An enterprise LED epitaxial wafers and tube production line core still nervous and orderly, but the industry is in excess capacity problems CFP map
[ this is just the start of domestic LED industry adjustment period, if the present domestic MOCVD layout reaches 50%, the real" killing" will start]
Lasted more than two years of LED investment boom has finally started to have an emergency brake.
Yesterday, Zhangjiagang Economic Development Zone Investment Promotion Bureau relevant responsible person told the” First Financial Daily” said,LED Tube Light Manufacturer Xin photoelectric start construction in March of this year ’s Zhangjiagang LED epitaxial chip project has been halted, and alterations in solar photovoltaic project. Zhangjiagang hair changes appoint concerned personage also confirmed the news, and said internal core technical team have been in situ dissolution. Zhangjiagang around several LED epitaxial manufacturers also confirmed, your company already from” poach” Xin photoelectric there part of technical personnel.
Xin photoelectric company investment expresses about the personage, at present the company to LED project progress has not been made a public statement, they also have to disclose more information.
” Buy MOCVD device not only can produce LED epitaxial film, also can produce GaAs solar cell wafer, so that the whole project is not to stop, but cut the original size.” The Zhangjiagang Economic Development Zone Investment Promotion Bureau sources.
Once known as the investment of $2500000000, buy 500 MOCVD equipment Xin photoelectric LED project, after only 7 months of sudden changes.Google TV keyboardThis project was LED investment climax to the landmark event. But the stage of serious overheating investment, has resulted in excess production capacity of LED chip.
” This is LED investment hot brake of a case.” High Technology Industry Research Institute president Zhang Xiaofei pointed out, most of the LED enterprises have suspended the MOCVD equipment procurement, some of the original planning to purchase 50 units of MOCVD equipment LED manufacturers, is now basically in 50% reduced the purchasing volume, so VEECO and AIXTRON two MOCVD equipment manufacturers sales this year compared to the same period last year and did not increase.
Investment overheating caused by excess capacity
It is reported, Smart TV keyboardXin group is the largest foreign thermoelectric operating businesses, Xin photoelectric is the three one of business.
In February this year, Xin Group Chairman Zhu Gongshan announced a $2500000000 investment, the total planning of Xin photoelectric LED industry base contract settled in Zhangjiagang Economic Development Zone, the MOCVD equipment procurement amounted to 500 sets of plans. In March 1st, Xin photoelectric Zhangjiagang LED base officially started. Subsequently, Xin photoelectric personnel also started in the industry is high-key appear.
Xin photoelectric in MOCVD equipment on the big one time has become a hot topic in the LED industry, and the domestic LED investment heat into the climax.
High Technology Industry Research Institute of the digital displaySpiral Plate Heat Exchanger 1 July this year, China’s MOCVD increases the amount exceeds 200, is expected to 2012 Chinese LED chip production capacity will reach 10 times in 2010. At present, Chinese MOCVD equipment already amounted to 543, count in the construction of 96 projects, China MOCVD number will reach 1642 units.
MOCVD equipment number growth is the main cause, each district government introduced preferential policies — each MOCVD allowance 8000000 yuan ~ 10000000 yuan, as well as the local municipal lighting order. Taiwan optoelectronic semiconductor industry association secretary-general Zhan Yiren said, Taiwan LED upstream enterprise moved to the mainland is the main reason, but also because the local government subsidies and orders.
” This LED capacity expansion too fast, from the downstream manufacturers Nahuo speed has been obviously feel.” An optoelectronic ( 600703.SH ) to disclose about the personage, last year, an optoelectronic downstream customers to take goods are expected to line up, under the orders, wait for a period of time to get the goods,plate type heat exchanger but this year the downstream customers at home can get the goods. One of the reasons, on one hand because of an optoelectronic LED capacity expansion, but also LED downstream market demand and there is no time to grow rapidly.