LED plant new capacity has been out, manufacturers optimistic about the supply and demand situation of Q3

At present, Taiwan LED plant expansion, estimated in 2008 all LED Taiwan factory will add LED epitaxial station 100 table, the crystal electric (2448) is expected to increase to 22 units, MOCVD machine, should be increased to more than 20 units, 1 billion units for the expansion of production capacity. In addition, Taigu (3339), canyuan will buy MOCVD new machine.

At this stage, the data show that LED epitaxial new capacity will be opened at the end of 2008 Q2, is expected by the end of 2008, the growth rate of the entire Taiwan LED chip will reach 50%, raising concerns about whether the market will result in excess capacity.

LED plant is being adjusted, and optimistic about the second half of 2008 multi application development, as well as Wang quarter effect, can fill out more new capacity.

LED downstream packaging factory, production capacity expansion pace more upstream, one of the leading packaging factory Everlight (2393) stage SMD LED production capacity expansion only for a single month of 800 million, as originally planned 8, to achieve the original program is ranked at the end of 2008. But Baihong is expected to be in the second half of 2008 is to make up the SMD LED capacity to meet orders.

Source: LEDinside