Taiwan: The mainland continues to dig corner LED talent chips oversupply or extend to next year
With the rise of LED business in the Mainland, about 420 MOCVD machines were added in the mainland last year, and the number of switchboards was about 720. However, only half of the newly added machines were introduced into mass production at the end of last year, which still caused the global LED chip market to fall into oversupply. storm. Taiwanese chip factory operators said that from the mainland LED factory recently started to start the talents of Taiwan, this year, MOCVD machines will continue to be introduced into mass production. The current situation of oversupply of LED chips has not eased, and will even be extended to next year.
Last year, the mainland government vigorously supported the LED industry through the MOCVD machine subsidy policy, which made the mainland pick up the MOCVD machine. However, with the mainland government tightening monetary policy in the second half of last year, the subsidy was interrupted. The number of new machines in China last year was estimated from 700. The platform dropped to 420 units.
In addition to the purchase of machines, from the end of 2010, mainland manufacturers frequently dig Taiwan talents with high salaries to reduce the learning curve time. For example, Sanan Optoelectronics frequently digs corner crystal talents, but technology and manpower can never keep up with the number of new machines. As a result, the capacity utilization rate of the mainland cannot be effectively increased. Last year, there were only about 510 machines in the mainland for mass production, and about 210 machines were idle.
The Taiwan Optoelectronics Association said that the mainland LED market will not completely stop MOCVD machine purchases, but the pace has been significantly slowed down. This year's market assessment will add another 100 to 150 MOCVD machines in mainland China, and the number of switchboards will grow to 820~ 870 units, but this year, the land factory is still actively introducing the new machine purchase last year. The land factory hopes to introduce 720 units of last year into mass production, and further increase the capacity utilization rate to over 80%.
Facing the challenges of mass production in the land factory, the Taiwan factory won by quality. The Taiwan Optoelectronics Association believes that the mainland chip products are mostly low-to-medium power with low technology thresholds, and can be applied to general indoor lighting, small and medium-sized panels and other fields. Although high-power LED chip products used in automotive lighting, solid-state lighting, outdoor lighting and other fields are also produced, although their prices are cheap, but the quality is not good, they are mostly eliminated by the international market, and Taiwanese factories with product technology and quality are still relatively affected. International manufacturers prefer, so compared with the low- and high-power chip market that has been caught in the price war, Taiwanese factories still have room for development in the high-power chip market. For example, chip factories such as Jingdian, Yuyuan and Guangqi have already grasped the front end of the market trend.
Last year, the mainland government vigorously supported the LED industry through the MOCVD machine subsidy policy, which made the mainland pick up the MOCVD machine. However, with the mainland government tightening monetary policy in the second half of last year, the subsidy was interrupted. The number of new machines in China last year was estimated from 700. The platform dropped to 420 units.
In addition to the purchase of machines, from the end of 2010, mainland manufacturers frequently dig Taiwan talents with high salaries to reduce the learning curve time. For example, Sanan Optoelectronics frequently digs corner crystal talents, but technology and manpower can never keep up with the number of new machines. As a result, the capacity utilization rate of the mainland cannot be effectively increased. Last year, there were only about 510 machines in the mainland for mass production, and about 210 machines were idle.
The Taiwan Optoelectronics Association said that the mainland LED market will not completely stop MOCVD machine purchases, but the pace has been significantly slowed down. This year's market assessment will add another 100 to 150 MOCVD machines in mainland China, and the number of switchboards will grow to 820~ 870 units, but this year, the land factory is still actively introducing the new machine purchase last year. The land factory hopes to introduce 720 units of last year into mass production, and further increase the capacity utilization rate to over 80%.
Facing the challenges of mass production in the land factory, the Taiwan factory won by quality. The Taiwan Optoelectronics Association believes that the mainland chip products are mostly low-to-medium power with low technology thresholds, and can be applied to general indoor lighting, small and medium-sized panels and other fields. Although high-power LED chip products used in automotive lighting, solid-state lighting, outdoor lighting and other fields are also produced, although their prices are cheap, but the quality is not good, they are mostly eliminated by the international market, and Taiwanese factories with product technology and quality are still relatively affected. International manufacturers prefer, so compared with the low- and high-power chip market that has been caught in the price war, Taiwanese factories still have room for development in the high-power chip market. For example, chip factories such as Jingdian, Yuyuan and Guangqi have already grasped the front end of the market trend.
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