On March 17, Sanan Optoelectronics [33.76 10.00%] (600703.SH) announced that its subsidiary Anhui Sanan Optoelectronics had paid 85 million yuan as a deposit for land use rights in the development zone of Wuhu City. The day before, the company’s announcement stated that it plans to issue additional 20 million to 53 million shares of non-public offerings and raise 2.98 billion yuan for the Anhui Sanan Optoelectronics Industrialization Project.
This means that the Sanan Optoelectronics Wuhu LED production base with a total investment of 12 billion yuan has been launched. However, this is only one aspect of the Chinese LED investment boom. On February 1, Dehao Runda [19.10 1.92%] (002005.SZ), with a total investment of 6 billion yuan, has already started.
"Everyone is rushing to MOCVD equipment, and the manufacturer's delivery cycle has been scheduled for next year." iSuppli China analyst Gu Wenjun told the "First Financial Daily" yesterday that the domestic demand for MOCVD has reached nearly 100 this year, far exceeding The supply of MOCVD equipment manufacturers.
It is reported that Aixtron and Veeco two MOCVD equipment factories monopolize nearly 90% of the global MOCVD equipment market, and their respective annual production capacity is only about 150 units, and most of them will be delivered to Korean LED manufacturers.
The gap in domestic MOCVD equipment is also rapidly expanding due to the sudden fanatic LED fever.
According to Sanan Optoelectronics Investment Plan, 200 MOCVD equipment will be purchased, of which 100 MOCVD equipment will be purchased in the first phase. Dehao Runda expects to receive 10 MOCVD equipment in June. If the production is smooth in the early stage, MOCVD equipment will be gradually increased to 100 units in the future. At the end of February, the Xuerui Optoelectronics LED epitaxial chip project launched in Nanhai, Foshan, is also expected to have more than 100 MOCVDs.
However, what is embarrassing is that Chinese companies are still in the investment period of LED business losses, and overseas MOCVD equipment manufacturers have earned a lot of money.
A few days ago, Veeco's fourth-quarter 2009 financial report showed that in the fourth quarter of last year, the company's revenue was 146 million US dollars, a 48% increase from the previous quarter. The overall gross profit margin was 45%, an increase of 3.6 percentage points from the previous quarter and an increase of 5.5 compared with the same period last year. %.
Veeco CEO John Peeler said that the global demand for MOCVD equipment will reach 400~500 units this year. The company plans to expand its production capacity. It is estimated that 45 units will be produced in the first quarter, 70 units will be produced in the second quarter, and 120 units will be upgraded in the fourth quarter. .
"Aixtron and Veeco are deliberately causing such a shortage of supply, in fact, in order to monopolize the price." According to industry insiders, due to the attractiveness of the mainland's LED support policy, many Taiwanese LED manufacturers are moving MOCVD equipment to the mainland, or selling used MOCVD equipment. “The problem is that the number of second-hand MOCVD equipment in Taiwan is also very limited.â€
Perhaps, Guangdong Zhaoxin Group is the last hope to ease the tight supply and demand of mainland MOCVD equipment.
In mid-January, Guangdong Zhaoxin Group announced the launch of the prototype of the first MOCVD equipment in the mainland. The company expects to enter mass production after May. “The product data is currently being tested.†A senior executive of Guangdong Zhaoxin Group said it is not convenient to disclose further content.
However, industry veterans pointed out that Guangdong Zhaoxin Group can successfully mass-produce MOCVD equipment as scheduled, which is still unknown. Because, before the mainland has developed a number of MOCVD equipment, but did not introduce mass production in the end, the reason is that the technical threshold is too high, otherwise this market will not be controlled by the two companies.
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