Terminal demand fiery LED into the high-speed growth period

According to research firm SEMI Semiconductor quoted reports, the world's 180 statistics led/ photoelectric (Opto/LED Fab) wafer factory distribution, Japanese manufacturers have the most LED/ photoelectric wafer factory, LED epitaxial wafer plant distribution area ranking, in Taiwan, Japan, and the top 3 arranged.

The number of LED plants in Taiwan, Japan and Mainland China currently accounts for 40%, 23% and 22%, respectively. In 2009, the economy is not good, there are still 7 new LED plants in the world, and in the year of 2010 and 2011, there are also expected to be a total of more than 5 and a total of 6 ready to start, mainly in mainland China, Taiwan, Japan, India and russia.

Although Taiwan has the world's highest LED epitaxial wafer manufacturing capacity, it contains Taiwan EPISTAR LED manufacturers still plans to continue in 2010 investment, in order to catch up with the expected future demand will be more than the current 20~30%. Metal organic chemical vapor phase epitaxy (MOCVD) in Taiwan in 2010 is expected to more than 100, but the MOVCD machine manufacturing technology threshold is high, whether it will be able to enter the production line will have an impact on capacity expansion.

LED chip demand mainly from LED TV, Korea Samsung Electronics Factory (Samsung ELectronics) due to the rapid growth of LED TV sales, is expected to add 50 MOCVD machine, MOCVD machine to Samsung before the end of 2010 to 150 cumulative.

The global LED leader, Nichia chip factory (Nichia) is expected to complete LED epitaxial wafer factory new at the beginning of 2012, when the current capacity is expected to increase to 4 times.

As for Taiwan manufacturers, AUO, Chi Mei Group are actively layout LED industry, the main purpose is to consolidate the ability of key component production, and vertical integration to establish better in the production chain. Due to the same target lock, in the long term, the competition will be more intense manufacturers, but SEMI estimated LED epitaxial film in the short term there is no excess capacity problems.

Optimistic about the LED industry, but also reflected in the trend of investment in science and technology manufacturers, TSMC in Hsinchu to build LED R & D center and epitaxial film factory, the estimated investment in the industry amounted to NT $5 billion 500 million (about $170 million). With the extension of large investment, LED industry has entered a new stage.

SEMI analysts said the early development of the LED industry and the semiconductor industry is similar, the LED industry is entering a period of growth, the future is expected to have more international manufacturers to cut LED market supply chain, let LED manufacturing costs decline, and increase productivity.