ResearchInChina report said, LED is the most active investment in electronics subjects. The MOCVD LED upstream machine, for example, MOCVD machine in 2010 was 662 units shipped, is the sum of the three years 2007,2008,2009. The 2011 is still able to maintain such a high shipments. Actual shipments may be higher, each MOCVD machine costs about 100-200 million U.S. dollars, the maximum grant 50% of the Chinese government. Therefore, investment in China set off a LED heat, crazy MOCVD machine purchase in 2010 of a single registration in the Development and Reform Commission, nearly 700, some manufacturers ranging from subsidies and direct purchase of Development and Reform Commission. MOCVD machine manufacturers about the German and U.S. manufacturers VEECO AIXTRON monopoly, the two production capacity is limited, booked in 2012.
LED market in the second half of 2009, big leap, one is the use of LED backlighting notebook computers increased from 15% in late 2008 to nearly 60% of rapid growth, is expected to reach 88% of the end of 2010, some institutions predict that up to 98%. Another is the use of LED backlighting LCD TVs increased from 0.01% the end of 2008 increased to 10%, while the end of 2010 is expected to reach 27%. At the same time using LED backlit LCD display from the end of 2008 increased 0.01% to 5%. LED market increased substantially from 2009 to 70 billion dollars to 2010 was 10.7 billion U.S. dollars, this is not any other electronic products to achieve growth. With LED brightness enhancement and lower prices, general LED lighting is expected to significantly increase the proportion, general lighting is a huge potential market, the market size of up to billions of dollars. LED market in 2012 is expected to reach 20.4 billion U.S. dollars.
Global LED can be divided into three camps
One is Japan, Europe, represented by the camp. Are the world's top five LED giant camp, including Nichia, Toyoda Gosei, Lumileds, Cree and Osram. The camp also includes Toshiba, Panasonic and Sharp. This camp class technology, patents rich, ultra-high brightness LED in the field of hard work for many years, the target market is the general illumination and automotive lighting. Japanese companies will take into account a small amount of backlight used in consumer electronic products LED, U.S. and European companies are on the consumer electronics with LED backlight no interest.
The second camp in South Korea and Taiwan manufacturers, the manufacturers of this camp has a complete industrial chain of consumer electronics, consumer electronics concern with backlight LED, its technology and the gap between Europe and Japan-US enterprises, especially in the field of general lighting. However, they are enjoying high-speed growth period.
Finally, China manufacturers, China manufacturers of small scale, the number of scattered, low technology. To package, for example, packaging factory in Korea is not more than five, while China has nearly a thousand, many manufacturers in the minimum technical content of the resin package, one of the few companies in the SMD package. Annual income of nearly a thousand less than a packaging factory in Taiwan leading billion light of the income and million light with South Korea is also a great gap between the manufacturers. Low technology manufacturers in China, mostly in the four yuan yellow green LED production, mainly used for outdoor landscape, decoration or advertising. Although China is the world's largest production base for consumer electronics products, but purchasing power is not in the hands of mainland China manufacturers are concentrated in the hands of manufacturers in Taiwan and South Korea. LED consumer electronics market, high growth, China manufacturers see, eat less. For general lighting, it is beyond the reach of technology far behind.
Although manufacturers can not share the mainland's fast-growing LED markets, but investment in the mainland manufacturers is the highest enthusiasm, local LED projects are launched. MOCVD machine is a lot of buying, only one place in the LED project Wuhu will purchase more than 200 MOCVD machine. MOCVD machine one more than 2000 parameters, like production of qualified products is far from easy. In addition, LED patent threshold number, believe it will run into patent landmines, in particular Nichia, the patent lawsuit with ease.
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