrystal will employ the same technologies of Epistar’s plants in Taiwan in order to have a leg up on the global LED market.

      Mr. Easy Hwang, President of Epicrystal, also stated that he hoped that the new plant can not only propel the development of the LED industrial chain, but also spur cross-Strait cooperation to meet the Chinese market demand. Epicrystal will join forces with subsidiaries in the east, south, and north China, which are located in places that have easy access to the Chinese clients and the Shenzhen sales center in order to make inroads into the Chinese market.

      Epistar owns several subsidiaries in China, including Luxlite (Shenzhen, Guangdong), Crystalrich (Guangdong, Guangdong), Episky (Xiamen, Fujian), ULED (Jining, Shandong) and the latest addition Epicrystal (Changzhou, Jiangsu). Light products that incorporate Epistar’s manufactures are about to enter the Chinese market.

      Epicrystal is invested and founded by Epistar, LiteOn, Konka and Episky and is Epistar’s biggest investment project in China. It is also the first time that Epistar institutes its epi wafer technology in a non-Taiwanese plant. The new plant employs about 250 workers with a registered capital of US$ 120 million and an overall investment of US$ 360 million. The plant mainly engages in the development and manufacture of LEDs, epi wafers and LED wafers, and it also provides technology consulting service.


      Mr. Hante Chiu, Epitaxy Department Manager of Epicrystal, stated that Epicrystal’s products will mostly be adopted in the backlight sector. 10 sets of Aixtron 4-inch MOCVD equipment have been installed in the new plant for its production, and the amount is expected to increase to 15 by the end of 2011; the amount is set to total 30 at the end of the first stage. The plant is planned to be at full capacity by the end of 2013.

      The Changzhou plant is able to accommodate 60 sets of MOCVD equipment
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      schrieb am 20.04.12 11:03:44
      Beitrag Nr. 20 ()
      Thursday, 15 Mar 2012 05:43am EDT
      EPISTAR Corporation announced that it will pay a cash dividend of NTD 0.528 per share (NTD 454,145,886 in total), and also use additional paid-in capital to distribute new shares worth NTD 0.572 per share (NTD 491,974,296 in total) to shareholders for fiscal year 2011.
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      schrieb am 10.08.12 12:48:55
      Beitrag Nr. 21 ()
      Losing R&D professionals may turn Taiwan LED firms into OEM firms: Q&A with Epistar chairman Biing-jye Lee
      Siu Han, Taipei; Jackie Chang, DIGITIMES [Friday 10 August 2012]


      Despite the fact the penetration rate of LED backlight units (BLUs) in TVs has been increasing continuously, shining a light on the LED industry, Biing-jye Lee, chairman of Taiwan-based LED chipmaker Epistar, believes market conditions are likely to turn in third-quarter 2012. In addition, LED firms in Greater China have been fighting over important human resources. Furthermore, he believes the government should introduce policies to guide the industry to a right path such as integrations of firms through consolidation to solidify Taiwan's industry leading position in the world.

      Epistar has been losing human resources to China-based firms in recent years. Lee also indicated that in the near future, China's technology will catch up with Taiwan's. As China and Taiwan compete over human resources, firms from other countries will get ahead in technology. Digitimes recently sat down with Lee to discuss all these issues.

      Q: Comparing LED TV penetration rates in 2011 and 2012, the market has been growing this year. Why do you hold a conservative view about the second half of the year?

      A: In 2011, the industry predicted an LED TV penetration rate to reach 40-50%, despite the sudden freeze of demand, market research firms still reported a penetration rate of 38%. In first-half 2011, Epistar had orders all the way lined up to August, but suddenly, all orders were canceled in June. This is why I hold a conservative view of the market in second-half 2012.

      The current prediction of 2012 penetration rate of LED BLUs in the TV market is 65%, but from Epistar's shipments and percentages of shipments to international TV makers, the figure has been reached. But end market demand has not been going as well as expected, that is why I think there will be a downturn in the third quarter.

      For Epistar, sales of backlight applications for TVs, monitors and mobile devices have been accounting for 50% of total revenues, and revenues from lighting have accounted for 20%. Although sales of LED lighting have been growing continuously, sales of TV BLUs still have a significant influence.

      I believe if demand for BLUs remains healthy in September, sales during the 2013 Lunar New Year will be very positive. Nevertheless, market conditions in China have not been clear, hence the effects of the government's energy-saving policies remain unknown.

      Q: You mentioned China government's energy-saving policies, does this mean we can anticipate growth in China's LED TV market in 2012?

      A: Actually, LED TV sales in China from January-May 2012 showed on-year decreases. However, according to energy-saving standards set by China's government, CCFL-backlit flat-panel TVs do not fit the requirements. Hence starting on July 1, China's domestic TV brands may halt production of CCFL-backlit TVs. If for every TV set the subsidy amount is CNY300 (US$47), meaning the subsidy is 10% of total price, then all flat-panel TVs in China may switch to LED BLUs.

      But to observe the market through LED TV penetration rates in China, which is 60% of the 40 million units of TV demand, this means even if brands switch to LED BLUs, the growth will only be about 30%. This is similar to the global market. The global figure of LCD TVs is about 200 million units, and LED TVs account for 130-140 million units. Even if all LCD TVs switch to LED TVs, demand will only be around 70 million units. It is a relatively small effect.

      In addition, if China's housing market stops growing, demand growth for new TVs will decrease.

      Q: China's local government have been promoting LED street lamp projects in 2012, will Taiwan-based firms have a chance to be involved?

      A: Currently, most local government projects are for local firms, for Taiwan-based firms to get involved will require special relationships with local authorities. There are also risks, in the past, some Taiwan-based firms faced problems such as unable to collect money. Comparatively, Taiwan's LED street lamp projects is the safest market for Taiwan-based firms.

      Guangdong province has been most eager in promoting LED street lamps. The province expects to replace all public lightings to LED lightings in the next three years and has been providing CNY5 billion for promote the energy management contract (EMC) mechanism, which also includes Taiwan-based firms.

      Epistar is likely to enter the supply chain of China's LED street lamps. Currently, the firm faces competitors such as Cree and Philips Lumileds. With the promotion of an EMC mechanism meanings shorter time to obtain profits.

      Q: In what ways can Taiwan's LED street lamp policy benefit Taiwan-based firms?

      A: Although Taiwan-based firms have been suggesting that local firms will be favored in these projects, but I personally think it will be difficult to do so because it violates WTO rules and the current government is aware of this. For example, there are many street lamp firms in Taiwan that are vendors for international brands, and preventing them from obtaining projects will cause strong opposition from these firms. Hence it is unlikely Taiwan-based firms will obtain all the projects.

      The government should be a decision maker and make decisions in a way to build Taiwan's LED industry. If the government is only responsible for allocating these street lamps among 100 firms equally, it will not help the industry. Taiwan's LED industry needs to have competitiveness in the international market. This might offend peers but what the government should consider is long-term strategies such as implementing energy service company (ESCO) mechanisms and not just trying to distribute resources fairly among the industry. Being fair will not solve the problem of lacking competitiveness.

      Q: How long can players in the Taiwan-based LED supply chain maintain their advantages?

      A: According to data announced by China's government, the brightness efficiency of China's LED chips has reached 130lm/W, but Epistar's product only has a brightness efficiency of 125lm/W. This means China's products may have an efficiency surpassing Epistar's. The only advantage left for Taiwan-based LED supply chain is the ability to excel in mass production. This means China only needs to solve management problems before surpassing Taiwan's industry.

      In recent years, China's LED industry has been expanding rapidly and this has to do with Taiwan losing R&D professionals to China. I think for an industry to develop smoothly, the industry needs to find ways to nurture professionals to benefit in the long-run. China has been using high salaries to attract Taiwan's professionals but this will lower the overall R&D skills because Taiwan's professionals can only replicate old technologies in China.

      China does not have enough R&D professionals. For example, China's industry incepted 600 MOCVD but there are only 50 professionals from Taiwan. Lack of R&D professionals means the firms can only focus on manufacturing products. In the next 2-3 years, Taiwan and China will both face shortages of R&D professionals.

      The shortage of R&D professionals is a serious warning sign for Taiwan because this means firms in Europe, US, and Japan will surpass our technologies once more and turn cross-strait firms into OEM manufacturing firms, earning minimum profits.

      Q: Once MOCVD equipment becomes idle, will China stop raiding employees from Taiwan?

      A: This is still happening, actually. Up until last month, there are still employees being raided in LED firms. Currently, Epistar is desperate to locate R&D professionals. For young people, it is hard to say no to salaries 10 times more than the salary in Taiwan. This is a structural problem.

      Also, if the employee uses his/her own past experience and technology then it is not a problem of stealing technology. However, if the employee brings R&D assets from Taiwan's firm, then it will become a problem.
      Avatar
      schrieb am 18.08.12 14:04:47
      Beitrag Nr. 22 ()
      Epistar to take over Huga Optotech in share swap
      14 Aug 2012


      LED chipmaker Epistar has plans to completely take over subsidiary Huga Optotech through a share swap.
      Taiwan’s largest chip maker, Epistar, has announced it will completely take over subsidiary Huga Optotech through a share swap in which one Epistar share will be exchanged for 4.85 Huga shares. The merger will take effect on December 28, 2012.

