Two foreign giant sub food market 90% domestic MOCVD equipment manufacturers, declared war"

Long term control of China's LED epitaxial chip MOCVD equipment market in the United States and AIXTRON (VEECO) and Ace (Germany) will usher in China's local enterprises, the declaration of war".

In November 12th, HC semitek (300323, SZ) announced that the previously declared "the use of domestic MOCVD equipment development / industrialization of high brightness LED" project has been approved by the Ministry of industry, and received 6 million yuan subsidy for the required equipment or material purchase etc..

The project by Tianlong photoelectric (300029, SZ) Sun Sheng Sheng Photoelectric cooperation. The vice president Zhang Wei held in Shenzhen in November 15th LED advanced technology and market seminar, the domestic top MOCVD device is not more than the two international giants, and called on the industry to the domestic enterprises more trust and opportunity.

In recent years, driven by the rapid development of China's LED industry, Viiko and Ace in the Chinese market can be said to earn a full bowl full. 90% of the market share in their hands, which is detrimental to the development of domestic LED industry. "Sheng Photoelectric chairman Chen Aihua told the" daily economic news "interview with reporters, Chinese MOCVD equipment accounted for the global market of about 60%, MOCVD devices also occupy LED epitaxial chip cost 40%~50%, domestic equipment is very good for the whole industry chain of LED.

But at the same time, to shake the monopoly of the two international giants, the outlook is not optimistic.

MOCVD serious excess capacity

Crazy expansion of the LED industry began in 2009. In the huge government subsidies, the upstream epitaxial chip overcapacity serious.

From the total number of equipment, the production capacity of MOCVD must be excess. The industry more consistent argument is that the current domestic LED epitaxial chip companies purchasing MOVCD equipment totaling about 1000 units, but there are at least 350 units in complete shutdown state, another 650 capacity utilization rate of only 8 percent, so the outside of the MOCVD equipment utilization rate of only 5 into the said method is accurate. Guangdong Deli photoelectric Co., Ltd. sales director Ye Guoguang told reporters.

Behind the crazy purchase of MOCVD equipment, Viiko and Ace strong Nuggets China's embarrassing reality.

Since 2009, the policy stimulus and backlight applications so that the domestic LED industry blowout development. Because of the defect in the MOVCD equipment manufacturing technology and the domestic market to control deficiencies, two taking advantage of occupy a market share of 90% China.

"2009 is the boss of Ace, when it accounted for 68% of the world's market share, to a dimension of only 25%, but because of the latter in technical breakthrough, the scale of production, equipment can realize the epitaxial chip by 2012, to a dimension in one fell swoop than Ace, its market share rose to 65%, two position exchange. "

And China has become the core battlefield of the two strong hegemony. Public data show that domestic LED epitaxial chip heavyweights, Sanan optoelectronics, Elec-Tech, nationstar, become the main force in the purchase of MOCVD, the total amount of purchasing hundreds. According to incomplete statistics, the corresponding government subsidies are also in the billions of dollars.

"A large part of our subsidies were taken away by Americans and Germans, the situation may be that they (referring to the Department of science and technology and Ace strong) can not think of themselves, but this is not healthy for the development of China's LED industry. Chen Aihua said.

Domestic enterprises storm is not easy

As early as January 8, 2010, Guangdong Zhao letter said the country's first independent research and development of MOCVD equipment successfully offline, but unfortunately, MOCVD equipment is still in its infancy.

According to the HC semitek announcement, the company according to the "2013 annual Electronic Information Industry Development Fund Project Guide" declare "the use of domestic MOCVD equipment development / industrialization of high brightness LED" project, the project has received notice of the Ministry of industry recently approved projects, and subsidies 6 million yuan for projects required equipment or materials purchase etc..

As a partner of the project, Chen Aihua lamented to reporters, MOCVD equipment localization needs more policy support and industry support.

It is reported that the country involved in the MOCVD equipment R & D and manufacturing of approximately 13 enterprises, and domestic equipment parts have a higher level of competitiveness, some of the equipment in terms of production capacity and cost, easy, and even have certain advantages compared. But from the current situation, the domestic equipment to Ace and Viiko, a strong showdown is still time.

"We have to sell the photoelectric photoelectric Chan and accommodating several sets of equipment, and is of Tongde haorun clients, so far this year has achieved sales revenues of 60 million yuan, the next year the target is 150 million yuan. Chen Aihua said that domestic MOCVD equipment to seize the market requires a long-term process. "The first thing is to implement the policy support is too small, the second is the market trust and recognition training to spend a lot of time, moreover, the production process of LED epitaxial chip companies is based on the existing equipment design, the introduction of new potential domestic equipment necessary to make this change, this is a risk. "

In this regard, the reporter interviewed a number of LED epitaxial chip companies, a listed company secretaries who do not wish to be named representative of the response. He said that in recent years, many domestic equipment manufacturers approached, trying to persuade them to try their equipment, but the company will not consider the procurement in the short term, unless the domestic equipment in the future through the successful test of the market.

In addition, due to the presence of excess domestic MOCVD equipment, in the short term, the possibility of the outbreak of the market is not large, domestic enterprises also need to survive the next period of time the market downturn.