[High-tech LED News] It is not easy to be affected by the rise of LED TV and high-end TV yield. The LED epitaxial wafer factory has a sluggish demand in the first half of 2011, and its performance has fallen sharply.
Recently, Chairman of the Board of Directors, Jian Feng, said that in 2011, the LED lighting market will be actively deployed. The company has successively shipped a number of mainland packaging companies. The mainland company is expected to contribute NT$100 million in the third quarter.
According to the Gaogong LED reporter, Yuyuan cooperated with Mitsui in 2010, mainly to expand the market map to Japan and the mainland market. The original cooperation effect will appear in 2012, but according to recent market news, through Mitsui The Group's resources and matchmaking, Yuanyuan will announce strategic cooperation with mainland channel operators in the near future.
At present, the Yangzhou Yangyang Plant has installed 25 MOCVD machines, and the mass production scale is about 18 units. In June, it will enter the mass production scale of 25 MOCVD machines. Although the Yangzhou government will reduce the subsidies for MOCVD machines, The plan to introduce 50 machines before the end of the year is added. It is expected that an additional 12 MOCVD machines will be added before the end of June. The follow-up plan is based on market demand.
As the company is scheduled to supply South Korean panel factory LG Display and develop mainland customers, LG Display is expected to pack 50% capacity. Due to the weak demand for TV backlights in the near future, Yuanyuan turned to actively develop mainland packaging factories. It is pointed out that including National Star, Wenrun, and Silian Optoelectronics, etc., all become major customers, and the TV backlight part is combined with Taiwan LED packaging factory Dongbei and Yu. Hong, into the supply chain of mainland color TV manufacturers, such as TCL, Skyworth, Konka, Changhong and so on.
Jane Feng Ren said that the demand for TV backlights will pick up smoothly in the third quarter. LED lighting has also become a new bright spot in the industry in 2011. Due to the strategic alliance between Yuyuan and Japan’s Mitsui, in response to the huge demand for backlight and lighting in Mitsui in the future, Taiwan The new town of Pingzhen is expected to expand its production capacity. It will expand the LED chip process in the early stage. It is expected to add 13 MOCVD machines in the fourth quarter of 2011 and start production in the first quarter of 2012. It is expected that the new plant in Pingzhen can be expanded to 40 units. MOCVD machine.
At present, there are about 56 MOCVD machines in Taiwan's Taiwan factory (with a monthly capacity of about 120,000 pieces). In view of the trend of LED epitaxy entering large-scale, Jane Feng Ren said that about 30% of the production capacity is from 4å‹ MOCVD machines. In the future, the new machine of the new factory in Pingzhen will also be fully introduced into the 4-inch machine, which is expected to help to increase the scale of the economy.
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