Theme: Industrial Technology
LEDinside recently interviewed Jim Jenson, vice president of Veeco, a LED epitaxial equipment manufacturer in Shanghai, China, focusing on the development of MOCVD equipment in the current global and Chinese LED market, as well as the future changes in the LED industry.
Jim Jenson believes that in order to make the LED market show explosive development, the only way is to reduce the price of LEDs and stimulate the market. The most direct and effective way is to continue to reduce the MOCVD equipment and technology. LED production costs.
MOCVD's highly growing main battlefield - China market
In response to the recent growing Chinese market, Jim Jenson revealed that this market will still be very strong in 2010 and 2011. In 2009, the number of MOCVD in mainland China has grown considerably. In 2010, Chinese manufacturers continued to purchase new ones. Orders from MOCVD machines, Taiwanese manufacturers continue to add orders. He believes that the number of MOCVD machines installed by various manufacturers in China in 2010 will be between 100 and 150 units, depending on the delivery speed of each manufacturer and the capital allocation and capacity planning time of the LED manufacturers themselves.
He used the K465i's new MOCVD machine as an example. Many customers like this product and placed orders very early. Veeco held many k465i machine exhibitions in New Jersey, USA. Many Asian customers came to the United States to look at products and research products. There are many manufacturers in mainland China.
Based on the current rapid growth of the Chinese market, these newly purchased machines will accelerate the cost reduction of LED products, as long as the market demand can be stimulated, and various incentives and policies to encourage LED lighting products are helpful. In this way, the demand for the LED lighting market can be truly developed.
As for the LED backlight market in mainland China, the expected growth scale in the future is also very impressive. In particular, many brand manufacturers have been actively deploying, but in the short term, they will not see obvious benefits from local LED manufacturers in mainland China.
In addition, this time in the semiconductor equipment exhibition held in Shanghai, China, you can also see the LED equipment machine made by local manufacturers in mainland China, but mostly based on lower-order equipment, MOCVD machine can only be used as R&D. use.
Difference between Taiwan LED manufacturers and Chinese mainland LED manufacturers
At this stage, the Chinese mainland government has actively introduced subsidy policies to attract Taiwanese manufacturers to set up LED epitaxial plants in mainland China to subsidize half of the cost of purchasing MOCVD machines. Jim Jenson believes that this is a good thing to make the LED market bigger. He also analyzed the differences between Taiwanese LED manufacturers and Chinese mainland LED manufacturers. The most important place is still in technology.
He pointed out that in terms of employee skills, R&D team technology, manufacturing team, management team and intellectual property rights, there are many differences between cross-strait manufacturers. Through joint ventures, there will be more success than mainland Chinese manufacturers. opportunity. Compared with other foreign-invested companies that emphasize technical power in other countries, the local market in China will emphasize the promotion and sales of the local market. In the short term, there will be no export to foreign countries, because local LED demand exceeds the supply of local manufacturers. The number of LED chips is still imported.
In the long run, LED manufacturers in mainland China need to be strengthened in many places, including the quality, performance and cost of LED products. The difference in the application side is also very noteworthy. At present, the Chinese market is still dominated by small-size LED backlights and LED lighting products. Some lower-quality products are not easy to enter high-end LED applications.
MOCVD Quick Import Project
He emphasized that Veeco provides Raipid Start rapid import program for LED epitaxial customers, and provides tools for MOCVD machine equipment to reduce the introduction time of LED epitaxial manufacturers. The current import time of Veeco MOCVD machines is about 3 to 6 months. .
Differences between LED lighting products and LED backlight products
Jim Jenson said that LED epitaxial lighting products or backlight products, the difference is in the special formulation, in the production of different MOCVD reactors, will use a special level of epitaxy.
At this stage, LED-backlit LCD TVs are very hot. Manufacturers in South Korea, Japan, China, and Taiwan are actively investing in mass production of related components. LED backlights are still in large-scale production scales by South Korean, Japanese, and Taiwanese manufacturers. Many new The production capacity is prepared for the LED backlight market.
However, the LED lighting market is also driven by the policies of various governments, and there is also room for growth. Jim Jenson agrees with the government's incentive policy to replace traditional lighting with energy-saving lamps such as LED lighting, which has increased the demand for LED chips for lighting. LED epitaxial manufacturers and LED packaging manufacturers have also cooperated to develop luminous efficiencies exceeding 100 lumens per watt. The progress of these technologies will not only reduce the cost of LED lighting, but also reduce the growth of LED backlight modules. Both markets will have good development.
LED product price decline
After the LED epitaxial factory bought the Mocvd machine, although the depreciation is 5 years, the price pressure will emerge in a year. This is because LED manufacturers' products are maritime problems, whether they are supplied to the LED lighting industry or supplied to the electronics industry as small-size backlights and large-size backlights. The export status of different LED products will affect the price of LED products.
