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Supporting Measures Unable To Match The Led Capacity Expansion
Global wafer (GlobalFoundries) which is in New York State's new Fab 2 wafer fab construction work, infrastructure construction has been dragged down the progress of the follow-up is likely to be extended, this way is bound to Advanced Micro Devices (AMD) and other partners, the future of New published, have been affected.
Investment Advisor in Senior Fellow in China, He pointed out that new production of LED industry has maintained a sustained expansion of the state, which the Government of the push factors dominate. However, our support at this stage whether the measures can keep up with the pace of expansion of production capacity is also questionable. Our industry has always been the first development, after the introduction of regulations, this led to the development of new industries are often vulnerable to the influence of non-industry itself, of course, at this stage the development of LED industry is no exception, and related policies dragging the market imperfections the pace of expansion.
Remove the software facilities, hardware barrier is also a need to overcome the bottleneck. MOCVD equipment for the ...
... needs of society far more than Aixtron, Veeco's incremental production machine, simply, MOCVD equipment, there is a serious imbalance in supply and demand, there is a big demand in the middle can not be met, this phenomenon will lead to a two- conditions: first, to stimulate other countries and companies intensify efforts to develop independent research and development upstream of equipment to achieve self-sufficiency; another kind of other products of course, is not reliable or no ability to produce enterprise products business cheating stationed in the industry.
According to the Investment Adviser's "2010-2015 China's semiconductor lighting (LED) industry, investment analysis and forecast report" shows that for Taiwan, Korea and mainland China LED plant in 2009 and 2010 to expand procurement of MOCVD equipment, led Aixtron, Veeco MOCVD equipment such as factory machines to actively enhance its production capacity, expected in 2010 the global demand for MOCVD equipment will be about 800, and South Korea in 2010 the proportion of total global demand for MOCVD equipment for about a quarter.
Investment Advisor in the Research Director Zhang Yan Lin pointed out that South Korea is the more successful explorers, the South Korean government has been promoting since the second half of 2009 LED device made from the scheme, scheduled for 3 years from 2010 to 2012, put 50 billion won (about 4,500 million U.S. dollars) R & D funding for the promotion of self-MOCVD equipment, the introduction of process automation systems, and development of high-speed packaging / testing equipment, at present, South Korea, made of MOCVD equipment gradually borne fruit. The successful development of MOCVD equipment, not only greatly enhance the ability of independent R & D in Korea, and the future of LED industry in South Korea to lay a solid foundation for expansion.
The LED industry is capital and technology intensive industries, the second case will break the current favorable market environment, to the vicious competition may occur when the situation and disturb market order. Chinese enterprises, under the conditions in the ability to try the first approach may greatly enhance the process of the LED industry(bright LED), but the expansion will result in blind waste of resources, so to learn enough is enough. From: LED christmas lights
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