China plans to increase MOCVD to more than 1,200 units

LEDinside's latest "2010 China LED Chip Enterprise Industry Analysis Report" pointed out that China plans to increase the number of MOCVD units in the next few years to more than 1,200 units, of which more than 300 MOCVD plans are planned for 2010. Although, from the historical experience point of view, the actual increase in the number of MOCVD in China will be less than the planned value, but the number of MOCVD plans reflects from the side, the current Chinese LED chip industry is extremely hot. At least 6 companies have more than 100 MOCVD plans, of which Xiamen Sanan and Dehao Runda have ordered more than 100 MOCVD. The reason why MOCVD plans to increase so much is mainly because Chinese local governments are optimistic about the MOCVD financial subsidy policy and the huge market prospects of various enterprises in the LED industry. These two factors have prompted enterprises to plan to introduce MOCVD in large quantities.

First of all, from the perspective of MOCVD's financial subsidies, local governments in China have introduced MCOVD to LED companies in the region, and they have basically given financial subsidies of 8-10 million yuan each. The MOCVD financial subsidies have significantly reduced the equipment purchase cost of LED chip companies, and the number of MOCVD plans for LED chip companies has increased several steps. The government's fiscal subsidy policy is the main reason for the large amount of planning for MOCVD in various enterprises. The investment promotion of local governments in China, especially the MOCVD financial subsidy policy, has effectively promoted the entry of more mainstream LED chip companies in Taiwan and the United States.

Secondly, the optimistic view of the huge market prospects of the LED industry is also very important. In addition to the huge market potential of ordinary lighting in the future, new application areas of LEDs have also been tapped. At the same time, the maturity of the already applied fields is also rising. In China, like any other industry (such as the photovoltaic industry), as long as there are emerging industries, the market is always in the market, not to mention the LED industry is anyone who can see that the future prospects are infinitely good. LED chip companies have increased significantly in the past year and more, of course, the number of MOCVD plans has also risen.

At the same time, most companies do not understand the current status of China's LED chip industry. For example, how many LED chip companies, the number of MOCVD plans for each enterprise, the total number of MOCVD plans has reached, and what is the capacity forecast of MOCVD in the future market? and many more. There is no refined research on the LED chip industry, which has led to the blind entry of enterprises, and the number of MOCVD plans is very optimistic.

Finally, the lack of relevant technical talents has become inevitable. As China's LED chip companies have increased too much, and most of them have plans to introduce MOCVD, there is a shortage of porridge, and the shortage of related technology research and development talents in China's epitaxial wafer production will become a very big problem. The victory of talent competition is an important factor in whether Chinese LED chip companies can win in the future market.

LEDinside has conducted in-depth research on the current status of China's LED chip industry. For specific MOCVD quantity planning, please refer to the 2010 China LED Chip Enterprise Industry Analysis Report launched by LEDinside. The report provides a detailed description of the number of MOCVDs in China's LED chip companies and the total number of future plans. Of course, the large number of MOCVD does not mean that the actual productivity is large. Only when the products that are acceptable to the market can be produced, and the technology keeps up with the development of the market can it be truly converted into actual productivity.