Affected by the financial tsunami, the LED industry was in short supply from the beginning of the year to overcapacity in the second half of the year. At the same time, it also hit the DRAM and panel industries, which indirectly made the investment plan of the LED upstream epitaxial industry to be aggressively planned to be suspended. For the LED industry in oversupply, it will benefit the upstream (2448) and the round (3061). The crystal factory has a strong competitive advantage.
The overall performance of LED manufacturers in 2008 was not satisfactory. In addition to the strong demand for small and medium-sized backlights in the first quarter, the revenues rushed to the peak. Consumer electronics shipments were lower than expected in the second quarter, and the performance was disappointing. In the original market, NB backlight applications were highly anticipated. Due to the delay in the launch of new models, the actual contribution of the upstream epitaxial wafer factory was “not seen to be eaten†due to technical and patent issues, and the capacity utilization rate of various manufacturers was low. Increasingly serious, the expansion plan is urgently stopped. Focusing on NB and the future LCDTV backlight market, large groups including semiconductors, panels and DRAMs in the first half of 2008 are interested in entering the key component of LED. At that time, the scale of the call was larger than one, and the market once estimated Taiwan 2008. The annual meeting will add 100 MOCVD machines. However, in just one season, the upstream epitaxial plant changed from "every day after the order was chased" to "every day chasing the order to run", and the equipment factory was facing the same symptoms.
According to the research institute LEDinside statistics, Taiwan's LED upstream manufacturers have been declining interest rates for three consecutive quarters, and the profit decline has exceeded market expectations. It shows that under the global recession, the sequelae of the upstream manufacturers' large-scale expansion have begun to emerge. The problem of oversupply in the industry may not be able to ease until the second quarter of next year. Looking forward to 2009, LEDinside believes that the impact of the global recession has indeed hit the LED-related industry chain. Reflected on the demand side, consumer electronics products bear the brunt, and shipments of mobile phones and digital photo frames began to be revised. At present, only NB backlight and lighting related products may be the source of growth for the LED industry in 2009. The upstream manufacturers also felt the lack of demand and began to reduce the capital expenditure in 2009. This wave of sluggishness and even deteriorating the expansion of panel manufacturers and mainland LED industry may be a relatively healthy development trend for the LED industry.
Li Bingjie, chairman of Jingyuan Optoelectronics, revealed that the expansion of the upstream epitaxial plant is slowing down. One epitaxial plant originally ordered 12 MOCVDs, which blocked 7 units. AUO’s Ronda Optoelectronics only buys it now. There are 2 machines. The expansion of crystal power has also slowed down. At this stage, cash is waiting for the dawn. The legal person said that unless new lighting and NB applications can quickly fill excess capacity, overcapacity, coupled with sluggish demand, manufacturers in order to survive, followed by price wars, it is foreseeable that upstream manufacturers' gross margin will continue to decline, this wave The winter of the industry will be particularly long.
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