LED industry outlook is promising, around LED vendors are actively expanding production into the war, hoping to win more business opportunities. According to the survey, Taiwan and South Korea and other major LED manufacturers, this year will total the total number of MOCVD machines, it has more than 250 units. With the factory and most of the new machine next year will continue to import, expected from the second half of this year to next year, LED will supply more abundant, contribute to the situation gradually ease the tight supply and demand LED.
Taiwan factory, LED epitaxial chip / chip manufacturer is expected to import electricity this year, 20-30 Taiwan MOCVD, and strategic alliance partners to increase the purchase of South Asia photoelectric 10 MOCVD units. Taigu in the first half of this year also plans to purchase 10-13 MOCVD machine, the second half will be estimated to purchase 5-10 taiwan. Total light is crystal system will expand this year about 45-50 Taiwan MOCVD machine.
LED factory's panel makers AUO -- long reach the end of the first quarter MOCVD the number of machines is about 16 units this year, is expected to further increase the share of 44-54 before the end of next year, Taiwan Hsinchu factory to further increase the share of about 12, Suzhou, the new factory is also planning will build 50 MOCVD before the end of next year.
In addition, canyuan factory in Taiwan this year is expected to add 12 sets of MOCVD machine, the mainland is located in this year also will build lucidity 20-25 Taiwan MOCVD machine. Ding Yuan also plans to import 7 MOCVD units this year, next year and then increase the number of MOCVD units (probably in Taiwan to set up a new plant in Fuzhou, may also be the construction of a new factory in). The new century is planned before the end of the 9 quarter of this year will import the MOCVD units in the second half of the second half, and then increase the purchase of 10 units in the second half of the year by the end of the second quarter.
The total light is above several major manufacturers, LED MOCVD machine factory in Taiwan this year will increase to 113-128, if the investment together with canyuan lucidity calculation will increase by 133-153. Next year the above companies on the table also has at least 85 MOCVD machine will be imported into the machine.
The factory of Korea, according to the Yongfeng securities research statistics, South Korean manufacturers have started in the second half of 2009 the positive amplification of the MOCVD machine, the Samsung in the second half of last year bought about 50 MOCVD, the prediction of the new machine MOCVD in 2010 can be put into production, there is 55-105. LG Innotek also estimates this year will add 38-79 Taiwan MOCVD, packaging factory Seoul semiconductor estimates will also add 20 units of MOCVD, the total of these 3 Korean plants this year will also add 113-204 Taiwan MOCVD.
Taiwan and South Korea manufacturers to expand the number of production machines, this year will increase the 250-300 Taiwan MOCVD machine. Next year, there are nearly one hundred new machine table to be imported. Although the LED supply is still tight, but with new machines have been put into operation, the LED chip supply will be gradually increased, some analysts expected, from the second half of this year to next year, LED supply tight, may gradually ease.
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