Taiwan epitaxial expansion slowed LED industry experienced a healthy development

In the DRAM industry funding crisis, the panel industry next year to reduce capital expenditures, DRAM and panel manufacturers to assess the suspension of LED upstream epitaxial plant related investment plans, LED plant, said manufacturers began to cancel the order or delayed. The expansion of the progress of this wave of depression has been deter panel related manufacturers and Mainland China's LED industry, the LED industry will pile up in excess of requirement is a benign development.

Currently in the upstream of the LED extension, including light hung Li Jing investment investment promos crystalmedia and Chi Mei investment and Reinvestment lextar Qili AUO, currently the semiconductor industry is not easy to obtain funds, the panel industry is also in urgent need of cash of winter, the slowdown have these manufacturers in the expansion of upstream of the LED extension. The limited increase in production capacity overall next year.

Insiders said that the recession has affected the panel related manufacturers and China LED industry expansion progress, market demand and potential competitors, investment pace is slowing down, to help reverse the LED pile up in excess of requirement.

China's Taiwan region is the world's largest number of metal chemical vapor deposition (MOCVD) machine, the second half of last year, there have been optimistic about the technology industry LED investment, when the market was known as the Taiwan this year will increase 100 MOCVD, but in the third quarter on a similar phenomenon, some extension factory emergency stop.

EPISTAR chairman Li Bingjie said, the current factory upstream epitaxial expansion is slowing, there is an extension of the original factory for 12 sets of MOCVD, block seven, AUO's Lunda photoelectric now only bought two machines, the global boom reversed, many technology factory in this year and next year there are a lot of them time can be observed, will make next year in the upper reaches of the extension of the decline in the supply of.

Source: Taiwan Economic Daily