Taiwan funded participation in the mainland MOCVD expansion

According to Taiwan media reports, in recent years, the positive development of LED upstream industry, according to statistics, by the end of 2010, the proportion of the number of MOCVD is close to 15%, there may be as many as 500 in 2011 more than MOCVD will be installed into the MOCVD machine, is expected to 2011, China installation proportion will increase to more than 30%, beyond Taiwan and South korea. At present, Taiwan, South Korea, Japan, the proportion of MOCVD installed in various regions, respectively, 35%, 25%-30%, 15%-20%. But in the installed capacity of local enterprises to actively expand production LED MOCVD machine at the same time, there are a lot of investment from Taiwan LED company. Mainly including EPISTAR and cooperation with the mainland manufacturers plan to set the LED epitaxial production in Xiamen, Guangzhou, is expected in 2011 will invest more than 50 MOCVD; canyuan reinvestment plan lucidity soared to 25 (by the end of 2010, installed 25 units); Lunda Suzhou plant is expected to be completed in the first half of 2011 50 MOCVD the installation and so on, the proportion of total installed Taiwan factory in about 50%. In new century new Kunshan factory, the new plant in Fuzhou, China Ding Yuan Shanxi new factory and so on, were also planned to be completed in 2011 put into operation, the individual input 30-60 MOCVD scale ranging from installation. It is expected that in 2011 only with the participation of Taiwan businessmen in the mainland to put into operation the MOCVD machine, the number reached 260-280 Taiwan scale. 2011 local enterprises upstream of the LED epitaxial expansion plan, is headed by the 100 Taiwan MOCVD machine into the three plans. According to the survey, there are other BDO run is expected to import 30 Taiwan, 20 Taiwan, Inspur Silan azure estimated estimated 15 Taiwan, 15 Taiwan, dry according to optical estimation of Shanghai blue light by 50 Taiwan, 15 Taiwan and so on. The Dalian road expansion plan, the total in 2011 to MOCVD units into local manufacturers, has reached 250 around taiwan. Manufacturers actively expanding production capacity, are mainly due to the development trend of the LED application of large-size backlight and lighting applications. At present, the market research institutions are expected, in 2011 the global LED backlight TV penetration will reach more than 50% (penetration rate of 20% in 2010), LED backlight monitor Monitor penetration will reach a level of about 60% (penetration in 2010 about 18%). This will drive the global TV backlight and Monitor backlight demand growth. As for LED lighting applications is just unfolding, as countries banned incandescent disable, implemented, LED lighting applications since the second half of 2011 was about to start the fast heating. However, with new capacity LED epitaxial China, gradually put in place, the overall trend of competition in the LED industry, is bound to become more intense, and caused the industry reshuffle. Currently on the market, the major LED vendors are actively building up the relationship between vertical and downstream vertical integration strategy, I hope not to push forward in the process of being swept out.