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Before 2011, the LED industry's rapid investment period allowed the world's two MOCVD giants AIXTRON and VEECO to quickly seize the market and earn a lot of money.
In 2012, domestic MOCVD began to send samples of test results, but the overcapacity crisis allowed the MOCVD market to quickly enter the freezing period. This has also caused a lot of impact on domestic MOCVD manufacturers, but it also left more room for testing and perfecting time.
Since the beginning of 2013, with the rapid increase in demand for LED lighting terminals, the expansion of LED epitaxial chip capacity has once again entered a rising channel. At the same time, the continuous decline in chip prices has also brought greater cost pressure to epitaxial chip companies. The price advantage of domestic MOCVD began to appear, and a new round of market opportunities reappeared.
Similar to last year's Golden Globe Awards, Vecco and AIXTRON still occupy the top two nominations, and a number of domestic MOCVD R&D and manufacturing companies such as North Microelectronics, Tianlong Optoelectronics, Zhongwei Semiconductor, and Ideal New Energy are still swaying the market. Oligopoly.
High-tech Golden Globe Award - MOCVD is among the top three Company Name Valid number of votes Vecco 93 AIXTRON 91 Tianlong Optoelectronics 75
Dr. Chen Aihua, Chairman and CEO of Zhonghao Optoelectronics (Shanghai) Co., Ltd., the first company to be selected for the first time this year, told reporters that they have already passed two MOCVD equipments through Jiangsu Hanlai Technology. "I just sent one this morning, and I will send two to the chip factory for acceptance in December. We are very confident that we can get customer recognition again."
Chen Aihua introduced that MOCVD of Zhonghao Optoelectronics can create the lowest single-chip manufacturing cost for customers. At present, they have been able to produce stable 2-inch 66-chip machines and 4-inch 17-chip machines. The production capacity can be increased by about 20% compared with imported equipment, while the monolithic gas consumption can be reduced by 30%, and the single-chip cost can be reduced by at least 20%.
“Domestic MOCVD equipment encounters the biggest market bottleneck or customer confidence.†Chen Aihua said that the advantages of domestic MOCVD equipment in technology, design and performance are already very obvious, but still require large-scale verification of the market. They still hope that the government can give some support in policy, in order to ensure the true localization and marketization of MOCVD equipment, in order to have a positive effect on the LED industry chain. "We are very happy to be famous on the Golden Globes nomination list. Let us also see the confidence of the market (customers) in the domestic MOCVD equipment, we will try our best to do better."
Tianlong Optoelectronics represents the domestic MOCVD impact golden ball award VEECO, AIXTRON nomination
[Text / Long Zonghui] MOCVD, the name of the upstream epitaxial chip core equipment is still a few of the LED industry is still a small number of localized new army.