China this year to expand the production capacity of LED epitaxial Taiwan enterprises accounted for half

According to Taiwan media reports, in recent years, Chinese positive towards the upstream development of LED industry, according to statistics, by the end of 2010, MOCVD machine in various regions of Taiwan, South Korea and Japan reached 35%, the proportion of the installation, 25%-30% and 15%-20% respectively, China, MOCVD proportion has been close to 15% units. As the mainland may have as many as 500 or more MOCVD machines will be imported in 2011, which is expected to make the Chinese mainland in 2011 to install the proportion of MOCVD machines, to more than 30%, more than Taiwan and South korea.

However, this year plans to install the MOCVD machine in mainland China, in addition to mainland China LED companies, there are many investment from Taiwan manufacturers, installation is estimated to be close to 50%. Including EPISTAR and strategic partners were planned to set up LED epitaxy capacity in Xiamen and Guangzhou, estimated in 2011 will import more than 50 MOCVD machines, canyuan reinvestment plan lucidity soared to 25 (by the end of 2010, installed 25 units), Suzhou Lunda plant is expected in the first half of 2011 to complete the installation of 50 Taiwan MOCVD machine and so on.

In addition, the new century, a new plant in Kunshan, Ding Yuan Fuzhou new plant, the new plant in Shanxi, and so on, are also planned to be completed and put into operation in 2011, the introduction of individual 30-60 station scale ranging from MOCVD new production capacity. Total light is a Taiwanese component of the plant is expected in 2011 to import the MOCVD machine in the mainland, the number reached 260-280 Taiwan scale.

This year, Chinese LED upstream epitaxial expansion plan, is headed by the 100 Taiwan MOCVD machine into the three plans. According to the survey and other brokerage, is expected to import 30 BDO run Taiwan, 20 Taiwan, Inspur Silan azure estimated estimated 15 Taiwan, dry according to optical estimate 15 Taiwan, Shanghai Taiwan, Dalian blue light by 50 road America estimated 15 Taiwan and so on expansion plans, the total mainland in 2011 local manufacturers to import MOCVD machines, also up to about 250 units.

Manufacturers actively expand production capacity, mainly due to the development trend of LED large-size backlight applications and lighting applications. At present, the market research institutions are expected, in 2011 the global LED backlight TV penetration will reach more than 50% (penetration rate of 20% in 2010), LED backlight monitor Monitor penetration will reach a level of about 60% (penetration in 2010 about 18%). This will drive the global TV backlight and Monitor backlight demand growth. As for LED lighting applications is just unfolding, as countries banned incandescent disable, implemented, LED lighting applications since the second half of 2011 was about to start the fast heating.

However, with the Chinese mainland LED epitaxial new production capacity gradually in place, the overall competitive situation of the LED industry, but also will become more intense, and cause industry reshuffle. Currently on the market, the major LED vendors are actively building up the relationship between vertical and downstream vertical integration strategy, I hope not to push forward in the process of being swept out.