China's Taiwan upstream LED plants have slowed production capacity expansion plan

China's upstream LED industry in Taiwan, the recent expansion plans have been slowing down or deferred. Which was originally expected to be completed by the end of the second quarter of this year, the blue chip and UHB ultra high brightness LED expansion plans, but were deferred to this year, completed between September and. Blu ray LED mid month production capacity expansion slowed. Canyuan scheduled this year to expand the blue epitaxial per month to 600KK, but it has only expanded to 400KK, the follow-up schedule is set. As for the Taigu in the first half of this year to complete the first phase of expansion, the monthly production capacity of 30 thousand epitaxial films, the second half has no expansion plan.

Originally expected in the end of the second quarter of this year, the blue chip production capacity will be extended to 1300KK-1400KK in the second quarter of, but in fact, deferred to August of this year to complete the mid month production capacity is currently only extended to. The original is also expected to be completed by the end of the second quarter of the UHB ultra high brightness LED expansion plan, the monthly production capacity to be expanded from 80KK to 160KK, but also deferred to September this year has just been completed. As for the four yuan LED capacity has not been fully loaded, so this year there is no expansion plan.

While canyuan originally expected to be in this year will be the blue epitaxial month capacity expansion to 600KK, but it has only expanded to 400KK, according to the follow-up schedule is still uncertain. As for this year to actively adjust the product portfolio of Taigu, completed at the end of the second quarter of the first phase of expansion, the epitaxial per month to about 30000, the second half has no expansion plan.

Source: Lean news