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SEMI 发布最新中国LED Fab 业更新及制造材料市场报告
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出自:戚发鑫,SEMI中国

 
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2012年开始,中国LED 外延芯片厂数量进入负增长期

预计到2014年后,中国将成长为全球最大的LED外延及芯片制造基地,然而,与此同时中国LED外延芯片厂数量将步入一个负增长时代。根据SEMI统计,截至到2011年底中国共有76家外延芯片厂(已排除仅宣称投资计划而无实际进展的项目),从2012年开始,中国LED 外延芯片厂的数量将逐步减少,预计约40%的厂家到2015年会退出或者被收购。


新增MOCVD 设备市场近期将处于低迷状态

中国新增MOCVD设备市场在2011年达到一个顶峰,然后大部分制造商的设备利用率一直处于较低水平,一些新进业者极端案例中显示设备利用率仅为20%.未来的MOCVD的需求已经被严重透支,并且由于一些LED外延芯片厂的退出,会带来二手MOCVD设备市场,这对新增MOCVD设备市场也会造成一定的压力。预计到2014年以前,新增MOCVD设备将一直处于一个较低水平,2012年中国MOCVD安装量仅为去年的40%不到。

LED制造材料市场仍将保持增长

尽管设备市场处于低迷状态,但是LED材料例如蓝宝石衬底(含PSS)、MO源、荧光粉等材料仍将保持增长。
但是由于一些材料新增供应过多,加上设备利用率波动等因素的影响将对相关材料价格仍将处于较大压力,尤其是蓝宝石衬底价格由于蓝宝石衬底业者的扩产以及新进项目带来的供应大量增加并且远远超出市场需求的增长,因此蓝宝石衬底价格从2011年以来一路走低,并且2012年一直处于低位徘徊。预计到2013年上半年仍将保持低位状态。

报告简介

SEMI最新出版的“2012中国LED Fab业更新及制造材料市场报告”中对中国氮化镓LED外延产能、中国LED外延芯片厂数量预测给出了最新的分析,并且揭示了有多少数量LED外延芯片厂将会退出以及何种类型的厂家将会最后在激烈的行业竞争中胜出。此外,对新增MOCVD设备的投资及预测、中国LED外延芯片厂的设备利用率也给出详细的描述。
对于LED制造过程中的特定材料比如MO源、高纯氨、蓝宝石衬底(含PSS)以及荧光粉等材料的行业现状、市场需求及预测、主要供应商、市场份额等给出详细的分析。


价格信息
   
SEMI会员 US$3500
非会员 US$4500

SEMI Published New Report of “2012 China LED Fab Industry Update and Manufacturing Material Market Report ”

China LED Fabs Quantity Begins Negative Growth

After 2014, China will boast the world's largest LED epitaxy and chip production capacity base. However, some LED Fabs in China will gradually be phased out due to the fiercely competitive market. According to SEMI statistics,  China LED Fab industry experienced a rapid increase in past years and — had a total of 76 LED epitaxial and chip Fabs at the end of 2011. Starting in 2012, the number of China Fabs could decline. 30 to 40 percent of China LED fabs will suspend operations or be acquired by 2015.

The Downturn of New MOCVD Market

The new MOCVD tool market in China grew rapidly and reached a peak in 2011, However, tool utilization were low at some manufacturers, in the worst cases, some “new comers” had utilization at only 20 percent. Future demand was seriously overdrawn during this pre-phase MOCVD installation boom, and the MOCVD market in China is expected to be at a low level over the next three years.
In addition, a potential secondary MOCVD equipment market could emerge that will bring some pressure on the new MOCVD installation market.


LED Manufacturing Materials Market Keeps Growing

The materials like sapphire substrate (including PSS), metal organic (MO) precursors, and phosphors are specific to LED manufacturing.
Though spending on LED Fab equipment like MOCVD will slow down, the demand on materials like MO precursor, ammonia, sapphire substrates, phosphor etc. will keep growing with challenges from Fab utilization fluctuation. Among these materials, sapphire substrates will face more challenges and price pressure due to oversupply, the price will keep low level in 1st half year of 2013.

Report Summary

SEMI China published a new report on 2012 China LED Fab Industry Update and Manufacturing Material Market. In this report, China GaN LED Epi Wafer Capacity update is given , and trend of China LED Fab quantity is analyzed, moreover, we disclose which LED Fab projects are quitting and how many and who will be finally survived. The spending on key equipment MOCVD also described and forecasted.As one of most important factors, utilization rate of China LED Fabs are also described.
Solid analysis of market demands, forecast, key players, manufacturing capacity and market share on sapphire substrates, MO precursors, high purity ammonia, phosphors are given in this report.


Pricing Information
   
SEMI Member US$3500
Non SEMI Member US$4500

 

 

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文章收入时间: 2012-12-05
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