MOCVD equipment supply determines the overall industry supply. Aixtron and Veeco MOCVD global MOCVD equipment accounted for more than 90% of the total, it also determines the LED industry will not repeat the photovoltaic industry a serious excess capacity of the old road.
In 2011 57% new MOCVD equipment in China, the domestic LED obviously overheated investment. However, with the local government to MOCVD equipment subsidies gradually cancel ( each 800-1200 million yuan ), the domestic MOCVD investment boom has gone for ever. Have signed an agreement, enjoy allowance of chip in the enterprise, the amount of subsidy is the largest enterprise competitive advantage most, because its dimensions the biggest, and production equipment is almost get free. The first mover advantage makes the later competition at a disadvantage, the future of the industry of new entrants will be less and less.
LED lighting applications potential demand is currently LED backlight used several times. The current LED lighting has commercial application, with the 2012 and 2013 national phase-out of incandescent lamp, lighting market in the start key point.
Products from an alternative perspective, banned incandescent most directly start is energy-saving lamps products, but in the high-end demand, also one part can be directly converted into LED bulb lamp needs, because LED has energy saving, no flicker, no mercury and other advantages. High technology LED thinks, mid 2012, high-power LED bulb and demand would rise quickly, in response to the end of the banned incandescent brought market demand.
From the investment pace of view, short-term recommended LED packaging technology leading photoelectric, Hongli photoelectric and lighting businesses YANKON; long-term, LED manufacturing properties strong, have dimensions advantage and brand companies such as photoelectric Saman, dry as photoelectric profitability will highlight.
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