Insiders say the domestic LED industry chain in phased investment overheating

First, seec: high industry research institute director jack zhang at the G20 - August 30 LED summit revealed that, due to the LED industry development speed is lower than the industry expected, in the middle and lower reaches are appeared in the LED industry chain of the product price is lower, the domestic LED industry chain has appeared the serious stage investment overheating.

according to jack zhang, in the year to July 31, LED2 inch sapphire substrate highest $35 / piece, from the beginning of the year fell to a 13 - $15 / piece, drop an average of more than 50%; The LED chip prices by an average of 25%, the biggest reduction by 42%; LED encapsulation device average prices by 23%, the biggest reduction by 37%; LED application product prices by 21% on average.

'LED the sapphire substrate investment overheating is the most serious. 'Jack zhang pointed out that the current domestic LED the sapphire substrate annual capacity has reached 6. 85 million pieces, projects under construction and 41, 1 capacity planning. 0. 1 billion pieces. But this year the global LED the sapphire substrate demand less than 50 million, among them, the domestic demand is less than 10 million pieces.

in addition, 1 - this year In July, the domestic MOCVD ( The LED chip production equipment) Equipment quantity increase of more than 200 units, 2012 domestic LED chip production capacity is expected to reach 2010, 10 times.