Betting LED Lighting Development Cross-Strait Chip Factory Released Production

With the sharp growth of LED TV backlight demand last year, the production capacity of a large number of LED chips has not been fully solved. However, the gap between supply and demand has been greatly reduced. Therefore, from this year, the cross-strait chip factories have released the news of expansion. Including Sanan, Silan Micro, Aoyang Shunchang and so on.

Taiwan's Jingdian and Ronda are also expanding their chip production capacity, expanding the production range by 25~33%. The main rapid development of betting LED lighting is followed by the expansion of production cards by various chip factories.

With the LED TV penetration rate reaching 90% this year, LED TV will replace the market opportunity, and the market expects that from 2014 to 2015, LED TV demand will enter the natural growth market, and the growth of backlight demand is not as good as before. LED TV backlight rapid growth era is about to pass, so the LED industry has begun to lock LED lighting for market layout, and the cross-strait chip factory also reported the expansion of production this year.

Some of the mainland chip factories, including Sanan, Silan Micro, and Aoyang Shunchang, have reported that they intend to expand their chip production capacity. Among them, Sanan has announced plans to increase capital by RMB 3.3 billion, in addition to supplementing working capital. About RMB 2.8 billion will be put into the restart of the Wuhu Phase II project. If Sanan currently has 2 吋 MOCVD machines with 141 units (effective capacity of about 130 units), all the new capacity will be put into production after the completion of production. Will increase production capacity by one time.

The mainland chip factory expanded its chip production capacity two years ago with government subsidies, resulting in a serious oversupply of overall market capacity. The situation has not yet been resolved, and whether the chip factory’s large-scale expansion is too risky this year. ? The industry believes that the business operation is to see the market development after 5 years, and Sanan’s large-scale expansion is optimistic about the market demand brought by the rapid development of LED lighting, and first expand the production card position, so as to avoid the real business opportunity when there is no Capacity support.

After the Taiwan chip factory's expansion operation is not falling, Jingdian is also determined to amplify at least 25% of its production capacity this year. More than 10% of its production capacity has been added this year, and the expansion is still going on, but Jingdian said. The company's production capacity has already reached full capacity, and the expansion is also in line with market demand.

Ronda has also expanded its chip production capacity at the Suzhou plant since this year. If the current capacity of 70-80 MOCVD machines is used, it is expected to add about one-third of the production capacity, but since the company is a one-stop production, All chip capacity is supplied to the internal product chain.

Although the LED market demand outlook is showing optimistic development, the chip market still has oversupply pressure. Most of the chip factories are still in a loss state in the first quarter. The operation can be regarded as walking on the steel cable. Whether the LED lighting market can develop like the market It is still expected that rapid growth will continue. Under the turmoil of the LED industry, the current expansion of the chip factory has become a bet on future market development.

(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)

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