LED chip will not overcapacity subsidies policy may continue until next year
According to statistics, there were more than 300 MOCVD units in China in 2010, and now MOCVD has been improved and its production capacity has been improved compared to previous years. For some manufacturers of LED chips overcapacity concerns, the United States Veeco Precision Instrument Co., Ltd. (Veeco) CEO JohnPeeler that the market supply and demand issues, according to the development of semiconductor lighting market conditions. The semiconductor market is in great demand. Today's 350 to 400 furnaces are only a small part of the market and will not cause excess capacity.
Now many companies are concerned about whether the government will stop the equipment subsidy policy because of concerns about overheated investment in the LED market. John Peeler said that the government's subsidy policy is likely to continue until next year. Whether there will be a new policy or not, Veeco cannot determine.
LED die size will grow to 4 inches
In view of the fact that LED epitaxial wafers currently have small dimensions and low yields, John Peeler said one of Veeco's major goals at this stage is to help customers improve product yields. At present, many customers use 2 inches because of the large size of sapphire. With the increase in the price of 2-inch sapphire, some customers will turn 4 inches, but will go to 6 inches and 8 inches, depending on whether the price of large-scale sapphire will be reduced in the future. Veeco's 2-inch, 4-inch, and 6-inch products are easy to exchange, simply swapping trays. The tray itself determines the size of the substrate, and the components and equipment do not need to be changed significantly. The process and control need not be much different. change.
MOCVD will not increase the average delivery time is 6 months
Now set up a Veeco MOCVD, on average, can get equipment after 6 months, have a very good relationship with customers, delivery time can be less than 6 months, of course, there are also special circumstances will encounter 9 months. John Peeler believes that MOCVD will not be out of stock. Veeco will ship an average of 40 units a quarter, and it will ship 100 units in the last quarter. It is estimated that 120 units will be shipped this quarter. Veeco upholds the philosophy of giving back to its customers and hopes to win together with its customers. MOCVD does not and does not need to increase prices.
MOCVD process control will develop toward a high degree of automation
When it comes to the development trend of MOCVD in China, John Peeler believes that some time ago, raw materials were out of stock, and the prices of sapphire and MO sources were rising. This shortage was short-term. Many companies are trying to increase the supply of source materials, which will not affect the market demand for MOCVD.
The demand for MOCVD in the Chinese mainland market will increase because China, in addition to its own domestic demand, is also a major exporter of semiconductor lighting. The technological trend of MOCVD is mainly to increase production capacity and reduce costs. To achieve this effect must be highly automated. At the same time, to reduce costs, we must find ways to reduce the consumption of raw materials and energy, such as: minimize the use of MO sources, with a thinner sapphire substrate.
Semiconductor lighting market will take off in 2011
When it comes to the development of the LED industry in 2011, John Peeler believes that the LED industry is developing very fast and cannot accurately predict the scale and speed of development. But the most important thing is how to cultivate your strengths and strengths according to your own characteristics. Veeco is confident in 2011 and next year will be a good harvest year for Veeco. Not only is the amount of orders high, but there are many signs that the semiconductor lighting market will take off next year. By communicating with customers, it is very challenging for customers to talk about the price and cost of their products, which will reach one-third of the current market next year.
LED applications, currently used in less lighting, mostly for LED backlight. Currently, the LED backlighting market in South Korea is slowing down. This is partly due to the fact that the data forecast by South Korea at the beginning of the year is too optimistic. The market is now subject to certain amendments. However, the market for backlighting is still relatively large, and probably more than 100 stoves are needed. However, the semiconductor lighting market has started, and the specific ratio is 10% or 15%.
Shanghai will build training center to accelerate the process of localization
Veeco understands China 12th. The fifth plan also knows that the country wants cutting-edge core technologies to take root in China. Veeco Asia Pacific is headquartered in Greater China and will establish the China Training Center (CTC) in Shanghai, mainly for customer technical support and training, and is expected to start in the first quarter of next year. At the same time, in the development of new technologies, as the number of device users increases, the feedback information we receive from users will also increase. Newly developed products will be more adapted to local needs, which will accelerate the speed of localization. Users have specific needs and countries have different needs. According to the positive interaction with users and more understanding of the needs of customers, we will work with customers to improve and facilitate the use of more customers.
Veeco Asia Development Plan
According to John Peeler, Veeco recently sold a testing equipment division to the German company Bruker. In the future, Veeco will focus on MOCVD production and R&D. In addition to establishing a training center in Shanghai, Veeco will also establish a Technology Center (TTC) in Hsinchu, Taiwan, positioning it as a high-end application center and demonstration laboratory, and plans to launch it in the first quarter of 2011. Established a development center in South Korea and a Korea Training Center (KDC) as a world-class engineering and process development center, including equipment demonstrations and customer training, and plans to launch in the second half of 2011. Singapore will establish a supply chain center. Japan will transition from agency sales to direct sales, with plans to take effect in January 2011.
John Peeler said that the LED industry has a very good prospect. Based on its own product quality, technology and cost advantages, Veeco has full confidence in occupying the market.
