TSMC cut into the LED industry, and strived to promote its own brand. For the marketing business, TSMC, which has always been low-key and rarely participated in various exhibitions, went to Japan to participate in Lighting Japan 2011. Tan Changlin, director of the LED lighting division of TSMC, pointed out that the recent price reduction of LED chips is mainly concentrated. In the middle and low-end products, high-end products still need to be based on supply and demand. For TSMC, the most important thing is still vertical integration.
As TSMC is a heavyweight semiconductor manufacturer, its strong technology and financial resources will cut into the LED market, which will have a major impact on the industrial ecology. Although TSMC did not participate in the exhibition, Lighting Japan organizer Reed Exhibition Japan also invited TSMC to attend the opening ceremony of the exhibition, with 10 international companies including Philips, Cree, Seoul Semiconductor, Jingdian and Yiguang. The factory executives jointly cut the opening of the exhibition.
Tan Changlin pointed out that vertical integration is a necessary mode for cutting into the LED industry, which can shorten the distance from the terminal market. Because LED technology is still very new, there are still many technologies that do not really make products, but for the LED market, the most important The price is still Lumen per dollar, while vertical integration can effectively benefit.
TSMC is currently actively deploying in the upper, middle and lower reaches of LEDs. In its own LED lighting technology center, unlike most industries that use sapphire substrate processes, it is based on 矽, which emphasizes the cost advantage of mass production and production. Brand LED light source! With light engine. In addition, the company's investment in the procurement of high-power LED 矽-based packaging technology, and then integrated the material packaging substrate. In addition, TSMC's venture capital VTAF company invested in the US LED giant BridgeLux in 2008, rushing to see the huge business opportunities in the market.
After the market has delayed the production schedule of TSMC's LED production, Tan Changlin said that it is currently progressing according to the schedule. In addition, the vertical integration layout is also in accordance with the plan.
Although Lighting Japan held its third session, the focus of the exhibition focused on R&D and manufacturing. In 2011, the lighting exhibition area was added to the middle and lower reaches of the supply chain. Therefore, many LED factory executives attended the meeting in person. In addition, it is also set up in Taiwan, South Korea and mainland manufacturers, which is expected to attract 400 exhibitors from 15 countries, and about 20,000 professionals from Japan and around the world come to visit, the largest scale growth in history. fast.
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