      In July of 2010, Epistar took a 47.88% stake in Huga Optotech. The new deal will expand Epistar's registered capital to NT9.1 billion (USD303.3 million) from NT8.6 billion currently. Epistar currently holds a 50.85% share in Huga.

      Huga has a production capacity of 150,000 units of 2-in equivalent epitaxial wafers a month, and the company is currently running at 70% of its capacity. Meanwhile, Epistar has a capacity of 330,000-340,000 epitaxial wafers per month.

      After the merger, Huga's production lines will focus on the production of low-power LED chips, while those of Epistar's will be responsible for high-power LED chips.

      Synergistic effects of the merger are likely to take place in the second quarter of 2013, said Epistar.
      1 Antwort
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      schrieb am 01.10.12 12:05:07
      Beitrag Nr. 23 ()
      Antwort auf Beitrag Nr.: 43.508.344 von R-BgO am 18.08.12 14:04:47Epistar acquires Huga Optotech
      Siu Han, Taipei; Jackie Chang, DIGITIMES [Monday 1 October 2012]


      Taiwan-based LED chipmaker Epistar will issue new shares in order to obtain a 100% stake in Huga Optotech, the firm announced on September 28. Huga Optotech has been officially acquired by Epistar. According to Biing-Jye Lee, chairman of Epistar, the acquisition will help to improve Huga's technology and operation and Epistar expects to see benefits from the acquisition within six months, starting at March 2013.

      Lee added that Epistar reported non-operating loss of NT$500 million (US$17 million) in first-half 2012, mostly due loss from investments in Huga. Huga's problem is lack of competitiveness in quality, said Lee. The market has been demanding high-brightness LEDs and despite that Huga has economies of scale, yields, quotes, and gross margin have been low. Epistar indicated that after the acquisition, there may be possible changes to Huga's workforce.

      According to Lee, Epistar originally planned to fund NT$4 billion to construct a plant in Zhunan, Taiwan, however, after careful consideration of the fact that the LED chip market has been in oversupply, Epistar believes that improving Huga's technology and operation is a faster and more efficient way to expand capacity. Epistar will need six months to tune Huga's operation and expects revenues to improve in March 2013, said Lee.

      Demand for LED backlight units (BLUs) continues to increase, according to Lee, and October orders have been higher than expected. Nevertheless, orders in November-December may pose a challenge and fourth-quarter sales are likely to show a 20% on-quarter decrease, added Lee. The market is unlikely to improve in 2013, stated Lee, and gaining profits will be difficult.

      The growth trend for the LED lighting market is to continue and in the next three years, the cumulative annual growth rate (CAGR) of the market will be around 70%, said Lee.
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      schrieb am 11.10.12 12:08:31
      Beitrag Nr. 24 ()
      Successful migration to GaN-on-Si at Epistar based on AZZURRO's 150 mm technology
      Press release [Thursday 11 October 2012]


      The companies today jointly confirmed achieving GaN-on-Si based LEDs utilizing Epistar's high-brightness LED structures and AZZURRO's patented technology for 150 mm GaN-on-Si.

      The successful completion of the joined project confirmed the excellent performance that can be reached. In particular the two companies are very satisfied about the extremely short development time of only 16 weeks for transfering Epistar's existing LED structures build on sapphire to the GaN-on-Si material system. This milestone takes GaN-on-Si one step further towards implementation in mass production.

      While GaN-on-Si is often associated with difficult to overcome technological challenges, the use of templates with unique strain-engineering technology from AZZURRO enables epitaxy engineers to quickly transfer their LED structures to GaN-on-Si. Furthermore the patented and proprietary buffer stress management enables homogeneity improvements (< 4 nm wavelength homogeneity) for LED epiwafers, helping to reduce binning and increase yield. Commenting on the time and cost effective execution of the migration, Epistar's Lee Biing-Jye, Chairman stated: "We are very excited about the outcome of this joined exercise which has exceeded all expectations regarding speed and cost of migration. The success helps us to utilize GaN-on-Si which is a game changer for the industry - and Epistar as a leading innovator is part of it."

      "We are very happy to see our customers gaining the advantages of GaN-on-Si in such short periods when using our large area templates. It proves our business model to offer dedicated development packages and sophisticated engineering support," added by Erwin Wolf, CEO of AZZURRO who continued "The technology to enable the LED industry to tap into the advantages of the volume, cost-effectiveness and maturity of silicon foundries is ready with our strain-engineered templates."

      About AZZURRO Semiconductors

      AZZURRO is a strongly growing semiconductor company and has pioneered the growth of gallium nitride on silicon substrates (GaN-on-Si). The customers worldwide are supplied with epitaxial wafers for LED and power semiconductor applications. The use of AZZURRO's large diameter GaN-on-Si-wafers allows the industry to facilitate standard semiconductor production sites to allow massive cost savings.

      For more information please visit http://www.azzurro-semiconductors.com/.
      1 Antwort
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      schrieb am 11.10.12 12:46:56
      Beitrag Nr. 25 ()
      Antwort auf Beitrag Nr.: 43.701.769 von R-BgO am 11.10.12 12:08:31zu Azzurro: http://www.electronicsweekly.com/Articles/25/11/2010/49984/a…
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      schrieb am 23.12.12 12:08:15
      Beitrag Nr. 26 ()
      Nan Ya Photonics completes automated LED production line
      Siu Han, Taipei; Jackie Chang, DIGITIMES [Saturday 22 December 2012]


      Taiwan-based Nan Ya Photonics, a joint venture between LED chipmaker Epistar and the Formosa Plastic Group, has completed installation of an automated production line. The plant's monthly capacity of LED light bulbs will be around 400,000 units, but at the initial stage, monthly shipments will be around 100,000 units. Nan Ya Photonics has own-brand and OEM businesses, and is seeking OEM orders from Europe- and US-based firms.

      Nan Ya Photonics announced in March 2012 plans to set up a fully automated production line for LED light bulbs. Some peers had concerns that if total shipments cannot be increased rapidly, the benefits of economies of scale will be eroded. According to Bor-Jen Wu, president of Nan Ya, automated production is not only cost effective but can also ensure quality control.

      Nan Ya plans to introduce the cheapest 7W LED light bulbs in Taiwan. Wu stated that the purpose is not about price competition. Because the product is simple and yields are rising, the firm is relatively more cost competitive.

      Wu noted that Taiwan's LED light bulb market size is limited, hence the firm aims to expand to international markets such as Europe, the US, and Japan. Nan Ya believes the LED lighting market will continue to see tough competition in 2013, but through natural eliminations, the market is likely to improve in 2014.
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      schrieb am 26.12.12 11:49:59
      Beitrag Nr. 27 ()
      Epistar Photoelectricity to expand LED chip capacity
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Tuesday 25 December 2012]


      Epistar Photoelectricity (Changzhou), a joint venture LED epitaxial wafer and chip maker established by Epistar and Lite-On Technology in Changzhou, eastern China, will expand its production capacity by adding seven MOCVD machines to bring its total of 17-18 in the second quarter of 2013, according to Epistar.

      With Taiwan-based Huga Optotech to become a wholly owned subsidiary at the end of 2012, Epistar will see total production capacity increase to 285 MOCVD sets, consisting of 225 to produce blue-light LED chips and 60 to make AlGaInP LED chips, Epistar indicated. Epistar is adjusting Huga's personnel and improving Huga's manufacturing technology and will shift some of Huga's MOCVD sets in China to Epistar Photoelectricity.

      Lite-On Technology's operational center in eastern China has seen booming shipments of LED chip packages and LED modules used in LED light tubes, downlights and bulbs to LED lighting vendors in Japan, Europe and the US, Lite-On Technology indicated. Lite-On Technology expects revenues from LED lighting products in 2012 to be 3-4 times those in 2011, and revenues in 2013 to grow from 2012, the company said.
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      schrieb am 23.04.13 07:32:04
      Beitrag Nr. 28 ()
      April 22, 2013
      Accelerating R&D of new materials and manufacturing processes for LEDs using Intermolecular’s combinatorial technology platform.

      SAN JOSE, CA - April 22, 2013 - Intermolecular, Inc. (NASDAQ:IMI) announcestoday that Epistar, Corp. (TWSE:2448) and Intermolecular, Inc. (NASDAQ:IMI), have signed a collaborative development program (CDP) and royalty-bearing IP licensing agreement to increase the efficiency and reduce cost of Epistar’s light emitting diode (LED) devices. Under this agreement, Epistar and Intermolecular engineers will work together to leverage Intermolecular’s High Productivity Combinatorial (HPC™) technology platform to dramatically accelerate development and manufacturing qualification of novel materials and processes for advanced LED products.

      “After a rigorous review of Intermolecular’s capabilities through an initial collaboration engagement, we have seen how their combinatorial approach to materials innovation and device integration can augment Epistar's leadership in LED technology,” said M. J. Jou, president of Epistar. “Collaboration with our industry partners has been critical to our world-leading R&D and manufacturing strategy. We are confident that leveraging Intermolecular’s team and technology platform will further increase our competitive advantage.”

      The commercial LED market is highly competitive, and new technologies created by R&D are needed to both improve light output and to reduce costs. A multi-functional team of technologists from Epistar and Intermolecular will work together using the HPC Platform to accelerate the pace of R&D ten times or more compared to what can be achieved in a conventional LED lab.

