Taiwanese LED Makers Embark on Major Transformation Drive

Taiwan’s LED manufacturers are launching a major transformation push, with companies such as Everlight, Ennostar, Tyntek, LIGITEK, and Harvatek pivoting toward trending technologies like silicon photonics and compound semiconductors. The move aims to carve out new blue-ocean markets and escape the impact of cutthroat pricing from China’s red supply chain.

Everlight, under the leadership of Chairman Robert Yeh, is steadily transitioning into high-end functional sensors and compound semiconductor applications. Its main revenue drivers currently include invisible light and automotive products, with plans to further expand its automotive segment in the second half of the year to boost overall revenue.

Everlight is also actively investing in emerging semiconductor fields. It has entered trial production of silicon carbide (SiC), while R&D for silicon photonics continues at the laboratory level, with the goal of reducing production costs and improving yield to unlock new profit engines.

Ennostar, in a strategic move to optimize its optoelectronic semiconductor business, announced on February 21, 2025, that it would merge its subsidiaries Epistar and Lextar Electronics. The merged entity is tentatively named Ennostar Optoelectronics, with the consolidation expected to take effect on October 1, 2025. Leveraging integrated chip and packaging technologies, Ennostar is positioned as a top-tier LED supplier with both chip fabrication and packaging capabilities.

Ennostar is advancing a high-value “3+1” application strategy, focusing on automotive, advanced displays, smart sensing and optical communication, and high-efficiency III-V solar cells. With support from parent company AUO, Ennostar has unique potential in next-generation display technologies, AI-driven optical communication, and renewable energy sectors.

Tyntek is targeting the semiconductor field, investing aggressively in its semiconductor subsidiaries and forming partnerships with Singapore’s Sunlune to tap into the AI computing and cryptographic chip markets. Its semiconductor segment is expected to become a core pillar of its operations.

LIGITEK is pursuing a multi-pronged transformation strategy by enhancing its core packaging and testing technologies and expanding into SiP and high-frequency optoelectronic SiP technologies. The company is targeting growth opportunities in electric vehicles, AI, the metaverse, and emerging silicon photonics applications.