[High-tech LED reporter / Yang Zizhao] On April 22, Veeco, a US MOCVD equipment manufacturer, announced that its sales of MOCVD equipment in the first quarter of this year was US$37 million, while the overall turnover of the company also fell to US$70 million, compared with the same period last year. Reduced by more than $22.3 million.
As one of the two MOCVD equipment manufacturers with market monopoly status, Veeco's performance slowdown, rising inventory pressure and competitor market squeeze, these are all due to the overcapacity of the LED epitaxial chip industry. . This also directly led to Veeco facing severe equipment price reduction pressure.
The High-Tech LED Industry Research Institute (GLII) reported that since last year, the inventory of chip manufacturers in mainland China has been at a high level. This also directly led to a sharp dip in China's mainland chip prices in 2012. The average price of white LED low-power chips dropped by about 31%, the average price of high-power chips dropped by about 33%, and the average price of medium-power chips dropped the most, with a drop of about 40%. And this price reduction trend continues until the first quarter of this year.
Despite the strong demand for LED backlighting and LED lighting white light in mainland China in the first quarter of this year, it is clear that it will not be able to help Chinese mainland chip companies solve inventory and overcapacity problems for the time being.
The High-tech LED Industry Research Institute (GLII) released a report last year that the operating rate of MOCVD equipment in mainland China was only 50% in 2012. The recovery of market demand is still difficult to drive the sales of MOCVD equipment to rebound in the short term.
However, Veeco CEO John R. Peeler pointed out that some of the company's important LED customer capacity is near full capacity, and the company has recently received some urgent orders, the first time in two years. This part may benefit from the capacity expansion plan implemented by the manufacturer who originally held a certain number of MOCVD equipment due to the increase in performance and full capacity.
According to statistics from the High-Tech LED Industry Research Institute (GLII), Veeco's major customers, Sanan Optoelectronics and Dehao Runda, currently hold a large number of MOCVD equipment (Derhao Runda 80 units, Sanan Optoelectronics 144 units), but the operating rate performance Unsatisfactory, on the surface, it seems that it can't contribute too much to Veeco.
According to John R. Peeler, some customers in mainland China have already purchased funds for MOCVD equipment and are preparing to expand their plants. Among them, Dehao Runda, Ganzhao Optoelectronics, Silan Micro, Huacan Optoelectronics and other manufacturers have big initiatives.
It is understood that Dehao Runda invested nearly 1.9 billion yuan in chip projects in Tianjin, which indicates that the number of MOCVD equipment currently maintained by Dehao Runda can not meet the capacity requirements of new projects. At the same time, ST Ganhua is funded by the Jiangmen government. Deli Optoelectronics plans to install 20 MOCVD equipment this year to achieve an annual production capacity of 960,000 high-brightness blue-green LED epitaxial wafers and chips.
Silan Mingxin, which has been subject to capacity bottlenecks for the past two years, is also expanding its production capacity, while Wuhan Huacan Optoelectronics' total investment of 1.8 billion yuan in Suzhou Zhangjiagang is expected to be completed by the end of this year, which may lead to the demand for MOCVD equipment.
The expansion plan of the above chip project may temporarily ease the inventory pressure of MOCVD equipment manufacturers. However, the acquisition of new equipment at the same time may bring greater capacity pressure to the already overcapacity chip market in mainland China. Despite the strong market demand for white light chips, LED backlight chips and related packaged devices in the Chinese mainland market in the first quarter of this year, it is still necessary to verify this positive phenomenon.
As one of the two MOCVD equipment manufacturers with market monopoly status, Veeco's performance slowdown, rising inventory pressure and competitor market squeeze, these are all due to the overcapacity of the LED epitaxial chip industry. . This also directly led to Veeco facing severe equipment price reduction pressure.
The High-Tech LED Industry Research Institute (GLII) reported that since last year, the inventory of chip manufacturers in mainland China has been at a high level. This also directly led to a sharp dip in China's mainland chip prices in 2012. The average price of white LED low-power chips dropped by about 31%, the average price of high-power chips dropped by about 33%, and the average price of medium-power chips dropped the most, with a drop of about 40%. And this price reduction trend continues until the first quarter of this year.
Despite the strong demand for LED backlighting and LED lighting white light in mainland China in the first quarter of this year, it is clear that it will not be able to help Chinese mainland chip companies solve inventory and overcapacity problems for the time being.
The High-tech LED Industry Research Institute (GLII) released a report last year that the operating rate of MOCVD equipment in mainland China was only 50% in 2012. The recovery of market demand is still difficult to drive the sales of MOCVD equipment to rebound in the short term.
However, Veeco CEO John R. Peeler pointed out that some of the company's important LED customer capacity is near full capacity, and the company has recently received some urgent orders, the first time in two years. This part may benefit from the capacity expansion plan implemented by the manufacturer who originally held a certain number of MOCVD equipment due to the increase in performance and full capacity.
According to statistics from the High-Tech LED Industry Research Institute (GLII), Veeco's major customers, Sanan Optoelectronics and Dehao Runda, currently hold a large number of MOCVD equipment (Derhao Runda 80 units, Sanan Optoelectronics 144 units), but the operating rate performance Unsatisfactory, on the surface, it seems that it can't contribute too much to Veeco.
According to John R. Peeler, some customers in mainland China have already purchased funds for MOCVD equipment and are preparing to expand their plants. Among them, Dehao Runda, Ganzhao Optoelectronics, Silan Micro, Huacan Optoelectronics and other manufacturers have big initiatives.
It is understood that Dehao Runda invested nearly 1.9 billion yuan in chip projects in Tianjin, which indicates that the number of MOCVD equipment currently maintained by Dehao Runda can not meet the capacity requirements of new projects. At the same time, ST Ganhua is funded by the Jiangmen government. Deli Optoelectronics plans to install 20 MOCVD equipment this year to achieve an annual production capacity of 960,000 high-brightness blue-green LED epitaxial wafers and chips.
Silan Mingxin, which has been subject to capacity bottlenecks for the past two years, is also expanding its production capacity, while Wuhan Huacan Optoelectronics' total investment of 1.8 billion yuan in Suzhou Zhangjiagang is expected to be completed by the end of this year, which may lead to the demand for MOCVD equipment.
The expansion plan of the above chip project may temporarily ease the inventory pressure of MOCVD equipment manufacturers. However, the acquisition of new equipment at the same time may bring greater capacity pressure to the already overcapacity chip market in mainland China. Despite the strong market demand for white light chips, LED backlight chips and related packaged devices in the Chinese mainland market in the first quarter of this year, it is still necessary to verify this positive phenomenon.
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