MOCVD equipment is the key to making led strip lighting extension of equipment, its in the world of distribution and application field change with the market demand of reaction adjust, can help us understand the present situation of the development of the global LED industry and predict the future.
A surge in MOCVD
Since 2010, the number of Chinese buying MOCVD continue to grow. In 2009 the global shipping 228 pieces, including mainland China only 12%, 42% in South Korea, Taiwan region 35%; In 2010, the shipment to 800 pieces, mainland China rose from 32% to, South Korea and Taiwan to 33% and 26%, respectively, according to Veeco estimates that 2011 to 850-1100 MOCVD shipments Taiwan, mainland China will hold 60% market share, and South Korea further down to 10%, Taiwan 23%. Global 2011-2015 shipments of 4000-7000 sets.
Best led light bulbs backlighting TV is penetration
LED manufacturers expanding capacity, is mainly LED backlight application should be big size and the trend of the development of lighting applications. In 2010 the end of the beginning, South Korea to buy the amount of MOCVD the slowdown, the fourth quarter nearly 64% of MOCVD by mainland China LED manufacturers buy, and South Korea is down to 5%. This shows the sluggish demand once, and South Korea buy MOCVD basic all used in the production of backlit LED, it is a regional problem stage. However, in LED TV inventory gradually less in 2011, samsung and lg will improve LED backlighting TVS shipped to, the proportion of 6 and reinforcement of LED lighting product line and other factors, the second half of 2011 South Korea LED manufacturers for MOCVD machine demand will warm up gradually. Veeco from data showed that 2010, 700 sets MOCVD production LED backlighting, 2011 LED backlighting global TV permeability is expected to exceed 50% generally, and the late in 2013 to 80% in 2015 and implement 100% market penetration.
LED lighting will be the future market driving force
In 2010, the new installed MOCVD of about 70% for LED Fluorescent Replacement, however, in total in the process of rising proportion began to decline, at the same time, rising lighting applications, and the momentum will accelerate. The more mature, lighting is just starting up, the key is whether demand will suddenly enlarged. As countries banned, banning implemented incandescent lamp, Japanese earthquake stimulation, the people environmental protection consciousness factors such as the ascension, LED lighting have signs of advance. Lighting will be the future market driving force. The next five years, cheap light bulbs in chip demand is forecast to grow 68%, the commercial and industrial after, residential and outdoor will is in the lead, 2015 market share may for house 40%, outdoor 23%, 22% commercial, industrial 15%. A two years in total cost LED over fluorescent lamp. If China’s products improve quality, the price is competitive advantage, will have export growth.
In 2011 total output value had LED billions of dollars from mark
According to The Information Network based on lower production cost market observation and analysis, LED The market will appear The explosion of growth. According to the forecast, high brightness LED shipments of 2011 will be less than 100 billion star in 2010 on the basis of a growing to 135 billion or so. Another LED backlighting from 2010 in 20 billion to 30 billion of a growth. Thus, in 2011 LED the general will be shipped from 2010 in 120 billion to 165 billion of a growth, growth, more than 40%; And by 2013, the chip will be shipped to LED doubled in 2010. Overall, 2011 gallium nitride LED market still will continue the growth of 2010 rebound, maintain the upward pattern. Estimate of the IMS Research, 2011 shipments of 62 billion will be GaN LED a, the total output value of $2010 in 8 billion to $10.8 billion.3 billion, the first time exceeded yuan mark.
Led light bulbs are not back a turning point
MOCVD manufacturers revenue to LED industry development trend of future has some foresight, MOCVD giant Aixtron and Veeco in early 2011 that announced the 2011 entire annual financial projections, Aixtron estimated 2011 revenue to 11.2 ~ $1.26 billion, a 2010 12 ~ 15% growth. Veeco are predicting 2011 annual income is $1 billion, $930 million is better than 2010 performance. Veeco global chief executive John r. Peeler sir said after 2010 years of rapid heating up, MOCVD short-term or excessive supply phenomenon, but the market after a brief pause will continue to increase, as the development of semiconductor also has ups and downs, the development of cheap light bulbs also will have strong growth and decline of the cycle. In the process of rising back is normal phenomenon, but fell back at present the inflection point has not appeared yet.
