news digest ♦ compound semiconductor ♦ industry news
Chinese SiC insustry: operation environment, current development, supply & demand, competition pattern, import & export, price trend, and development outlook. It also highlights current development and prospect of silicon carbide in the downstream industry, as well as the operation and development advantage of key Chinese enterprises.
For example, Yicheng New Material (the original Yicheng Silicon Carbide) has expanded despite the global financial meltdown. After purchasing two silicon carbide material enterprises, one of which is in Qinghai, the firm invested in the photovoltaic- based silicon carbide powder Phase II project and put it into operation at the end of November 2009.
As a result, its annual output capacity has been increased to 600 million tons, and the company has become the world’s largest manufacturer of silicon carbide fine powder for the photovoltaic industry.
Through the business strategy of ‘Transfer of Profits but No Transfer of Market’, the company has been expanding its customer base. In 2009, the sales revenue of the company was RMB 2.8 billion, up 75% year-on-year (YoY). Along with the recovery of silicon carbide market, the company made remarkable achievements in the first quarter of 2010 with the sales revenue hitting RMB 960 million, a 140% YoY rise.
With regard to development advantage, Yicheng New Material is currently the biggest manufacturer of photovoltaic silicon carbide in China. It enjoys a high market share with its output capacity taking a very respectable 11.2% share of the entire silicon carbide market.
Additionally, as the company is located in the anthracite-abundant Henan Province, the sufficient and stable source of raw materials not only greatly lowers the production costs, but also effectively guarantees the steady quality of its silicon carbide products.
China’s Booming LED Market sees MOCVD Tool Demand Surge
The ‘Global and China LED Industry Report 2009- 2010’ says that the LED market has expanded from US$7 billion in 2009 to US$10.7 billion in 2010 and
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www.compoundsemiconductor.net August/September 2010 is expected to reach US$20.4 billion in 2012.
Global and China have published the ‘LED Industry Report 2009-2010’ which analyzes the LED market in China over the last several years and also provides future projections.
It is not unusual that LEDs are currently the most popular investment topic in the electronic field. Take the MOCVD equipment of LED upstream as an example. The estimated shipment of MOCVD equipment in 2010 is expected to reach 662. This is equivalent to the sum total of the previous three years, and promisingly, 2011 will maintain or even exceed this.
The unit selling price of MOCVD equipment is about US$1-2 million, and the Chinese government offers a maximum subsidy of 50%. Consequently, there is an upsurge of LED investment and a boom in MOCVD purchases in China.
In 2010, the quantity of MOCVD equipment registered with National Development and Reform Commission (NDRC) alone was nearly 700, and some manufacturers have even purchased directly instead of waiting for the subsidy of NDRC.
In China, the MOCVD equipment market has so far been almost completely monopolized by German firm, Aixtron and American company, Veeco. However, the output capacities of both companies are limited, so some orders have been arranged for as late as 2012.
The LED market made a great leap in the second half of 2009. The application of LED backlights by notebooks surged from 15% at the end of 2008 to approximately 60%, and is expected to hit 88%, or 98% according to the prediction of some institutions, by the end of 2010.
The application of LED backlights by LCD TV manufacturers increased from 0.01% at the end of 2008 to 10% in the second half of 2009. It is expected to reach 27% by the end of 2010. Similarly, the application of LED backlights by LCD display producers grew from 0.01% at the end of 2008 to 5%.
The LED market has expanded dramatically, from US$7 billion in 2009 to US$10.7 billion in 2010, which is a growth rate unreachable, says the report,
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