According to statistics, there were more than 300 MOCVD units in China in 2010, and now MOCVD has been improved and its production capacity has been improved compared to previous years. For some manufacturers of LED chips overcapacity concerns, the United States Veeco Precision Instrument Co., Ltd. (Veeco) CEO JohnPeeler that the market supply and demand issues, according to the development of semiconductor lighting market conditions. The semiconductor market is in great demand. Today's 350 to 400 furnaces are only a small part of the market and will not cause excess capacity.
Now many companies are concerned about whether the government will stop the equipment subsidy policy because of concerns about overheated investment in the LED market. John Peeler said that the government's subsidy policy is likely to continue until next year. Whether there will be a new policy or not, Veeco cannot determine.
LED die size will grow to 4 inches
In view of the fact that LED epitaxial wafers currently have small dimensions and low yields, John Peeler said one of Veeco's major goals at this stage is to help customers improve product yields. At present, many customers use 2 inches because of the large size of sapphire. With the increase in the price of 2-inch sapphire, some customers will turn 4 inches, but will go to 6 inches and 8 inches, depending on whether the price of large-scale sapphire will be reduced in the future. Veeco's 2-inch, 4-inch, and 6-inch products are easy to exchange, simply swapping trays. The tray itself determines the size of the substrate, and the components and equipment do not need to be changed significantly. The process and control need not be much different. change.
MOCVD will not increase the average delivery time is 6 months
Now set up a Veeco MOCVD, on average, can get equipment after 6 months, have a very good relationship with customers, delivery time can be less than 6 months, of course, there are also special circumstances will encounter 9 months. John Peeler believes that MOCVD will not be out of stock. Veeco will ship an average of 40 units a quarter, and it will ship 100 units in the last quarter. It is estimated that 120 units will be shipped this quarter. Veeco upholds the philosophy of giving back to its customers and hopes to win together with its customers. MOCVD does not and does not need to increase prices.
MOCVD process control will develop toward a high degree of automation
When it comes to the development trend of MOCVD in China, John Peeler believes that some time ago, raw materials were out of stock, and the prices of sapphire and MO sources were rising. This shortage was short-term. Many companies are trying to increase the supply of source materials, which will not affect the market demand for MOCVD.
The demand for MOCVD in the Chinese mainland market will increase because China, in addition to its own domestic demand, is also a major exporter of semiconductor lighting. The technological trend of MOCVD is mainly to increase production capacity and reduce costs. To achieve this effect must be highly automated. At the same time, to reduce costs, we must find ways to reduce the consumption of raw materials and energy, such as: minimize the use of MO sources, with a thinner sapphire substrate.
Semiconductor lighting market will take off in 2011
When it comes to the development of the LED industry in 2011, John Peeler believes that the LED industry is developing very fast and cannot accurately predict the scale and speed of development. But the most important thing is how to cultivate your strengths and strengths according to your own characteristics. Veeco is confident in 2011 and next year will be a good harvest year for Veeco. Not only is the amount of orders high, but there are many signs that the semiconductor lighting market will take off next year. By communicating with customers, it is very challenging for customers to talk about the price and cost of their products, which will reach one-third of the current market next year.
LED applications, currently used in less lighting, mostly for LED backlight. Currently, the LED backlighting market in South Korea is slowing down. This is partly due to the fact that the data forecast by South Korea at the beginning of the year is too optimistic. The market is now subject to certain amendments. However, the market for backlighting is still relatively large, and probably more than 100 stoves are needed. However, the semiconductor lighting market has started, and the specific ratio is 10% or 15%.
Shanghai will build training center to accelerate the process of localization
Veeco understands China 12th. The fifth plan also knows that the country wants cutting-edge core technologies to take root in China. Veeco Asia Pacific is headquartered in Greater China and will establish the China Training Center (CTC) in Shanghai, mainly for customer technical support and training, and is expected to start in the first quarter of next year. At the same time, in the development of new technologies, as the number of device users increases, the feedback information we receive from users will also increase. Newly developed products will be more adapted to local needs, which will accelerate the speed of localization. Users have specific needs and countries have different needs. According to the positive interaction with users and more understanding of the needs of customers, we will work with customers to improve and facilitate the use of more customers.
Veeco Asia Development Plan
According to John Peeler, Veeco recently sold a testing equipment division to the German company Bruker. In the future, Veeco will focus on MOCVD production and R&D. In addition to establishing a training center in Shanghai, Veeco will also establish a Technology Center (TTC) in Hsinchu, Taiwan, positioning it as a high-end application center and demonstration laboratory, and plans to launch it in the first quarter of 2011. Established a development center in South Korea and a Korea Training Center (KDC) as a world-class engineering and process development center, including equipment demonstrations and customer training, and plans to launch in the second half of 2011. Singapore will establish a supply chain center. Japan will transition from agency sales to direct sales, with plans to take effect in January 2011.
John Peeler said that the LED industry has a very good prospect. Based on its own product quality, technology and cost advantages, Veeco has full confidence in occupying the market.
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