In recent years, Osram has rarely mentioned its layout in the Mini/Micro LED display field. The last time the industry paid attention to it in Q1 of 2018, Osram and X-Celeprint reached patent cooperation on Micro LED transfer technology.
However, according to foreign media LEDs Magazine a few days ago, Osram will increase equipment investment in the Kulim plant in Malaysia to produce Mini LEDs.
According to official information, Osram’s Kulim plant was put into operation in November 2017. In the past three years, the Kulim plant has become an important pillar of Osram. Only in the first phase of the 1 billion euro master plan, Osram has invested 370 million euros.
“Sometimes it takes time, but now is the time.” Osram CEO Olaf Berlien said of the Kulim plant, noting that the 1 billion euro plan is “still valid.”
According to him, OSRAM invested in Kulim last year and the year before. And Osram will invest now and next year. They are proceeding as planned and will launch two new products. Mini LED is about to start, and Osram also needs to invest in Mini LED equipment.
In the Mini LED industry, other sources revealed that Osram is expected to ship backlit Mini LEDs to Apple in the second half of 2021 for use in Macbook products, becoming the second supplier of Mini LEDs to Apple after Epistar. At the same time, it initially established a monthly production capacity of 100 million Mini LEDs in its Malaysian factory.
A few days ago, Osram officially released the first quarter of the 2021 financial report (October to December 2020). According to the financial report, the profit trend of all business areas of OSRAM continues to improve, and the performance of the optoelectronic semiconductor business is particularly prominent.
Osram said that its three business units, automotive business (AM), Opto-semiconductor business (OS), and digital business (DI), all made a good start in the first quarter of the new fiscal year. Even during the 2020 COVID-19 pandemic, Osram’s business in the automotive and electronics markets is increasing.
However, its report stated that Osram’s after-tax profit was 6 million euros (US$7.3 million), and sales fell 3.8% to 840 million euros (US$1 billion) from 873 million euros (US$1.1B) in the same period last year. The income is 1 million euros (1.2 million US dollars). As “LEDs Magazine” wrote, digital is dragged down by the Digital sector (including Internet of Things (IoT) lighting, entertainment lighting, garden lighting, and other fields). Despite the good performance of the horticulture industry, other digital sectors are still struggling. In this context, Osram has unloaded its parts factory in Plovdiv, Bulgaria, and seems to intend to sell various digital businesses.
“We are still a lighting company. But we are now a high-tech lighting company.”-In 2018, Osram CTO (Chief Technology Officer) Stefan Kampmann said, but recently, it seems that Osram is in UV (into UV, new products, mergers and acquisitions of important players, etc.), the many layouts in the display aspect, maybe the boundary of this company may be adjusted again…
Osram is the world’s leading leader in red and yellow light components and automotive lighting. As a leader in the LED industry, in most cases, it is not afraid of competition within the industry but worried about losing to the times. Through this global leading brand, perhaps We can see more possibilities in the future from their changes.