In 2011, global LED die prices are expected to decrease by about 20% annually.

According to relevant industry insiders in Taiwan, although mainland Chinese manufacturers have recently applied for a large number of MOCVD machines, they have been affected by LED talents and technology. The actual amount of mass production is only 1/3, plus the current MOCVD machine shipment pre-delivery. It takes about 3-6 months, and the yield adjustment and mass production will take about 3 months. It takes about 6-9 months to add new capacity to be effective, so it will not cause oversupply in the LED market this year.

In China, a large number of MOCVD machines have been purchased. In order to solve the problem of talents and technology, Chinese manufacturers frequently dig Taiwan talents with high salaries, reducing the learning curve time, and once a group of people, let the Taiwan LED industry blow up Into the wind.

According to industry insiders, mainland China has expanded its LED industry with national policies and actively deployed from upstream to downstream. Although mainland China still has considerable gaps in technology and Taiwanese factories, manufacturers are eager to use government funds and have sufficient funds to dig. It is expected that the technology will soon have a considerable breakthrough. Relatively speaking, in addition to technically accelerating the pace, the Taiwanese factory should be more active in the layout of the Chinese mainland market and the â€œco-ordinated and horizontalâ€ strategy of local manufacturers. It will not be caught up by Chinese mainland manufacturers.

Overall, as the Chinese government vigorously promotes the LED industry, the global proportion of MOCVD equipment will continue to rise. There will still be a large amount of capacity output in the future, and LED prices will also decline. A senior industry analyst recently estimated that this year's LED The grain price is about 5% lower every quarter, and the LED price is expected to decrease by about 20% annually. The decline is still within a reasonable range. At the same time, the price decline is expected to further expand the LED market to accelerate the penetration rate.

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