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Benefiting from the expansion of LED TV and lighting demand, the LED epitaxial plant capacity has reached full capacity in the first half of 2012. Industry insiders expect LED epitaxial plant to launch a wave of MOCVD machines in the first half of 2013.
Aixtron said that in the first half of this year, Taiwan and mainland LED extension customers, such as Jingyuan Optoelectronics, Longda Electronics, Sanan Optoelectronics, etc., have nearly 100% capacity utilization, and almost no MOCVD has been ordered in the second half of this year. The equipment plan is expected to see another scene of the purchase of MOCVD machines in 2013.
Ai Siqiang pointed out that in the past, the LED epitaxial plant capacity utilization rate reached 80%, that is, the purchase of MOCVD machines began. However, in the face of the oversupply problem in the LED market, this year's LED epitaxial plant will be more conservative for the expansion and purchase of MOCVD machines. Therefore, although the capacity utilization rate in the first half of the year is close to full load, the LED epitaxial factory has not yet seen the procurement. Deployment of MOCVD machines.
In the first half of 2012, LED epitaxial factories over-price competition, resulting in a sharp drop in profits, and the procurement funds have also been tightened sharply. After the production yield is upgraded and the price stabilizes, the LED epitaxial factory will have the opportunity to place large orders, and 2013 will be The time point you can expect.
Aixtron said that in the first half of this year, Taiwan and mainland LED extension customers, such as Jingyuan Optoelectronics, Longda Electronics, Sanan Optoelectronics, etc., have nearly 100% capacity utilization, and almost no MOCVD has been ordered in the second half of this year. The equipment plan is expected to see another scene of the purchase of MOCVD machines in 2013.
Ai Siqiang pointed out that in the past, the LED epitaxial plant capacity utilization rate reached 80%, that is, the purchase of MOCVD machines began. However, in the face of the oversupply problem in the LED market, this year's LED epitaxial plant will be more conservative for the expansion and purchase of MOCVD machines. Therefore, although the capacity utilization rate in the first half of the year is close to full load, the LED epitaxial factory has not yet seen the procurement. Deployment of MOCVD machines.
In the first half of 2012, LED epitaxial factories over-price competition, resulting in a sharp drop in profits, and the procurement funds have also been tightened sharply. After the production yield is upgraded and the price stabilizes, the LED epitaxial factory will have the opportunity to place large orders, and 2013 will be The time point you can expect.
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