According to the latest report of the High-Tech LED Industry Research Institute (GLII), as of the end of the third quarter of 2012, the number of MOCVD equipment for production in the LED industry in China (excluding Hong Kong, Macao and Taiwan, the same below) reached 896 units.
Figure 1. The number of MOCVD in China by year
Note: In 2004, 483 MOCVD equipments were actually added. Since 7 old equipments were replaced or withdrawn, 476 units were added in the data.
Among them, the number of newly added MOCVD in the first three quarters of this year is only 93, and it is expected that the number of newly added MOCVD for the whole year will be far less than the 242 expected at the beginning of the year. GLII analyst Yu Bin said that most of the epitaxial chip manufacturers this year delayed or canceled MOCVD expansion plan is the main reason.
MOCVD capacity utilization rate is only 30.1%
At the same time, the successive production of new MOCVD in China in 2011 also caused a serious surplus of domestic LED epitaxial chip capacity in the first three quarters of this year. GLII statistics show that in the first three quarters of this year, the average operating rate of domestic MOCVD was 58.4%, and the capacity utilization rate was about 30.1%.
Overcapacity also directly leads to a rapid decline in chip market prices, and product gross margins have been continuously compressed. GLII believes that scale will be the core indicator of the future market competitiveness of domestic LED chip companies.
The combined revenue of VEECO and AIXTRON fell by more than 50% year-on-year
Affected by the sharp decline in global MOCVD demand, the revenues of the world's two largest MOCVD equipment suppliers also fell sharply in the first three quarters of 2012. As of the end of the third quarter, VEECO's revenue was US $ 403 million, a year-on-year decrease of 49%.
Figure 2. VEECO and AIXTRON revenue (data source: company financial report)
More than 50% of extension enterprises will withdraw from the market in the next two years
GLII statistics show that as of the end of the third quarter of 2012, there were 44 domestic MOCVD companies. Among them, the number of enterprises with more than 50 units accounted for 11%, 30-49 units accounted for 7%, 20-29 units accounted for 7%, and 10-19 units accounted for 34%. Between 1-9 sets accounted for 41%. It can be seen that most of the domestic epitaxial chip manufacturers are small-scale enterprises. GLII expects that more than 50% of domestic and foreign chip companies will be forced to withdraw or be acquired in the next two years.
Figure 3. The number of MOCVDs owned by Chinese companies
In addition, some experts boldly predict that only a dozen or so enterprises will continue to produce in the upstream of the industry in the coming year.
Electronic enthusiasts believe that: although LED has replaced traditional lighting has become a trend, LED penetration in the market continues to increase, but this does not mean that the industry will be better off. The fierce competition will continue the industry's reshuffle.
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