christs5
29-06-2011, 15:48
South Korea's two largest electronics group of LED ordered a halt to plans to expand plant, the original Korean metal organic chemical vapor deposition (), the number of machines, from 600 down to 150 NTU, a move expected to resolve the LED overcapacity concerns of LED epitaxial crystal power plant, Formosa Epitaxy, such as the new century will be a boon.
In addition, because the LED backlight LCD TV demand as expected, part of Samsung's LED backlight level of the chip, switch to the LED lighting, so the market quite traditional 40-watt light bulb LED light, $ 10 can buy,LED light (http://www.haolux-ledlight.com/) although this kinds of products are not lighting levels, but equal to declare, everyone can afford the era of LED lighting.
Industry sources, the two South Korean electronics group originally focused on, LEDTV penetration rate will be substantially improved, since the beginning of every turn to call for more than 200 of the expansion plan, but not as good as expected due to demand, coupled with the LED panel plant production costs, Taiwan LED epitaxial plant could not compete with, so the LED large expansion plant project suddenly ordered a halt, the two groups are to stop the machine electronic procurement.
It is understood that South Korea's original expansion MOCVD machine number, compared with mainland China, about 600, currently fitted to the 150 to 200 to stop, not expansion. This excess capacity to resolve the LED is undoubtedly a shot in the arm.
In addition, the market also reported, again in the third quarter sapphire substrate price 15-20%,LED tube (http://www.anilumin.com/) the sapphire substrate is the upstream LED epitaxial materials, materials prices, is expected to enhance the LED epitaxial plant margin. In the two Li Duojia blessing, making the long-term outlook optimistic about LED epitaxy.
LED upstream MOCVD crystal growth is the main equipment, South Korea and mainland China nearly two years of strong purchase MOCVD machine, in particular,LED tube (http://www.led999.net/) resorted to the mainland even one machine for every purchase of $ 10 million subsidy of RMB policy, let the market worry that Taiwan will be in Korea pincer attack, the loss of the world's largest producer of LED status. Investment agency is worried that the expansion menacing mainland, will be a threat to Taiwan, the LED plant is no longer the high PE ratio.
However, AUO Group's chairman Su, Lunda, said demand for MOCVD machine this year, about 800 to 1,000, mainly from the mainland, but the machine's capacity when opened out,LED strip light (http://www.triversled.com/) and the production is not able to open up must have a market if it can produce a line of LED lighting with the grain remains to be seen, so supply and demand in the future look like yet to be determined under, not over-pessimistic.
Everlight chairman Ye Yinfu analysis, although the mainland to swarm into the LED industry, bought a lot of MOCVD, but to yield, size, technology to achieve the level of electricity as crystalline, at least five to six years, then have missed The machine first of LED lighting.
In addition, because the LED backlight LCD TV demand as expected, part of Samsung's LED backlight level of the chip, switch to the LED lighting, so the market quite traditional 40-watt light bulb LED light, $ 10 can buy,LED light (http://www.haolux-ledlight.com/) although this kinds of products are not lighting levels, but equal to declare, everyone can afford the era of LED lighting.
Industry sources, the two South Korean electronics group originally focused on, LEDTV penetration rate will be substantially improved, since the beginning of every turn to call for more than 200 of the expansion plan, but not as good as expected due to demand, coupled with the LED panel plant production costs, Taiwan LED epitaxial plant could not compete with, so the LED large expansion plant project suddenly ordered a halt, the two groups are to stop the machine electronic procurement.
It is understood that South Korea's original expansion MOCVD machine number, compared with mainland China, about 600, currently fitted to the 150 to 200 to stop, not expansion. This excess capacity to resolve the LED is undoubtedly a shot in the arm.
In addition, the market also reported, again in the third quarter sapphire substrate price 15-20%,LED tube (http://www.anilumin.com/) the sapphire substrate is the upstream LED epitaxial materials, materials prices, is expected to enhance the LED epitaxial plant margin. In the two Li Duojia blessing, making the long-term outlook optimistic about LED epitaxy.
LED upstream MOCVD crystal growth is the main equipment, South Korea and mainland China nearly two years of strong purchase MOCVD machine, in particular,LED tube (http://www.led999.net/) resorted to the mainland even one machine for every purchase of $ 10 million subsidy of RMB policy, let the market worry that Taiwan will be in Korea pincer attack, the loss of the world's largest producer of LED status. Investment agency is worried that the expansion menacing mainland, will be a threat to Taiwan, the LED plant is no longer the high PE ratio.
However, AUO Group's chairman Su, Lunda, said demand for MOCVD machine this year, about 800 to 1,000, mainly from the mainland, but the machine's capacity when opened out,LED strip light (http://www.triversled.com/) and the production is not able to open up must have a market if it can produce a line of LED lighting with the grain remains to be seen, so supply and demand in the future look like yet to be determined under, not over-pessimistic.
Everlight chairman Ye Yinfu analysis, although the mainland to swarm into the LED industry, bought a lot of MOCVD, but to yield, size, technology to achieve the level of electricity as crystalline, at least five to six years, then have missed The machine first of LED lighting.