The mainland expansion of epitaxial LED the development of another factory and poaching

In government subsidies, China, light emitting diode (LED) epitaxial plant is rapidly growing, not only the expansion of production capacity without mercy, more paid poaching Taiwan LED related personnel, the red light for the development of Taiwan LED. Once the future China, epitaxial plant capacity will be opened on schedule, pose a great threat to the Taiwan LED industry, and weaken the overall competitive advantage of Taiwan LED industry.

Energy research and technology group and trends ITRI industrial economics research center leader Lin Zhixun said, the government subsidies, Chinese, LED epitaxial plant operating costs and expenses have been greatly reduced, the profit is also significantly improved.

Energy research and technology group and trends ITRI Industrial Economics Research Center Director Lin Zhixun pointed out that in 2005, China, metal organic chemical vapor deposition (MOCVD) machine a total of only about twenty, but this year, the government actively supported in Chinese LED industry and strong investment subsidy incentives, attracting many LED epitaxial plant growing production capacity, including some new entrants into full Chinese, light is estimated in 2010 to MOCVD station owned land LED plant has soared to three hundred and thirty-three, the growth rate is as high as 160%. Estimated in 2011 will exceed seven hundred units, exceeding the total number of units in Taiwan MOCVD.

Under the in Taiwan LED epitaxial plant because of fears that the 2011 LED grain production capacity expansion rate is relatively small pile up in excess of requirement, is expected next year, the number of machine MOCVD in 2010 will be six hundred and thirty, slight growth to seven hundred Taiwan spectrum.

Analysis of Lin Zhixun, 2011, if Chinese epitaxial plant of new capacity will make the next full on-line, on both sides of the LED grain market prices fell two to 50%, the impact on the competitiveness in the market of Taiwan, China LED epitaxial plant. Long term view, if the Chinese mainland LED plant continued to expand production capacity and technology energy, Taiwan LED production and industrial cluster advantage will be rapid loss.

It is worth noting that, along with the rapid expansion strategy, Chinese, epitaxial plant began through heavy poaching, Taiwan LED industry to attract talent, and poaching level also includes high order management class to front-line workers, it Chinese LED factory only, urgent situation. However, this move has made a lot of serious loss of personnel in Taiwan LED plant, and may even allow the gradual development of energy transfer LED Taiwan.

Lin Zhixun said that the main source of human LED is 35 specialization compound semiconductor technology talent, but Taiwan's human resources was relatively lack, therefore, in the face of poaching Chinese mainland industry, will make Taiwan LED more serious shortage of talent, is an important topic for future industry can not be ignored sustainable growth.

LED industry, China face strong growth trend, and the broad market magnetic effect, Lin Zhixun believes that Taiwan can rely on the close economic cooperation relations, further integration of international resources, such as MOCVD equipment manufacturers to attract Taiwan set up manufacturing plants, injection technology new energy for Taiwan LED industry, to become Chinese complementors, industry development.