IQE and Lumemtum find crystal? Foreign doubled over the past year

LED epitaxial wafer Epistar active development of non-LED part, coupled with the industry has turned loss-making, so that foreign investment changed its mind, doubling the ownership of the past year, holding has reached 42.95%.

Due to the strong MOCVD technology of crystalline electricity, IQE, an outside legendary epitaxial plant, and Lumentum, an IDM company in the United States, have come to find crystal electricity, but Shi Xian, deputy general manager and spokesman for Jingdian said: 'There is no external comment.'

According to statistics, nearly 6,000 foreign-funded crystalline silicon in the last three days have been repaired. By yesterday's foreign-shareholding ratio reached 42.95%, compared with less than 20% a year ago, the foreign investment in the crystalline silicon industry was quite substantial.

Turning back to foreign investment, Zhang Shixian said that mainly from the first quarter of last year, crystal power began to make money in 2017, the turnaround of the industry, unlike 2015 and 2016 so much loss, and foreign investors believe that the core of MOCVD Technical ability to develop non-LED products, and Mini LED and Micro LED even in the LED part. Last year's stock price was lower than the net value, which is a good investment point for long-term foreign investment.

Zhang Shixian said that the focus of this year's crystal is to develop differentiation, MOCVD core technology can be applied to non-LED, this year is the first year, in addition to the familiar VCSEL products, that is, gallium nitride (GaN) growth in the silicon substrate , Used in the power supply.

Zhang Shixian said that with the gallium nitride material substitution, the components will be less, you can power-saving, so that the consumer of the notebook farewell to the past particularly large power supply.

Epistar last year gave the module factory test, Epistar epitaxial efficiency is very good, so now is in full swing to prepare 6-inch production line is expected before the end of June will be well.

In addition need 6-inch factory and VCSEL, which was crystal TV is a very important performance goals, the initial crystal power 5 to 10 production lines, from epitaxy to the grain process has, Zhang Shixian said that to reach customers Of the specifications in order to estimate how much turnover this year.