China's MOCVD ownership will reach 1,372 units in 2015

November 12, 2020

[Text|High-tech LED Industry Research Institute (GLII)] After the 2010-2011 investment boom in the LED upstream chip industry, China's MOCVD ownership has increased rapidly, the upstream chip production capacity has expanded rapidly, and overcapacity is very serious. In 2012-2014, the industry gradually returned to rationality, and the growth of domestic MOCVD holdings was stable.

According to statistics from the High-tech LED Industry Research Institute (GLII), the number of MOCVDs in China reached 1,172 in 2014, a year-on-year increase of 15%. In 2014, the number of newly added MOCVDs in China was close to 200. However, due to the active withdrawal of the old machines, the net increase in the whole year was 155. In 2014, new equipment companies mainly include Huacan Optoelectronics, Development Crystal, Aoyang Shunchang, Xinnajing, etc. Among them, Huacan Optoelectronics added more than 30 MOCVDs to develop crystal, Aoyang Shunchang and Xinnajing MOCVD. The increase is more than 20 units.

Throughout the year, due to the MOCVD upgrade of Sanan Optoelectronics, Tsinghua Tongfang, Sanan Optoelectronics and other companies, the production capacity utilization rate of Dehao Runda has increased, and the newly added equipment of Huacan Optoelectronics Co., Ltd. is mainly based on 4-inch machine. In 2014, China 4 inch The actual capacity of MOCVD has reached about 40%.

Considering that the overall capacity utilization rate of the industry is still low, the overall production capacity still needs to be digested. GLII believes that China's MOCVD holdings will continue to grow steadily in 2015.

In terms of capacity utilization, in 2014, driven by the rapid growth of demand for downstream lighting applications, the operating rate and capacity utilization rate of Chinese chip companies continued to increase. The statistics of the High-tech LED Industry Research Institute (GLII) show:

In 2012, China's MOCVD operating rate was only about 50%, and the capacity utilization rate was only about 30%.

In 2013, China's MOCVD operating rate increased to about 70%, and the capacity utilization rate increased to about 52%.

In 2014, China's MOCVD operating rate increased to about 80%, and the capacity utilization rate increased to about 60%.

Chart 1: China's MOCVD capacity utilization rate and operating rate in 2012-2014 (unit: %)


Source: GLII-《2014 China LED Chip Industry Research Report》

Therefore, there is still much room for improvement in the overall capacity utilization rate of the industry. In addition, considering the expansion plans of Sanan Optoelectronics, Ganzhao Optoelectronics, and Aoyang Shunchang in 2015, GLII expects that the number of MCOVDs in China's LED industry will reach 1,372 in 2015. The newly added equipment will be dominated by 4-inch machines. In 2015, the capacity utilization ratio of 4-inch machines continued to increase steadily. At the same time, the old equipment began to withdraw, the 19-piece machine will withdraw from the production field, and 31 pieces will gradually withdraw from the production field.

Chart 2: China's MOCVD ownership, year-on-year growth rate and forecast for 2010-2014 (unit: Taiwan, %)

Source: GLII-《2014 China LED Chip Industry Research Report》

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