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As we all know, Osram, after the sale of Roundmans, will focus more on the high-tech field. With the operation of the Kulim LED chip factory, OSRAM has taken another big step toward high-tech transformation. Olaf Berlien, Chairman and CEO of OSRAM Group, said: “Ten years ago, traditional lighting accounted for 80% of OSRAM's business; today, two-thirds of OSRAM's sales come from optoelectronics-based businesses.”
Of course, the high-tech sector has also brought great results to OSRAM. According to Osram's fiscal year 2017 financial report, in the 2017 financial year, benefiting from the market's continued strong demand for its high-tech products, especially optoelectronic semiconductor products, OSRAM's revenue exceeded 4 billion euros, an increase of 8% over the previous year; operating profit increased by 0.43 From 100 million euros to 695 million euros, the profit margin is 16.8%.
According to Olaf Berlien, in the future, OSRAM will focus on automotive lighting and components for driver assistance and autonomous driving; health monitoring technologies for smart watches and other mobile devices; street and building lighting with smart lighting solutions, stage and entertainment lighting, And some special lighting (such as plant lighting) and digital communication solutions, such as indoor positioning technology.
At the inauguration ceremony of the Osram Malaysia Kulim Factory, applications in the fields of infrared, autonomous driving, laser radar, wearable equipment and plant lighting were fully exhibited.
Among them, the intelligent car lighting system as a direction of the semiconductor business, Osram has invested more energy in it. According to the relevant person in charge of Osram, the use of OSRAM design can greatly improve the safety of road safety. The reason for this is that the OSRAM laser illumination system increases the brightness, while the range of the remote light reaches more than twice the distance, and the visibility and clarity of the driver's road are significantly improved. In the OSRAM intelligent lighting automotive system, infrared laser devices are one of the key components.
In the case of infrared LEDs, OSRAM is currently exhibiting sensors for iris scanning, driver assistance systems and health monitoring. In terms of iris scanning, Olaf Berlien and Stefan Kampmann, Chief Technology Officer of OSRAM Group, demonstrated the function of iris unlocking. It is understood that OSRAM is an important supplier of sensors for unlocking functions of smartphones such as Samsung; health monitoring, such as smart watches and health wrists. The belt is primarily used to improve our health; integrated sensors can be used to measure heart rate and blood oxygen levels.
In terms of autonomous driving, the car's future high-end driver assistance system can detect the road ahead, sense the rainfall, detect blind spots, monitor fatigue driving, and enhance safety. The OSRAM infrared device is a key component. The owner of Osram said that the solid-state lidar (light detection and measurement) system can use infrared light to monitor the surrounding environment. OSRAM has strategically acquired a 25.1% stake in Canadian laser radar company LeddarTech, strengthening OSRAM's leading position in the field of autonomous driving. Stefan Kampmann said: "Osram is the world's leading supplier of self-driving vehicle sensor lights, and market demand in this area is rising. We believe that investing in LeddarTech is a necessary step to promote OSRAM as a leading solution provider in this field."
Of course, all these innovative applications are inseparable from LED components. Based on positive and optimistic forecasts for the market prospects for innovative applications, in November 2015, OSRAM announced the establishment of a new LED chip factory in Kulim, which is scheduled to be completed and put into operation by the end of 2017. This is OSRAM's “Diamond” innovation and growth plan. important parts of.
On November 23, 2017, OSRAM announced that its new LED chip factory in Kulim, Malaysia, has started operations as scheduled. Olaf Berlien said at the opening ceremony of the factory: "The Kulim factory was completed on time and on schedule. The OSRAM LED business has achieved a high growth rate of 19% in the near future. We are very pleased to further expand the new capacity under such momentum."
According to Gaogong LED, as of the completion of the first phase of the plant, OSRAM invested a total of 370 million euros. Next, the plant will also undergo a two-stage expansion with a total investment of 1 billion euros, including expanded LED assembly capabilities in the OSRAM Global Factory Alliance.
Aldo Kamper, CEO of OSRAM Opto Semiconductors, stressed that the Kulim plant has a very high productivity. “The Kulim factory can produce street lighting for New York, Rio, Hong Kong and Berlin in a week. "If you want to upgrade the street lighting of the whole world to LED, the Kulim factory only needs to produce it for 5 and a half years. LED lighting can save nearly 80% compared to traditional street lighting. In addition, LED lights have better color stability and light and dark adjustment speed, when the street is empty, the lighting brightness can be reduced accordingly.
It is reported that with the implementation of production capacity, the chip production capacity of the Kulim factory will reach 20,000 pieces per week until next March and April.
The blue LED chip produced by the OSRAM Gulin plant produces white light through the conversion layer. The chip can be used for general lighting (such as the public street lighting mentioned above), as well as for special applications such as building facade lighting, private and commercial interior and exterior lighting, billboard lighting, and plant lighting. By 2018, the global LED general lighting market is expected to reach 6 billion euros, of which about 6% for street lighting. It is estimated that by 2020, the market will grow at an average annual rate of 7%. In 2018, the overall market size of optoelectronic components (including general lighting) will reach 17.5 billion euros.
After the completion of the second phase of the Kulim plant, OSRAM also plans to produce LED chips for high-end applications such as automotive lighting and video projection in Kulim. The location of the factory is located above a green space, so there is a high degree of freedom in design. In addition, the new plant represents the latest technology. Compared to 4-inch technology, the 6-inch wafer production system can produce 125% more LED chips per wafer in a single cycle.
OSRAM is currently investing globally to expand six of its LED production networks. As a result, OSRAM is also expanding its Regensburg plant, which currently employs 2,500 people and is planning to hire 1,000 people. The plant produces advanced LED chips and laser diodes for high-quality automotive headlights, as well as infrared diodes for sensors. These sensors can be applied to face recognition in mobile phones or to car smart assist systems (such as distance control).
In addition, OSRAM will expand its plant in Schwabming, Germany. In the future, OSRAM will produce LED raw materials in the clean room of the plant. In Exeter, the US has another facility in Osram that produces LED components. In Wuxi, China, OSRAM is improving the back-end capabilities of assembling chips into LED products, such as LED housings and some of the major optical components. In Malaysia, there are also LED chips in the Penang factory near Kulim.
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