The collaborative robot market is experiencing strong growth, and major LED manufacturers such as Fu-Cai and Everlight are actively transforming and expanding their business. Press releases indicate that their advanced sensing technologies are entering the supply chain, and the shipment momentum of related high-margin product lines is increasing, becoming the core growth driver for future operations.
With the rapid rise in demand for Industry 4.0 and smart manufacturing, the market's requirements for robot vision and sensing accuracy have significantly increased. In recent years, Epistar has downplayed its lighting business, focusing instead on niche applications such as automotive, advanced displays, and sensing. Among these, Epistar's weak red-light infrared LED technology is particularly suitable for human-robot collaborative environments, enhancing visual recognition capabilities.
Furthermore, Fu-Cai's deployment in VCSELs is becoming increasingly mature. This key technology, characterized by high power and high response speed, is the core foundation for robots to achieve 3D sensing, ranging, and obstacle avoidance. Analysts point out that by leveraging the group's resource integration, Fu-Cai provides complete solutions and has successfully entered the supply chains of European, American, and Japanese robot customers. It is expected that the revenue share of its sensing business will increase year by year.
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Everlight, a leading LED packaging company, is also actively expanding into the industrial control and robotics market. In recent years, Everlight has been increasing its optocoupler production capacity. This component is responsible for signal transmission and circuit isolation in industrial automation equipment and is a crucial factor in achieving high reliability for robotic arms.
Besides optocouplers, Everlight's infrared sensors and high-power infrared emitting components have been widely adopted in robotic vacuum cleaners and commercial service robots. Everlight Chairman Yeh Yin-fu emphasized that the company will continue to focus on high-growth sectors such as automotive, industrial control, and green energy. Industry insiders point out that Everlight's large-scale mass production capabilities for high-quality optoelectronic components will make it an indispensable partner for global robot manufacturers.
Looking ahead, with the development of embodied intelligence technology, the demand for environmental sensing in robots will increase exponentially. Analysts predict that related sensing components are expected to gradually increase in volume by the end of the year, driving improvements in supply chain profit margins. The long-term trend of combining optoelectronics with AI robots deserves continued attention. (Source: Taiwan Economic Daily News)
