LED enters the scale competition stage, production capacity becomes an important indicator threshold

LED lighting business opportunities are igniting around the world, the market card position war is detonated, the LED industry will enter the scale economy competition, and the mainland LED upstream organic metal chemical vapor deposition (MOCVD) machine is rapidly expanding. It is expected that 500 units will be added in 2011. The scale of production capacity of downstream packaging components will also become the key to seize the strategic position. The industry believes that the scale of upstream operators will not reach 50 units in the next two years, and the luminous efficiency will be less than 100 lm/W, which will face the fate of elimination. The downstream packaging industry will have high power LED months. With a production capacity of 50 million to 100 million, it will become an important indicator.

In recent years, the mainland has been actively developing the LED industry upstream. According to statistics, there were less than 20 LED epitaxial factories in mainland China in 2009. However, with the local government's strong financial assistance, the MOCVD machine was launched in various places. By 2010, it is estimated that there will be More than 100 LED epitaxial and die factories have entered the industry. The mainland LED leader Xiamen Sanan has about 70 MOCVDs in Wuhu and Tianjin. It is expected that another 100 MOCVD machines will be added in 2011. As for the new LEDs. Epistar's mainland polycrystalline giant Daxin GCL Group also ordered up to 400~500 MOCVD orders from equipment manufacturers. The mainland industry believes that although some local governments have intentionally stopped the new machine subsidy policy, the subsidies in different regions are still There is a continuous progress, which will enable the continuous growth of the mainland MOCVD machine to be introduced in 2011, and the proportion of the new MOCVD new machine installation will increase to over 30%, surpassing Taiwan and South Korea.

The LED industry estimates that the number of machines receiving subsidies from the mainland government in 2009 was as high as 1,000, but the actual number of imports in 2010 was only 400-500 units, about half of which came from Taiwan LED factories, but with the development of the mainland LED industry is gradually becoming more complete. The machine and production technology entered the learning curve. The industry believes that the number of MOCVD machines in the future LED factory should be at least 50, and the light source efficiency of the mass-produced LED die products should be = 100 lm/W. It is enough to have basic tickets for market competition, and it is expected to enter the industry knockout in the next two years.

With the rise of the LED main lighting market, the importance of LED downstream packaging plants in the layout and capacity scale of high-power LED technology is increasing. The director of Edison Optoelectronics, Wu Jianrong, said that LED lighting has entered popularity and the gross profit margin of products has increased. It is not the only winning point. If it does not have an economic scale, it will become a weak market in the LED lighting competition market. It cannot be bargained in the market, and it is difficult to gain an advantage in cost competition.

Wu Jianrong stressed that to become a first-line manufacturer in the lighting market, the basic monthly production capacity must be 50 million to 100 million, so the high-power LED component packaging capacity will continue in 2011, and the new capacity will be in place in the second quarter and the third quarter. It is expected to expand to more than 100 million units in 2012. As for the second phase of the Yangzhou plant in mainland China, the design will be completed in 2011 and will be issued in early 2012 as the main production base for the LDMS (Lighting Design Manufacturing Service) lighting integration system.

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