LED companies need to be cautious about domestic MOCVD1

Since the second half of this year, the structural adjustment of LED upstream equipment has aroused widespread concern in the industry. During the China Daily, an industry insider revealed to the China Securities Journal that due to the increase in industry concentration, some SMEs have begun to transfer MOCVD machines to large enterprises such as San'an Optoelectronics. Since the MOCVD machine is the core production material for the production of LED chips, the person believes that the concentration of upstream production capacity to leading enterprises will buffer the tragic price of chips in the past. Recently, news about the localization of MOCVD has also been frequently spread from the industry. Some industry insiders believe that the MOCVD equipment market is monopolized by two foreign giants, Aixtron of Germany and Veeco of the United States, while about 70 MOCVD in the world are sold to China. If the import substitution effect is activated, it will not only greatly reduce the manufacturing cost of LED chips and improve the profit environment of enterprises, but also help Chinese enterprises to have a greater voice in the LED industry. Many industry insiders said that the localization of MOCVD will not be as smooth as the outside world imagined. This year should be just the beginning, some products are shipped, but in the short term, this kind of products will still be in the commissioning stage, and there will be no market opportunities for domestic MOCVD equipment before 2015. At present, domestic enterprises have only just assembled the finished products of MOCVD equipment, and some core components are still purchased from foreign enterprises. It cannot be said that they have realized localization, but only have just realized domestic production. moreover, the debugging cycle of this kind of equipment is long, even if the current domestic equipment is used, the production cost of the enterprise cannot be reduced. Other LED companies expressed the same opinion. Zhao Jinrong, president of Northern Microelectronics, told reporters in China Securities Journal that most enterprises dare not expect too much from domestic MOCVD equipment in the short term, because the average service life of LED lighting equipment is 5- About 7 years, there are very high requirements for MOCVD. At present, the competition in the LED market is very fierce. The quality of products is the life of enterprises. If domestic MOCVD equipment is widely used in a short period of time, it may bring greater uncertainty to the product quality, and MOCVD equipment needs to be continuously maintained and updated, which also requires higher strength for equipment providers. Regarding the relatively mature field and future breakthrough of LED upstream equipment localization, Zhang Xiaofei introduced that at present, the domestic strength in packaging and testing is relatively strong, and the technology is relatively mature. the equipment of some enterprises is no different from that of foreign countries. At present, the related equipment in the industrial chain has begun to replace imports on a large scale, and it is possible to go abroad to realize the internationalization of products in the future. Regarding the market prospect of packaging equipment, Li Guoping, chairman of Hongli Optoelectronics, who mainly manufactures LED chip packaging, said that the packaging industry is a typical scale industry. With the continuous growth of the domestic LED market, in the future, the company will continue to purchase packaging equipment to improve the scale of production capacity. At the same time, it will continue to debug packaging equipment with intelligence as the starting point in order to improve production capacity.