光鋐科技股份有限公司 - mops.twse.com.twmops.twse.com.tw/nas/str/495620111003m001.pdf ·...

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1 光鋐科技股份有限公司 光鋐科技股份有限公司 光鋐科技股份有限公司 光鋐科技股份有限公司 光鋐科技股份有限公司 光鋐科技股份有限公司 光鋐科技股份有限公司 光鋐科技股份有限公司 公司簡介 公司簡介 公司簡介 公司簡介 公司簡介 公司簡介 公司簡介 公司簡介 告人 告人 告人 告人 告人 告人 告人 告人: 錦福 錦福 錦福 錦福 錦福 錦福 錦福 錦福 100 100 100 100 100 100 100 10010 10 10 10 10 10 10 10 03 03 03 03 03 03 03 03 股票代號 股票代號 股票代號 股票代號 : 4956 EPILEDS EPILEDS EPILEDS EPILEDS

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  • 1

    ::::::::

    10010010010010010010010010101010101010100303030303030303

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

  • 2

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

  • 3

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

  • 4

    2006612

    NTD 902,932,360

    :

    1.1.1.1.

    2.2.2.2.

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

  • 5

    25

    397(1008)

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

  • 6

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    9506

    9507550,000

    9508

    950895814

    9602

    9604

    9804 []

    980798630

  • 7

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    9906

    9907

    9909 ISO14001

    9910

    9912 -Fast500

    10005707902,932

    10007

    10008

  • 8

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    1

    () ()()

    ()()

    ()()()

    2

    3

    UMIST Master

    4

    5

  • 9

    LED

    LED/

    LED

    LED/

    LED

    LED

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

  • 10

    : 4956EPILEDSEPILEDSEPILEDSEPILEDSLEDLEDLEDLED

    LEDLED

    LED

    ( )

    ()

    LED

    PHILIPSGEOSRAM

  • 11

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    LEDLEDLEDLED

    Mobile appliance

    16%

    Large display

    backlight 33%Lighting 21%

    Automotive 11%

    Signs & Signal

    10%Other 9%

    Mobile appliance

    5%Large display

    backlight 29%

    Lighting 43%

    Automotive 11%

    Signs & Signal

    7%

    Other 5%

    HB LED Market By Application (2010)

    HB LED Market By Application (2014)

    LED inside

    HBHB--LEDLED::

    11,,(Sign & Signal)(Sign & Signal)

    22(Mobile appliance)(Mobile appliance)

    33(Large (Large

    display backlight)display backlight)

    44(Lighting)(Lighting)

    55(Automotive)(Automotive)

    LED LED ::

    Lighting Lighting 2010201021%21%2014201443%,43%,

  • 12

    LEDLEDLEDLEDLEDLEDLEDLED

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    ////////

    ////////

  • 13

    LEDLEDLEDLEDLEDLEDLEDLED

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    ////////

    (MR16)(MR16)(MR16)(MR16)(MR16)(MR16)(MR16)(MR16)

  • 14

    LEDLEDLEDLED : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    LED inside

    Million USDMillion USD

    1.LED1.LED1.LED1.LED2009200920092009US$1,017mUS$1,017mUS$1,017mUS$1,017m2014201420142014US$8,175mUS$8,175mUS$8,175mUS$8,175m52%52%52%52%2.LED2.LED2.LED2.LED92%92%92%92%3.3.3.3.43%43%43%43%

    ()

    ()

    ()

    (/

    ()

    ()

    ()

    ()

    ()

    )

  • 15

    LED LED LED LED LED LED LED LED ////////

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    1111....LEDLEDLEDLED////////////////

    2.2.2.2.LEDLEDLEDLEDUS$1,800mUS$1,800mUS$1,800mUS$1,800m75757575LED LED LED LED PkgPkgPkgPkg76%76%76%76%

    LED inside

  • 16

    LEDLED : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    2015

    25%up

    ~2008

    2%

    2012

    10%

    2010

    4%

    IEK Dec. 2010

  • 17

    LEDLEDLEDLEDLEDLEDLEDLED

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    USDOE USDOE

    20112011201120112011201120112011LEDLEDLEDLEDLEDLEDLEDLED1515151515151515////////KlmKlmKlmKlmKlmKlmKlmKlm150~160lm/w150~160lm/w150~160lm/w150~160lm/w150~160lm/w150~160lm/w150~160lm/w150~160lm/w

    20152015201520152015201520152015LEDLEDLEDLEDLEDLEDLEDLED22222222////////KlmKlmKlmKlmKlmKlmKlmKlm200lm/w200lm/w200lm/w200lm/w200lm/w200lm/w200lm/w200lm/w

  • 18

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    20122012201220122012201220122012LEDLEDLEDLEDLEDLEDLEDLED

    LEDLEDLEDLEDLEDLEDLEDLED201120112011201120112011201120113.83.83.83.83.83.83.83.820152015201520152015201520152015808080808080808011111111111111111%1%1%1%1%1%1%1%151515151515151518%18%18%18%18%18%18%18%

