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When the LED industry can get rid of the oversupply situation and receive market attention, the growth of the number of new MOCVD machines in China's LED chip factory in 2014 may be renewed, putting pressure on the LED industry supply and demand again, including China's LED chip maker Sanan and The vertically integrated factory Dehao Runda has plans to expand production, and Guoxing Optoelectronics is also expected to invest more than 600 million yuan in the second phase of the LED chip.
Foreign-invested Goldman Sachs expects that China's MOCVD market will have relative growth potential in 2014, and it will be warmed by general lighting demand. In addition, some local governments have MOCVD machine subsidies, and Chinese manufacturers have considered increasing production capacity. Capital increase, Goldman Sachs Securities went up again in 2014, China's MOCVD new number forecast, is expected to increase 125 units, an annual increase of 14. China's LED factory to increase the attitude of MOCVD machine to positive or not to bring pressure on supply and demand, the industry is also closely watching .
According to statistics, China's LED factory two major factories Sanan and Dehao Runda are expected to add about 50 and 40 MOCVD machines in 2014, and Guoxing Optoelectronics also announced that its chip second-phase project total investment is expected to be RMB 620 million, Guoxing Optoelectronics plans to invest RMB 500 million. After the project is completed, it is expected to produce 4.10 million LED epitaxial wafers, 2.005 million wafers, and 3.66 billion wafers for large and medium-sized chips. .
In addition, including Tsinghua Tongfang, Huacan Optoelectronics, Silan Mingxin, Yangzhou Zhongke Semiconductor have plans to expand production capacity, and Taiwan Jingyuan Plant Jingdian is also expected to add MOCVD machines in China, Taiwan vertical integration factory The MOCVD capacity of the plant in China will also be released.
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