According to the policy Osram publicly, to the 2020 fiscal year, to achieve chip revenue outdoor lighting and other general lighting applications, double the current proportion, which is increased to about one-third of GDP. LED chip production line expansion, in addition to lower costs, but also allows the operating profit of the semiconductor business in the medium term to maintain an average level can be more than 15%.
Osram was announced before Lang to spend 3 billion euros, about $ 3.3 billion of the amount in research and development, as well as in Southeast Asia, Malaysia base Kulim to build a new 6-inch LED production line, but the majority of investors do not like the decision, there were presents considerable shares fell.
Aldo Kamper think, automotive LED lighting elements and electronic industry needs, compared with the lighting of the LED chip, the former is still relatively high gross margins, but he estimated sales of lighting will increase substantially when the larger shipments OSRAM out to the LED chip cost will be decreased lighting applications, for special lighting market OSRAM has developed and specialization, will have a better profitability.
OSRAM LED element has also invested wearable device applications, for measuring the amount of blood vessels within the state to monitor the heartbeat, which is a integrated optical conductivity sensors, for Osram, this is a relatively high margin photoelectric products. OSRAM also made famous wisdom bracelet maker Fitbit orders, the built-in high-margin products such wisdom bracelet products, the future also have the opportunity to expand business opportunities health and fitness area.