LED subsidies turn to the beginning of fair competition for consumers
The mainland's official policy of subsidizing LED equipment has LED to an increase of MOCVD equipment in 2011, which has become the source of the industrial collapse. Until now, it is still in the stage of capacity digestion. However, the new round of subsidy policy brings good news, ye Yufu, chairman of Yiguang, said that the new round of subsidy policy has turned upstream operators to end consumers, which is the beginning of fair competition in the industry. In fact, since last year, the mainland's subsidy policy has shifted, but the old subsidy amount is also being digested, forming a two-track situation, Ye Yifu pointed out, the mainland has paid a heavy price in the subsidy policy of LED and solar energy. The new round of subsidy policy has abandoned upstream factories and turned to end consumers. Commercial users subsidize 30, while ordinary users subsidize 50, the factory's lack of subsidies is the beginning of fair competition in the industry. According to LED factory calculations, in the last round of subsidy scheme, a MOCVD equipment with a asking price of 1. 5 million US dollars can be officially subsidized by 10 million RMB (About NT $50 million) The equipment is almost free of money, and the cost of the wafer factory is heavy. MOCVD not only causes unfair competition, but also results in the crazy expansion of production, which led to the shipment of MOCVD exceeding 1,000 units in 2011, the wafer factory is still in the shock of oversupply until this year. Fortunately, this wave of LED demand has swept through, but it has not seen the large-scale expansion of the wafer factory. Taking the large equipment factory Veeco as an example, MOCVD shipped about 80 units last year, this year's estimate also falls below 80 units, indicating that the pace of expansion of the wafer factory has been controlled. The equipment industry believes that it is a good thing for the industry. According to the estimation of the equipment factory, MOCVD shipped about 200 ~ last year ~ 225 units, but a foreign securities firm predicted in last October that MOCVD will add about 307 units in 2014. Chinese manufacturers still have subsidies to help out. It is estimated that 125 units will be added annually, which is still an area with active expansion, accounting for 41 of the total number of machines. In terms of domestic LED wafer factories, in addition to the steady pace of expansion of crystal power, there are no plans to add new machines in the new century and the new century, at present, the equipment manufacturers have only heard that the mainland Sanan Optoelectronics has shouted 100 units of expansion attempts, and the rest of the manufacturers are relatively conservative.