MOCVD overcapacity or equipment idle conditions may soon appear

In "Strategies in Light (light strategy)" meeting, from the U.S. market research firm Strategies Unlimited Robert SteELe pointed out that in order to cope with the huge demand for high brightness LED market, in the next two years, the annual production capacity of high brightness led growth to reach 50%, in order to meet the market demand. According to MOCVD equipment capacity model estimates, the current layout or single MOCVD equipment to meet the needs of the next few years. Higher production efficiency of MOCVD (42~45 * 2 inches), may occur in the near future or in some places appear MOCVD overcapacity or equipment idle condition.

With the Robert Steele from Canaccord Adams Jed global investment company Dorsheimer quite well, he thinks LED due to consumer electronics products (a notebook computer and LCD TV) growth is preparing a strong recovery, this opportunity is far more than the mobile phone era, this will cause the LED to enter the second period. During this cycle of 780 new MOCVD will be installed, which, in 2010 alone there will be 250 MOCVD to be installed; if the lighting requirements do not keep up with them, is expected in 2012 the excess supply situation may occur, and will result in prices, 2014 is likely to enter a stage of digestion.