Looking ahead to 2013, the government of mainland development of LED remains firm attitude. To sift out incandescent road map will full implement, coupled with the positive promotion of the industry in the path end, all will contribute to the mainland LED industry stable growth; but on the growth behind, it is inevitably competed for the market between vendors, to expand more intense price path and the war for talent.
LED industry has bid farewell to high profit era on the mainland manufacturers, how to maintain and expand its own profit is a manufacturer of immediate problems. Overall, “competition and cooperation, price and enhance corporate profits will be the thematic in 2013 mainland LED industry; industry chain trend, it will surround the epitaxial wafer, power devices, graphical substrate, pathway, LED back light applications such as the five major issues to develop.
1, epitaxial wafer increasing, price war detonate
The riders pick up in the first half of 2012 bring confidence in the mainland LED epitaxial wafer fab equipment purchase orders to be shelved, which led to re-put on the agenda. Those un-installed equipment have also entered the operation. As of the end of October 2012, the number of mainland MOCVD machine is 823 units. On capacity, the total capacity of the mainland LED wafer production line 2-inch epitaxial wafers, has reached 4,022 ten thousand / year. Capacity utilization in the part of the equipment is not yet complete assembly. But it is still lack of talent with weak market demand and other factors, the average remained at 65%.
Although each district launched LED epitaxial wafer project has resulted in the mainland chip pile up in excess of requirement, but optimistic about the future of the size of the market, still have the manufacturers continue in 2012 in mainland investment LED Factory epitaxial wafer project. The larger Guangzhou Jingxin ( plans to introduce 60 MOCVD ), Foshan Qili photoelectric ( plans to introduce 20 MOCVD production lines and supporting the wafer production equipment ) and Foshan country star photoelectric LED epitaxial wafer project ( plans to introduce 50 MOCVD ).
It is not difficult to predict the 2013 mainland manufacturers in the market release more LED chip, coupled with the mainland manufacturers chips are mostly concentrated in the low-level, so for mainland firms specializing in price war is bound to set off a new competition.