LED chips are tight, 2 to 3 chip makers will once again set off an arms expansion competition

After the overcapacity in recent years, the LED industry has benefited from the growth of small-pitch displays and LED lighting in 2017. The upstream die is in short supply, and the supply gap for some specified specifications is as high as 3 to 50%.

According to the mainland industry, with the tightness of LED chips, two or three mainland LED chip manufacturers will once again set off an arms expansion competition. It is expected that the land-based LED factory will expand its production to hundreds of MOCVD machines in 2017. Casting variables for the future market supply and demand.

The market pointed out that it has announced that it will invest a large amount of RMB 6 billion in Huacan Optoelectronics. It is expected that the new plant in Yiwu will be put into production in May 2017 and will reach an annual output of 3 million LED chips.

With the expansion of Huacan's expansion, it is said that Sanan will not be outdone. In order to maintain its leading position, it will also purchase a large number of machines in 2017. In addition to blue LEDs, the expansion project will also target high profits. The quaternary LED capacity is expanded.

From the second half of 2016, Aoyang Shunchang accelerated the expansion of LED die production. It is expected to gradually release production capacity from the first quarter of 2017. The production capacity in 2017 is expected to reach 800,000 pieces per month.

In addition, the dry photo optoelectronics started with the four-element LED is reported to have increased the production capacity of the four-element LED machine in 2017.

Equipment manufacturers also revealed that the current expansion of the mainland die factory is to introduce a new 4-inch machine, 4 inch Lei chip is equivalent to 4 times 2 inches, if each month's production capacity is about 4 inches 3800 ~ 4000 pieces of epitaxy Look, it is expected that by 2017, LED die production capacity will enter a new round of explosion.

Since 2017, the market demand for LED chips in the mainland has been warming up. As the market size of small-pitch display screens is expected to continue to expand, market applications will extend from outdoor displays to indoor commercial billboards, cinemas, etc., with increased product specifications and increased particle count. Demand for LED dies has also grown significantly, but market prices are expected to be relatively stable in the short term.

Although the grain industry is still optimistic that the market will show a good situation in both supply and demand in 2017, the industry can not help but worry privately. As the new capacity will be released from the second half of the year, the LED market will be established in the second half of 2016. A situation of stable order will likely face challenges again.


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