Taiwan Xin photoelectric interpretation of the industry of Zhangjiagang LED project exit event

Recently, Everlight chairman Ye Yinfu for the GCL photoelectric LED epitaxial plant, announced its withdrawal from a key pointed out that this situation is the lack of talent, the Taiwan manufacturers, factory land exit, the psychological pressure is smaller, but the actual result is the same. To solve the fundamental problem of the need to increase the pile up in excess of requirement, the new access to the sea.

At the beginning of 2011, the purchase of MOCVD machine factory actively entered the LED epitaxial industry, the GCL group Xin photoelectric even chanted to buy 500 units, equivalent to the Taiwan LED epitaxial crystal power plant (2448) 2 times, but recently the media reported that GCL photoelectric had planned to invest $2 billion 500 million to purchase 500 sets of MOCVD equipment to the production of LED project, just 7 months will change suddenly, and the internal core technical team has been disbanded. Even Elec-Tech also intends to exit LED, neo-neon epitaxy. The Kerry denied exit and said, follow the market supply and demand is not actively expanding.

Ye Yinfu analysis, the mainland manufacturers in early 2011 when MOCVD bought quickly, but did not succeed, the biggest reason is the problem of talent. The mainland production in no technical accumulation to, in order to solve the problem of lacking of talents, the factory will hire from Taiwan paid, with more land into production plant, digging cost is higher the pad.

In addition, because like a swarm of bees to purchase equipment, equipment in the stock to buy, the cost is also high, so even if the mainland factory with government subsidies, but due to high costs of personnel and equipment of high cost, low utilization rate, low yield, calculate their MOCVD produced a wafer (LEDWafer), also the equivalent to NT $300 in grants, so they are not price competitiveness, and product brightness is not good.

The mainland is said to have doubled capacity has not come out, and now you can see the oversupply problem, the main demand is sluggish, in addition to the TV backlight due to the reduction in the amount of LED usage, lighting demand has just begun. Although the exit of the factory, the Taiwan manufacturers, the psychological pressure becomes smaller, but the actual results are the same.