Raw material supply gradually ease the cost of LED epitaxial crystal is expected to ease

According to the market research agency topology Research Institute predicted that in 2010 the supply of MO source LED epitaxy, the main raw material of gas shortage, to 2011 is expected to significantly alleviate the supply, supply and demand is estimated as the sapphire substrate will remain tight, but will gradually tend to balance. The main reason is because the upstream material manufacturers are actively expanding production, and in contrast, LED epitaxial / crystal factory actual import and installation of the speed of the MOCVD machine, but because of the terminal market boom there are concerns, and appears to be slow. This estimate, LED epitaxial plant such as crystal electric, canyuan, new century, Taigu, 2011 is expected to reduce the cost pressures by quarter. For operating performance of Taiwan LED epitaxial grain factory in 2011, with the cost and can relieve pressure is getting better, but also to observe large size LCD TV LED backlight models rising speed, progress permeability LED lighting applications, as well as Chinese, South Korea and other competitors to grab a single expansion and. Sapphire substrate, the topology Research Institute deputy director Yang Shengfan said, now the global sapphire substrate manufacturers are very active in the expansion, last year's global sapphire substrate supply and demand ratio is about 82%, which is in short supply situation. MOCVD machine if this year's global LED epitaxial industry expansion speed, such as various manufacturers planned like implementation, 2011 global sapphire substrate supply and demand ratio, may still be maintained around 82%, is still in short supply. But this is not the case. Yang Shengfan said, according to a recent survey, although the sapphire substrate production capacity is still actively expanded (especially Yunnan Yuxi langene China, planning in 2011 to expand 1.6 times, if completed, may become the world's largest supplier of sapphire substrate), but the LED epitaxial manufacturers into the MOCVD machine speed, but slowdown. This is because LED epitaxial manufacturers are worried about suddenly a little too much actual LED supply, if the MOCVD machine expansion slowed in 2011 global sapphire substrate supply and demand ratio may be increased to 90%-95%, so it will be close to the balance of supply and demand, but it is not pile up in excess of requirement. To 2 inch substrate is calculated on the basis, according to the topology estimates, in 2010 the global MOCVD new machine units for 720 units, the global total of 1521 Taiwan MOCVD machine installation, sapphire demand amounted to about 42 million 400 thousand. If the 2011 global MOCVD machine to increase 831 units (in accordance with the manufacturer's plan), the total number of global MOCVD machine will reach 2352 units, then the global demand for sapphire substrate will be increased to 72 million 100 thousand. According to each manufacturer expansion plan, 2010 Global sapphire substrate supply is about 37 million 850 thousand, 2011 will be increased to 59 million. In this way to go back, if in 2011 the global number of MOCVD machines to expand the production of only 600 units, the supply and demand of this year will be able to achieve the balance of sapphire board. MO source gas, currently including the major supplier of American Rohm&Hass, South Korea DOW, British SAFC, Holland AKZO, Jiangsu, South China, Japan Sumitomo, Korea UPChem, 2010 Global MO source gas total demand of about 27-56 tons, forecast demand in 2011 will increase to 42-86 tons. But because of the MO source gas supplier in 2011 also have more or less expansion plan, but the actual installation quantity is MOCVD machine has slowed down, therefore, the topology is expected, in 2011 the global MO source gas supply and demand will gradually ease, MO source gas prices will gradually decline.