Aixtron, a German manufacturer of LED epitaxial production equipment, announced on the 26th that it has received orders for 50 MOCVD (organic metal chemical vapor deposition) machines from the company of Sanjing, which will begin shipping in the fourth quarter. The expansion of the bank-to-shore expansion has made it possible for the LED industry, which has been recovering this year, to add more variables. The Taiwanese factory is tense and nervous. Under the subsidy of local governments, Sanan has been sitting in the past and has become the main competitor of the leading crystallizer in Taiwan. Taking into account the expansion of the operation, the number of Sanan MOCVD machines will reach 220 at the end of this year, but still behind the crystal. At the end of June, Jingdian acquired the second largest epitaxial plant in Taiwan. At the end of this year, the total number of machines on both sides will reach 500, more than double that of Sanan. At the beginning of this year, the LED lighting market was very good, driving the Taiwan factory's share price to rise. However, in the third quarter, the backlighting application (television, mobile phone) was in the off-season. The LED group of Taiwanese factories, including Jingdian, Yiguang, Dongbei, and Ronda, all fell back. Foreign-funded Morgan Stanley Securities said that Sanan's latest expansion of 50 units is expected, and it is estimated that Sanan will purchase 76 more units this year, making the number of switchboards from 144 at the end of last year to the end of the year. 220 units. The newly purchased machine is expected to be put into production at the end of the first quarter of next year. Da Mo said that Sanan has expanded its production in recent years, reached an economic scale, and dared to cut prices and become a brother of Lei Jing, but the breakthrough in the patent field is still limited. According to Morgan Stanley, the global LED epitaxial supply and demand will remain relatively balanced in the next year, and the demand is slightly larger than the supply. 3. According to the number of MOCVD machines, the number of new additions will be 190 and 211 units this year and next, with an annual growth rate of about 7 and 13%.
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