LED balance of supply and demand to restore domestic manufacturers occupy the leading role

Over the past 2 years with the LED plant capacity expansion control, was pulled together with lighting needs, accelerate the supply chain capacity to digest, this year LED industry situation finally revealed the ease pile up in excess of requirement of dawn, however, LED can return to the supply and demand balance level, China, LED plants still play a key role in expanding attitude.

The continental LED plant in 2010~2011 years of large-scale production capacity is a major factor leading to the LED industry over the past 2 years, the imbalance of supply and demand, with 2 years to plant and plant enlargesoutput Taiwan Co., the supply and demand of the whole supply chain also tends to balance, however, the global MOCVD equipment manufacturers Veeco days before the release of the message that Veeco recently seen from the mainland market for the first time in 2 years to see the urgent orders, display, grain factory again to restart the MOCVD machine purchase plan, Taiwan industry believes that from the factory this year capital expenditure situation also do not see the phenomenon of massive production capacity to restart, but the plant capacity expansion will affect the overall supply and demand situation of LED industry, the factory if restart the expansion pace, will once again for the LED industry to cast a variable temperature.

Veeco MOCVD equipment maker CEO JohnR.PeELer maintained better views on the MOCVD terminal that MOCVD terminal market demand, although is still uncertain, but has received some urgent orders, and this is the first time in 2 years, some mainland customers have also started to raise funds to buy MOCVD machine. Veeco to see whether the demand for MOCVD devices back to the full temperature response from a single turn will play a key role in the recovery of the LED industry.

For the land factory whether to restart the plant expansion pace, which affects the whole industry this year, the recovery trend, Taiwan industry believes that this year the factory LED capital expenditure scale, and did not see signs of land plant positive amplification capacity, most manufacturers believe that after 2 years of production adjustment, LED industry supply and demand this year reply to the balance, but also show signs of improvement in the industry supply and demand in product prices, with the LED industry to enter the season in the second quarter, synchronous increase backlight and lighting needs temperature driven, market prices are only steady, overall second quarter product prices fell by estimated at less than 5%, fall back to normal level.