Driven by the global LED lighting market demand in the first half of the year, the utilization rate of MOCVD machines of major chip manufacturers in mainland China rebounded. Chip prices have also stabilized this year, but with the re-opening of production capacity of various chip manufacturers, LED chip prices may loosen in the second half of the year. Long-term still relying on the ineffective capacity of the mainland to exit will help the LED industry to restore supply and demand balance.
Research institutions said that the rise of the LED lighting market directly drove the rapid growth of demand in the upstream chip market this year. The mainland chip manufacturers, which mainly produce Kanban applications, actively adjusted their product strategies and improved the production of lighting chips.
The main business of Huacan Optoelectronics and Silan Mingxin is LED kanban chips. Currently, the production capacity is adjusted to meet the demand of LED lighting chips. The new MOCVD equipments are all used to produce lighting chips. On the whole, in 2012, the growth of the watchboard market slowed down, the competition was more intense, and the manufacturers were more profitable. This is one of the reasons why chip manufacturers have switched to LED lighting chips.
The mainland's LED chip leading factory Sanan Optoelectronics has a total of 149 MOCVD, the mass production of MOCVD machines has reached more than 90%, the capacity utilization rate is also more than 80%. The number of machines in Dehao Runda has reached 92, and the number of MOCVD machines in mass production has reached 45. The number of holdings and mass production are ranked second in the mainland. Huacan Optoelectronics and Silan Mingxin are already full of equipment due to equipment shortage. The device utilization of other chip manufacturers has also improved.
The recovery in machine utilization has also increased the confidence of manufacturers to continue to expand production. According to statistics from professional organizations, the number of MOCVD machines in the mainland has reached 1,013 at the end of 2012. It is estimated that the number of new MOCVD equipment in mainland China will exceed 100 in 2013.
LED industry research shows that although the current number of MOCVD equipment in the mainland may cause overcapacity problems, many manufacturers' equipment has not been put into production since its introduction, and many models are old, performance and efficiency are far less than the new machine. If these ineffective capacity exits the market after 2013, it will have the opportunity to achieve a balance between supply and demand at an early date.
LED die factory Jingdian ex-dividend yesterday, although the legal person estimated that the second quarter of the crystal power has the opportunity to turn losses into profit, but because Taiwan stocks fell, and TV buying gas has variables, the market worried about affecting the second half of the performance of crystal power, making ex-dividend The stock price fell on the first day and there was a discount. The final price fell 3.9%, closing price of 51.7 yuan.
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