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The supply of LEDs in the upstream of the LEDs is tight, and all parties are competing for production capacity. The organic chemical vapor deposition (MOCVD) machine also detonated the market war. Among them, Veeco, one of the main suppliers of MOCVD, took the lead in launching a new machine in early 2010 to improve heating uniformity and uniformity of gas distribution, and to attack the Aixtron market, which is currently the No. 1 market share.
Veeco continues the K-series platform and announced the K465i GaN MOCVD on the 19th, using a new material heater to extend the life, simplify the gas control system, improve the stability of the machine, and reduce the time for customers to re-adjust the process parameters.
Wang Keyang, general manager of Veeco Greater China, pointed out that since most of the customers are eager to mass production and there is not much time to re-adjust the process parameters, the gas control system will be simplified and the time-to-market will be accelerated. Currently, the K465i has obtained the first line of Taiwan and South Korea. LED factory certification, about 70 orders in hand, is expected to start shipping in the second quarter.
Because the K465 model has the problem that the heater has a long life and the parameters are not easy to control, although the degree of automation is high, the penetration rate is difficult to improve. In recent years, after continuous research and development, the interior design of the cavity has been strengthened, and the new generation K465i has become the current The main machine for verification. In the past year, the demand for MOCVD machines suddenly increased, which also gave Veeco a chance to grab Aixtron orders.
Wang Keyang pointed out that the current demand for MOCVD in the market is booming. Veeco is also actively expanding its production capacity. The original production in the first quarter was less than 40 units, and has now increased to more than 65 units, in response to the market's sharp increase in demand. Among them, Veeco estimates that the demand for MOCVD machines in Greater China (including Taiwan, mainland China and South Korea) will be 300-350 units in 2010, while Veeco is expected to win around 50%.
In terms of market demand, Wang Keyang further pointed out that the large demand for LED in 2010 mainly comes from TV and notebook computer (NB) backlights. The TV backlight penetration rate is conservatively estimated to be about 10~15%, but according to the customer's pre-payment Estimated, the minimum starts from 15%, the highest is 35%, so on average it is estimated to be more than 25%, showing explosive growth. The other part is the backlight of NB and Netbook. The rough estimate is about 90%. It will be close to 100% in 2010. As for the monitor part, it is subject to higher price, so the growth is slower. (Edit: Looking up at the stars)
Lanfei Optics succeeded in producing LED chip sorting system manufacturers 