Because LED backlight products enter notebook computer with LCD TV and other terminal applications, making 2009 the upstream chip market began to appear in short supply, leading chip manufacturers actively expanding production capacity; it is understood that the current MOCVD equipment delivery compared to the past will lengthen.
Vice president of AIXTRON China Christian Geng said, AIXTRON has plenty of production equipment to meet the present MOCVD huge market demand; but in the face of the 2009 LED report an increase in demand brought about by the urgent orders, MOCVD still need to expand the production capacity of the equipment and material suppliers with all the staff, and communicating with customer contact so, it is helpful to realize the capacity.
LED backlight size will support the long-term market demand
Due to industry characteristics, usually LED in the short-term demand visibility is often due to the volatility is too large and unpredictable, but in the medium term, mainly concentrated in the application of notebook computer and LCD backlight module, the notebook computer backlight power is strong growth, is expected to become one of the huge market demand; the application of LED backlight LCD TV is a new force that can not be ignored. As for general lighting applications, due to the cost of LED is relatively high, so the use of the 24 hour convenience store lighting is still far greater than ordinary household consumption, but overall, the market is still looking forward to the future prices will decline, expanding the use of LED and the penetration rate.
Benefited from sapphire substrate prices, 2010 4 inch production equipment will become the mainstream
Although Taiwan extension manufacturers already have the production of 4 inch and 6 inch capacity in technology, but at the cost of the reference, the majority of Taiwan manufacturers or the 2 inch MOVCD equipment for the production line; in most of Europe and the United States and South Korean manufacturers are already using 4 inch MOVCD equipment.
However, once the market is expected to 4 inch wafer material cost greatly (four times the current caving cost price 4 inch wafers of about 2 inch wafers), 2 inch MOCVD 4 inch device will gradually be replaced; AIXTRON operations director Wachtendorf AIXTRON also pointed out that the customer can do the upgrade in the existing the equipment, the existing 2 inch to 4 inch size change.
6 inch MOCVD equipment, the yield can be increased by about 30%
On the 6 inch MOCVD equipment, for the production of -wave components (-wave device) has been running for many years, manufacturing has recently started to enter the LED chip. AIXTRON collaborated with SemiLEDs 6 inch blue LED chip in May 2009, the AIX 2800G4 HT structure 6x6 inch MOCVD reactor on the yield increase of about 30% (compared to the traditional 42x2-inch Architecture), not only the good uniformity, but also reduce the edge effect (edge effect). But at this stage, most of the difficulties still lie in the high price of 6 inch substrate and epitaxial wafer cutting technology challenges.
Good uniformity makes AIXTRON to become the world's leading MOCVD equipment manufacturers
In addition, Geng also pointed out that the AIXTRON in the LED equipment market share up to 70%, which is the main advantage of know- how technology and productivity leading. Pay attention to every AIXTRON epitaxial silicon, the relationship between production batches and system, to ensure the uniformity of the good and excellent rate, especially in the chip manufacturers expansion, especially the key can maintain the same excellent rate and uniformity is significant.
In addition to leading technology, AIXTRON is also committed to understanding the needs of customers, and positive analysis of future market trends, to consolidate its first world leader position.
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