      “We are very excited to partner with Epistar, a global leader in LED manufacturing,” commented Sandeep Nijhawan, senior vice president and general manager of Intermolecular’s clean energy group. “Entering into a strategic engagement with a top-tier LED company like Epistar validates the applicability and disruptive potential of the HPC technology platform for LEDs, a market that continues to have tremendous room for growth and technology innovation.”

      Intermolecular's mission is to improve R&D efficiency in the semiconductor and clean energy industries through collaborations that use its HPC platform, which allows R&D experimentation to be performed at speeds up to 100 times faster than traditional methods.
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      schrieb am 03.06.13 13:56:48
      Beitrag Nr. 29 ()
      LED lighting demand to rise in 2H13, says Epistar
      Siu Han, Taipei; Jackie Chang, DIGITIMES [Monday 3 June 2013]


      Demand for LED backlighting rebounded in the first half of 2013, but firms expect demand to slow down after mid-June because China's energy-saving appliance procurement subsidy program is close to an end. Despite the possible demand drop for LED backlighting products, Taiwan-based LED chipmaker Epistar believes demand for LED lighting will show strong growth in the second half of 2013 and lighting applications may account for 35-40% of its total revenues.

      LED firms said judging from past experience, international tier-one TV makers usually slow down procurement in July-August with only China-based makers continuing to procure products. However, as China's energy-saving appliance procurement subsidies are set to end soon, demand for TV backlighting products in the third quarter may turn weak.

      Benefitting from rising demand for LED backlight and lighting products, Epistar has seen capacity utilization rate for blue LEDs rise above 90% in the second quarter. Market observers believe Epistar may see second-quarter revenues grow 30-40% sequentially. The observers also noted that demand for backlight applications is still stronger than demand for lighting, and revenues from backlighting products are likely to account for 50% and lighting 25-30% of total second-quarter revenues for Epistar.

      In addition, demand for AlGaInP LEDs has been relatively weak in the first half of 2013 due to falling demand for LED billboards in China. However, demand for AlGaInP LEDs is expected to return starting in June.

      Taiwan-based LED packaging house Unity Opto stated that demand for LED backlights for large-size TVs may become stagnant at the end of the second quarter to the first half of the third quarter but demand will likely rebound as the market enters the traditional boom season in Europe and the US, as well as in China during its long holiday in October. In addition, backlighting shipments for tablets are likely to enter the peak season in the third quarter and revenues from tablet backlighting products are likely to show 40-50% on-year growth in 2013, said Unity Opto.

      Unity Opto disclosed that shipments of LED light bulbs are expected to reach 2.8 million units in first-half 2013, exceeding the total shipments in 2012. Order visibility of LED lighting is clear to the third quarter, added the firm.
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      schrieb am 17.06.13 12:42:15
      Beitrag Nr. 30 ()
      Epistar to issue 250 million new shares for private placement
      Siu Han, Hsinchu; Jackie Chang, DIGITIMES [Monday 17 June 2013]


      LED chipmaker Epistar plans to issue 250 millionn new shares for private placement. The firm has also decided to deal out 2012 cash dividend of NT$0.536 (US$0.018).

      The decisions were made during a hsareholders meeting last week.

      The private placement will be carried out in two stages and be completed within one year of the shareholders meeting. The firm plans to add three international lighting system makers as strategic investors through the private placement.

      Epistar disclosed that to maintain competitiveness amid the commercialization of LED lighting, firms have to continue to develop new products and cooperate with strategic partners to enter new markets. The main objective of the private placement is to add strategic investors to achieve virtual vertical integration.

      The 250 million shares will account for 21.14% of total company shares. The newly issued shares will be divided among the three strategic investors with each owning less than 10% of the company, said Epistar.

      Epistar reported 2012 consolidated revenues of NT$17.531 billion with gross margin of 15.49%. However, due to non-operating loss, the firm reported 2012 net loss of NT$1.117 billion.

      Epistar noted that the LED market condition is expected to improve in the second half and the firm hopes Huga Optotech, a subsidiary of Epistar, to return to profitability in 2013. Epistar predicts 2013 chip shipments to reach 128.613 billion units.
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      schrieb am 28.11.13 19:32:15
      Beitrag Nr. 31 ()
      Epistar expanding LED capacity at China joint venture
      Julian Ho, Taipei; Adam Hwang, DIGITIMES [Wednesday 27 November 2013]


      Taiwan-based Epistar is expanding its LED wafer and chip production capacity at KFES Lighting (Xiamen) - a joint venture (JV) with China-based China Electronics in southeastern China - from nine MOCVD sets currently to 30 in 2014, according to sources with the LED supply chain.

      As demand for LED lighting is taking off, Epistar is also enhancing operations at its other plants in China, including: Episcrystal in Changzhou, a JV with Taiwan-based Lite-On Technology and China-based LCD TV vendor Konka; and United (Shandong) LED in northern China, a JV with Taiwan-based United Microelectronics Corporation (UMC).

      The JVs are expected to account for 10-15% of Epistar's consolidated revenues, the company indicated.
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      schrieb am 27.04.14 10:27:04
      Beitrag Nr. 32 ()
      Wednesday, 19 Mar 2014 07:30am EDT

      Epistar Corp:To use undistributed profits to pay cash dividend of T$0.18479 per share to shareholders for fiscal year 2013.To use additional paid-in capital to distribute cash dividend of T$0.26162 per share to shareholders for fiscal year2013.To pay cash dividend of T$418,000,000 in total for fiscal year 2013.
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      schrieb am 27.04.14 10:55:51
      Beitrag Nr. 33 ()
      Avatar
      schrieb am 01.07.14 12:19:01
      Beitrag Nr. 34 ()
      Epistar to completely own Formosa Epitaxy
      Julian Ho, Taipei; Adam Hwang, DIGITIMES [Tuesday 1 July 2014]


      Taiwan-based LED epitaxial wafer and chip maker Epistar on June 30 announced that it will issue 174.612 million new shares to acquire a 100% stake in fellow maker Formosa Epitaxy through a stock swap of one Epistar share for 3.448 Formosa Epitaxy shares, with the swap to be finished by December 30, 2014.

      Epistar has fully utilized its monthly production capacity of 950,000 LED epitaxial wafers but the capacity is still short of demand by more than 300,000 wafers, according to company president M.J. Chou. However, capacity expansion entails investment and takes time and instead Epistar has sought outside existing production capacity to fill the capacity gap, Chou indicated. Consequently, Formosa Epitaxy is the best candidate as it has 103 MOCVD sets for a monthly production capacity of more than 200,000 LED epitaxial wafers, about 400 R&D staff members and 400 patents, Chou pointed out.

      Epistar has 385 MOCVD sets, 1,500 R&D engineers and 2,600 patents, Chou said. The acquisition of Formosa Epitaxy enables integration of both companies' operational resources to enlarge operational scale, lower overall management cost, increase overall operational efficiency and international competitiveness, Chou pointed out.

      Formosa Epitaxy, while still suffering an operating loss, hopes that the cooperation with Epistar can decrease production costs and increase average selling price to turn operation into profitability as soon as the third quarter of 2014, company chairman Frank Chien indicated.
      1 Antwort
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      schrieb am 03.07.14 12:49:15
      Beitrag Nr. 35 ()
      Antwort auf Beitrag Nr.: 47.239.308 von R-BgO am 01.07.14 12:19:01Digitimes Research: Epistar-Forepi merger to help stabilize LED industry
      Jessie Lin, DIGITIMES Research, Taipei [Thursday 3 July 2014]


      Taiwan-based LED maker Epistar announced a merger with Formosa Epitaxy (Forepi) on June 30, 2014, with the former aiming to fully acquire the latter and become the surviving company. Epistar explained that the merger is meant to improve its strengths in competition for first-tier international lighting companies' LED orders.

      Epistar said demand from first-tier international lighting vendors has been strong, resulting in a 30% shortage in the high-end LED segment.

      Epistar's merger with Forepi will immediately resolve Epistar's capacity shortage problem and greatly improve Forepi's product mix and utilization rates. Prior to the merger, Forepi's LED epitaxial wafer production value per unit was 30.7% lower than that of Epistar, which shows that Forepi was receiving orders at prices lower than the market average.

      With Forepi starting to fulfill orders coming from Epistar in July, Forepi is expected to see improvements in profitability. With technological assistance from Epistar, Forepi's production capacity from its existing equipment can go up by 20-30% to reach a monthly output of over 400,000 units.

      The merger will also create the largest supplier in Taiwan and in the world. Digitimes Research's figures show that Epistar and Forepi's combined capacity accounted for 65.6% of Taiwan's blue LED segment in the second quarter of 2014.

      By the end of 2014, the number of Epistar and Forepi's InGaAlP and blue LED manufacturing equipment will reach 500 sets, double those of San'an Optoelectronics and accounting for 22.6% of global LED chip capacity.

      In addition, the merger is expected to have further influence on the LED industry in the future. Since Epistar and Forepi are pushing the strategy of "run as one company," their decision is expected to help stabilize the industry and minimize price competitions.
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      schrieb am 02.09.14 12:38:32
      Beitrag Nr. 36 ()
      LED demand turns weak in 3Q14, says Epistar chairman
      Julian Ho, Taipei; Adam Hwang, DIGITIMES [Tuesday 2 September 2014]


      As clients are adjusting inventories of LED chips used in backlighting and lighting, demand for LED chips in the third quarter of 2014 will significantly decrease sequentially, according to chairman Lee Biing-jye of Taiwan-based LED epitaxial wafer and chip maker Epistar.

