LED industry investment hot or not hot?

Recently led industry investment project moves constantly, how to look at this phenomenon, how will the market impact? By combing the recent major public investment projects (see Table 1), we can see that in all aspects of the industry chain, the larger the size of the epitaxial chip investment. In this regard, the industry generally believe that the market demand is the main reason, compared with the chip packaging and application, but mainly affected by the capital and market demand, the chip is part of the current and future demand for larger, but also in short supply in the state.

On the other hand, regardless of domestic and foreign investors optimistic about the next few years, especially in the field of LED lighting in the field of commercial lighting market, have layout china. In addition, many local governments to promote investment is also a factor.

Investment moves constantly, the LED market will have what kind of impact? Insiders said that from the perspective of supply and demand, the demand is mainly affected by the market of chip of notebook computer, LCD TV backlight driving demand in the short term, will also appear in short supply situation, but the next few years the market will continue, LED lighting market is the key. Insiders believe that the next few years, the development of LED lighting market is difficult to predict. Insiders also said that based on the continuous improvement of LED technology, the cost is declining, three to five years, LED in the field of commercial lighting market is expected to break through more optimistic. The market continues to change, if the lighting market expectations are not realized, while LED TV can not break through 32, 38, 42 and other large size technology bottleneck has become the mainstream, but still continue to enter the capital market, then the chip is likely to pile up in excess of requirement.

The general manager of Shenzhen REFOND optoelectronics Co., Gong Weibin said that the current supply and demand upside down is short-term, mainly due to the LED backlight LCD TV demand, the current domestic and international TV plants are active in the layout of supply chain LED, demand is expected in the first quarter of next year the situation will be eased, but production capacity the expansion in geometrically, coupled with large-scale LED lighting market to enter the pace may not be very fast, so it may appear the next great condition will affect many pile up in excess of requirement, not enough strength in small packaging factory, factory, factory of domestic chip application.

Visible, although the strong demand for the backlight market, but the future of the LED lighting market is important for LED investment overheating, the development of the market will continue to drive the backlight needs to wait and see.

Table 5-7, dynamic investment project Chinese LED industry 1 months

Industrial chain node

investment projects

Investment scale

Epitaxial chip

The industrialization of LED project of Tianjin Sanan optoelectronics Co. Ltd. was put into operation

Total investment of 4 billion yuan. Industrialization base project located in Binhai high tech Zone, a period of 1 billion yuan investment. At present, 15 sets of MOCVD epitaxial equipment, as well as more than 400 sets of chip equipment has entered the stage of full production.

Shanghai blue ray technology company, Hefei rainbow blue LED project, located in Hefei New Station Comprehensive Development Experimental zone.

Plans to invest about 10 billion yuan. Will use three years to build a total of two MOCVD (to 45) and supporting chip production line. One phase of investment 2 billion 25 million yuan, covers an area of 300 acres, invested in production lines, with an annual output of 42 billion chips, the annual output value of 2 billion 300 million yuan. After the completion of the project, the annual output value of 11 billion 500 million yuan, will become China's giant LED industrial base.

Crystal semiconductor industrial park and crystal Wang photoelectric LED chip project started

Total investment of $4 billion 200 million. The project will be in Xuzhou Economic Development Zone, the construction of 100 MOCVD blue chip LED production line, as well as a 8 inch, 12 inch wafer production line, and through the introduction of the relevant supporting enterprises to develop the semiconductor industry chain. Among them, the first phase of the project investment of $1 billion, the registered capital of $99 million 800 thousand, up to the expected annual output value of up to 3 billion 700 million yuan.

Packaging application

South Korea's LG Group Corporation LG Innotek LED investment project in Guangdong Huizhou Zhongkai high tech zone.

Invested over $100 million. Will be put into operation in August, including LED packaging, backlight and lighting applications, the annual output value is expected to reach $1 billion.

The project of LED enterprises in Suzhou Industrial Park lextar electronics Taiwan's investment group under construction

Invest $500 million. The project will LED epitaxial wafer, chip, packaging test, light, light industrial integration downstream, to build the mainland's largest LED industry base. The project will be put into operation in the first quarter of 2011 to provide domestic and international markets with LCD panel LED backlight and LED lighting applications.