Billion light: land LED subsidies to consumers, the beginning of fair competition

The official, LED equipment subsidy policy, resulting in the 2011 global annual growth of thousands of MOCVD equipment, has become the source of industry collapse, until now is still in the stage of production capacity to digest, but a new round of subsidies to bring good news, Everlight chairman Ye Yinfu said that a new round of subsidy policy to the upstream industry to consumer. This is the beginning of fair competition.

In fact, from the beginning of last year, the subsidy policy has turned to the old, but also the amount of subsidies in the digestion, the formation of the track, Ye Yinfu pointed out that the mainland has paid a heavy price for LED, solar energy subsidies, a new round of subsidies from factories upstream, to the end consumer, commercial users subsidies 30%, general users 50% of subsidies, less subsidies umbrella factory, is the beginning of fair competition.

According to the LED factory calculation, on a subsidy scheme, a $1 million 500 thousand MOCVD equipment, official can allowance RMB 10 million yuan (about 50 million dollars), almost no money, but the most important is the cost of chip factory MOCVD, not only lead to unfair competition, crazy expansion as a result of the 2011 shipments exceeded MOCVD 1000, chip factory until this year are still in shock in the pile up in excess of requirement.

Fortunately, this wave of LED demand has been swept, but did not see action expansion greatly to the world's largest chip factory, Veeco equipment factory as an example, last year MOCVD shipments of about 80 units this year, estimates also fell in the 80 stage, the pace of expansion of the display chip plant in moderation, equipment the industry believes that is a good thing for the industry.

According to the equipment factory last year estimated that global MOCVD shipments of about 200 to 225, but some foreign brokerages had forecast in October, 2014 MOCVD increased the number of machines is about 307 units, China manufacturers still have subsidies to help out, to estimate the annual increase of 125, is still the world's most active regional expansion, accounting for 41% of the total global machine.

The domestic LED chip factory, in addition to maintaining a robust pace of expansion crystal electric, canyuan, new century are not big new machine plan to improve production efficiency for equipment manufacturers, is currently only heard, shout out 100 sets of three optical expansion to other manufacturers are relatively conservative.