      Clients were worried about LED chip shortages and therefore placed orders in excess of actual demand during the first half of 2014, resulting in high inventory levels, Lee said.

      Epistar's performances for 2014 may have already seen its peak in July on a monthly basis and in the second quarter on a quarterly basis, Lee noted.

      Epistar's shareholders, at an extraordinary meeting on September 1, approved a plan to acquire a 100% stake in fellow maker Formosa Epitaxy through a swap of one Epistar share for 3.448 shares of the latter. Specifically for the acquisition, Epistar will issue 174.612 million new shares, with the stock swap to be finished by the end of 2014.

      The acquisition enables Epistar to obtain Formosa Epitaxy's existing production capacity, a way of expanding production capacity faster than setting up a new factory, Lee explained.

      Epistar has offered technological assistance to improve Formosa Epitaxy's production efficiency to hike yield rates, Lee said. Epistar has shifted a portion of received orders to Formosa Epitaxy, accounting for 20% of the latter's total revenues, Lee indicated.
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      schrieb am 05.01.15 16:22:08
      Beitrag Nr. 37 ()
      TSMC subsidiary to merge with Epistar, says paper
      EDN, January 5; Adam Hwang, DIGITIMES [Monday 5 January 2015]

      Taiwan Semiconductor Manufacturing Company (TSMC) will form a strategic partnership with LED epitaxial wafer and chip maker Epistar by having its subsidiary, TSMC Solid State Lighting, sell MOCVD sets to Epistar and then acquiring new shares to be issued by Epistar for a 5-10% stake, according to Chinese-language newspaper Economic Daily News (EDN).

      Epistar will merge with TSMC Solid State Lighting and become the surviving company, EDN said, adding the TSMC subsidiary grows LED epitaxial wafers on Si-based substrates instead of sapphire wafers.
      1 Antwort
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      schrieb am 15.01.15 12:30:19
      Beitrag Nr. 38 ()
      Antwort auf Beitrag Nr.: 48.698.108 von R-BgO am 05.01.15 16:22:08
      Digitimes Research: TSMC SSL merger to enhance Epistar in the LED market
      Jessie Lin, DIGITIMES Research, Taipei [Wednesday 14 January 2015]


      Epistar has invested NT$825 million (US$25.94 million) to merge with TSMC Solid State Lighting (SSL), helping to enhance Epistar's capability in the lighting industry. Before the decision was made, many companies such as SemiLEDs and Advanced Optoelectronic Technology (AOT) had also been talking to TSMC SSL about merger.

      Digitimes Research believes the merger should benefit Epistar in strengthening its silicon substrate LED technologies to improve its competitiveness in the global market in the future.

      TSMC SSL only has five production machine sets, a limited contribution to Epistar's overall capacity, but TSMC SSL's manufacturing process technology will become a complement for Epistar, which mainly manufactures LED chips via sapphire substrates, since these machines are able to conduct middle-level packaging with technologies that cover upstream epitaxial manufacturing process for silicon substrate LEDs as well as supporting midstream's Phosphor on Die (PoD) and Epoxy Molding Compound (EMS) technologies.

      With Japan's Toshiba Semiconductor having significantly raised its silicon substrate LED capacity and Korea-based Samsung and LG aggressively developing 8-inch silicon substrate LED products using their existing advantages in semiconductor technologies to save costs, Epistar's merger with TSMC SSL is expected to greatly strengthen its silicon substrate LED technologies.

      Digitimes Research believes silicon substrate LED chips currently still have many issues such as weak yield rates and poor lattice constants and therefore the industry will still focus mainly on supplying sapphire substrate LED chips over the next several years. However, Epistar - as the leader of the global LED industry - will still need to have a diversified development of technologies, allowing it to defend against competition from competitors' silicon substrate technology and patents in the future.

      Before the merger, TSMC SSL had a talk to the Foxconn Group's subsidiary AOT about merger during the second half of 2014, but their talks ended with no result.

      Digitimes Research believes the failure was because AOT only has a capital of around NT$1.45 billion (TSMC SSL's net value was around NT$2 billion) and its business focus on mass production of LED packaging devices, which instead of merging TSMC SSL, the company should be able to achieve lower LED die costs by purchasing from outside suppliers as there is a sufficient global supply. Since the investment will only create limited value to AOT, the two's merger was not realized.
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      schrieb am 13.03.15 11:25:35
      Beitrag Nr. 39 ()
      Epistar acquires GaN-on-Si technology from Allos
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Friday 13 March 2015]

      Taiwan-based LED epitaxial wafer and chip maker Epistar has announced is has received a license for GaN-on-Si technology from Germany-based Allos Semiconductors and the two firms have already completed the first phase of technology transfer.

      Epistar will install 150mm (6-inch) and 200mm (8-inch) GaN-on-Si epitaxial processing equipment inside existing MOCVD sets. The process to be integrated with its existing process that uses sapphire wafers to make LED epitaxial wafers, the company said.

      While Toshiba has started production of LED epitaxial wafers using GaN-on-Si technology through technological cooperation with US-based Bridgelux, Nichia believes that GaN-on-Si is not yet mature enough to produce LED epitaxial wafers at low cost and high yields, and therefore sapphire-based technology is the mainstream for the time being, according to industry sources.
      Avatar
      schrieb am 27.04.15 12:09:44
      Beitrag Nr. 40 ()
      Epistar, Lextar see increasing orders from LED lighting vendors
      Siu Han. Taipei; Adam Hwang, DIGITIMES [Monday 27 April 2015]


      LED epitaxial wafer and chip makers Epistar and Lextar Electronics have seen increasing orders from Europe- and US-based LED lighting vendors, with shipments beginning to significantly rise in the second quarter of 2015 and expected to peak in the third quarter, according to the companies.

      Epistar said it has cooperated with downstream LED packaging service providers for shipments to these LED lighting vendors. Most of the shipments are models with non-standard specifications and therefore offer higher gross margins, Epistar indicated, adding it expects its 2015 revenue proportion for LED lighting to rise to 35-40%.

      Lextar said it expects orders from 4-5 new clients in the US and more than 10 regional lighting vendors in Europe, with LED light bulbs and downlights accounting for most of the shipments. Lextar's revenue proportion for LED lighting in 2015 may increase to 40%, the company indicated.
      Avatar
      schrieb am 25.06.15 12:23:13
      Beitrag Nr. 41 ()
      Wahnsinn!
      ...wie sich die Nutzerfreundlichkeit entwickelt:

      Den Jahresbericht gibt es bereits auf Englisch (QBs weiter nur in Chinesisch)

      und sie besuchen Konferenzen: http://www.mzcan.com/taiwan/2448/events/38/EN/20150526-E_KHn…


      zu den Zahlen selbst:

      mit rund 800 MEUR Umsatz sicher einer der größeren Player und einer der wenigen, die überhaupt Gewinn machen (rund 50 MEUR);

      das sind aber nur 3% aufs EK, so dass trotz Preis von 25% unter Buch nur ein KGV von 25 rauskommt...
      Avatar
      schrieb am 24.07.15 13:03:11
      Beitrag Nr. 42 ()
      Epistar licenses LED filament patent to China-based Leedarson Lighting
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Friday 24 July 2015]


      LED Epitaxial wafer and chip maker Epistar has licensed its LED filament patent to China-based LED lighting maker Leedarson Lighting for making LED filament style light bulbs. The patent is valid in Taiwan, China, the US, Europe and other countries, according to the company.

      LED filament light bulbs are mainly used to replace A19/A60/A55 450-lumen decorative LED light bulbs and B35/F35 250-lumen LED candle lamps. There were an estimated 43 million LED filament light bulbs shipped globally in 2014 and shipments in 2015 are expected to increase to 60-70 million units, according to market watchers. In addition, prices for LED filament light bulbs have dropped due to decreases in LED chip and packaging prices. For example, ex-factory prices for an A19 450-lumen LED filament light bulb fell from about US$3 in 2014 to US$2 in the first half of 2015.

      In addition to Epistar, Japan-based Ushio Lighting and Nichia as well as China-based Zhejiang Ledison Optoelectronics hold patents concerning LED filament technologies.
      Avatar
      schrieb am 05.08.15 13:10:38
      Beitrag Nr. 43 ()
      Cree and Epistar sign LED chip patent cross-license agreement
      Press release, August 5; Alex Wolfgram, DIGITIMES [Wednesday 5 August 2015]

      Cree and Epistar have signed a worldwide patent cross-license agreement for LED chips to further advance the growth of the LED lighting and LED bulb markets. Cree and Epistar both hold broad LED chip patent portfolios that are important for making blue LEDs, the foundation of white LEDs found in most lighting products manufactured worldwide, said Cree.

      Under the terms of the agreement, each party receives a license to the other's nitride LED chip patents and is granted certain rights to non-nitride LED chip patents. Over the term of the agreement, Cree will receive a licensing fee and royalty payments from Epistar. Cree added that the patent license agreement will help it to accelerate the R&D activities for creating new innovation.
      Avatar
      schrieb am 29.09.15 12:02:16
      Beitrag Nr. 44 ()
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Tuesday 29 September 2015]
      Epistar, MLS to set up joint-venture in India


      LED epitaxial wafer and chip maker Epistar and China-based LED packaging service provider MLS will establish an LED lighting joint-venture in New Delhi, India, to tap the large local market, according to industry sources.