Especially in the case of MOCVD machines actively purchasing, the number of MOCVD in the overall market has increased, the production capacity has also increased substantially, and the price decline is natural. Under the shock of this market, many companies will successfully rise. . Jim Jenson believes that just as for the industry, the price of the product will fall, which will be a better result.
Jim Jenson revealed that the company is currently developing a new MOCVD machine with better yield and output, which is four times that of current products, but will be launched in a few years. Veeco will provide a blueprint for product planning, allowing customers to purchase MOCVD machines in accordance with blueprints and production schedules.
From the standpoint of Veeco, it is hoped that the MOCVD machines purchased by customers will be able to maximize the benefits over the life of the product, reuse the capacity of existing products as much as possible, reuse as possible, and then proceed to the next For generations of products, Veeco is willing to grow with customers and have confidence in future products.
Views on the future MOCVD market
Jim Jenson pointed out that Veeco's customers are generally very satisfied with the company's new product K465i. At this stage, Veeco is strengthening their MOCVD equipment capacity, from 45 units in Q1 in 2010 to 45 units in Q2, to Q2 to 70 units in a single quarter. In Q4 2010, it can reach 120 units in a single quarter.
In other words, in 2010 Veeco had the opportunity to achieve an annual production capacity of 300 MOCVD, but this does not mean that there are so many machines in actual shipments, depending on the market situation and the situation of LED manufacturers.
Jim Jenson estimates that the company's MOCVD mass production capacity in 2011 can be at least as large as Q4 2010, with a total annual production capacity of approximately 480 units.
LEDinside view
From another point of view, the production cost of LED chips will continue to decline. From 2009 to 2013, in just four years, the improvement from MOCVD equipment is bound to have a certain degree of impact. The cost of LEDs can be Hope to decline further.
The LED epitaxial industry has a relatively high labor cost compared to other semiconductor industries. To have lower costs, it is necessary to increase the yield of LEDs produced by production equipment, so that downstream processes will also benefit.
In order to improve the production capacity of LED chips, what manufacturers can do is to control the dynamic output of gases, adjust the chemical concentration ratio, and optimize the temperature environment. Equipment advancement is especially important.
At present, it seems that the LED production process is becoming more and more automated. In addition to reducing labor, the size of the mainstream epitaxial wafer used will change in the future. These technological changes will affect the rise and fall of the LED industry.
LEDinside recently interviewed Jim Jenson, vice president of Veeco, a LED epitaxial equipment manufacturer in Shanghai, China, focusing on the development of MOCVD equipment in the current global and Chinese LED market, as well as the future changes in the LED industry.
Jim Jenson believes that in order to make the LED market show explosive development, the only way is to reduce the price of LEDs and stimulate the market. The most direct and effective way is to continue to reduce the MOCVD equipment and technology. LED production costs.
MOCVD's highly growing main battlefield - China market
In response to the recent growing Chinese market, Jim Jenson revealed that this market will still be very strong in 2010 and 2011. In 2009, the number of MOCVD in mainland China has grown considerably. In 2010, Chinese manufacturers continued to purchase new ones. Orders from MOCVD machines, Taiwanese manufacturers continue to add orders. He believes that the number of MOCVD machines installed by various manufacturers in China in 2010 will be between 100 and 150 units, depending on the delivery speed of each manufacturer and the capital allocation and capacity planning time of the LED manufacturers themselves.
He used the K465i's new MOCVD machine as an example. Many customers like this product and placed orders very early. Veeco held many k465i machine exhibitions in New Jersey, USA. Many Asian customers came to the United States to look at products and research products. There are many manufacturers in mainland China.
Based on the current rapid growth of the Chinese market, these newly purchased machines will accelerate the cost reduction of LED products, as long as the market demand can be stimulated, and various incentives and policies to encourage LED lighting products are helpful. In this way, the demand for the LED lighting market can be truly developed.
As for the LED backlight market in mainland China, the expected growth scale in the future is also very impressive. In particular, many brand manufacturers have been actively deploying, but in the short term, they will not see obvious benefits from local LED manufacturers in mainland China.
In addition, this time in the semiconductor equipment exhibition held in Shanghai, China, you can also see the LED equipment machine made by local manufacturers in mainland China, but mostly based on lower-order equipment, MOCVD machine can only be used as R&D. use.
Difference between Taiwan LED manufacturers and Chinese mainland LED manufacturers
At this stage, the Chinese mainland government has actively introduced subsidy policies to attract Taiwanese manufacturers to set up LED epitaxial plants in mainland China to subsidize half of the cost of purchasing MOCVD machines. Jim Jenson believes that this is a good thing to make the LED market bigger. He also analyzed the differences between Taiwanese LED manufacturers and Chinese mainland LED manufacturers. The most important place is still in technology.