    LEDLEDLEDLEDLEDLEDLEDLED

  • 19

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

  • 20

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    0000

    200,000200,000200,000200,000

    400,000400,000400,000400,000

    600,000600,000600,000600,000

    800,000800,000800,000800,000

    1,000,0001,000,0001,000,0001,000,000

    191,380191,380191,380191,380 343,372343,372343,372343,372 452,178452,178452,178452,178 930,828930,828930,828930,828 617,775617,775617,775617,775

    15,65215,65215,65215,652 20,77820,77820,77820,778 39,13839,13839,13839,138 228,851228,851228,851228,851 140,716140,716140,716140,716

    96969696 97979797 98989898 99999999 100Q2100Q2100Q2100Q2

  • 21

    98 99 100

    24.6424.6424.6424.64 39.2239.2239.2239.22 36.4036.4036.4036.40

    24.2324.2324.2324.23 35.8235.8235.8235.82 21.9521.9521.9521.95

    27.0227.0227.0227.02 39.1439.1439.1439.14 13.7613.7613.7613.76

    11.2311.2311.2311.23 35.8535.8535.8535.85 24.4124.4124.4124.41

    4.364.364.364.36 26.2126.2126.2126.21 0.750.750.750.75

    28.5928.5928.5928.59 32.4732.4732.4732.47 0.700.700.700.70

    5.925.925.925.92 20.5920.5920.5920.59 18.5618.5618.5618.56

    5.995.995.995.99 14.0314.0314.0314.03 4.764.764.764.76

    4.894.894.894.89 14.2414.2414.2414.24 0.800.800.800.80

    (9.47)(9.47)(9.47)(9.47) 17.9917.9917.9917.99 11.6711.6711.6711.67

    (6.71)(6.71)(6.71)(6.71) 8.418.418.418.41 (7.20)(7.20)(7.20)(7.20)

    0.130.130.130.13 9.139.139.139.13 (1.92)(1.92)(1.92)(1.92)

    EPILEDSEPILEDSEPILEDSEPILEDS : 4956

    :%:%

  • 22

    MOCVDMOCVDMOCVDMOCVD

    ////

    ////

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

  • 23

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    MOCVDMOCVDMOCVDMOCVD

    55x2inch(31x2inch)77%

    69x2inch25%

  • 24

    : 4956

    EPILEDSEPILEDSEPILEDSEPILEDS

    (mm)LED

    (622~780)AIInGaP

    AIGaAs

    (585~620)

    AIInGaP (575~585)

    (550~575)

    (500~550)InGaNGaN

    (445~500)

    (390~420) AlInGaN

    (>760) AIGaAs GaAs

    (

  • 25

    Blue

    0

    50

    100

    150

    200

    2008 2009 2010 2011 2012 2013 2014 2015

    lm/W

    120 lm/W

    180 lm/W

    Green

    0

    45

    90

    135

    180

    2008 2009 2010 2011 2012 2013 2014 2015

    lm/W

    100 lm/W

    150 lm/W

    Yellow

    0

    30

    60

    90

    120

    150

    2009 2010 2011 2012 2013 2014 2015

    lm/W

    85 lm/W

    125 lm/W

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    ////////++++

    Red

    0

    30

    60

    90

    120

    150

    2009 2010 2011 2012 2013 2014 2015

    lm/W

    85 lm/W

    125 lm/W

    ((White)White)

  • 26

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    ////

    ,10~20

    MOCVD(99/11100/13)

    99

    99

    99

    MOCVD

    930,828 11 84,621

    19,765,851 250 79,063

    3,001,365 55 54,570

    4,632,681 75 61,769

  • 27

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    ////

    ::

    0

    2

    4

    6

    8

    10

    2010 2011 2012 2013 2014 2015

    120lm/W

    @38mil

    180lm/W

    @ 30mil

    100lm/W

    @45mil

    USD$/USD$/klmklm

  • 28

    (((((((())))))))

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    Type color Chip size appearance application

    EPEP--B2424BB2424B--A3A3 blueblue 24*24mil24*24mil

    emitter COB

    EPEP--B3030BB3030B--A3A3 blueblue 30*30mil30*30mil

    emitter COB

    EPEP--B3535AB3535A--A3A3 blueblue 35*35mil35*35mil

    emitter COB

    EPEP--B3838BB3838B--A3A3 blueblue 38*38mil38*38mil

    COB

  • 29

    (((((((())))))))

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    Type Color Chip size appearance Application

    BNBN--Y3838CY3838C--A3A3 yellowyellow 38*38mil38*38mil

    LED module COB

    BHBH--Y4242DY4242D--A1A1 yellowyellow 42*42mil42*42mil

    LED module COB

  • 30

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    1.1.LEDLED

    2.2.LEDLED

  • 31

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    LED LED --

  • 32

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

  • 33

    --------

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

  • 34

    --------

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    LEDLEDLEDLEDMOCVDMOCVDLEDLED

  • 35

    --------

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

  • 36

    --------

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    LED

    LED

    995.05%1003.90%10013

  • 37

    --------

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    (100)

    LED

    LED

  • 38

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    Q & AQ & AQ & AQ & AQ & AQ & AQ & AQ & A

  • 39

    : 4956EPILEDSEPILEDSEPILEDSEPILEDS

    !!