[Text/High-tech LED reporter Long Zonghui] For the two international giants Aixtron and Veeco, which occupy 90% of the market share of China's MOCVD market, the good times of “Great Leap Forward” in Asia, especially in China, are gone. Return. However, the world's chip manufacturing centers have gathered in Greater China, the continued sluggish demand, the introduction of MOCVD "accelerator" HVPE, and the domestic MOCVD equipment manufacturers actively send samples and other unfavorable factors have brought great achievements to the two giants. Pressure, "dark war" has significantly improved this year.

On February 18th, Veeco continued to blow into the industry in mainland China, which is close to Taiwan. Jeffrey, senior director of global market communications at Veeco, said at the Shenzhen press conference that they are still very optimistic about the future of MOCVD, and China remains the most promising market.

Henning, director of public relations at Aixtron, recently said that the Chinese market has been Aixtron's largest market because many world-class LED manufacturers have their production base in China, and they accounted for a considerable portion of the total MOCVD equipment output in 2013. .

According to the statistics of the High-tech LED Industry Research Institute (GLII), in 2013, the domestic MOCVD reached 1017 units, an increase of 11% year-on-year. However, as a whole, the MOCVD new machine has gradually slowed down.

Henning said that in the past, the demand in the Chinese market was largely driven by policy. Since then, the Chinese market has to digest huge capacity internally, so the MOCVD orders in 2012 and 2013 have dropped significantly. Last year, Aixtron experienced a downturn in the market and severe price pressures, and the competition for each order was very large. But now that some of China's chip companies are running at high levels, it is likely to bring new equipment demand again, but overall, the market will stabilize in the future.

Jeffrey said at the press conference that the cost of LED lighting has dropped far faster than the US Department of Energy forecast. From now on, the price has reached 6-7$/lm. Government and industry support for the LED market will help the growth of MOCVD market demand, and the application of LED in backlight and display has been saturated after years of development, so LED lighting will be the key point to drive the next wave of market demand.

He cited data from third-party research organizations. It is estimated that the number of MOCVD devices required for mobile phones will reach 250 in 2020, and the number of MOCVD devices required for LED TV backlight applications will reach 1,500. With the continuous growth of Veeco's annual report on the scale of general lighting applications, the number of MOCVD units required for LED lighting will reach thousands, and these are all opportunities for Veeco in the future, even though the current penetration rate of lighting is only 5%.

According to the statistics of the High-tech LED Industry Research Institute (GLII), the scale of China's LED application industry reached 208.1 billion yuan in 2013, a year-on-year increase of 31%. It is estimated that the output value of indoor and outdoor functional lighting of LEDs in China will exceed 100 billion yuan in 2014. The indoor and outdoor functional lighting of LED will continue to expand in 2013. The rapid increase in lighting demand can alleviate the overcapacity problem of LED upstream chips in China to a certain extent, but there is still a long way to go before the supply and demand reversal. Because in 2013, China's MOCVD operating rate and capacity utilization rate increased to about 70% and 52% respectively.

Henning said that Aixtron is not in a position to evaluate the future development trend. However, the rapid growth of LED lighting companies and the rapid growth of LEDs in the general lighting market are a good indication of market recovery. They will continue to be vigilant in 2014.

It is worth noting that the market share of the epitaxial chip manufacturers in the first echelon of the mainland has steadily increased, which has made Taiwan chip makers feel pressure and further expansion of production capacity is imminent. The scale competition of the two extension plants brought certain orders to the MOCVD plant.

On January 7, 2014, Sanan Optoelectronics' additional issuance was officially approved by the China Securities Regulatory Commission. Wang Qing, director of Sanan Optoelectronics, said that the funds raised this time will be used to introduce 100 sets of MOCVD machine equipment for the second phase of Wuhu Optoelectronics Industrialization. After the project is completed, it is expected to produce 1.223 million pieces of LED epitaxial wafers (4 inches). , blue and green chips of 25.614 billion tablets.

On February 17, 2014, Taiwan's largest chip factory, Jingyuan Optoelectronics, Taiwan's Miaoli Zhunan Science Park N9 new plant started construction, and it is the seat of the world's largest LED chip factory.

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