Taiwan reported that Taiwan and the mainland LED chip manufacturers in 2012 first quarter profit from different tune, Lu LED chip industry announced the 2012 Q1 performance report, Taiwan's main LED chip industry in canyuan quarter by 17.3%, other industry generally decline; while Q1 profit performance in Lunda business the interest rate is 2.6%, the other major Taiwan LED chip plant is negative.
Although Taiwan factory Q2 2012 capacity utilization rate was nearly full, but because the TV LED backlight number continued to decline, the annual Taiwan factory expansion plan is relatively conservative. Taiwan estimated 2012 annual MOCVD demand will be 275 units, compared with 2011, a decrease of 60%. In terms of manufacturers, Veeco market share will be the highest, while the total proportion of Veeco and Aixtron will be more than 95%.
In 2012, MOCVD machine demand will still be the most in the world, the proportion of about 68%. Other regions such as Taiwan, South Korea, Europe and the United States were 13%, respectively, 5%, 8%.
Notably, OLED products in the recent large-scale lighting exhibition emerge, January 2012 Lighting JAPAN, the number of companies have started selling the OLED lighting products, but because the price is high, so the main purpose of the test market water temperature, and the April Frankfurt exhibition, German Novaled, Philips, OLED, Sumitomo chemical Lunda show the concept of lighting products.
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