According to Taiwan insiders pointed out that, although China manufacturers recently a large number of applications of MOCVD machine, but by the lack of effect of LED talent, technology and other aspects of the actual investment, the number of production is only 1/3, plus the MOCVD machine delivery lead time is about 3-6 months, while the yield adjustment, mass production of about 3 in August, a total of about 6-9 months after the new capacity to be effective, so as not to result in this year's LED market pile up in excess of requirement status.
China, a large number of buy MOCVD machine, in order to solve the problem of talent, technical standard, Chinese, manufacturers frequently to Taiwan paid poaching talent, reduce the learning curve of time, and time is more than a whole group of people, let Taiwan LED industry "going west" switch to the wind blows.
Insiders said that the China, with the national policy of extended LED industry, from upstream to downstream, while actively layout, China at present in terms of technology and Taiwan factory is still a considerable gap, but manufacturers in the government policy behind, has sufficient funds to hire, is expected to soon have considerable technical breakthrough, relatively speaking, Taiwan factory in addition to technology should speed up the pace, in China, the layout of the market, and the local manufacturers "hezonglianheng" strategy to be more actively deployed, it will not be China mainland companies to catch up.
Overall, with Chinese, the government vigorously promote the LED industry, the quantity of MOCVD equipment of global proportion will continue to rise, the future is still a lot of production output, LED price will decline, a senior industry analyst estimates before the date of this year, LED grain prices quarterly about 5% of the decline, the price is expected to LED an annual reduction of about 20%. The decline is still in a reasonable range, at the same time, falling prices are also expected to further expand the LED market to accelerate the penetration rate.
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