With the opportunity of the 2010 Shanghai World Expo, the concept of energy conservation and environmental protection is once again hot, and the boom in the LED industry is also expected.
Zhang Yujing returned to the rivers and lakes, and the LED project settled in Shanghai Lingang became one of the hot news of China's LED industry in 2010. The market is big, the opportunities are many, and there is something in common with chip manufacturing. It is probably a few elements that Zhang Yujing has invested in LED. For the Lingang New Town Government, it is hoped that Zhang Yujing will drive the development of relevant industrial chains and accelerate the pursuit of other industrial parks in the mainland. Whether you can achieve a win-win situation depends on the development of the future.
The core of LED is MOCVD technology, and the equipment deserves to be the focus of LED in 2010. In 2010, the global MOCVD machine shipments were about 600-700 units, which was the sum of three years in 2007, 2008 and 2009. Each MOCVD machine is priced at about $1 million to $3 million, and local governments in China can subsidize about 40% of each purchase in order to encourage investment in LED projects. Therefore, in China, a LED investment fever was set up, and the MOCVD machine was purchased madly. The global MOCVD machine is almost monopolized by AIXTRON of Germany and VEECO of the United States. Due to the limited capacity of the two companies, orders are said to have been placed in 2012.
The main reason for hindering the popularity of LEDs at present is that the cost is too high, and the insiders describe it as "the height is not cold." Only equipment depreciation accounts for 1/3 of the cost, so it is almost 10 times the price of ordinary lighting. At the same time, competition is chaotic, product quality is uneven, and these problems have seriously hindered the current level of LED market promotion. Equipment can be bought, but advanced technology is not available. The theory of using imported equipment to develop the industry has suffered setbacks in the Chinese semiconductor industry.
The winter solstice is defeated, and the reincarnation of spring blossoms has been staged, and seems to have become the norm in the industry. It is an indisputable fact that the large semiconductor industry in 2010 experienced rapid growth. The industry has achievements, ups and downs, controversy, and of course there is hope.
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