Optimistic about the LED lighting business opportunity passive components factory to grab the heat sink substrate

Optimistic about the LED lighting market, not only Tongxin Electronics actively grabbed, but many other Taiwanese passive component factories have joined the LED heat sink field, and expect LED lighting market to take off in 2011, and drive the kinetic energy of related substrate shipments.

Among them, the Taiwan-based film chip resistor (Chip-R) industry has been planning to expand its production capacity by the end of 2011, and the monthly production capacity will be 200,000. The companies such as Dayi Technology, Jiuhao Precision, Heshentang and Juding Technology have also prepared capacity to be expected to contribute to revenue in 2011.

At present, there are 5 product lines and 50,000 pieces of monthly production on the LED heat sink substrate. The general manager of the company, Wei Shilong, said that the company's total capital expenditure in 2011 will reach NT$400 million, of which about 7~8 It is used in the field of LED heat-dissipating substrates, and it is expected that the production capacity will be expanded to 200,000 pieces by the end of 2011.

However, Wei Shilong also confessed that the growth rate of this block of performance depends on the penetration rate of the terminal market. The company is difficult to master, and the company is a market late mover. The price will follow the market trend, so the initial gross profit margin of the product will be lower than the company average.

However, it is expected that as the economy scales up, it is expected to gradually adjust. According to the current observation, in the second half of 2011, the LED heat sink substrate has the opportunity to ferment with the market. According to market estimates, the revenue of the LED thermal substrate will be expected to grow 4 to 5 times compared with the same period in 2010.

In addition to the light, it is also the layout of the chip resistor industry. Da Yi has successively obtained LEDs! After the certification and test orders of the packaging manufacturers, this field will continue to contribute in 2011.

In addition, it is worth noting that unlike the above-mentioned operators focusing on the field of LED lighting, Juding's thermal material products are actively entering the LED TV supply chain.

In 2010, Juding completed the expansion of LED heat-dissipating materials, with a monthly production capacity of 90,000 square meters. The company said that there will be no expansion plan in 2011, depending on market conditions, and it is expected that with LED TV The increase in penetration will increase the kinetic energy of the company's shipments.

In the LED package structure, alumina (Al203) or aluminum nitride (AlN) is used as the substrate material. Although the price of aluminum nitride is higher, it has a price difference of about 10 times that of alumina, but the heat dissipation condition is better. .

The industry believes that with the overall market volume, the price of aluminum nitride will gradually decline, which will be the mainstream of the future market. As for the use of electroplated gold or electroplated silver, it is mainly cost considerations. Although gold has a good degree of oxidation resistance, it is replaced by silver because of its high price.