Taiwan reported that Taiwan and mainland LED chip makers had different profits in the first quarter of 2012. According to the 2012 Q1 performance report released by Taiwanese LED chip makers, Taiwan’s major LED chip makers increased by 17.3% in addition to the round season. Other players generally showed a recession; while Q1's profit performance was lower than that of Lunda's operating profit rate of 2.6%, while other major LED chip factories in Taiwan experienced negative numbers.
Although Taiwan's Q2 capacity utilization rate is nearly full in 2012, the number of LED backlights for TV continues to decrease, so Taiwan's annual expansion plan is relatively conservative. Taiwan estimates that MOCVD demand for 2012 will be 275 units, a 60% decrease from 2011. If you look at the vendor, Veeco will have the highest market share, while Veeco and Aixtron will add up to 95%.
In 2012, the demand for MOCVD machines in the mainland will remain the highest in the world, accounting for about 68%. Other regions such as Taiwan, South Korea, and Europe and the United States accounted for 13%, 5%, and 8% respectively.
It is worth noting that OLED products have emerged in the recent large-scale lighting exhibition. In the January 2011 Lighting JAPAN exhibition, several operators have begun to sell OLED lighting products. However, due to the high price, the purpose is mainly to test the water temperature in the market, and 4 At the Frankfurt exhibition, Deutsche Novaled, Philips, Ronda and Sumitomo Chemical all showcase OLED lighting concept products.
Although Taiwan's Q2 capacity utilization rate is nearly full in 2012, the number of LED backlights for TV continues to decrease, so Taiwan's annual expansion plan is relatively conservative. Taiwan estimates that MOCVD demand for 2012 will be 275 units, a 60% decrease from 2011. If you look at the vendor, Veeco will have the highest market share, while Veeco and Aixtron will add up to 95%.
In 2012, the demand for MOCVD machines in the mainland will remain the highest in the world, accounting for about 68%. Other regions such as Taiwan, South Korea, and Europe and the United States accounted for 13%, 5%, and 8% respectively.
It is worth noting that OLED products have emerged in the recent large-scale lighting exhibition. In the January 2011 Lighting JAPAN exhibition, several operators have begun to sell OLED lighting products. However, due to the high price, the purpose is mainly to test the water temperature in the market, and 4 At the Frankfurt exhibition, Deutsche Novaled, Philips, Ronda and Sumitomo Chemical all showcase OLED lighting concept products.
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