Recently, Huang Guoxin, president of Taiwanese Liansheng, pointed out that after 10 years, Liansheng’s silicon substrate LEDs have been officially shipped since this month. At the end of the year, the monthly production capacity will be 5 million, and the yield can be increased to 60%. The gross profit margin of the substrate LED will be much higher than that of the sapphire substrate LED, which will help Liansheng win the overall interest rate, and will also drive Liansheng to turn profit in the fourth quarter.
Huang Guoxin confidently pointed out that the current LED street lamp standard is high standard. Taiwan's epitaxial manufacturer is almost difficult to break into the supply chain. The key is to require 120~130 lumens/watt, and it needs 5 years warranty, so now the company wins Formally entered mass production, the price is cheaper than Cree, the mainland street lamp standard has become the main market for Liansheng silicon substrate LED.
Huang Guoxin pointed out that with the current package offer Cree about NT$55, Liansheng is about NT$20 to RMB25, the price is very competitive, and Liansheng’s packaging factory has a certain level, including the acquisition of TSMC’s investment, and The mainland is also a package factory of Liansheng.
Liansheng's current revenue this month is mainly from LED dies and epitaxial wafers of sapphire substrates. The maximum monthly price is NT$80 million. After the mass production of silicon substrate LEDs this month, Huang Guoxin pointed out that the current monthly production capacity is about 1 million, it is estimated that the average monthly production capacity will increase to 3 million in the next quarter, and the average monthly production capacity in the fourth quarter of this year will be 5 million. Since the silicon substrate LED price and interest rate are better than sapphire LED, it is estimated that In the fourth quarter of this year, it will reach NT$150 million in revenue in a single month, and it will be able to turn from a loss to a profit.
Huang Guoxin confidently pointed out that the current LED street lamp standard is high standard. Taiwan's epitaxial manufacturer is almost difficult to break into the supply chain. The key is to require 120~130 lumens/watt, and it needs 5 years warranty, so now the company wins Formally entered mass production, the price is cheaper than Cree, the mainland street lamp standard has become the main market for Liansheng silicon substrate LED.
Huang Guoxin pointed out that with the current package offer Cree about NT$55, Liansheng is about NT$20 to RMB25, the price is very competitive, and Liansheng’s packaging factory has a certain level, including the acquisition of TSMC’s investment, and The mainland is also a package factory of Liansheng.
Liansheng's current revenue this month is mainly from LED dies and epitaxial wafers of sapphire substrates. The maximum monthly price is NT$80 million. After the mass production of silicon substrate LEDs this month, Huang Guoxin pointed out that the current monthly production capacity is about 1 million, it is estimated that the average monthly production capacity will increase to 3 million in the next quarter, and the average monthly production capacity in the fourth quarter of this year will be 5 million. Since the silicon substrate LED price and interest rate are better than sapphire LED, it is estimated that In the fourth quarter of this year, it will reach NT$150 million in revenue in a single month, and it will be able to turn from a loss to a profit.
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