Domestic LED Chip Manufacturers to Accelerate Expansion
LED industry, the market situation is good, the mainland chip manufacturers expansion force strong, not long ago, Sanan said in a high-level conference call, in the economic side, San An photoelectric from August to 10 times a month MOCVD speed New production capacity, in the demand side of the new application of incentives, three security that the next 1 to 2 years LED price stability.
Sanya Optoelectronics currently accounts for about 12% of the global market, the future will be 30% target, to this end, San An photoelectric will continue to expand production, the future will be put 100 MOCVD equipment (4 inch 31 machine), from August Start, each month will be 10 sets of speed production, production capacity will continue to release. San Antonio MOCVD is currently about 360 units. The industry optimistic about the three production capacity to upgrade into a cost advantage.
From the current expansion of the LED manufacturers plan, the expansion of overseas manufacturers lack of power, the main expansion is the Chinese mainland manufacturers. San An Optoelectronics said that from a global point of view, the Taiwanese manufacturers in the reduction, Samsung, Philips and other plants through the three optoelectronic OEM and give up expansion; Hua Can photoelectric production plans, but with the three optoelectronic products Distribution, different types of models, the whole, the future market will go in a benign direction.
It is reported that in 2016 the world's new MOCVD 134, the lowest since 2010, with the reshuffle of the end, China joined a new round of LED epitaxial chip chip expansion tide, China has become LED chip "foundry base.
July 19, San An photoelectric release performance Express, the company in January-June 2017 to achieve operating income of 4.067 billion yuan, an increase of 46.37%; attributable to shareholders of listed companies net profit of 1.515 billion yuan, an increase of 56.76%. The company said that during the reporting period, LED chip demand, the company's original equipment, production capacity than the same period last year to be effectively released, the company this year, new capacity will be gradually released from the third quarter.
In order to fight for government subsidies, land-based plants began to import domestic MOCVD this year, although it is conducive to reducing costs, but the machine from the installed capacity to upgrade to the appropriate yield, need 3 to 6 months The
Jinggui pointed out that the mainland local equipment manufacturers do not have a lot of production experience, part of the machine is not very smooth import, learning curve may be more than 6 months, and production capacity may be released in batches into the market, some manufacturers will observe the market Demand conditions, postponed production out, so the third quarter of the blue LED price has no effect, estimated the impact of at least after the fourth quarter.
LEDinside that the past MOCVD equipment in Europe and the United States enterprises, but with China-made MOCVD equipment through the Chinese LED chip manufacturers after the verification, this year will be part of the introduction of some LED chip manufacturers, due to cheaper equipment prices, is expected to further reduce costs The
Local MOCVD equipment manufacturers, including AMEC, Topecsh and other companies gradually lifted, 2016 market share total of only 11%, but after 2016 in the client verification, this year will begin to enter the Chinese LED chip manufacturers supply chain.
Another report pointed out that the expansion of the peak period of 2010-2012 MOCVD machine purchase will now focus on the elimination of aging, such production is mainly distributed in Europe and the United States and Japan and South Korea and Taiwan, a total of about 1,800 MOCVD, accounting for the current global The amount of about 3100 units of about 60%, producing nearly 50% of the world's LED epitaxial wafers, 2018 - 2020 these old machines will be gradually eliminated.
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