Rapid development of China's LED industry, whether it is facing the plight of overheating?

There is a strong expectation of future market on the one hand, on the other hand, and actively cooperate with the government at all levels, in the upstream epitaxial chip manufacturing and regarded as Chinese LED industry "weakness", to attract a lot of money. Local enterprises, three blue and so on have Elec-Tech expansion or construction of new plant; outside the mainland giant LED also changed the past cautious, has accelerated in the Chinese, layout. Taiwan, a number of LED manufacturers, such as crystal electricity, Ding Yuan and the United States Cree, SemiLEDs and other global giants have plans to build factories in mainland china. China has become the world's fastest growing upstream LED region. In the process of adjusting and optimizing the industrial structure of LED in China, in the next few years, the scale of China's extension and chip enterprises will be further expanded. By August 2010, China has LED epitaxial and chip companies 69 (including more than 20 under construction or plan). In the production or in the construction of the enterprise, there are 48 core links involved in LED epitaxial and chip manufacturing, there are more than 10 focus on LED chip manufacturing. Key equipment MOCVD supply tension MOCVD as the core of the LED epitaxial film growth key equipment, but also the manufacturing sector in the largest single investment equipment. Currently available for industrial production of MOCVD equipment manufacturers are limited, a high degree of concentration, mainly in Europe and the United States and japan. China MOCVD equipment made it all the way is not smooth, can only be used for small production equipment and scientific research, there is no mature to provide for the industrial production of MOCVD equipment manufacturers, but recently there are several domestic equipment research and production units are domestic equipment schedule, exciting. Driven by the rapid development of the global LED industry, in the past one or two years, MOCVD equipment has been in a state of tight supply. Especially in the case of completely dependent on imports, the current Chinese mainland equipment to the delivery period of 6-9 months, or even longer. Chinese MOCVD suppliers are concentrated in two, the United States Veeco and Germany AIXTRON. In 2010 the world's new installed capacity of MOCVD, due to the accelerated penetration of LED backlight in LCD TV, the largest increment of LCD TV manufacturing powerhouse Korea, followed by the Taiwan area. According to SEMI statistics, China's new MOCVD this year, about 177 new increments, shipments ranked the world's top third. In addition, according to SEMI statistics and analysis, combined with the MOCVD supply situation, in 2011 China's MOCVD new share is expected to reach 40% of the world's total, while the rest of the region will continue to maintain the same level of growth in 2010. The rapid development of overcapacity worries without exaggerating the China LED industry at top speed type, seems to be filled with an overheated atmosphere. Upstream manufacturers have expansion or new plant put forward plan, the local government also joined the field with vigour and vitality of LED industry after the tide, the purchase of MOCVD equipment subsidies, large directional purchase order extreme stimulus policies have been introduced, to build the local LED industry. At the same time, we also see the actual effect, the new plant, the number of MOCVD planning innovation, "first", "the biggest" slogan is also common in various news headlines.

At about LED upstream capacity China excess sound start up, or questions or criticism, think for the fiery Chinese LED industry a fire poured cold water. There is no denying that, according to the capacity of the planning and installation of the MOCVD plan, China's upstream capacity in the next few years, especially blue and green light and the chip production capacity is likely to show an oversupply situation. The author believes that the appropriate warning is necessary, but the worry about excess capacity without excessive rendering! At present, the main basis for judging excess capacity is the number of MOCVD in China, but through the SEMI tracking statistical analysis, the actual number of MOCVD installed in mainland China lags behind the number of plans or announced. And many manufacturers plan to increase the number of dozens or even hundreds of Taiwan's MOCVD is implemented through several stages, the entire time span is longer, the enterprise can be adjusted according to the actual situation at that time. As a result, the number of MOCVD currently used by some agencies is likely to be exaggerated. Nevertheless, China's two years after the actual installation of MOCVD will also reach a very large scale, production capacity will be released several times.