      Epistar has become the largest supplier of LED chips for MLS, the sources said.

      The India government plans to completely replace home-use lighting and street lamps in 100 cities with LED light bulbs and street lamps by March 2019, leading to an estimated total demand for 770 million LED light bulbs and 35 million LED street lamps, the sources indicated.

      The India government plans to procure LED light bulbs in large volumes through open-bid competition for resale to home users at low prices, the sources said. For the most recent open-bid, some suppliers quoted INR74 (US$1.12) for an LED light bulb, much lower than the India government's target price of INR99, the sources indicated. The India government expects procurement prices to drop to as low as INR44 for a LED light bulb in 2016, the sources noted.

      Epistar will hold a 30-40% stake in the joint-venture and establishment will begin in the fourth quarter of 2015, the sources said. In the India market, LED lighting devices are supplied by international vendors such as Lumileds and Nichia currently and the joint-venture is expected to trigger price competition, the
      Avatar
      schrieb am 23.11.15 11:10:29
      Beitrag Nr. 45 ()
      San'an Optoelectronics, Epistar maintain low utilization rates
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Monday 23 November 2015]

      LED epitaxial wafer and chip suppliers San'an Optoelectronics and Epistar have maintained low utilization rates amid oversupply in the global market, according to industry sources.

      The China-based San'an installed 40 new MOCVD sets in third-quarter 2015 but has not begun using them, as it slows down its production expansion in the fourth quarter, the sources said.

      The Taiwan-based Epistar is keeping its production utilization rate at about 60%, the sources indicated. Mainly due to LED chip price drops, Epistar saw net operating losses in the second and third quarters of 2015 and losses are expected continue in the fourth quarter, the sources said.

      To reduce the negative impact of global oversupply, San'an has cooperated with China-based Chengdu Yaguang Electronics and Shanghai Institute of Aerospace Electronic and Communication Equipment to develop GaAs LED chips, while Epistar has developed GaN LED chips for use in LED lighting, the sources indicated.
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      schrieb am 28.12.15 11:00:19
      Beitrag Nr. 46 ()
      Epistar, MLS jointly developing omni-directional LED filament light bulbs
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Monday 28 December 2015]


      Taiwan-based LED epitaxial wafer and chip maker Epsitar is developing omni-directional LED filament light bulbs jointly with China-based LED packaging service provider MLS, and such products are being certified, according to Taiwan-based supply chain makers.

      Epistar has several LED filament patents and MLS' monthly capacity for producing omni-directional LED filament light bulbs will reach 10 million in 1-2 years, the sources said.

      Omni-directional LED filament light bulbs are based on series connection of high-power LED chips to increase luminous efficiency under lower current density, the sources indicated. While light sources take up 15% of total cost for LED bulbs, LED filaments account for 50% of omni-directional bulbs' costs due to savings in components and materials, the sources said.

      Ex-factory prices for an 800lm LED filament light bulb stand at about US$2.5 currently, much higher than US$1.5-1.8 for a conventional omni-directional LED light bulb, the sources indicated. Ex-factory prices for an omni-directional LED filament light bulb are expected to decrease to US$1.0-1.2 in 2016, translating into retail prices of US$2-3 which will be competitive against conventional ones, the sources said.

      Epistar and MLS are likely to set up a joint-venture company in China to enhance existing cooperation, the sources noted.
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      schrieb am 15.03.16 13:16:49
      Beitrag Nr. 47 ()
      Epistar suspends some MOCVD tools
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Tuesday 15 March 2016]


      LED epitaxial wafer and chip maker Epistar, in view of global oversupply of LED chips and consequently continual price drops, has temporarily stopped operation of more than 100 relatively old MOCVD sets, equivalent to 15-20% of its total production capacity, to reduce output, according to industry sources.

      Responding to the sources' revelation, Epistar said since fourth-quarter 2015 it has integrated production capacities at all factories and temporarily stopped operation of MOCVD sets with lower depreciation costs and productive efficiency to decrease overall operating cost.

      Following its merger with fellow maker Formosa Epitaxy, Epistar has expanded total production capacity to about 500 MOCVD sets, the sources said.

      LED chips have been in oversupply after China-based makers widely expanded production capacities by procuring new MOCVD sets with subsidies from local governments in China, the sources indicated. Consequently, global supply of LED chips was about 22% in excess of demand in 2015 and prices for LED chips kept falling, the sources noted.

      Although the price drops have slowed down, most of the orders currently released to LED chip makers are urgent ones requiring short lead time, the sources said. LED chip prices are expected to drop by over 20% on year in 2016, the sources added.

      Epistar's reduction in production will help ease oversupply and price drops but the company will unavoidably suffer net operating losses, the sources said.

      Epistar saw net loss of NT$2.66 billion (US$80.9 million) for fourth-quarter 2015 and NT$3.019 billion for the whole year.
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      schrieb am 14.04.16 12:34:14
      Beitrag Nr. 48 ()
      Epistar strives to hike shipments of AlGaInP LED chips for automotive use
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Thursday 14 April 2016]

      LED epitaxial wafer and chip maker Epistar, in order to decrease operating losses due to low prices for general-use LED chips, has been making efforts to increase shipments of AlGaInP LED chips for automotive use and of infrared LED chips for industrial use, according to company chairman Lee Biing-jye.

      In view of global oversupply of LED chips, Epistar has temporarily stopped operation of old MOCVD sets to reduce production by 25%, Lee said. However, second-tier China-based fellow makers, such as HC SemiTek and Xiamen Changelight, plan to expand production capacities, and consequently global oversupply will remain in 2016, Lee indicated.

      Epistar expects orders for LED chips used in lighting to remain strong until June, Lee said. But demand for LED chips used in backlighting is relatively weak, partly due to adoption of OLED panels for smartphones, Lee indicated.
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      schrieb am 01.06.16 10:28:55
      Beitrag Nr. 49 ()
      Epistar hikes blue LED chip quotes, says report
      EDN, May 31; Adam Hwang, DIGITIMES [Tuesday 31 May 2016]

      Epistar has hiked quotes for some models of blue LED chips by about 15%, according to Chinese-language newspaper Economic Daily News (EDN).

      The price hike is to reflect increases in material and labor costs, EDN cited Epistar as indicating. But there is already oversupply of blue LED chips in the market, EDN said.

      Epistar has temporarily suspended 20-25% of production capacity for blue LED chips to decrease output, EDN indicated.
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      schrieb am 13.06.16 12:25:35
      Beitrag Nr. 50 ()
      Epistar, Everlight report sequential declines in May revenues
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Monday 13 June 2016]

      LED epitaxial wafer and chip maker Epistar has reported May consolidated revenues decreased 5.89% sequentially and 4.98% on year to reach NT$2.157 billion (US$66.2 million), while LED packaging service provider Everlight Electronics has posted NT$2.311 billion in May consolidated revenues, dipping 4.17% sequentially but rising 5.05% on year.

      Epistar and Everlight attributed their sequential revenue decreases mainly to their strategies of accepting orders on a selective basis, taking ones with higher margins and rejecting ones with low prices.

      Epistar recorded consolidated revenues of NT$10.506 billion for January-May, slipping 8.63% on year, while Everlight's NT$11.680 billion also declined 1.61%.

      LED packaging service provider Unity Opto Technology has reported consolidated revenues of NT$684 million for May, increasing 2.86% on month and 4.88% on year, and those of NT$3.351 billion for January-May slipped 14.72% on year.
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      schrieb am 20.06.16 11:57:00
      Beitrag Nr. 51 ()
      Epistar seeks to swing into profitability in 2H16
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Monday 20 June 2016]

      LED epitaxial wafer and chip maker Epistar suffered net lossses per share of NT$2.81 (US$0.086) for 2015 and NT$1.54 for first-quarter 2016, and has made efforts to improve operational efficiency in order to swing back to profitability in second-half 2016, according to company chairman Lee Biing-jye.

      In view of 20% global oversupply of LED chips, Epistar has suspended the use of 125 MOCVD sets since fourth-quarter 2015, and currently 375 MOCVD sets are running, which is 75% of the original capacity, Lee said. Currently, blue LED chip capacity sees a 90% utilization rate, and AlGaInP chip capacity is insufficient to meet demand, Lee noted.

      There will be significant demand for LED lighting in third-quarter 2016 but pricing in the market will be chaotic, Lee said. For LED backlighting, there will be steady demand but the number of LED chips for backlighting units is decreasing due to improving chip luminous efficiency, Lee indicated.

      Epistar has developed IR (infrared) LED chips used in iris recognition and will cooperate with Taiwan-based IC design houses to produce IR LED modules for shipments to begin in second-half 2016, Lee said.

      In order to avoid low-price competition with China-based LED light bulb and tube makers, Epistar has cooperated with Taiwan-based LED packaging service providers to provide DOB (driver on board) modules for easy assembly of LED panel lights, with such modules having aleady entered the US and Europe markets, Lee noted.

      Epistar has obtained 1,794 patents concerning LED technologies and has finished cross licensing of patents with Japan-based Toyoda Gosei, Philips and Cree.

      Epistar's shareholders have approved a proposal to raise paid-in capital by issuing up to 165 million new shares for private placement.
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      schrieb am 07.07.16 12:21:35
      Beitrag Nr. 52 ()
      Epistar to expand production capacity for AlGaInP LED chips
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Thursday 7 July 2016]

      LED epitaxial wafer and chip maker Epistar, in view of strong demand for AlGaInP LED chips, will modify seven blue-light LED wafer MOCVD sets for making AlGaInP LED wafers to increase production capacity by 20-30% in the third quarter, according to the company.

