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The transformation of the lighting industry into LED technology has caused a lot of impact on some traditional lighting giants. In the latest earnings report released on March 31, 2014, Wolfgang Dehen, Chairman and CEO of OSRAM Germany GmbH, said: Osram's revenue target has been affected by traditional lighting business for the past three months, Osram tradition Lighting product revenues fell by 7.1, compared with a year-on-year decline in revenue totaling 1,277.9 million euros.
Although OSRAM has a deep technical reserve and sufficient transformational layout in semiconductor lighting, it is still inevitable. However, Dane said: We are very confident about the profit target. In order to better cope with the LED industry's transformation to LED, we have separated the semiconductor lighting business and traditional products business from the light source and device business in the past, which makes these two Business can focus on different strategies. In short, what OSRAM is doing is to accelerate the development of the semiconductor lighting business.
According to OSRAM's latest earnings report, OSRAM Semiconductor's revenue for the first six months of March 31, 2014 was €873.6 million (previous year: €717.6 million), accounting for 34.1 of OSRAM's total revenue, compared to 27.5 in the same period last year; OSRAM Opto Semiconductors' revenue was €539.8 million, compared to €470.4 million in the same period last year. Despite the increase, it is still not enough to offset the decline in traditional lighting business revenue.
At the launching ceremony of the OSRAM Opto Semiconductors Wuxi plant held on May 21, 2014, Dion said that Osram's determination to transform into solid-state lighting is firm. The company's goal is to increase the proportion of solid-state lighting business to more than 50 in 2017.
In order to achieve this goal, Osram has increased its investment in solid-state lighting in recent years. Today, its solid-state semiconductor lighting R&D investment has accounted for more than 60% of total R&D investment, and the establishment of LED packaging factory in Wuxi is an important investment. one.
According to reports, OSRAM Opto Semiconductors Wuxi LED Packaging Factory is expected to invest a total of hundreds of millions of euros, covering an area of ​​about 100,000 square meters. At this point, OSRAM has 4 production sites and 2 LED design centers in China.
Aldo Kamper, CEO of OSRAM Opto Semiconductors Co., Ltd. said in an interview that the official operation of the plant will expand the capacity of the LED back-end factory and ease the pressure of full load. The overall scale is the same as that of the back-end factory in Penang, Malaysia. The capacity of the OSRAM back-end plant will double. At the same time, the Wuxi plant helps OSRAM control the entire LED value chain by making its own wafers and chips to maximize product performance, quality and reliability.
In addition to the Wuxi plant, Osram's spin-off from Siemens will also help OSRAM develop in the field of semiconductor lighting (on July 8, last year, OSRAM officially listed in Germany). Kamper said that after Osram's separate listing, it will receive more funds and a more flexible organizational structure. He said that the biggest benefit of independent listing is that the decision-making process becomes faster. Before the independent listing, if we want to make a large-scale investment, we need to get a lot of people's consent, and these people do not understand the industry we want to invest in.
In addition to the general lighting applications for LEDs, the Light Showroom at the OSRAM Wuxi plant also demonstrates the use of semiconductor optoelectronics in automotive lighting and consumer electronics. Kamper said that OSRAM has made great progress in these areas.
The first is the automotive sector. He expects that the entire LED automotive lighting market will double in the next five or six years. Osram is the leader in this field. Many cars now use Osram's LED lights. In addition, in addition to white LEDs, OSRAM's laser products and infrared LEDs are also used in the automotive sector. For example, BMW will release the i8 sedan equipped with Osram laser headlights in the second half of 2014, and infrared LEDs can also be used as sensor parts for automobiles, making driving smarter and safer.
According to the introduction, in addition to automotive applications, infrared LEDs have other wider applications, such as remote controls, projectors, gesture recognition, and touch on large-size displays. In the consumer electronics arena, OSRAM is also growing very fast, especially for smartphone flash.
When it comes to OLED technology, which is known as the next-generation lighting technology, Kamper believes that OLED is still mainly used in high-end luminaires and some environments where lighting is not demanding, but in the next decade OLED technology will be applied to the general lighting market. The first to use this lighting technology should be the automotive industry, because many people in this industry are very willing, and have enough ability to pay for OLED products. 