The Marketing Minute: Marketing With Layers
The Right Approach: Electro-Tek—A Williams Family Legacy, Part 1
It’s Only Common Sense: If You’re Not Differentiated, You’re Dead
Ennostar Consolidates Resources to Drive High-Value Optical Semiconductors Applications in 3+1 Key Areas
February 25, 2025 | TrendForceEstimated reading time: 1 minute
In an effort to optimize its organizational structure and accelerate its optical semiconductors business, Ennostar announced on February 21st, 2025, the merger of its subsidiaries—Epistar and Lextar Electronics—under the unified brand of Ennostar Corporation.
TrendForce reports that Ennostar, leveraging the integration of chip and packaging technologies, achieved a 2024 revenue of US$760 million, ranking fifth among global LED manufacturers with both chip and packaging capabilities. Moving forward, the company will continue expanding into high-value applications to meet growing market demands.
In response to intensifying competition in the LED optical semiconductors industry and the price wars in red ocean markets, Epistar and Lextar initially formed Ennostar Holdings in early 2021 to integrate their technical expertise and resources, maximizing synergy across the upstream and downstream sectors.
TrendForce notes that even prior to the merger, Ennostar had been pursuing a “dual value-added engine” strategy, enhancing both application fields and solution-based upgrades. The company has focused on high-value “3+1” applications, including automotive, advanced displays, and smart sensing, alongside emerging optical communication and high-conversion-efficiency III-V solar cells, reinforcing its competitive edge in the optical semiconductors industry.
Currently, the optical semiconductors industry is placing greater emphasis on automotive and sensing applications. TrendForce projects that the automotive LED market will reach $5 billion by 2029, while the infrared sensing market will grow to $3 billion, with a CAGR of 8% and 10%, respectively, from 2024 to 2029.
The automotive LED sector includes headlights, taillights, ambient lighting, and Micro/Mini LED displays. Infrared sensing applications span consumer electronics, security surveillance, industrial automation, automotive sensing, and emerging robotics technologies.
As these applications demand increasingly precise wavelengths, higher quality, and enhanced reliability from LED chips and packaging, manufacturers with both chip and packaging expertise will be better positioned to meet the stringent product specifications of leading global brands.
TrendForce highlights that as a subsidiary of the AUO group, Ennostar is the only player in the global supply chain that integrates display panels, LED chips, and packaging technologies. This unique positioning bolsters its competitive advantage in next-gen display markets, including Micro LED development and expansion of diversified applications.
Optical communication and high-efficiency solar cells are emerging as new blue ocean opportunities for optical semiconductors manufacturers, given the rapid rise of generative AI and the growing demand for renewable energy. Companies with strong integration capabilities in chip-packaging will be able to capitalize on these expanding markets, driving further innovation and growth.
Share on:
Testimonial
"The I-Connect007 team is outstanding—kind, responsive, and a true marketing partner. Their design team created fresh, eye-catching ads, and their editorial support polished our content to let our brand shine. Thank you all! "
Sweeney Ng - CEE PCBSuggested Items
HT Global Circuits Adds Two atg Luther & Maelzer Flying Probe Test Systems
10/15/2025 | atg Luther & Maelzer GmbHAtg Luther & Maelzer GmbH, a leading supplier of electrical testing solutions for the PCB industry, and IEC USA, a distributor of consumables, equipment, and services in the North American PCB market, confirm the order for high-speed bare board testing technology.
New Course Presents a Comprehensive Guide to IPC Standards
10/10/2025 | Marcy LaRont, I-Connect007Francisco Fourcade, electronics technology standards manager for the Global Electronics Association, has spent years helping companies understand and implement the standards that keep the electronics manufacturing industry moving forward. In this interview, he shares updates on ongoing standards development efforts and previews a new course, "IPC Standards: A Guide for the Electronics Industry,” which starts Oct. 14.
Omdia Forecasts Large-Area Display Shipments to Grow 2.8% YoY in 2025, Mobile PC Displays Lead the Growth
10/03/2025 | BUSINESS WIREAccording to the latest analysis from Omdia’s Large-area display market tracker - 3Q25 with 2Q25 results, large-area display (above 9-inch) unit shipments are forecast to increase by 2.8% year-over-year (YoY) in 2025.
Teledyne Labtech Leads Groundbreaking Welsh Space Cooling Project with Bangor University
09/25/2025 | BUSINESS WIRETeledyne Labtech, a leading innovator in advanced electronic PCB solutions is spearheading a pioneering Welsh disruptive technology that could revolutionize thermal management in space electronics.
Vuzix, TCL CSOT Expand Partnership
09/24/2025 | PRNewswireVuzix® Corporation and Augmented Reality (AR) technologies, and TCL China Star Optoelectronics Technology (TCL CSOT), announced a long-term partnership to jointly propel the integration of microLED displays and waveguide optics.