The most important factor for Huashang to get out of the market is to master the four-element LED technology. In addition, there are few global competitors, so the price and supply and demand are stable. In addition, the application end develops with new applications such as sensing, increasing demand and growth opportunities.
In addition, because Wang Pei value is good at three or five semiconductor technologies such as indium phosphide, Wang Pei valued the development of optical communication.
The quaternary LED long crystal element contains chemical elements with low stability such as phosphorus, which makes the current global LED chip factory have less quaternary technology. The land factory only has Sanan photoelectric quaternary technology, and Huacan has no related crystal growth ability. In addition, the phosphorus in the quaternary LED compound has instability and flammability characteristics, and elements such as phosphorus and antimony are toxic, so the manufacturer has to apply for qualification before manufacturing, and the quaternary LED manufacturing threshold is invisibly increased.
Wang Pei value, general manager of Huashang, said that compared with the blue-and-white GaN crystal growth, the quaternary compound has higher crystal growth and the element is unstable. Therefore, the MOCVD machine has less increase in the past than the blue light. The chip faces an overcapacity of hundreds of units per year, and the supply and demand of quaternary products is relatively stable.
In addition, the current international factory only Osram still produces four yuan, other Japanese and American manufacturers have already withdrawn from the market, the market is now leading the expansion of the application of the niche field, including the introduction of automotive, safety monitoring night vision and iris recognition. .
Wang Pei value expects four yuan red light and the application market has room for development. With the development of high-power infrared LED products produced by Quaternary Technology, and the introduction of infrared sensors for brand identification, the current market due to the amount of appetite It is still low, so Osram alone dominates the market, but the market is expected to spread to other second-tier mobile phone brands. It is expected that the market will be enlarged and Huashang will share business opportunities.
In addition to the application of red LEDs in the field of consumer electronics, it is expected that the future of the Internet of Things will set off more sensing needs. In addition, after the increase in transmission demand, optical communication will be expected to develop. Wang Peizhi said that he will have the opportunity to seize optical communication in the next stage. In the field, we will jointly invest in Huaxin Branch to jointly develop laser optical communication products.
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