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MOCVD crystal growth equipment from the machine, the upstream LED epitaxy / grain, the middle LED packaging, to the downstream system module, as well as in electronic products, lighting manufacturers and local brands, readily available, and to regional integration development model everywhere flourish, the momentum is compelling. Taiwan LED makers to maintain this hard-won future established market position, including technical, capacity, strategy, flexibility, indispensable, challenges will be quite difficult.
Technology to a high technical threshold LED epitaxial / grain, the Taiwan already crystal power, Formosa 圓 production-efficiency light 110lm, 100lm, high-power white LED die, although behind the CREE, OSRAM, Japan Nichia, but continued to hold the leading position in the LED industry. However, mainland China LED epitaxy / grain to further the technology will soon have a breakthrough is expected in the next 1-2 years, all of Taiwan LED epitaxial / grain companies may all have to be able to source production efficiency of more than 100lm LED die, they are not competing in the first wave was eliminated. Even necessary to develop a more technical entry barriers, in order to make the industry more stable position.
Capacity, the Chinese mainland have had thousands of LED packaging factory, past, Taiwan's LED industry-leading part, largely because the upstream LED epitaxy / grain technology and production scale. However, the Chinese mainland in recent years through the purchase of government subsidies MOCVD, very very expansion of the LED epitaxial / grain production capacity, and in order to strengthen the autonomy of technology, vertical integration, but also a more rapid expansion of the upper substrate capacity.
According to the Topology Research Institute survey shows that mainland China has more than 20 sapphire substrate suppliers, including Yunnan Yuxi aquamarine in 2-inch substrate technology has been skillful, and has a 80% market share in mainland China. Now also sending samples 4 inch substrate, and successfully developed a 6-inch substrate, the LED manufacturing process every step of the evolution. LED epitaxial / grain companies at this stage were three safety photoelectric (production base is located in Wuhu and Tianjin) and the largest and most advanced, currently has 70 sets of MOCVD machine, but also further expanded in 2011 100. Sapphire in Shanghai, Hangzhou Silan 2011, the forecast will have 20-30 MOCVD.
Strategy, the light only to invest and build factories in China, orders or not from heaven. Taiwan LED makers in mainland China and foreign enterprises in recent years started with the various modes of cooperation, including business, strategic holdings, joint venture factories, etc., is nothing more than hope to the layout of a diversified strategy for growth in the mainland market trends cup soup.
