subject: Led Hot End Needs To Enter A Fast [print this page] According to research cited SEMI Semiconductor reports, statistics Global 180 LED / optoelectronic fab (Opto / LEDFab) distribution, Japanese firms have the most LED / optoelectronic fab, however the distribution of LED wafer area rankings, Taiwan is the , Japan, and China arranged before the three.
In Taiwan, Japan and mainland China now account for the number of LED plant over 40%, 23% and 22%. 2009 recession, the world still have seven new LED plant opened, and the 2010 and 2011 were expected to have 5 and 6 prepared opening, mainly in mainland China, Taiwan, Japan, India and Russia.
Although Taiwan has already has the world's highest LED wafer manufacturing capacity, including Epistar, etc. However, Taiwan LED makers still continue to invest in 2010, is expected to catch up on than the current 20 to more than 30% of future demand. 2010, metal organic chemical vapor deposition (MOCVD) machine is expected to more than 100 in Taiwan, however MOVCD machine manufacturing technology of high threshold, it can schedule the production line will impact on capacity expansion.
led chip demand mainly from LEDTV, South Korea Samsung Electronics factory (SamsungElectronics) LEDTV response to rapidly growing sales, is expected to add 50 MOCVD machine, Samsung's MOCVD machine to the end of 2010 accumulated to 150.
Global leader in LED chip factory Nichia Japan (Nichia) is expected to be completed in early 2012 the new LED fab, when the current production capacity is expected to improve to 4-fold.
As Taiwanese companies, AUO, Chi Mei Group are active distribution of LED industry, the main purpose is to strengthen the capacity of the production of critical components, as well as in the production chain to build a better vertical integration. As the lock the same objective, in the long term various manufacturers will be more intense competition, however SEMI LED wafer short term forecast is no overcapacity.
Optimism on the LED industry, is also reflected in investment trends in technology manufacturers, TSMC R & D center in Hsinchu and build LED wafer fab, the industry estimated investment of NT 5.5 billion (about 1.7 billion U.S. dollars). Cut into the investment with the wafer manufacturers, LED industry has entered a new stage.
Analysts said SEMI, LED industry and the semiconductor industry is somewhat similar to the early development, LED industry is entering a growth stage, the future is expected to have more international manufacturers cut into the LED market, supply chain, so that LED manufacturing costs down, and productivity.
