The awkward position of mainland chip factory: "elite" or "chicken ribs"?

MOCVD machine field is not as a comparison, even on a global scale, Aixtron and Veeco are called overlord. So at the end of the wafer, China faces the same pain. The breakdown of China native LED epitaxial wafer fab, including Xiamen, Wuhan only three Huacan, Hangzhou, Zhuhai, Shanghai Elec-Tech Silan azure blue, Shanghai Blaupunkt and several on the scale of the enterprise.

Many colleagues complain that the Chinese mainland LED plant did not grasp the core technology of LED, in fact, this is the core technology of the complaint is more reflected in the upper reaches of LED, including MOCVD and epitaxial wafer fab and other fields.

But worldwide, especially in the field of MOCVD machine, no more than just to master the core technology of Chinese mainland manufacturers. MOCVD machine field is not as a comparison, even on a global scale, Aixtron and Veeco are called overlord.

So at the end of the wafer, China faces the same pain.

LED lighting market to reach standard, people love the anger spread in LED on the downstream end of the so-called core technology, but should understand is that the cost of light source now also accounted for the cost of the lamp into a few? It is undeniable that the China Fab did not awesome, first, Fab Sanan optoelectronics stock last year the water level of a record, but this inventory may for large enterprises the market value of 20 billion is not what, but how much of it is supported by the government.

The government's "gift" at the upstream fab":

First, take the money to the soft.

A lot of wafer companies mediocre performance, mainly by direct government subsidies to achieve profits. I am afraid that I am sorry to say that I am sorry to say that I am sorry to say that I am sorry.

Two, benefit from the LED downstream lighting, government procurement pull, performance growth.

This makes it easier to accept, at least pull the growth of the industry. However, the industry expressed concern that the government's long-term blood transfusion to the enterprise, the company really has the ability to survive is unknown.

Continental wafer fab's main embarrassment:

A, subject to market deserted, capacity expansion conservative, but the capacity to be expanded, but quickly by peers extrusion.

Hangzhou is a typical representative of earlier, Silan azure accounted for a relatively large share of the market, and now the enterprises in expanding capacity is relatively conservative, production can not keep up, market development efforts not too large, so the performance of the general phenomenon.

Two, is lack of characteristics and advantages of products.

Compared with Taiwan, South Korea, Japan and other regions, in the field of Chinese, wafer level and wind, and three are doing relatively well. In the face of a single large swept large three market, the price and technology advantage to win situation, other Fabs that only sigh. China's overall level of LED lag is not entirely due to the late start caused by.

It is not difficult to find that many Chinese companies rely on strong thinking, so that the level of development is quite weak. While international companies seem to be worth China this inertia of thinking of enterprises, even in the LED upstream end of large area Chinese market development. But now, the upstream LED profit margins become smaller, and the China LED application terminal has huge market capacity, and many international companies have vied for Chinese LED downstream market. It is worth noting that the international giant holding patent closures, Chinese LED companies is difficult to release the hands and feet.

China LED application market huge capacity