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Strong demand for high brightness LED Taiwan LED manufacturers to expand ferocious

With LED backlight in LCD TV LCD TV and NB Notebook PC product applications continue to expand, high brightness LED demand rapid warming. Market is expected to 2010, the global high brightness LED will remain in tight supply. The epitaxial LED / chip plant in order to seize the opportunity to expand production capacity, industry growth, according to incomplete statistics, in 2009 China, new MOCVD equipment units will be more than 100 units, China's Taiwan region manufacturers also won't be much better, including EPISTAR, canyuan, Taigu, Guangjia, and AUO's victory lextar and so on, manufacturers this year have different degrees of the scale and capacity expansion plan.

From the figures, Taiwan manufacturers to expand production capacity, is undoubtedly in the lead, EPISTAR, canyuan, Taigu this year after the purchase of the MOCVD machine, is expected by the end of this year, the total number of MOCVD machine EPISTAR will reach 180-190, the total number of canyuan MOCVD machine will reach 33 units, Taigu MOCVD the number of machines will reach 27 taiwan. At the same time, EPISTAR also through equity Taigu, reduce the risk of direct expansion, and through product technology and patent exchanges, expand business.

Currently manufacturers continue to order the new MOCVD machine Taichung, which is expected next year, the crystal is expected to import 30 MOCVD machines, the fastest in the completion of the second quarter, when the total number of MOCVD crystal machine will reach 210-220 units. Canyuan is also planning to expand the original internal 30 MOCVD machine next year, but due to the machine orders too full, the first stage to determine the expansion of 12 units, then canyuan production machines will reach 45 taiwan. Taigu also decided 10 Taiwan MOCVD machine will be amplified by next year, a total of 37 Taiwan MOCVD machine.

Huga is currently a total of 38 sets of MOCVD machine, on the former director of the handling of cash capital increase, is expected to issue new shares 120 thousand, 30 yuan per share amount of provisional estimates, will raise 3 billion 600 million yuan. It is expected that the funds will be used to expand the capacity of blue / green LED, MOCVD will be estimated to expand the broad spectrum of 38-39 Taiwan machine platform, so that the total number of production units to reach 76-77 units.

Ding Yuan had to chip after cutting process for the main business, also LED epitaxial crystal factory to 10% equity stake in June this year, the group's force of photoelectric, the main products include blue / green, red LED, and sensor etc.. Market is expected, Ding Yuan will soon be merged in the recent crystal hair, officially entered the LED epitaxial / chip manufacturers ranks. Experts estimate that Ding Yuan / crystal hair next will continue to expand production capacity, it may increase the purchase of 6 MOCVD machines, in order to strengthen the layout of the upstream epitaxial LED.

The red / yellow light LED based Liansheng photoelectric, though only 3 Taiwan MOCVD machine. But the company also has passed the day before the new factory will be built in the central Taiwan Science Park, is expected next year the end of the second quarter will be the first to import 3-4 MOCVD new machine, the next will depend on market demand and funds, expanded to 20 MOCVD sequential machine above scale, and gradually entered the blue / green LED market.

On the other hand, the expansion of demand from the panel manufacturer LED supply chain is also considerable. Including the Samsung LED Samsung, AUO's Lunda, CMO's Qili photoelectric, in order to strengthen the grasp of the LED backlight source, but also thinking about the development of green energy application, has strengthened the layout of vertical integration on LED.

The day before the AUO Lunda will build a new plant in science, is expected to end this year the total number of MOCVD machine 15-20 Taiwan, before 2011 to gradually complete the production scale of construction 150-200 Taiwan MOCVD machine. The CMO / Qili currently has 37 sets of MOCVD machine has been in mass production, is expected next year will be expanded to 47 the total number of machines.

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