The demand backlight ledTV this year, LED brought explosive growth. However, the production of TV backlighting with LED crystal organic metal chemical vapor deposition (MOCVD) machine, from purchase to mass production, at least four months time. So even in the beginning of the purchase of the machine, but also to the end of the mass production. Experts pointed out that this is the main cause of the first half of 2010 LED grain supply gap. To the second quarter LED capacity can only meet the needs of the 60% market. With the gradual production capacity, the third quarter has been able to meet the market demand for more than 80%.
Back in 2009, Taiwan in LED packaging and grain output, are among the world's top position. 2010 LED industry growth momentum, mainly from large size display backlight (such as LEDTV) and LED street lighting. In response to market demand, the recent expansion of the production of Taiwan LED vendors actively, and have to invest in mainland China set up factories. But look at this opportunity, South Korean manufacturers also accelerate the introduction of LED machine equipment. Han plant expansion production rate is expected in the next 2 to 3 years will become the largest producer of grain production in Taiwan LED.
It is understood that the past production of red and yellow light LED epitaxial grain, are in planar silicon technology, the main application is the lighting market. At present with the sapphire substrate LED technology is mature, and it is mainly used for LED backlight, so with the back light source of large-size panel demand is increasing, more and more manufacturers have invested heavily in 2010 the sapphire substrate blue-green LED epitaxial market.
But, due to the recent upstream sapphire substrate and organic metal materials such as gas supply shortage, the blue LED epitaxial grain before the end of 2010, the supply is tight. In order to meet the market demand for blue LED epitaxy and grain, market research unit DisplayBank expects the first quarter of 2011, the global production of blue LED MOCVD to the number of devices installed, will grow to 2000 units, and continued to increase to 2011 at the end of 2500.
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