[High-tech LED News] The market recently announced that South Korea's two major electronics group LED expansion plans suddenly stopped, South Korea's original order MOCVD number will be reduced from 600 units to 150 to 200 units, the industry generally believes that this move is expected to resolve LED overcapacity doubts, for Taiwan LED epitaxial wafer plant, electric, round, new century, etc. is a big good news.
According to an industry insider, the two major electronics groups in South Korea originally focused on the LED TV penetration rate will be greatly improved. Since the beginning of last year, more than 200 expansion plans have been called out, but the demand for the panel factory is not as good as expected. The LED epitaxial plant competed, so the MOCVD procurement plan was stopped.
As the demand for LED LCD TV backlights is not as expected, Samsung has switched some LED backlight-grade chips to LED lighting, so that LED lamps with a typical 40-watt conventional bulb can be purchased for only $10.
In addition, the market also reported that the sapphire substrate Q3 will be reduced by 15% to 20%, and the LED epitaxial plant's gross profit margin is expected to be improved. Under the two favorable blessings, the long-term prospect of LED epitaxial is optimistic.
In this regard, Longfeng Chairman Su Fengzheng believes that although the demand for MOCVD machines this year is about 800 to 1,000 units, and mainly from the mainland, when the capacity of these machines is opened, there is no market for them. It is still unclear to produce crystals that are in line with LED lighting, so the supply and demand in the future is still unclear. He hopes that the industry does not have to be overly pessimistic.
Ye Weifu, chairman of Everlight, believes that the mainland is rushing into the LED industry and buying a lot of MOCVD, but it is necessary to make the yield, scale and technology like the level of crystal electricity, at least five to six years, when the LED has been missed. The first opportunity for lighting.
According to an industry insider, the two major electronics groups in South Korea originally focused on the LED TV penetration rate will be greatly improved. Since the beginning of last year, more than 200 expansion plans have been called out, but the demand for the panel factory is not as good as expected. The LED epitaxial plant competed, so the MOCVD procurement plan was stopped.
As the demand for LED LCD TV backlights is not as expected, Samsung has switched some LED backlight-grade chips to LED lighting, so that LED lamps with a typical 40-watt conventional bulb can be purchased for only $10.
In addition, the market also reported that the sapphire substrate Q3 will be reduced by 15% to 20%, and the LED epitaxial plant's gross profit margin is expected to be improved. Under the two favorable blessings, the long-term prospect of LED epitaxial is optimistic.
In this regard, Longfeng Chairman Su Fengzheng believes that although the demand for MOCVD machines this year is about 800 to 1,000 units, and mainly from the mainland, when the capacity of these machines is opened, there is no market for them. It is still unclear to produce crystals that are in line with LED lighting, so the supply and demand in the future is still unclear. He hopes that the industry does not have to be overly pessimistic.
Ye Weifu, chairman of Everlight, believes that the mainland is rushing into the LED industry and buying a lot of MOCVD, but it is necessary to make the yield, scale and technology like the level of crystal electricity, at least five to six years, when the LED has been missed. The first opportunity for lighting.
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