      There will be strong demand for LED chips used in lighting in the third quarter but prices may fall due to price competition from China-based makers, Epistar said. Demand for LED chips used in backlighting in the third quarter will remain unchanged, Epistar indicated.

      Epistar on July 6 reported consolidated revenues of NT$2.107 billion (US$65.0 million) for June, dipping 2.31% on month but growing 9.87% on year, NT$6.555 billion for the second quarter, increasing 8.21% on quarter but decreasing 3.17% on year, and NT$12.613 billion for January-June, dropping 5.98% on year.
      1 Antwort
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      schrieb am 21.07.16 12:51:19
      Beitrag Nr. 53 ()
      Epistar hikes prices for large-size LED chips due to higher DLC standards
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Thursday 21 July 2016]


      LED epitaxial wafer and chip maker Epistar, in response to higher LED lighting standards specified in DLC (DesignLights Consortium) 4.0, has increased quotes for large-size LED chips specifically used to make LED lighting for sale in the US market by 30-40%, according to Taiwan-based LED packaging service providers.

      DLC is a project of the US-based non-profit organization Northeast Energy Efficiency Partnerships to boost energy-efficient lighting in the North America market, the sources said. LED lighting products in conformity to DLC standards for sale in the US market can be subsidized by the US government, the sources noted.

      DLC 4.0 standards with higher technical requirements will come into force on September 1, 2016, the sources said. In DLC 4.0, luminous efficiency standards for LED lighting products are increased by 15-25lm/W from the preceding version, the sources indicated. For example, required luminous efficiency for indoor LED light tubes in DLC 4.0 is 110lm/W.

      The adoption of Epistar-produced large-size LED chips instead of much less expensive same products produced by China-based makers is because Epistar has obtained licensing from Cree and Philips for the North America market and is advantageous in product quality, the sources explained.
      Avatar
      schrieb am 22.07.16 12:21:47
      Beitrag Nr. 54 ()
      Antwort auf Beitrag Nr.: 52.784.779 von R-BgO am 07.07.16 12:21:35Epistar AlGaInP LED chip order visibility through October, says paper
      Commercial Times, July 22; Adam Hwang, DIGITIMES [Friday 22 July 2016]


      LED epitaxial wafer and chip maker Epistar has received booming orders for AlGaInP LED chips with shipments scheduled through October 2016, according to a Chinese-language Commercial Times report.

      Epistar currently has 47 MOCVD sets specifically for producing AlGaInP LED chips and will expand capacity through modifying 13 blue-light LED chip MOCVD sets to AlGaInP LED chips, the paper said.

      AlGaInP LED chips emit high-brightness red and infrared light and the booming orders are due to growing demand for VR (virtual reality) devices, security surveillance and fine-pitch LED display panels. A VR device, for example, is equipped with 30-40 IR LED sensors each made from a number of IR LED chips, the paper noted.
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      schrieb am 03.08.16 12:26:16
      Beitrag Nr. 55 ()
      Epistar expands AlGaInP LED chip capacity via modifying blue-light equipment
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Tuesday 2 August 2016]


      LED epitaxial wafer and chip maker Epistar, in view of booming orders for AlGaInP LED chips since the second quarter of 2016, has been modifying MOCVD sets used to produce blue-light LED chips to produce AlGaInP LED chips, according to the company.

      Seven MOCVD sets producing blue-light LED chips have been modified for AlGaInP LED chips, and 13 more will be refitted in the third quarter, Epistar indicated.

      AlGaInP LED chip orders are booming due to growing demand for fine-pitch LED displays and infrared LED-based security surveillance systems, Epistar said. Currently, on-hand orders for AlGaInP LED chips extend three months, and revenue proportion has risen to 25-30%, Epistar noted.

      Epistar originally had 450-500 MOCVD sets in total and, in view of stagnant demand for LED chips and continual price drops, in the first quarter decided to temporarily mothball about 25%. However, to cope with strong demand for AlGaInP LED chips, Epistar put AlGaInP LED MOCVD sets back online and began modifying blue-light LED equipment.

      China-based LED packaging service provider MLS, for which Epistar is a major LED chip supplier, will acquire Ledvance, the lamp business unit of Germany-based Osram Licht AG, and is expected to significantly increase its demand for LED chips, which will benefit Epistar, according to market analysts.
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      schrieb am 03.09.16 09:20:36
      Beitrag Nr. 56 ()
      Epistar sues Adamax for infringement of LED filament patents in US
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Friday 2 September 2016]


      LED epitaxial wafer and chip maker Epistar has filed with the US District Court for the Northern District of California charges against US-based distributor Adamax for infringing six US LED filament patents, according to Epistar.

      Adamax markets LED filament light bulbs under its own brand Newhouse Lighting and Epistar has requested an injunction to prevent further promotion, Epistar said.

      The six patents are US patent numbers 6 346 771, 7 489 068, 7 560 738, 8 240 881, 8 791 467, 9 065 022.

      Global demand for LED filament light bulbs is estimate at 150 million in 2016 and 300 million units in 2017, according to industry sources. Many China-based makers have stepped into production and marketing of LED filament light bulbs, including Foshan Lighting, Shanghai Yaming Lighting, Opple Lighting, Hangzhou Hangke Optoelectronics, MLS, Bonshine Optical Electron Technology, Hangzhou Hengxing Gaohang Optoelectronic Technology and Yuanlei Technology, the sources indicated. Among them, Foshan Lighting and MLS have obtained licenses to Epistar's LED filament patents, the sources said.
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      schrieb am 08.11.16 11:31:42
      Beitrag Nr. 57 ()
      Epistar 3Q16 operations turn profitable
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Tuesday 8 November 2016]


      LED epitaxial wafer and chip maker Epistar has posted net operating profit of NT$189.6 million (US$6.01 million) for third-quarter 2016, swinging into profitability from continued net operating losses for the preceding five consecutive quarters.

      Epistar recorded consolidated revenues of NT$6.592 billion, gross margin of 13.69%, net profit of NT$3.1 million and net EPS of NT$0.01 for the third quarter. For January-September, Epistar posted consolidated revenues of NT$19.205 billion, gross margin of 3.91%, net operating loss of NT$1.680 billion, net loss of NT$3.387 billion and net loss per share of NT$3.18.

      Epistar's October consolidated revenues reached NT$2.132 billion, decreasing 2.88% on month but increasing 9.52% on year, and those of NT$21.337 billion for January-October fell 0.94% on year.

      Meanwhile, Lextar Electronics reported consolidated revenues of NT$1.141 billion for October, dipping 7.85% on month and 12.79% on year, and those of NT$11.597 billion for January-October dropped 2.78% on year.
      1 Antwort
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      schrieb am 05.01.17 11:06:09
      Beitrag Nr. 58 ()
      Antwort auf Beitrag Nr.: 53.643.066 von R-BgO am 08.11.16 11:31:42könnte ein Grund gewesen sein:


      Sanan Optoelectronics to hike prices for some LED chips
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Thursday 5 January 2017]

      China's largest LED epitaxial wafer and chip maker Sanan Optoelectronics will hike quotes by about 8% for S-30MB and S-32BB-series LED chips beginning January 10 to reflect increased costs for copper, gold wire, aluminum and PCBs in the second half of 2016, according to the company.

      The two series are 0.2-0.5W LED chips which are in high demand and intense price competition, according to Taiwan-based LED chip makers. As the first quarter is a traditional off-season, the Lunar New Year holidays in late January, and order visibility is low, Taiwan-based makers indicated that they will not adjust quotes for the time being.

      In particular, Taiwan's largest LED chip maker Epistar hiked prices for LED chips of some specifications by 5-10% in May 2016 and will not hike prices for the time being because sapphire wafer prices have not risen.
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      schrieb am 16.01.17 10:59:17
      Beitrag Nr. 59 ()
      Epistar expanding AlGaInP chip, blue-light LED flip-chip capacity
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Monday 16 January 2017]

      LED epitaxial wafer and chip maker Epistar is expanding production capacity for AlGaInP LED chips and blue-light LED flip-chips, according to company president Jou Ming-jiunn. The first quarter is an off-season period and the capacity expansion is preparing for demand in the second quarter, Jou said.

      Epistar continues to modify MOCVD sets originally used to make blue-light LED chips for producing AlGaInP LED chips, Jou noted. Epistar will extend infrared AlGaInP LED chip applications from security surveillance to VR (virtual reality), AR (augmented reality) and iris recognition in 2017, Jou indicated. Consequently, the revenue proportion from AlGaInP LED chips is expected to rise from 25-30% in the fourth quarter of 2016 to over 30% in 2017, Jou said.

      In addition, Epistar has improved yield rates for blue-light LED flip-chip chip scale packaging (FC CSP) and will expand production capacity in 2017, Jou noted. Epistar expects Samsung Electronics, LG Electronics and China-based LCD TV vendors to increase adoption of blue-light LED flip-chips for backlighting, Jou indicated. In addition, after Apple adopted LED FC CSP for the iPhone 7 camera flash, other smartphone vendors are expected to follow suit in 2017, Jou said. The revenue proportion for blue-light flip-chips will rise to more than 10% in 2017.

