Thanks to the large application of LED backlights in the display field, the upstream chip market began to appear in short supply in 2009, which led to chip manufacturers actively expanding production capacity and purchasing large-scale machines. The overall industry presented a glorious scene.
Recently, LEDinside specially interviewed Mr. Wang Keyang, General Manager of VEECO Greater China, to discuss in depth the future development of VEECO and the LED market trend next year. General Manager Wang used to work for Intel (Intel) and Tokyo Electronics (TokyoElectron). ) The international majors, such as the rich semiconductor-related industry experience, will also bring different new thinking modes to the LED industry.
Lighting is a stable and growing market. In particular, governments have successively formulated policies to regulate the use of incandescent lamps. The huge domestic demand market is another important kinetic energy for LED growth, and the most important one is the Chinese market. "Ten Cities and Ten Thousand Miles" is an important project for the construction of LED lighting demonstration projects in China. It plans to implement a million LED lighting projects in 21 key cities, and it is expected to drive the vigorous development of Chinese LED related manufacturers.
This year's orders have grown by more than 35%. Next year, China's growth will not be underestimated.
From the perspective of VEECO equipment manufacturers, the overall industry growth of orders this year exceeded 35%, indicating that the LED industry is still booming. General Manager Wang pointed out that the kinetic energy with LED-backlit TV as the main axis is expected to continue until the second half of next year. Orders from China will start to fertilize at the beginning of next year, while Taiwanese customers will be relatively conservative in the next year's planning, but the overall industry looks It is considered to be maintained at a healthy water level.
As far as VEECO's main products are concerned, the size of the 2-inch machine can be invested in 45 pieces, and the standard of the 4-inch machine next year can be invested in 12 pieces; however, the cost of the sapphire substrate is too high, and the price gap between 4 inches and 2 inches is still at this stage. Maintaining at 7 times, once the price difference is reduced by 5 times, 4-inch production equipment will be expected to replace the existing 2 inch to become the main production line.
Although the LED wave shows an amazing growth rate due to the backlight and stable lighting market, in the long-term perspective of renewable energy, the next wave will be based on solar energy.
Wang Keyang predicts that the growth of the Chinese market in Ming Dynasty will not be underestimated
Recently, LEDinside specially interviewed Mr. Wang Keyang, General Manager of VEECO Greater China, to discuss in depth the future development of VEECO and the LED market trend next year. General Manager Wang used to work for Intel (Intel) and Tokyo Electronics (TokyoElectron). ) The international majors, such as the rich semiconductor-related industry experience, will also bring different new thinking modes to the LED industry.
Lighting is a stable and growing market. In particular, governments have successively formulated policies to regulate the use of incandescent lamps. The huge domestic demand market is another important kinetic energy for LED growth, and the most important one is the Chinese market. "Ten Cities and Ten Thousand Miles" is an important project for the construction of LED lighting demonstration projects in China. It plans to implement a million LED lighting projects in 21 key cities, and it is expected to drive the vigorous development of Chinese LED related manufacturers.
This year's orders have grown by more than 35%. Next year, China's growth will not be underestimated.
From the perspective of VEECO equipment manufacturers, the overall industry growth of orders this year exceeded 35%, indicating that the LED industry is still booming. General Manager Wang pointed out that the kinetic energy with LED-backlit TV as the main axis is expected to continue until the second half of next year. Orders from China will start to fertilize at the beginning of next year, while Taiwanese customers will be relatively conservative in the next year's planning, but the overall industry looks It is considered to be maintained at a healthy water level.
As far as VEECO's main products are concerned, the size of the 2-inch machine can be invested in 45 pieces, and the standard of the 4-inch machine next year can be invested in 12 pieces; however, the cost of the sapphire substrate is too high, and the price gap between 4 inches and 2 inches is still at this stage. Maintaining at 7 times, once the price difference is reduced by 5 times, 4-inch production equipment will be expected to replace the existing 2 inch to become the main production line.
Although the LED wave shows an amazing growth rate due to the backlight and stable lighting market, in the long-term perspective of renewable energy, the next wave will be based on solar energy.
Wang Keyang predicts that the growth of the Chinese market in Ming Dynasty will not be underestimated
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