Taiwan LED industry expansion of production, the middle of the test pick seized plant benefit

By LED application technology to accelerate the development of science and technology giants competing impact, the recent emergence of large-scale expansion of the LED industry in Taiwan situation, causing the demand for related equipment business. Because the LED middle process including test and pick, each of the 1 MOCVD machine shall be equipped with 6 test machine, optical crystal to power and Chi Mei Group Qili photoelectric two LED manufacturers expansion plans this year to estimate the total demand, testing machine more than 1000 Taiwan, if all the production of blue chips, pick OEM demand totaling more than 25-26 million! The industry is expected, Taiwan related businesses, including testing machine factory Wang silicon, as well as the selection of a long inspection plant, Ding Yuan, etc., will be the wave of LED expansion of the beneficiaries of the boom.

In the past LED applications to mobile phones and low consumer products, but with the continued progress of the application of technology, the current TFT-LCD backlight and lighting market, both have become the two largest LED industry growth momentum. Because of the potential for future development has been good, including AUO, CMO, TSMC, UMC, Foxconn Technology manufacturers are actively layout.

TSMC which avoid LED patents, planning the use of silicon wafer production background, to $40 million investment in the United States BirdgELux. UMC has chip maker crystal electric two seats and investment director, LED driver IC and LED Packaging Factory Hong qi. There is in the upper reaches of the extension field of AUO YHI, powerful union and kaiding in packaging. The CMO in canyuan, East bay. Hon Hai is planning to downstream from the upstream, including investment in advanced photoelectric, LED lamp, LED heat such as Foxconn eltete.

Due to the establishment of LED production capacity must first purchase MOCVD machine, the continued expansion of production demand pushed up the world's top 2 MOCVD equipment manufacturers Aixtron and Veeco, since 2007, the performance of the stock price rose gradually. But because the LED process requires not only the MOCVD machine, in the middle of the process also need to test and pick up Taiwan, the industry is expected, LED test equipment manufacturers Wang Si, and pick generation industry long yuan, Ding Yuan, also have the opportunity to become the wave of LED expansion boom benefit groups.

According to the analysis of the Yuan Fu securities to 1 MOCVD machine to configure the 6 test machines to estimate, just crystal electricity in 2008 to add 22 MOCVD machines, it is necessary to add the needs of the 132 test machines. New breakthrough manufacturers (CMO's Qili) is expected to purchase 150 sets of MOCVD machine, you need to purchase additional 900 test machine. In the selection of inspection, to the third quarter of this year will be the original electricity production capacity of 8-9 billion, a massive expansion to the size of the expansion of the production of up to 50%, the new challenge to pick up 3-4 million. As for Chi Mei (Qi Li) this year is expected to buy 150 sets of MOCVD machines, if all blue output, this year will be more than the need to pick up 2 billion 200 million.

At present, the selection of a long generation of foundries 50% yuan business in the LED test machine sales and OEM, 50% in semiconductor testing oem. Due to the Long Yuan homemade machine, so the industry believes that the long yuan and other OEM OEM compared to the cost advantage. At present, the monthly production capacity of a month to check the foundry is 1500KK, the third quarter is expected to expand to 1800KK. Since the trial has been maintained for 30% consecutive years to maintain an annual growth rate of more than 2, is expected to grow this year up to a maximum of 53%, will be a long time in recent years, the main business growth momentum. The main customers include crystal 75%, China on the top 10%, the mainland and international customers in the 10%.

Ding Yuan, the main business includes two yuan, $three, $four chip manufacturing and sales, as well as the light components of the production and marketing and OEM business. Which accounts for nearly 70% of the proportion of revenue, the proportion of light components by about 20%-25%, the proportion of OEM process is about 5%-10%. Chip monthly production capacity of 1500KK, mainly in the blue chip foundry process, this year's production capacity will be expanded from 250KK to 400KK. For the recent selection of OEM market situation, Ding Yuan said that the recent demand should have entered the peak season, but the magnitude of the increase is not very obvious. As for the expansion of the industry action, if there is no actual downstream demand support, may also temporarily maintain the semi-finished products. At present, it seems that the major manufacturers cut into the field of LED or the first breakthrough in packaging technology, because the backlight technology has yet to be upgraded.

Source: Lean news