Domestic MOCVD concentrated face "reverse attack" market resistance

On March 19, 2013, Zhonghao Optoelectronics Equipment (Shanghai) Co., Ltd. officially released its own large-scale MOCVD equipment, ProMaxy.

“ProMaxyTM is a multi-cavity system with automated loading and unloading, continuous epitaxial production. The capacity of a single chamber is 66 pieces / 2 inches, 17 pieces / 4 inches, or 8 pieces / 6 inches. If the system is equipped with 4 reaction chambers, the capacity It is as high as 264 pieces / 2 inches, 68 pieces / 4 inches, or 32 pieces / 6 inches." Dr. Chen Aihua, Chairman and CEO of Zhonghao Optoelectronics, showed the reporter the highest system capacity and lowest extension operating cost on the market. MOCVD of (COO).

According to the "High-tech LED" reporter, at present, Zhonghao Optoelectronics has a multi-cavity ProMaxy machine tested in Jiangsu Hanlai Technology. In addition, five customers have completed on-site inspection and evaluation.

"This year is expected to be able to sell 8 reactors." Faced with the reality of excess LED epitaxial chips, Chen Aihua does not seem to worry about ProMaxy sales. “Overcapacity is relative. Well-doing companies are still expanding capacity. ProMaxy is aimed at companies that are still expanding their production capacity, and this year's top priority is to gain market validation and recognition, laying the foundation for a significant increase in sales and operating profit in 2014. ”

However, the market competition situation and industry dilemma that Zhonghao Optoelectronics will face is a fact.

Prior to this, four domestic manufacturers have launched domestic MOCVD, they are Zhaoxin Group, Shanghai Ideal Energy, Guangda Optoelectronics and Micro-Semiconductor.

As we all know, MOCVD equipment is the most critical manufacturing equipment in the entire LED lighting industry chain. The price of an imported MOCVD equipment is currently about 15 million yuan, and its cost accounts for about 50% of the cost of the entire chip equipment. Due to the high technical content and complicated manufacturing process, the global MOCVD equipment market is currently dominated by two foreign equipment suppliers AIXTRON and VEECO.

In the past two years, the domestic LED epitaxial chip production capacity has entered the excess channel, which directly led to a sharp decline in the demand for MOCVD market.

The Gaogong LED Industry Research Institute (GLII) reported that in 2010 and 2011, China introduced a total of 680 MOCVD equipment. As of the end of November 2012, the number of domestic mass production MOCVD equipment was 909, of which the number of MOCVD was increased in 2012. It is 106 units, only 1/5 of the number added in 2011. At the same time, the actual market demand is far from expected, and most of the machines failed to put into production on time. At present, the average MOCVD equipment in China is less than 60%, and the capacity utilization rate is only about 50%.

"We should also clearly understand that this is only a phased outcome. On the journey to achieve the strategic goal of localization of MOCVD equipment, we will also face various challenges, while continuously improving performance to meet production needs, domestically Equipment needs to be tested and approved by the market.” Zhao Jinrong, president of Northern Microelectronics Co., admitted.

According to industry insiders, domestic MOCVD equipment manufacturers are eager to launch their own equipment, perhaps not to truly seize market share, but to complete the tasks of relevant national science and technology projects. According to the newly released "Semiconductor Lighting Industry Energy Conservation Plan", the government will continue to promote the introduction, digestion, absorption and re-innovation of core equipment, and strive to achieve mass production of production-type MOCVD equipment.

"Now VEECO, AIXTRON two equipment manufacturers are not enough, the new equipment factory must not eat enough." The above industry insiders stressed that for a high-end equipment company, equipment is only a product, more importantly how to It goes to market and customers can use it steadily.

Regarding the success of the MOCVD market, Dr. Du Zhiyou, the senior vice president of China Micro and the general manager of the MOCVD product group, seems confident: “The current market competition for MOCVD is not very intense, which is a good for new MOCVD equipment manufacturers. The timing of development, we (domestic equipment manufacturers) should seize this opportunity."

The reporter learned that Zhongwei Semiconductor will officially release multi-reactor MOCVD in the near future, entering the LED lighting equipment market for the first time.



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