LED dispensing machine investment slowed, rational investment gains

LED lighting market has experienced a round of intense expansion of production capacity, production capacity after the relative surplus, with the gradual maturity of the popularity of the conditions and policy support, LED lighting is a new round of market opportunities. Under its influence, the recent international semiconductor equipment and Materials Association (SEMI) recently published research report pointed out that the global LED manufacturing equipment spending includes automatic LED dispensing machine, in 2011 increased 36%, is expected to decline by 18% in 2012. The agency also said that in 2012 the global LED monthly production capacity will reach 2 million wafers (to calculate the size of the wafer to 4 inches), compared with an increase of 27% in 2011.

According to the report, the global metal organic chemical vapor deposition system (MOCVD/LED crystal growth equipment) market after several years of rapid expansion, expected sales in 2012 will be reduced by 40%, and then let the whole LED equipment spending in five years fell for the first time. In addition, the expenditure of non MOCVD devices (especially lithography, etching, testing and packaging equipment) will rise in 2012, the main reason for manufacturers to improve production line efficiency and improve product design.

Although the 2011 high brightness LED (HB-LED) demand in the solid state lighting market continues to rise, but the LCD TV backlight used in the HB-LED (accounting for 40% of the overall application market) growth is not as expected. According to industry estimates, by 2020 the global application of solid-state lighting LED sales will be increased from $2 billion 500 million to $30 billion. This also makes the LED industry to reduce the demand for LED dispenser, slow down the speed of LED dispenser investment is a wise move.

According to the forecast, in 2012 China's LED equipment spending will reach $719 million, the highest in all regions; followed by Taiwan ($321 million), Japan (300 million dollars) and South Korea ($260 million). Taiwan's LED capacity in 2012 will account for 25% of the world, leading the pack, followed by the mainland (22%). In the new plant, according to SEMI records, in 2012 a total of 29 new LED plant in the world, is expected in 2012 there will be more than one new plant on the line in succession in the year of 16.

SEMI also pointed out that in 2011 LED wire frame shipments growth rate is estimated to reach 10%, well below the growth rate of 69% in 2010. Outlook 2012, is expected to LED wire frame shipments will be close to 83 billion. According to SEMI estimates, in 2008, in 2009, in the year of 2010, in the year of LED and in the year of the year of the year 35 billion 700 million, the 39 billion 500 million, the, the 73 billion 600 million, the 82 billion 700 million.

In the downstream industry downturn in the market situation, the total production and sales growth in the context of slow, slow down the investment rate of LED dispensing machine is very necessary. Rational investment in order to small, increase revenue. I believe in the continuous adjustment of industrial structure, technology innovation and government support increasing interaction under the re growth of three, LED dispenser.