Excessive MOCVD capacity or equipment idle conditions may appear
At the "Strategies in Light" conference, Robert Steele, from the US market research firm Strategies Unlimited, pointed out that in order to cope with the huge demand in the high-brightness LED market, the annual increase in high-brightness LED capacity needs to reach 50% in the next two years. In order to meet market demand. According to the MOCVD equipment capacity model, MOCVD equipment that has been laid out or placed is sufficient for future years. The emergence of higher productivity MOCVD (42~45 x 2") may result in MOCVD overcapacity or equipment idle at some point or in the near future.
Jed Dorsheimer, a global investment company from Canaccord Adams, agrees with Robert Steele that he believes LEDs are preparing for a strong recovery due to the growth of the next consumer electronics (laptops and LCD TVs), a chance that far exceeds the mobile age. This will cause the LED to enter the second cycle. In this cycle, 780 new MOCVDs will be installed and installed, of which 250 MOCVD will be installed in 2010 alone; if the demand for lighting is not kept up, they expect that oversupply in 2012 may occur. It will cause prices to fall, and in 2014 it may enter a digestive phase. (From "Semiconductor Lighting" magazine, 2010, Issue 4, edited by maysoong)
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