He pointed out that in terms of employee skills, R&D team technology, manufacturing team, management team and intellectual property rights, there are many differences between cross-strait manufacturers. Through joint ventures, there will be more success than mainland Chinese manufacturers. opportunity. Compared with other foreign-invested companies that emphasize technical power in other countries, the local market in China will emphasize the promotion and sales of the local market. In the short term, there will be no export to foreign countries, because local LED demand exceeds the supply of local manufacturers. The number of LED chips is still imported.
In the long run, LED manufacturers in mainland China need to be strengthened in many places, including the quality, performance and cost of LED products. The difference in the application side is also very noteworthy. At present, the Chinese market is still dominated by small-size LED backlights and LED lighting products. Some lower-quality products are not easy to enter high-end LED applications.
MOCVD Quick Import Project
He emphasized that Veeco provides Raipid Start rapid import program for LED epitaxial customers, and provides tools for MOCVD machine equipment to reduce the introduction time of LED epitaxial manufacturers. The current import time of Veeco MOCVD machines is about 3 to 6 months. .
Differences between LED lighting products and LED backlight products
Jim Jenson said that LED epitaxial lighting products or backlight products, the difference is in the special formulation, in the production of different MOCVD reactors, will use a special level of epitaxy.
At this stage, LED-backlit LCD TVs are very hot. Manufacturers in South Korea, Japan, China, and Taiwan are actively investing in mass production of related components. LED backlights are still in large-scale production scales by South Korean, Japanese, and Taiwanese manufacturers. Many new The production capacity is prepared for the LED backlight market.
However, the LED lighting market is also driven by the policies of various governments, and there is also room for growth. Jim Jenson agrees with the government's incentive policy to replace traditional lighting with energy-saving lamps such as LED lighting, which has increased the demand for LED chips for lighting. LED epitaxial manufacturers and LED packaging manufacturers have also cooperated to develop luminous efficiencies exceeding 100 lumens per watt. The progress of these technologies will not only reduce the cost of LED lighting, but also reduce the growth of LED backlight modules. Both markets will have good development.
LED product price decline
After the LED epitaxial factory bought the Mocvd machine, although the depreciation is 5 years, the price pressure will emerge in a year. This is because LED manufacturers' products are maritime problems, whether they are supplied to the LED lighting industry or supplied to the electronics industry as small-size backlights and large-size backlights. The export status of different LED products will affect the price of LED products.
Especially in the case of MOCVD machines actively purchasing, the number of MOCVD in the overall market has increased, the production capacity has also increased substantially, and the price decline is natural. Under the shock of this market, many companies will successfully rise. . Jim Jenson believes that just as for the industry, the price of the product will fall, which will be a better result.
Jim Jenson revealed that the company is currently developing a new MOCVD machine with better yield and output, which is four times that of current products, but will be launched in a few years. Veeco will provide a blueprint for product planning, allowing customers to purchase MOCVD machines in accordance with blueprints and production schedules.
From the standpoint of Veeco, it is hoped that the MOCVD machines purchased by customers will be able to maximize the benefits over the life of the product, reuse the capacity of existing products as much as possible, reuse as possible, and then proceed to the next For generations of products, Veeco is willing to grow with customers and have confidence in future products.
Views on the future MOCVD market
Jim Jenson pointed out that Veeco's customers are generally very satisfied with the company's new product K465i. At this stage, Veeco is strengthening their MOCVD equipment capacity, from 45 units in Q1 in 2010 to 45 units in Q2, to Q2 to 70 units in a single quarter. In Q4 2010, it can reach 120 units in a single quarter.
In other words, in 2010 Veeco had the opportunity to achieve an annual production capacity of 300 MOCVD, but this does not mean that there are so many machines in actual shipments, depending on the market situation and the situation of LED manufacturers.
Jim Jenson estimates that the company's MOCVD mass production capacity in 2011 can be at least as large as Q4 2010, with a total annual production capacity of approximately 480 units.
LEDinside view
From another point of view, the production cost of LED chips will continue to decline. From 2009 to 2013, in just four years, the improvement from MOCVD equipment is bound to have a certain degree of impact. The cost of LEDs can be Hope to decline further.
The LED epitaxial industry has a relatively high labor cost compared to other semiconductor industries. To have lower costs, it is necessary to increase the yield of LEDs produced by production equipment, so that downstream processes will also benefit.
In order to improve the production capacity of LED chips, what manufacturers can do is to control the dynamic output of gases, adjust the chemical concentration ratio, and optimize the temperature environment. Equipment advancement is especially important.
At present, it seems that the LED production process is becoming more and more automated. In addition to reducing labor, the size of the mainstream epitaxial wafer used will change in the future. These technological changes will affect the rise and fall of the LED industry.
Withstand high voltage up to 750V (IEC/EN standard)
UL 94V-2 or UL 94V-0 flame retardant housing
Anti-falling screws
Optional wire protection
1~12 poles, dividable as requested
Maximum wiring capacity of 4 mm2
Feed Through Terminal Block,T12 Series Terminal Blocks,Terminal Strips Connector,Cable Connectors Block
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