Jingdian and Cree stepped on the brakes in the expansion. Sanan Optoelectronics' 100 MOCVD capacity in 2015 was deferred, but in order to get the government subsidy, the last 50 units will work hard before the end of the year. Released, it will be about 30% of the total capacity of the crystal power; another mainland Huacan Zhangjiagang plant area also sprinted 15 MOCVD products, the overcapacity of the wafer is temporarily difficult to ease.
The equipment factory said that the 13th Five-Year Plan of the mainland has transferred high-tech subsidized projects to the semiconductor industry. The subsidies for the LED industry seem to be suspended. However, local governments are still inclined to complete the subsidies previously promised, although the subsidies have turned, short-term It will not affect the release of production capacity of the land-based factories. Xiamen Sanan and Huacan Optoelectronics will continue to sprint capacity and maintain the pace of expansion in order to allow subsidies to fall into the bag.
The equipment factory pointed out that Xiamen Sanan originally planned 100 MOCVD expansion plans in 2015, and the equipment orders were divided by Veeco and AIXTRON. However, after Sanan announced the arrival of 50 units of equipment purchased from AIXTRON at the end of last year, the remaining 47 was terminated. Taiwan's procurement contract, although the reasons are unknown, but Xiamen Sanan is actively looking for equipment suppliers that can be replaced, the land-based equipment factory is sharpening the knife.
According to the analysis of the equipment factory, the Xiamen Municipal Government is expected to complete the previously promised subsidy, which is equal to the extension subsidy until next year. The 50 MOCVD equipment orders will be released from the end of this year to the first quarter of next year, and the equipment will be dispatched before the end of 2016. Sanan should be able to successfully receive the subsidy, so even if the price is not good, Sanan will try its best to start new capacity; and the 50 MOCVD of Sanan belong to the large machine (30 pieces of epitaxial), and the production capacity is about 100. Taiwan MOCVD, if the production capacity is fully released, about 30% of the total capacity of the crystal power, although the crystal power is the leading factory, the technical level of the chip leading Sanan, but the general direction is still oversupply, the chip price is still bearish.
Equipment vendors admit that the price of LED chips is not good. In addition to Sanan and Huacan, in order to obtain subsidies, there are not many expansion companies. Therefore, most of the MOCVD equipment factories also lock these two; Huacan Optoelectronics is located in the Zhangjiagang factory. It is expected to start 15 MOCVDs and become another source of new capacity.
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