Three, "big brother" to expand production Taiwan factory LED supply and demand Tim variables

The German LED epitaxial production equipment manufacturers Ace (Aixtron) announced on 26, has received 50 MOCVD epitaxial Dachang three (metal organic chemical vapor deposition) machine orders, will begin shipping in the fourth quarter. The expansion moves again, let this easy recovery of the LED industry, added variables, Taiwan plant nervous tension, prepared to meet the challenge.

Three in the local government subsidies in recent years, expanding, has become the main competitors in Taiwan leading epitaxial crystal electric. Included in the expansion of the three MOCVD machines action, the end of this year will reach 220 units, but behind the crystal electric. At the end of June in Taiwan EPISTAR merger second epitaxial canyuan factory at the end of this year, the total will reach 500 units on both sides of the machine, is two times more than three.

At the beginning of this year, LED lighting market is good, driven by Taiwan factory shares rose a wave. But the third quarter into the backlight applications (TV, mobile phone) off-season, Taiwan factory LED group including EPISTAR, Everlight, East Bay, the stock price fell a Lunda.

Foreign Morgan Stanley Securities said that the latest expansion of 50 sets of three movements in the expected, the original estimate three this year will purchase 76 units, the number of the operator from the end of 144, to the end of this year 220. The purchase of new machines, is expected to start at the end of the first quarter of next year. Morgan Stanley said in recent years, three big action expansion, achieve economies of scale, and dare to price competition, become the epitaxy of a brother, but in the field of patents breakthrough is still limited.

Morgan Stanley believes that next year the global supply and demand balance is roughly LED epitaxy, demand greater than supply 3%. In terms of the number of MOCVD machines, the next two years the number of new 190 and 211 units each, an annual increase of about 7% and 13%.

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