Equipment factory Veeco: this year, the economy is no shortage of oversupply

LED grain shortage continued to spread, in addition to the original metal organic chemical vapor deposition (MOCVD) outside the big machine industry has set off three missing, missing said, including sapphire substrate, chemical sources and all lack of talent, at the same time, in the terminal market including LED backlight penetration TV and monitor, drive reduced demand, equipment industry that LED industry even big expansion, 2010 is still not a problem is expected to continue to pile up in excess of requirement, to the first half of 2011.

The general manager of MOCVD at Veeco Greater China Wang Keyang pointed out that MOCVD entered the second quarter is still tight supply, in the first tier manufacturers first card grabbed most machine after the second factory have to get into, this wave of supply of equipment, in addition to expansion due to the significant increase in demand, many components of the semiconductor equipment also grab the goods, so the market supply is tight, forming one cavity also cause equipment shortage, tight supply, the delivery time is controlled at about 6 months.

At MOCVD as a major supplier of AIXTRON and Woelco (Veeco) market share reached 9, which, according to the statistics of LEDInside, Aixtron and Veeco estimated total shipments in 2010 compared to 2009 growth of 2 times. Equipment industry statistics, in 2009 the global MOCVD shipments of about 180 units, is expected to jump to the level of 600~680 units in 2010, which accounted for about 300~350 units in greater china.

Wang Keyang further pointed out that in addition to equipment shortages, including sapphire substrate, chemical source and talent is the three short LED is currently facing the industry, the sapphire substrate by the beginning of March April has increased 10~15%, may also be further raised, but the second half is expected to restore the balance of supply and demand. As for the source of the chemical industry is more fierce, some manufacturers price increases of 100%, although the supplier intends to expand production, but still need to take some time to produce capacity, so the lack of time for the longest one of the three. As for talents, the expansion of production capacity, which requires more personnel to operate the machine, in addition, in recent years, LED factory also actively poaching talent in Taiwan, Taiwan power plant for fear of long-term effects.

Industry pointed out that the 2010 LEDTV penetration is expected to reach 25%, even 35%, compared with the previous forecast to optimism, monitor permeability was originally estimated to 10~13%, is also on the 17~20%, with rob LED grain war, the lighting penetration is still low, estimated in 2011 reached 10%, 2012 is the first year of starting.

Wang Keyang pointed out that the lack of equipment, sapphire substrate, chemical source and talent, the demand side is still not decline, LEDTV permeability increased, adding LED grain monitor accident robbed the battlefield, so there is no doubt the 2010 LED boom is expected to pile up in excess of requirement, a good road to the first half of 2011, the first half of the market trend in 2011 that had to be seen, the subsidy policy.