LED Taiwan factory expansion plan benefits from increased demand for LED TV

Since Q2 in 2009, Samsung has made LEDTV a hot spot in the market due to Samsung's $1 billion promotion of LED TV, and various TV brand manufacturers have also upgraded their 2010 LEDTV shipment targets and expanded their production plans. Research institute LEDinside estimates that in 2009, Taiwanese LED manufacturers' capital expenditure will reach NT$13.5 billion, with an annual growth rate of 24%, of which chip factory capital expenditure is as high as 9.7 billion yuan, and packaging factories are about 3.8 billion yuan. The capital expenditure of the plant is expected to grow by 158% compared with last year, reaching 35 billion yuan.

Benefiting from the LCD backlighting of LCDTV, driving the demand of the LED industry, recently Nichia’s vice president, Tian Qideng, and Crystal Power’s chairman, Li Bingjie, all pointed out that the LED industry’s demand for LCD TV applications has surged. Out of stock status will continue until 2010. The upstream and downstream LED manufacturers are also moving their plans to expand production.

The LEDinside survey found that in 2010, the capital expenditure of Taiwan's LED factories mainly focused on the purchase of upstream MOCVD equipment and plant expansion. As for the capital expenditure of packaging manufacturers, it is necessary to expand the production according to whether individual packaging factories meet the needs of various TV brand operators. .

In this wave of LED manufacturers expansion, equipment manufacturers are the main beneficiaries, especially the LED upstream epitaxial process, using Vapor Phase Epitaxy (VPE), Liquid Phase Epitaxy (LPE) And organic metal vapor phase epitaxy (Metal Organic VaporEpitaxy; MOVPE or MOCVD method) to produce epitaxial, the main equipment suppliers are foreign companies, including Aixtron, Veeco and TaiyoNipponSanso and other operators, the global expansion of the upstream chip factory to make MOCVD equipment in short supply.

As for the manufacturing process in the middle reaches: the diffusion of the chip according to the LED demand, and then the metal evaporation, after the mask on the epitaxial chip, etching, heat treatment, to make the metal electrode at both ends of the LED, and then grinding the substrate after the light For chip cutting. At present, each MOCVD needs to be equipped with 5 test machines, and the test machines are generally based on Taiwanese manufacturers, such as Wangsi and Zhimao. As for the suppliers of picking machines, suppliers such as Jiuyuan and Wangsil are available. .

The downstream process mainly encapsulates the chip, sticks the chip to the lead frame, and packages the chip into different LEDs according to different applications of various products. This process requires LED package inspection machine, and the Taiwanese suppliers have Jianding and Wanrun. Jiuyuan. Since the equipment in the middle and rear sections is not as high as the upstream equipment, the proportion of Taiwanese equipment purchases is expected to increase gradually under the consideration of cost reduction in various packaging factories.

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