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LEDs ♦ news digest


San’an Optoelectronics remained the dominant customer for the second consecutive quarter, accounting for over 20% of tools installed in Q1’11. The top 3 and 7 of the top 10 MOCVD customers in Q1’11 installed tools in China. Veeco was #1 in China and Europe while Aixtron led in Korea, Taiwan and the USA.


According to IMS Research SVP Ross Young, “Looking forward, we are not seeing installations being pushed out in China. We expected to see some delays, but we have only reduced our 2011 forecast by 8 reactors from 1097 to 1089. A number of companies also provided us with their 2012 plans regardless of whether or not there are MOCVD subsidies. Other incentives and the prospect for rapid growth in LED lighting are proving powerful enough to enable continued investment in LED capacity in China in 2012.”


Significant growth is expected in Q2’11 and Q4’11 resulting in the 1089 GaN MOCVD reactor unit forecast which will be up 36% Y/Y. China is expected to account for 820 tools, up 181%. China is expected to account for 75% of the 2011 MOCVD market, up from 36% in 2010. It is the only region expected to show Y/Y growth. Taiwan is expected to be the #2 region with a 16% share, down from 36% on a modest decline of 14% with Korea down 85% to 33 tools. China’s Q4’11 installations alone are expected to be larger than the entire worldwide 2009 market. Each manufacturer’s planned 2011 installations are included and compared with 2009 and 2010.


Report” quantifies LED supply, demand, pricing, market size and much more. Each panel manufacturers’ LED configurations and LED consumption are provided at every size, resolution and refresh rate along with their conventional and LED panel shipments and projections.


The report also tracks all other segments including lighting, automotive and signage by die size in units and revenues with market sizes projected out to 2015 in units and revenues. MOCVD shipments and share are segmented by manufacturer, region and tool type. A rolling MOCVD 4-quarter forecast is provided by LED manufacturer and MOCVD and LED supply and demand are projected out to 2015.


Veeco boosts its support efforts in Shanghai


The company has installed a new training centre which is designed to help its Chinese customers ramp up production of LEDs.


As part of its significant expansion in Asia announced last Autumn, Veeco Instruments has officially opened its new China Training Centre (CTC) in Shanghai in order to better support the rapid growth of the LED industry and the needs of its customers.


The official grand opening featured the attendance of many honoured guests, including several of Veeco’s key Chinese LED customers and important local government officials.


The “Quarterly GaN LED Supply and Demand


At the ribbon-cutting ceremony, John R. Peeler, Veeco’s Chief Executive Officer, commented, “China is making an enormous investment to become a world leading manufacturer of LED, both for its own domestic consumption and to export. In fact, China has stated targets to convert 30% of the domestic lighting market to LEDs by 2015. China represented nearly 30% of Veeco’s 2010 revenue, or $267 million, up from $30 million in 2009, and Chinese companies will potentially represent over half of our $1 billion-plus revenue forecasted for 2011. We shipped MOCVD tools to 20 customers last year, including existing LED manufacturers, joint venture companies as well as some new start- up enterprises. We are excited to be opening our new Shanghai customer training and support centre


October 2011 www.compoundsemiconductor.net 79


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