MOCVD, the number of dash down 500 Taiwan single pass next year

In the mainland official support, MOCVD, the size of the market quickly jumped in 2010, the rapid expansion of the MOCVD machine capacity, 2011 will continue to increase, the recent market spread, a mainland factory to MOCVD equipment factory opened 400~500 MOCVD large single machine, causing machine orders in short supply, the industry is expected, the fastest in the in 2011, MOCVD machine production scale will catch up with Taiwan, and from low order in order to market gradually gnaw as the LED market for the 2011 LED industry cast a variable order.

, 2008 MOCVD machine only about more than and 100 sets, 2010 MOCVD machine installation had a total of more than and 330 units, if the message from the manufacturer, in 2011 the number of projections, the total installed MOCVD machine will reach about 700~800 Taiwan, some manufacturers more optimistic estimates on the 1000, led by Taiwan's net foreign or joint venture companies. The pure land owned enterprises MOCVD machine installation total is expected to reach 500~600 units, equivalent to more than one of Taiwan's LED industry supply.

Recent Taiwan LED industry rumors, South Korea LED manufacturers to MOCVD machine manufacturers generous sign more than and 400 Taiwan MOCVD machine orders, shocked the industry, including TSMC, leading grain crystal power plant has heard this rumor. But it is reported that, LED subsidiary of Samsung LED and LGIT 2 group by market demand downturn, the rate of reduction by half capacity in 2010, and even the fourth quarter overcapacity, continue to lower left to the mainland market, the mainland caused by upstream of LED epitaxy (ASP) the average price dropped to 10 ~15%, expansion in 2011 plan more conservative.

Industry pointed out that at present there is a mainland new entrants, to the German equipment factory set by the Aixtron 400~500 MOCVD super single machine, become Aixtron's performance in 2011 is expected to be cake, from the second half of 2011. Aixtron said the inconvenience to disclose the list of customers, the current domestic market demand is booming, MOCVD machine has been filled to the third quarter of 2011.

LED industry that actively expand the MOCVD machine that precedent from 2010 South Korea into the upstream of the LED epitaxial production is not on the hit a lot of money on it, more than half a night can do the training of professional and technical personnel, so although the mainland manufacturers have abundant funds for the purchase of the MOCVD machine, but can not smooth operation in addition, jLED? Grain industry in Xiamen, likely in the short term due to the threat of the little Taiwan factory.

It is reported that, Xiamen Sanan MOCVD machine at the end of 2010 to the total number of about more than and 40 Taiwan, estimated that by 2011 the installed capacity will reach 100 units, production capacity will be close to canyuan level, overall yield competitiveness can not be underestimated, as dry as photoelectric and Inspur ranked second, 3 are respectively 9, 14 MOCVD, from the fourth quarter of 2010 for the next 1 years will add 17, 16 taiwan.

But the industry worries, with the mainland LED epitaxial / grain production capacity greatly expanded, the future potential threat Taiwan LED manufacturers are facing more difficult, because in the past Taiwan Dachang LED grain can be secondary product output, dumping to the mainland market for revenue, but after the low order, interbank market will face the competition, because the machine into early in the growth process will produce a large number of secondary products, market competition pressure will increase, when the low order market after the market will slowly higher order attack, industry order will enter the ambitious four Warring States situation.