LED market demand drives upstream chip companies to pick up

Driven by the demand for LED lighting market in the first half of the year, the utilization rate of MOCVD machines, a major chip manufacturer in mainland China, rebounded. Chip prices have also stabilized this year, but with the re-opening of various chip manufacturers, LED chip prices may loosen in the second half of the year. In the long run, it is still necessary to rely on the ineffective production capacity of the mainland to help the LED industry to restore the balance between supply and demand. Research institutions said that the rise of LED lighting market has directly driven the rapid growth of demand in the upstream chip market since this year. Mainland chip manufacturers that mainly produce Kanban applications have actively adjusted their product strategies. improve the production of lighting chips. Huacan optoelectronics and shilanmingxin mainly focus on LED Kanban chips. At present, they have adjusted their production capacity to meet the market demand of LED lighting chips. The new MOCVD equipment is all used to produce lighting chips. On the whole, since 2012, the growth of Kanban market has slowed down, competition has become more intense, and manufacturers have difficulty in making profits. This is also one of the reasons why chip manufacturers have switched to LED lighting chips. Sanan Optoelectronics, the leading LED chip factory in mainland China, has a total of 149 MOCVD Machines. At present, the number of MOCVD machines that have been mass-produced has reached more than, and the capacity utilization rate has exceeded. At present, the number of machines in Dehao Runda has reached 92, and the number of mass production MOCVD machines has also reached 45. The number of ownership and mass production ranks second in the mainland. Huacan optoelectronics and shilanmingxin have been fully produced due to equipment shortage. The equipment utilization rate of other chip manufacturers has also improved to some extent. The recovery of machine utilization rate has also increased the confidence of manufacturers to continue to expand production. According to statistics from professional institutions, the number of MOCVD machines in mainland China has reached 1,013 by 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 overall number of MOCVD equipment in mainland China may cause overcapacity, many manufacturers' equipment has not been put into production since its introduction, and many models are old. the performance and efficiency are far less than those of new machines. If these invalid production capacities exit the market after 2013, there will be an opportunity to realize the balance between supply and demand in the market as soon as possible. LED grain plant crystal yesterday ex-dividend even though the legal person prediction Crystal 2nd season organic will zhuan kui wei ying but for Taiwan stock lower and TV buy have variable market worry about influence crystal the second half performance the ex-dividend on its first day of lower appear discount. The final decline was 3. 9, closing price 51. 7 yuan.