      While Epistar suffered a net operating loss for 2016, the company hopes to turn to profitability through adjusting production capacity and product mix in 2017, Jou indicated.
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      schrieb am 23.02.17 11:04:01
      Beitrag Nr. 60 ()
      Epistar to produce VCSELs
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Wednesday 22 February 2017]

      LED epitaxial wafer and chip maker Epistar has landed orders for VCSELs (vertical-cavity surface-emitting lasers) for use in proximity sensors for smartphones and will begin production in the third quarter of 2017, according to the company.

      Currently, IR LED devices are used in smartphone proximity sensors, Epistar said. Smartphone vendors want to reduce the size of holes in the display to improve appearances, but smaller holes will inhibit IR LED-sensors prompting a switch to VCSEL devices, Epistar explained.

      Epistar said it will use some MOCVD sets currently used to make AlGaInP LED chips to produce VCSELs. GaAs substrates are used to produce AlGaInP wafers and will also be used to produce VCSEL wafers.
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      schrieb am 08.09.17 12:29:08
      Beitrag Nr. 61 ()
      Epistar August revenues hit 28-month high
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Friday 8 September 2017]

      LED wafer and chip maker Epistar has reported consolidated revenues of NT$2.332 billion (US$77.1 million) for August, hitting the highest monthly level since May 2015 and increasing 3.70% sequentially and 5.26% on year.

      The August growth was mainly driven by booming shipments of LED chips for plant-growth lighting, Epistar said. Currently, production capacity for blue-light LEDs is fully utilized and that for AlGaInP LED chips is running at over 80%, Epistar noted.

      Epistar's consolidated revenues for January-August reached NT$16.957 billion, down 0.31% on year.

      Fellow makers Opto Tech and Epileds Technologies also have reported August consolidated revenues of NT$495 million and NT$110 million respectively, the former rising 7.78% sequentially and 1.67% on year, and the latter growing 5.05% sequentially but slipping 3.17% on year. Opto Tech's January-August consolidated revenues of NT$3.916 billion increased 4.90% on year while Epileds' NT$876 million rose 3.88%.
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      schrieb am 29.09.17 11:55:41
      Beitrag Nr. 62 ()
      San'an sells Epistar shares
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Friday 29 September 2017]

      China-based LED wafer and chip maker San'an Optoelectronics has disposed of 33.306 million shares of Taiwan-based fellow maker Epistar, equivalent to a 3.05% stake, according to the company.

      San'an in November 2012 acquired a 19.9% stake in Taiwan-based fellow maker Formosa Epitaxy at NT$2.352 billion (US$75.8 million), and Epistar in July 2014 merged with Formosa Epitaxy through a stock swap of one Epistar share for 3.603 Formosa Epitaxy shares, resulting in San'an holding a 3.05 stake in Epistar.

      San'an obtained NT$1.244 billion from selling the Epistar shares, equivalent to net loss of NT$1.108 billion from investment of NT$2.352 billion in Formosa Epitaxy.

      Despite being an Epistar shareholder, San'an has always been a competitor of Epistar.
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      schrieb am 13.11.17 15:22:59
      Beitrag Nr. 63 ()
      Epistar records 3Q17 EPS of NT$0.75
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Monday 13 November 2017]

      LED epitaxial wafer and chip maker Epistar has reported its third-quarter 2017 net EPS reached NT$0.75 on consolidated revenues of NT$6.958 billion (US$230 million). For the third-quarter, gross margin was 23.82%, with net operating profit reaching NT$851 million and net profit NT$804.2 million.

      For January-September, the company recorded consolidated revenues of NT$19.333 billion, gross margin of 21.60%, net operating profit of NT$1.889 billion, net profit of NT$1.254 billion and net EPS of NT$1.18.

      Epistar's October consolidated revenues reached NT$2.07 billion, decreasing 16.39% sequentially and 2.92% on year, and those of NT$21.503 billion for January-October climbed 0.78% on year.

      Fellow maker Genesis Photonics has reported third-quarter 2017 results: Consolidated revenues of NT$327.4 million, gross margin of -15.22%, net operating loss of NT$113.9 million, net loss of NT$121.4 million and net loss per share of NT$0.39. For January-September, the company recorded consolidated revenues of NT$928.3 million, gross margin of -29.57%, net operating loss of NT$474.9 million, net loss of NT$501.5 million and net loss per share of NT$1.63.
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      schrieb am 23.11.17 11:59:43
      Beitrag Nr. 64 ()
      Epistar to increase VCSEL wafer output in 2018
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Thursday 23 November 2017]

      LED epitaxial wafer and chip maker Epistar has extended production to wafers for processing VCSEL (vertical-cavity surface-emitting laser), with plans to expand production for the segment in 2018, according to industry sources.

      Epistar uses some 4-inch MOCVD sets to produce VCSEL wafers currently and will add 7-15 6-inch MOCVD sets to increase output in 2018, the sources said. A 6-inch MOCVD set can roll out 400-500 VCSEL wafers monthly and a wafer sells for over US$2,000, the sources noted.

      Apple has adopted 3D sensing facial recognition for iPhone X and Android smartphone vendors are expected to follow suit. Demand for VCSEL devices for 3D sensing is growing fast, with global market value estimated to increase at a compound annual growth rate of 17.3% during 2016-2022.

      UK-based IQE will raise GBP95 million (US$125.9 million) to add 40-60 MOCVD sets for producing VCSEL wafers over the next 3-5 years and plans to gradually increase the number of MOCVD tools to 100 sets at a new plant. IQE president and CEO Drew Nelson, during his recent visit to Taiwan, said IQE may seek to outsource production of VCSEL wafers in Taiwan. Epistar may become IQE's manufacturing partner, the sources said.

      GaAs wafer maker WIN Semiconductors has also become an outsourced producer for US-based Lumentum Holdings. Visual Photonics Epitaxy will procure new MOCVD sets for making VCSEL wafers.
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      schrieb am 01.12.17 11:22:04
      Beitrag Nr. 65 ()
      Antwort auf Beitrag Nr.: 56.255.513 von R-BgO am 23.11.17 11:59:43dazu passt:

      Lumentum to buy VCSEL epitaxial wafers from Epistar, says paper

      Adam Hwang, DIGITIMES, Taipei [Friday 1 December 2017]

      US-based Lumentum, a supplier of VCSEL (vertical-cavity surface-emitting laser) diodes used in 3D sensors for iPhone X, is seeking to purchase VCSEL epitaxial wafers from Taiwan-based LED wafer and chip maker Epistar, according to a Chinese-language Economic Daily News (EDN) report.

      Lumentum usually purchases VCSEL wafers from UK-based IQE. However, the supply of such products from IQE is not sufficient to meet Lumentum's demand, said the report.

      In response to potential orders from Lumentum, Epistar reportedly plans to relocate 5-10 sets of its MOCVD equipment used in the production of 4-inch LED wafers for production of 6-inch VCSEL wafers, added the report.
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      schrieb am 06.12.17 11:36:45
      Beitrag Nr. 66 ()
      Antwort auf Beitrag Nr.: 56.255.513 von R-BgO am 23.11.17 11:59:43Epistar to begin trial production of VCSEL, mini LED in 2Q18
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Wednesday 6 December 2017]

      LED epitaxial wafer and chip maker Epistar expects VCSEL (vertical-cavity surface-emitting laser) diodes and mini LED chips to become a main source of business growth over the next two years and is poised to undertake trial production or small-volume production for the two product lines in the second quarter of 2018, according to company president Jou Ming-jiunn.

      VCSEL diodes can be used in 3D face-recognition sensors of consumer electronics as well as optical communication at data centers, Epistar said.

      Epistar said it has modified two 4-inch MOCVD sets for R&D of VCSEL wafers and diodes. Epistar has sent sample VCSEL diodes for validation by nearly 10 potential clients. If the validation results are positive, Epistar will modify 10-15 more MOCVD sets and replace 4-inch rotary trays with 6-inch ones in preparation for production of VCSEL wafers and diodes. The modification of the MOCVD sets will be completed in the first quarter of 2018, with total monthly production capacity estimated at 400-500 VCSEL wafers, and then trial production will follow in the second quarter.

      Since Epistar has developed VCSEL technology for 2-3 years and has already amortized the cost of the MOCVD sets to be modified, the company will be cost competitive in the VCSEL segment. Epistar expects VCSEL diodes to reach a gross margin of 30% and account for 5-10% of consolidated revenues in 2018.

      For mini LED backlighting, Epistar said it has been in talks with smartphone vendors, mostly China-based one, about product design. Mini LED backlighting can also be used in high-end LCD TVs, gaming notebooks and monitors.

      As mini LEDs in CSP (chip-scale packaging) can meet flexible demand from different clients, Epistar's CSP capability will give the company advantages in the backlighting segment, especially compared to China-based competitors. Due to large demand from Samsung Electronics and LG Electronics, Epistar's shipments of CSP LED chips for backlighting in 2017 will approximately double those in 2016.
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      schrieb am 22.01.18 11:17:39
      Beitrag Nr. 67 ()
      VPEC, Epistar to produce 6-inch VCSEL wafers
      Siu Han, Taipei; Adam Hwang, DIGITIMES Monday 22 January 2018


      Microelectronics and optoelectronics epitaxial wafer maker Visual Photonics Epitaxy (VPEC) and LED epitaxial wafer and chip maker Epistar are ready to start production of 6-inch VCSEL (vertical-cavity surface-emitting laser) epitaxial wafers in the second and third quarter, respectively, according to industry sources.

