LED investors optimistic

Without too much explanation, fewer and fewer people are willing to invest in the construction of a new semiconductor factory.

However, the global solar power market is not hot, very few people invest in the construction of photovoltaic power plants, then the future who will be the focus of investment and construction, may be led.

In addition to the players in the recent Samsung LED, TSMC and other semiconductor manufacturers have joined the ranks of LED. Due to the fiery LED equipment manufacturers such as Aixtron.Vecco and other results rose. The company also claimed that to enter the LED manufacturing equipment. In fact, an investment bank has been to enhance the performance of Vecco forecast.

SEMI Taiwan said in a report, due to the recent production of LED chips key equipment orders sufficient, resulting in prolonged delivery of equipment, and the capacity expansion plan is not easy to implement.

Gartner analyst DeanFreeman believes that from a good point of view Samsung, TSMC, etc. to join the ranks of LED is a good news for customers.

Although, LED industrial development has been for many years, but because of the high cost of LED has not been able to push the market, Freeman believes that the reason for the high cost of low efficiency, small scale and lack of industrial standards. With the entry of the two giants, I believe their strength and foundation will promote the progress of LED industry. LED is expected to decline in the future price will help promote the expansion of the market.

SEMI Tseng said, in fact, the current LED heat is driven by many new applications, such as LEDTV, lighting, street lights and so on, so the LED market will rise rapidly in the world.

Even in the difficult period of 2009, from the SEMI Opto/LEDfab database to see there are Fab production in, and is expected to be at least in 2010 and more than 5 in 2011 and more than 6 new plants put into operation. Most of them are located in China and Taiwan. Of course, there are new plants from Japan, India and russia.

SEMI tracking the world's 180 optoelectronic /LED companies, including 91 LED and the 89 photoelectric factory. Seen from the SEMI database of the world's largest in Japan in terms of optoelectronic /LED companies. If you only look at LED, the Taiwan region accounted for 40% of enterprises, accounting for Japan and China accounted for 22% of the total of 23%.

Investment from the new LED, ranked first in Japan's Nichia. Tseng believes that Nichia announced plans to expand the existing LED production capacity four times, it is currently being built by the new fab is expected to be put into operation in early 2012.

In South Korea, Samsung Electronics is a spectacle. It is reported that Samsung LED plans to add up to 50 units by the end of this year, it has a total of 150 MOCVD MOCVD. It actively expand LED production capacity in order to support the production of LEDTV.

Taiwan region is full speed to promote the development of LED.

LED storm

When the Taiwan region to become the world's largest LED manufacturing capacity share, Epistar and many other Taiwan LED epitaxial chip factory plans to expand production capacity this year to meet market demand. According to industry media, market demand than existing LED supply up to 20-30%. So this year, Taiwan new LED equipment with more than 100 MOCVD.

Reported according to SEMI analysts, some LCD plant in Taiwan also began to join LED ranks, such as AUOptronicsLED subsidiary, Lexstar lighthouse this year in a similar merger under the AUO LED packaging factory, is planning a rapid expansion of production capacity.

Innolux company will continue to invest in the new LED supply chain, they have been Chi Mei lighting technology for epitaxial film and GIOOpto and AdvancedOptoELectronicsTechnology for packaging.

We have used the eyes of the rally in the recent development of the ground floor of the building LED R & D center and chip factory, joined the ranks of LED.

The LED plant is located in the Hsinchu Science Park, plans to be divided into two phases, the estimated investment in the first phase of construction and purchase of equipment, $170 million. And is expected in the fourth quarter of this year, equipment installation and production volume in the first quarter of next year.

Gartner's Freeman said that the LED plant is expected to have MOCVD, 10-12, with an annual output of more than 1 billion LED chips.

Obviously the LED market is also a risk, especially in LED manufacturing has a large number of patents and IP. Freeman believes that TSMC will first find suitable engineers, including the development needs of the IP, if all this can be successful, that in accordance with TSMC's strength quickly became a global LED giant.

At the same time, a joint venture with another generation of electricity manufacturers and LED manufacturers Epistar joint venture in mainland china.

TV for the world cup LED

In any case, Vecco and other equipment manufacturers have accounted for the initiative, the current Axitron and Vecco accounted for 90% of global shipments of MOCVD.

LazardCapital analyst's latest market report disclosure, Vecco estimated that in 2010 its MOCVD equipment shipments from 210 units to 221 units, and is estimated to be between 2011 to 241 units. We believe that Vecco orders are mainly from China (10, customers have Sanan, Rainbow), South Korea (Samsung and LGInnotek), Taiwan (AUO, Huga, Arima) and the United States (Lumiled and Osram).

Vecco's Q1 performance increased from $0 to $1, $6 billion 400 million and $6 billion 600 million, or $0, at $48, $46, before.

LED TV is one of the biggest promoters in June this year, the football World Cup to promote the development of LEDTV.

B&O and AOC announced that their LEDTV is on the scale, and I believe other TV manufacturers will join. But the supply of LED is at least 6 months from the installation of the device to the output.