Mainland manufacturers pressing plant next year, pressure continued to increase

The LED chip industry leathal Sanan optoelectronics, December, announcement made MOCVD machine Xiamen, Tianjin purchase subsidies totaling 242 million yuan. As a result of the company in September and in December the total procurement of 100 units of MOCVD, for Taiwan plant, the operating pressure next year, I am afraid that will continue to increase.

Chinese, LED industry enjoys the local government procurement machine subsidies, is caused by the industry in recent years the price of the main reason to kill the bottom, although the policy direction, the official subsidies is tighter, however, three Huacan still get subsidies. In December 15th 22, Sanan optoelectronics announced separately made the Xiamen torch hi tech Industrial Development Zone Committee, Tianjin Binhai hi tech Industrial Development Zone Committee of 230 million yuan and 12 million yuan subsidy, the conversion of more than 1 billion yuan nt.

Xiamen Sanan optoelectronics was first established, is expected to invest 10 billion yuan expansion 200 MOCVD, is a center for manufacturing group, and in September December, three optical equipment manufacturers to AIXTRON and Veeco respectively in order to purchase 50 MOCVD, sparked concern.

EPISTAR chairman Li Bingjie this evaluation said Sanan purchase 100 devices are machines, the equivalent production capacity of 200 units, is expected to open next year. In other words, the market supply is likely to increase significantly.

It remains to be released because three 200 sets of production capacity, the downstream packaging factory on chip supply and demand is still the tendency to neutral and conservative, even if the LED bulbs grew in number, the introduction of new machine manufacturers are not many, but three continued positive expansion plans, the possibility that the LED chip is still hidden in the pile up in excess of requirement.

According to mainland industry statistics, over the past 6 to 7 years, the LED equipment has injected 10 billion yuan, of which 70% by subsidies and subsidies, tighter is a big trend, once the subsidies for the mainland, the industry believes that the current more than 20 chip plant may be integrated into three to five, two or three line manufacturers the face of cutthroat competition.

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