[High-tech LED] Recently, Bridgelux, invested by VTAF, a venture capital company of TSMC (2330), announced that it has successfully developed 8-inch silicon wafers as LED substrates to form crack-free gallium nitride layers and become LED substrates. A major technological innovation and is expected to be introduced into the market within two years. Mini PC Office
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Purui Optoelectronics said that this technology will not bend and deform at room temperature, and the cost is reduced by 75% compared with the sapphire substrate process, which will be beneficial to the popularity of LED lighting products.
Zhaoyuan (4944) pointed out that the price of raw materials for silicon substrates is indeed cheaper than that of sapphire substrates. However, sapphire substrates have also fallen in price since the beginning of the year. Zhao Yuan revealed that silicon substrates were also tried in the early days, and because of the high brightness of sapphire substrates. At present, the improvement in yield and production capacity has become mainstream, and will not be affected by silicon substrates in the short term. Zhao Yuan said that the future application of silicon substrates and sapphire substrates will be separated by luminous efficiency and lumens.
Hejingguang (5221) said that the silicon substrate technology has been more than 10 years. The yield and brightness are still a big problem. The price of sapphire is high in the case of short supply. It has been mass-produced so far, and the sapphire substrate will be re-used in the future. Further expansion, increase market penetration and application.
The industry said that increasing the yield of sapphire can also reduce the cost pressure, while the luminous efficiency of silicon substrates is generally 20% lower than that of sapphire substrates. Although the price of silicon substrates is lower than that of sapphire, the real cost depends on the cost per lumen of the final packaging stage. . The current luminous efficiency of silicon substrates is indeed good, but the formal production schedule is still waiting for the market test. 