Chinese LED investment overseas equipment manufacturers locked China momen

In March 17th, three optical [33.76 (600703.SH) 10.00%] announced that its subsidiary of Anhui Sanan optoelectronics has paid 85 million yuan as the Wuhu City Development Zone land use rights deposit. The day before the announcement, the company said, quasi private placement of non-public offering of shares 20 million to 53 million shares, 2 billion 980 million yuan to raise funds for the Anhui Sanan optoelectronics industrialization project.

This means that the total investment of 12 billion yuan of Wuhu Sanan optoelectronics LED production base has started. However, this is only one aspect of China's LED investment boom. In February 1st, a total investment of 6 billion yuan of [19.10 1.92%] (002005.SZ) Elec-Tech Wuhu LED optoelectronic industry base has already started.

"Everyone is snapping up the MOCVD device, and the manufacturer's delivery cycle has been scheduled for next year. ISuppli China analyst Gu Wenjun yesterday on the first financial daily said that this year the domestic demand for MOCVD has reached nearly one hundred units, far exceeding the supply of MOCVD equipment manufacturers.

It is reported that, Aixtron and Veeco MOCVD equipment factory monopolized the global MOCVD equipment market share of nearly 90%, the two annual production capacity but also about 150 units, while most of the products will be delivered to South Korean manufacturers.

Domestic MOCVD equipment gap, but also because of the rapid expansion of the rapid expansion of the LED.

According to an optoelectronic investment plan, the purchase of 200 sets of MOCVD equipment, of which the first phase of the purchase of 100 sets of MOCVD equipment. While Elec-Tech is expected in June will arrive 10 sets of MOCVD equipment, such as pre production smoothly, the future will gradually increase to 100 sets of MOCVD equipment. At the end of February, the South China Sea in Foshan started XURUI photoelectricity LED epitaxial chip project, is expected to scale enterprises with more than 100 units can reach MOCVD.

However, the embarrassment is that in the Chinese companies are still in the loss of LED business investment period, overseas MOCVD equipment manufacturers have earned pours.

Recently, Veeco released the 2009 fourth quarter, the fourth quarter of last year's revenue of $146 million, an increase of 48%, the overall gross margin reached 45%, an increase of 3.6 percentage points last season, an increase of 5.5% compared with the same period last year.

Veeco CEO John PeELer said the day before, the global MOCVD equipment demand this year will reach 400~500, the company plans to expand production capacity, estimated first quarter production of 45 units, 70 units of production in the second quarter, the fourth quarter increased to 120 units.

Aixtron and Veeco is intended to cause this situation in short supply, in fact, in order to monopolize the price. "Industry sources, because the mainland policy support LED attractive, many manufacturers are LED in Taiwan to the mainland to sell second-hand or relocation of MOCVD equipment, MOCVD equipment," the problem is that the number of secondary MOCVD equipment in Taiwan is also very limited. "

May, Guangdong Akinobu group is to alleviate the last hope, MOCVD equipment supply.

In mid January, Guangdong Zhao letter group announced the launch of the mainland's first prototype of MOCVD equipment, the company is expected to enter the production stage after the fastest in May. "Ongoing testing of product data. Guangdong Zhao letter group, a senior said, is not convenient to disclose further content.

However, the industry veteran pointed out that Guangdong Zhao letter group can successfully produce mass MOCVD equipment, is still unknown. Because, before the mainland has developed a number of MOCVD devices, but in the end did not import mass production, the reason is that the technical threshold is too high, otherwise the market will not be controlled by two companies.