LED new opportunity: cost improvement aimed at substrate?

The high cost of LED leads to a significant reduction in the selling price in the market, which makes it difficult for LED lighting to spread to ordinary homes for a long time. This is the major bottleneck encountered by the LED industry at present. Therefore, the discussion on improving the cost of LED has not stopped. Recently, at a seminar on LEDforum2012Taipei, some experts put forward new industrial thinking to improve LED costs and processes, among which, the overall orientation towards non-sapphire substrate scheme (non- sapphiresubstratesolution) The direction of new technology has shocked the LED market. Due to cost and Electrical considerations, many large manufacturers have begun to try to use non-sapphire substrate technology to create LED. Well-known manufacturers include TSMC solid-state lighting (TSMCSSL) , And Bridgelux in the United States and Toshiba in Japan (Toshiba)The combination of. In addition, the US equipment manufacturer Veeco for Gan-on- The progress of Si is quite optimistic, and it is expected that 8-inch equipment will be the new focus of the future market. In addition to optimistic about Gan-on- Si has also introduced MOCVD equipment and higher temperature process to build power supply devices. Some manufacturers have already purchased and entered the power supply market. Japanese equipment factory Dayang acid also launched Gan-on- Si's MOCVD equipment products and emphasis on niche markets. In addition, Cree has also introduced LEDs that do not use sapphire substrate technology and build LEDs based on SiC, demanding high efficiency. Seoul Semiconductor, a South Korean LED factory, has also introduced a new nPora technology, which is one of the results of its cooperation with Nakamura xiuji, the father of Blu-ray LED, using Gan-on- Gan technology, this kind of Gan substrate has relatively few manufacturers, but it has been shipped one after another, which can be more suitable for LED chips than traditional sapphire substrates. In fact, through these new non-sapphire substrates to build LED, because they are all new technologies, the initial cost should not be able to effectively reduce significantly. However, this development direction is basically correct, and the non-sapphire substrate scheme is also expected to become a feasible new road for the LED industry. It is worthy of continuous tracking.