Paris Securities: LED upstream plant expansion slowed, conducive to the early recovery of the industry

According to the Paris securities research shows, LED industry this year is expected to expand upstream manufacturers production progress slowed, for example, LED upstream manufacturers in Taiwan area of our country original MOCVD machine installed this year will increase the number of 90-100 units, but the estimated end of the actual number of installed may be reduced to 60-70. It is possible that the next two years the supply growth rate by 75% and 45%, respectively, down to 52%, 28%, to demand this year the annual growth rate of 42%, the growth rate of demand is expected in 2009 37%, the industry may face the test of the LED pile up in excess of requirement of upstream manufacturers, now slowing expansion plan, will help make LED industry early economic recovery.

From the recent LED upstream of China's Taiwan MOCVD installed capacity and progress has slowed down, the supply of excess pressure LED signs of relief. It is understood that some of the upper reaches of the LED industry has decided to delay the progress of the machine installed in 2009, while some manufacturers are to cancel some equipment purchase orders.

Source: Lean news