      As Android smartphone vendors are expected to follow the lead of iPhone X's adoption VCSEL diodes for face recognition, global demand for 6-inch VCSEL epitaxial wafers has been rising, the sources said.

      Due to cost consideration, 4-inch VCSEL wafers were the mainstream in the past. UK-based IQE, as it is the exclusive supplier of VCSEL wafers for Apple currently, will add 40-60 MOCVD sets for producing 6-inch VCSEL wafers over 3-5 years beginning 2018 to become the world's biggest supplier of such wafers, the sources noted. China-based LED epitaxial wafer and chip maker Sanan Optoelectronics will add MOCVD sets, some of which will be for producing 6-inch VCSEL wafers, the sources indicated.

      VPEC is using two MOCVD sets for R&D of 6-inch VCSEL wafers and will add another four to six to start production in second-quarter 2018, the sources said.

      Epistar has shipped 4-inch VCSEL epitaxial wafers to optical communication component makers, the sources noted. As manufacturing process for AlGaInP LED epitaxial wafers is similar to that for VCSEL ones, Epitar will begin production of 6-inch VCSEL wafers as soon as third-quarter 2018 by modifying 10-15 MOCVD sets currently used to produce 6-inch LED wafers, the sources indicated. Epistar's 6-inch VCSEL wafers are being validated by over 10 potential clients and it is expected to see the segment account for 5-10% quarterly revenues in 2018, the sources said.
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      schrieb am 26.04.18 13:04:41
      Beitrag Nr. 68 ()
      Antwort auf Beitrag Nr.: 56.787.124 von R-BgO am 22.01.18 11:17:39Epistar setting up 6-inch epitaxial wafer capacity

      Siu Han, Taipei; Adam Hwang, DIGITIMES Thursday 26 April 2018

      Epistar has dislosed it is setting up production capacity for 6-inch epitaxial wafers mainly for making VCSEL (vertical-cavity surface-emitting laser) and GaN LED chips for power devices, with completion scheduled for June 2018 and operation to kick off in the third quarter.

      Epistar said it currently uses 4-inch capacity to produce VCSEL used in fiber-optic communication and security surveillance devices, but 6-inch capacity will replace the 4-inch one to decrease production cost.

      While LED chip price drops have been mild, clients expect pricing to fall significantly later and are conservative about placing orders at the moment, Epistar said, adding orders received currently are mostly in small volumes. However, Epistar expects demand to rebound in third-quarter 2018.

      Epistar will begin to ship mini LED chips for smartphone and large-size display backlighting applications in third-quarter 2018 and LCD monitor and TV backlighting applications s at the end of the year. Epistar has made breakthrough in micro LED technology and is likely to unveil the achievement in second-half 2018.
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      schrieb am 18.05.18 12:02:05
      Beitrag Nr. 69 ()
      Epistar to ship VCSEL chips to China smartphone vendors
      Siu Han, Taipei; Adam Hwang, DIGITIMES Friday 18 May 2018

      LED epitaxial wafer and chip maker Epistar is poised to ship VCSEL (vertical-cavity surface-emitting laser) chips used to China-based smartphone vendors through EMS provider Lite-On Technology's smartphone-use CCM (compact camera module) supply chain, according to industry sources.

      Three new iPhone models to be launched in 2018 will be equipped with VCSEL-based 3D sensing functions and China-based smartphone vendors Huawei Technologies, Oppo and Xiaomi Technology are expected to adopt VCSEL-based 3D sensing technology as well, the sources said, adding 3-4 VCSEL chips are used in a smartphone for facial recognition and 6-7 units or even 10 units for adding other recognition functions.

      For Epistar, manufacturing process for VCSEL epitaxial wafers is similar to that for AlGaInP LED epitaxial wafers, for both are MOCVD technology on wavelength of 850-940nm. Epistar has begun production of VCSEL epitaxial wafers using MOCVD sets originally used to produce 4-inch wafers. Epistar has remodeled some 4-inch MOCVD sets for producing 6-inch LED and VCSEL epitaxial wafers, with the remodeled MOCVD sets in certification process currently.

      Epistar has begun shipping VCSEL chips used to make HDMI optical communication devices. Beginning third-quarter 2018, Epistar will use remodeled MOCVD sets to produce VCSEL chips for 3D sensors, flood illuminators, proximity sensors and ranging sensors. Epistar expects to begin supply of VCSEL chips for facial recognition sensors of wireless surveillance cameras in 2019.

      GaAs- and InP-based epitaxial wafer maker LandMark Optoelectronics has started trial production of VCSEL epitaxial wafers and chips for four potential clients in second-quarter 2018, with production to begin in June. Visual Photonics Epitaxy has obtained certification for using 6-inch MOCVD sets to produce VCSEL chips for 3D sensors.
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      schrieb am 25.05.18 10:09:38
      Beitrag Nr. 70 ()
      Epistar to spin off business groups
      Siu Han, Taipei; Adam Hwang, DIGITIMES Thursday 24 May 2018

      LED epitaxial wafer and chip maker Epistar will spin off two of its existing three business groups as subsidiaries in six months, company president Jou Ming-jiunn has disclosed.

      The move is mainly motivated by large potential growth in new application of LED and III-V semiconductors, Jou said at a May 23 investors conference.

      The business group for production of AlGaInP, blue-light and infrared (wavelength of over 1,000nm) LED chips will remain in Epsitar, Jou noted. Infrared LEDs are mainly used in biometrics such as blood glucose and SpO2 (pulse oximetry).

      It will spin off the business groups handling production of 4- and 6-inch 850nm and 940nm semiconductor epitaxial wafers used to make VCSEL (vertical-cavity surface-emitting laser) and GaN-on-silicon chips, and production of CSP (chip-scale packaging) LED devices, mini and micro LEDs and devices, sensing devices and III-V semiconductor-based solar cells, Jou indicated.

      The two subsidiaries will be wholly-owned by Epistar initially and then introduce strategic investors, company chairman Lee Biing-jye noted. The two subsidiaries will be planned to be listed in 2021-2022, Lee said.
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      schrieb am 26.06.18 12:01:33
      Beitrag Nr. 71 ()
      Antwort auf Beitrag Nr.: 57.830.210 von R-BgO am 25.05.18 10:09:38Epistar to spin off VCSEL wafer foundry business unit
      Siu Han, Taipei; Adam Hwang, DIGITIMES Tuesday 26 June 2018

      LED wafer and chip maker Epistar has disclosed its board of directors has decided to spin off the company's VCSEL (vertical-cavity surface-emitting laser) epitaxial wafer foundry business by transferring it to a newly-established wholly-owned subsidiary, tentatively named Epistar Semiconductor, with the transfer to complete by October 1, 2018.

      The separation is to provide dedicated foundry services and increase efficiency in resource utilization, Epistar said. With total assets valued at NT$1 billion (US$33 million), Epistar Semiconductor will issue 100 million initial shares at par value of NT$5 and for sale at NT$10 per share to Epistar. Epistar president Jou Ming-jiunn will step down to become president of Epistar Semiconductor and Epistar vice president Patrick Fan will become new president of the parent company.

      Epistar Semiconductor will focus on outsourced production of VCSEL epitaxial wafers and GaN-on-Si chips. With the original equipment from the parent company, Epistar Semiconductor will have initial monthly production capacity of 2,000 4-inch VCSEL epitaxial wafers used to make VCSEL chips for producing optical data communication components.

      Epistar Semiconductor is also setting up monthly production capacity of 2,000 6-inch VCSEL epitaxial wafers for making chips for 3D sensing components and plans to gradually expand the monthly capacity to 5,000-60,000 wafers. In addition to wafer foundry services, Epistar Semiconductor can produce VCSEL chips.

      Epistar Semiconductor will begin to ship 4-inch VCSEL epitaxial wafers as soon as possible and 6-inch ones in small volume in fourth-quarter 2018. The company estimates that business operation in fourth-quarter 2018 can break even if overall capacity utilization reaches 60% and it expects to have profits in 2019.

      Epistar originally expected to begin shipments of mini LED chips for smartphone backlighting in second-half 2018, but such shipments will be delayed until 2019, company chairman Lee Biing-jye said.

      The delay is because yield rates for mini LED chips are still not high enough and potential clients defer production of new products using mini LED chips due to too high cost, Lee explained.

      Epistar is still undertaking trial production of mini LED chips, Lee said, adding it expects demand for mini LED chips to take off in 2019 and mini LED chips to take up 30-40% of its production capacity for blue-light LED chips in 2020.
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      schrieb am 16.10.18 12:05:26
      Beitrag Nr. 72 ()
      Antwort auf Beitrag Nr.: 58.068.430 von R-BgO am 26.06.18 12:01:33
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      schrieb am 12.12.18 10:54:50
      Beitrag Nr. 73 ()
      1 Antwort
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      schrieb am 10.01.19 11:06:52
      Beitrag Nr. 74 ()
      Antwort auf Beitrag Nr.: 59.421.705 von R-BgO am 12.12.18 10:54:50
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      schrieb am 10.04.19 19:35:20
      Beitrag Nr. 75 ()
      2018 war ein Verlustjahr
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      schrieb am 09.09.19 13:00:04
      Beitrag Nr. 76 ()


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