Jim Jenson: look at the LED industry from the MOCVD market situation

The day before Chinese Shanghai interviewed LED Veeco extension equipment maker Jim vice president Jenson, pay attention to the development of MOCVD equipment and LED China in the current global market, and change the future of the LED industry will face. Jim Jenson think, want to let LED market to show explosive development, a certain way is to reduce the price of LED, stimulate the market curveball, and the most direct and effective way is through the MOCVD equipment and technology updates, continue to reduce the production cost of LED.

The main battlefield of MOCVD's high growth -- China market

In view of the recent growing Chinese market, Jim Jenson said, the market is still very strong in 2010, 2011, 2009, the number of MOCVD in China grew considerably, in 2010 China, manufacturers also continue to purchase new MOCVD machine orders, Taiwan manufacturers is an additional order to. In his view, in 2010 the number of vendors in China installed MOCVD machines, will be between 100 to 150 units, the end of the manufacturers to see the delivery speed and LED manufacturers own funds allocation, capacity planning time and.

He took K465i, the company's new MOCVD machine, for example, with a lot of customers who liked it and ordered it early. Veeco New Jersey in the United States held many times k465i machine show, there are many Asian customers to see American products, research on product information, there is a lot of Chinese mainland manufacturers.

With the rapid growth of China market at present, the machine will purchase these new accelerated LED reduce the cost of products, as long as the market demand can be stimulated, and reward and encouragement policies LED lighting products are power, so that the LED lighting market demand can really carry out out.

As for the LED backlight market, China, expected future growth of the scale is also very impressive, especially a lot of brands has been active in the layout, but will not in the short term, see the local LED vendors can significantly benefit.

In addition, the semiconductor equipment exhibition held in Shanghai in Chinese, also can see LED equipment Chinese mainland firms made, but with lower order equipment, MOCVD machine can only be used as a R&D.

The difference between LED manufacturers and LED manufacturers in mainland China in Taiwan

At this stage, the government China actively launched subsidy policy, Taiwan, set up to attract manufacturers Chinese LED epitaxial plant, half the cost of subsidies to buy MOCVD machine, Jim Jenson of the LED market and think it is a good thing. He also analyzed the differences between the LED manufacturers in Taiwan and Mainland China LED manufacturers, the most important place will still be technically.

He pointed out that in the employee's skills, team technology, manufacturing team, management team and the intellectual property rights, there are many differences on both sides of manufacturers, through joint ventures, there will be more chance of success than Chinese mainland firms. And other foreign manufacturers in other countries emphasize technical force phenomenon than the local market, Chinese will emphasize local market promotion, sales, in the short term may not be exported to abroad, because the number of local LED demand exceeds supply of local manufacturers, there are many LED chips or imported.

In the long run, LED manufacturers in mainland China to become the world's major manufacturers, including LED product quality, efficiency and cost, many places need to strengthen. The difference between the end of the application is also worth noting that the current Chinese market is still small size LED backlight, LED lighting products are mostly, some of the lower quality products are not easy to break into the higher order LED applications.

MOCVD quick import plan

He stressed that the Veeco for the LED extension of customers, provide Raipid Start fast implementation plan, to provide MOCVD equipment of Tool, reduce the LED extension manufacturers import time, the current time about Veeco import MOCVD machine is 3 to 6 months.

LED lighting products and LED backlight products

Jim Jenson said, LED epitaxial do lighting products or backlight products, the difference lies in the special formula, in the production of different MOCVD reactor, will use a special level to epitaxial. At the present stage LED backlight LCD TV is very hot, South Korea, Japan, Taiwan and mainland Chinese manufacturers are actively engaged in production of related components, LED backlight is still in South Korea, Japan, Taiwan manufacturers have a larger production scale, open up many new production capacity is prepared for the LED backlight market.

However, the LED lighting market driven by the policies of governments, but also have a good growth space. Jim Jenson is recognized around the government's incentive policies for LED lighting energy-saving lamps to replace the traditional lighting, which makes the lighting of LED chip manufacturers increased demand for epitaxial LED and LED packaging manufacturers have launched more than 100 lumens per watt light emitting efficiency of products, these advances in technology, not only can reduce the LED lighting the cost, but also can reduce the LED backlight market growth, the two will therefore have a good development.

LED product prices decline

LED epitaxial large manufacturers to buy a Mocvd machine, although the depreciation is 5 years, but the price pressure will emerge in a year later. This is because LED products with access to the sea, whether it is supplied to the LED lighting industry, or supply to the electronics industry as a small size backlight, large-size backlight for LED products export of different conditions will affect the price of LED products.

Especially the MOCVD machine