LED upstream equipment localization is lower than expected

Since the second half of this year, the structural adjustment of LED upstream equipment has triggered widespread concern in the industry. An industry source told reporters, because of the improvement of industrial concentration, some small and medium-sized enterprises have begun to be transferred to the MOCVD machine Sanan optoelectronics such large enterprises. Because the MOCVD machine is the core production of LED chip, the person that the upstream capacity of leading enterprises to focus on making the past tragic scene can be a buffer chip bargain.

Recently, the localization of the news on the MOCVD also frequently came out of the industry. Industry believes that the global MOCVD equipment market has been monopolized by Germany and the United States Aixtron Veeco two foreign giants, and about 70% of the world's MOCVD are sold to Chinese, if the effect of import substitution is activated, will not only greatly reduce the manufacturing cost of LED chip, improve the profitability of enterprises, but also conducive to enterprises with more Chinese the right to speak in the LED industry.

But the current domestic enterprises just assembled MOCVD equipment products, part of the core components still purchased from foreign enterprises, and can not be said to be achieved domestically, but only just can be achieved domestically, and this kind of equipment debugging cycle is long, the use of domestic equipment now, can reduce the production cost of enterprises.

Other LED companies expressed the same opinion. North microelectronics President Zhao Jinrong introduced, the majority of enterprises in the short term not on domestic MOCVD equipment placed too much expectation, because the average service life of LED lighting equipment in 5-7 years, there is a high demand for MOCVD, the LED market competition is very intense, the product quality is the life of enterprise, if domestic MOCVD equipment used in large area in the short term, to the quality of the products may bring greater uncertainty, and MOCVD equipment need to constantly update, the equipment provider strength requirements are also higher.

The relatively mature field on the localization of upstream equipment LED and future breakthrough, at present in the domestic packaging and testing and other strong, the technology is relatively mature, some enterprises have no difference with foreign equipment, the related equipment industry chain has begun a large scale import substitution, and the future is likely to go abroad to achieve the internationalization of products.

For the packaging equipment market prospects, the main LED chip package honglitronic chairman Li Guoping said that the packaging industry is a typical scale of the industry, the domestic LED market continues to grow, the company will continue to purchase packaging equipment, in order to improve the production scale, also will be intelligent as the starting point, adjust the packaging equipment in order to improve the productivity.