Recently, Yiguang Chairman Ye Yufu pointed out that the mainland's GCL-ion LED epi-crystal factory announced the withdrawal. The key to this situation is the lack of talent. For Taiwanese manufacturers, the exit of the Luchang has become less psychological, but the actual result is the same. To fundamentally solve the problem of oversupply, we need to add new seaports.
At the beginning of 2011, the mainland factory actively purchased MOCVD machines to enter the LED epitaxial industry. Among them, GCL-Poly Group also shouted to buy 500 units, which is equivalent to twice the price of Taiwan's LED epi-crystals (2448). Recently, the media reported that GCL Optoelectronics had planned to invest 2.5 billion US dollars to purchase 500 MOCVD equipment to produce LED projects. It was suddenly changed in just 7 months, and the company's internal core technical team had been dissolved. Even Dehao Runda and Zhen Mingli are also interested in exiting LED epitaxial. Among them, Zhen Mingli denied the withdrawal and said that the market supply and demand only did not actively expand the factory.
According to Ye Qifu, mainland manufacturers bought MOCVD very quickly at the beginning of 2011, but they did not succeed. The biggest reason is the talent problem. In order to solve the problem of lack of talents, the mainland has to dig a high salary from Taiwan. As more land plants enter production, the cost of digging people will become higher and higher.
In addition, because a swarm of bees buy equipment, when the equipment is out of stock, the cost is also high, so even if the mainland factory has government subsidies, but because of high personnel costs, high equipment costs, low rate of production, low yield, count The epitaxial film (LEDWafer) produced by MOCVD is equivalent to only receiving a subsidy of NT$300, so their product quotation is not competitive, and the brightness of the product is not good.
The mainland said that the multiplication capacity has not yet come out. Now we can see the problem of oversupply. The main demand is weak. In addition to the TV backlight, the LED usage is decreasing, and the lighting demand is just beginning. Although the exit of the land factory, the psychological pressure on Taiwanese manufacturers has become smaller, but the actual results are the same.
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