The world's new MOCVD machine 250 equipment capacity is still excess

The global LED industry in mainland China official equipment subsidy slowed down, is expected to open production capacity will slow, but according to crystal electric estimates, the current global MOCVD machine delta 2000, is expected to add 250 units this year, three optical equipment accounted for 100 units, production capacity is still oversupply.

EPISTAR chairman Li Bingjie estimates that the global MOCVD number of machines is about 2000 units, 250 units of the new machine is forecast to increase this year, but also eliminated 200 units, although new machine to machine equipment, so the overall production capacity is still excess; 250 new machine, Sanan optoelectronics accounted for 100 units, the new crystal power of about 40 units, the remaining various manufacturers of the total contribution of 110.

Taiwan Sanan industry observation, recent efforts to reduce production cost, but due to this wave of deferred demand, many derivatives inventory, take the price strategy in the market. In addition, the original Xiamen Sanan optoelectronics factory placed 200 sets of MOCVD equipment, and has successfully won the 100 sets of equipment subsidies.

Recently, the supplement industry turn, the industry said, because of official subsidy policy shift, Sanan optoelectronics will cross the foot of GaAs wafer, GaAs manufacturing processes are involved in the field of Optoelectronics is, whether to take the subsidy back reinforcements LED GaAs remains to be observed.

This year, the Taiwan region of the large LED plant due to the environment changes, the major expansion work this year tend to be conservative, especially the introduction of new equipment, new century this year to modify the machine to replace, planning through equipment modification, the 2 inch chip equipment upgrade to 4 inch chip, starting in August this year. Planning crystal electric 40 MOCVD, compared with last year, after the merger of crystal electric canyuan, production capacity is expected to this year increased by 35% in the second quarter, capacity utilization rate of about 70%, in the second half of LED lighting demand rising, crystal electric's six production factories, at least one in full load condition.

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