Enterprises in mainland China and Taiwan's LED industry distribution off boom continues. Formosa Epitaxy of Taiwan LED leading investment in Yangzhou Formosa photoelectric photoelectric Young officially put into operation on 18th of this month. This is the second semiconductor foundry giant UMC in Jining, Shandong, AUO panel giant project in Tianjin, after landing, two months from the investment in the third movement.
Investment Advisor in Senior Fellow in China, He pointed out that domestic support policies for semiconductors semiconductor market to start the direct cause. With the advance wave of LED, the Chinese market once again become a strategic competition for land, China is the application of power LED lamps, LED lighting is the biggest consumer, the potential market size is quite prominent. Remove the demand-pull, the manufacturing sector in China has unique advantages, such as labor cost advantage, price advantage and other raw materials.
Support policies in many places in Yangzhou and the intensity of subsidies is more prominent in Wuhu, is basically to give a direct import of MOCVD equipment subsidies, direct subsidies strongly guide the layout of the leading enterprises in both places and plan large-scale production. According to statistics, the mainland's MOCVD equipment manufacturer plans to import about 1466 units, equal to the total number of MOCVD in 2006, and the end of 2009, global production of MOCVD equipment has only 1,200.
Competitive manufacturers in China under the pressure of Taiwan enterprises have with the Korean enterprises in the mainland areas, beginning a wave of local strategic layout, not only the layout of the upstream industry chain, the front has been extended to include the areas of LED application. In some areas, despite the current market, domestic brands still dominant, but with other vendors, diversion, or market structure changed greatly. Gradually cooling down at the local preferential policies, the new round of conquering a city will rely on each strength.
According to the Investment Adviser's "2010-2015 China's semiconductor lighting (LED) Industry Investment Analysis and Forecast Report" shows, MOCVD is a key production equipment, which the mainland is usually given to high local government subsidies. Downstream applications, the lighting companies actively involved in the traditional LED lighting industry, companies are keeping pace, step up to enter. LED lighting is the first half of 2011 and import of the propaganda, LED lighting applications in large-scale emergence of sight.
Investment Advisor in the Research Director Zhang Yan Lin pointed out that the first half of 2011 will be the delivery of equipment and the buffer, the LED market is more prominent phenomenon does not occur, with the constant breakthroughs in new technologies, the cost is expected to decline than expected. In other words, after going through a break and keeping a low profile, LED industry or will usher in the outbreak of large-scale production capacity and intense competition.
Investment Advisor in Senior Fellow in China, He pointed out that domestic support policies for semiconductors semiconductor market to start the direct cause. With the advance wave of LED, the Chinese market once again become a strategic competition for land, China is the application of power LED lamps, LED lighting is the biggest consumer, the potential market size is quite prominent. Remove the demand-pull, the manufacturing sector in China has unique advantages, such as labor cost advantage, price advantage and other raw materials.
Support policies in many places in Yangzhou and the intensity of subsidies is more prominent in Wuhu, is basically to give a direct import of MOCVD equipment subsidies, direct subsidies strongly guide the layout of the leading enterprises in both places and plan large-scale production. According to statistics, the mainland's MOCVD equipment manufacturer plans to import about 1466 units, equal to the total number of MOCVD in 2006, and the end of 2009, global production of MOCVD equipment has only 1,200.
Competitive manufacturers in China under the pressure of Taiwan enterprises have with the Korean enterprises in the mainland areas, beginning a wave of local strategic layout, not only the layout of the upstream industry chain, the front has been extended to include the areas of LED application. In some areas, despite the current market, domestic brands still dominant, but with other vendors, diversion, or market structure changed greatly. Gradually cooling down at the local preferential policies, the new round of conquering a city will rely on each strength.
According to the Investment Adviser's "2010-2015 China's semiconductor lighting (LED) Industry Investment Analysis and Forecast Report" shows, MOCVD is a key production equipment, which the mainland is usually given to high local government subsidies. Downstream applications, the lighting companies actively involved in the traditional LED lighting industry, companies are keeping pace, step up to enter. LED lighting is the first half of 2011 and import of the propaganda, LED lighting applications in large-scale emergence of sight.
Investment Advisor in the Research Director Zhang Yan Lin pointed out that the first half of 2011 will be the delivery of equipment and the buffer, the LED market is more prominent phenomenon does not occur, with the constant breakthroughs in new technologies, the cost is expected to decline than expected. In other words, after going through a break and keeping a low profile, LED industry or will usher in the outbreak of large-scale production capacity and intense competition.
