The MOCVD LED industry upstream big flicker operating rate of less than 50%

Was once the capital stir LED upstream is paying the price for once ardent. Statistics show that the upper reaches of the LED industry oversupply, the operating rate of less than 50%. Insiders pointed out that the next year is expected to LED upstream areas will still face pressure on the stock market, shuffle inevitable. Due to the local government subsidies for the upstream equipment MOCVD LED maximum, so in recent years, LED upstream investment overheating is the most obvious. "(LED upstream chip) from 2009 to 2010, the basic supply and demand balance, oversupply in the year to 2012, has been a serious oversupply in 2011. Accompanied by a serious excess capacity comes from the price war, according to statistics, LED upstream substrate and chip prices fell by more than 1/3 compared to the beginning of the year, leading to the profit margins are severely compressed. On the one hand is the lack of demand, on the one hand is meager profits, many upstream enterprises choose to cut. Statistics show that nearly 50% of the entire LED upstream of the machine are idle. Crazy investment in the upstream of the LED field in recent years the three quarterly show, 80 sets of MOCVD equipment in two of its subsidiaries, only 38 units in the production state, remove another 5 for R & D, the other 37 machines are still in the installation process, the operating rate is only slightly higher than the 50%.