LEDs ♦ news digest
In Q3’11, GaN MOCVD tools accounted for 90% of the total MOCVD market with shipments of 152 units, down 18% Q/Q and 34% Y/Y. It was the lowest total since Q1’10. If previously shipped but unrecognised reactors from Veeco weren’t included, shipments would have been the lowest since Q4’09.
What’s more, GaN MOCVD revenues were down sequentially for the 3rd consecutive quarter, falling 21% Q/Q and 37% Y/Y to $308 million.
China earned its highest share to data at 82% of unit shipments. No other region had a double-digit share. India took its first MOCVD system for GaN in at least 3 years.
Eleven of the top 13 customers in Q3’11 installed tools in China. Elec-Tech was the #1 customer in Q3’11 followed by Epilight and Tongfang Opto.
By region, Veeco led in China for the 4th consecutive quarter and also led in Taiwan for the first time.
Two inch systems once again dominated due to China’s dominance, earning an 87% share of tools installed in Q3’11. Including all of Epistar’s majority owned subsidiaries in China, Epistar had the highest number of merchant MOCVD systems installed followed by Samsung LED and San’an tied for #2.
As a result of the Q3’11 weakness, reduced guidance from MOCVD manufacturers and discussions with LED manufacturers, we have reduced our 2011 forecast to < 700 tools, a 9% reduction vs. the most recent forecast.
This quarter, IMS Research provided LED manufacturers’ optimistic, base and pessimistic forecasts for 2012 GaN MOCVD installations, producing an interesting range. The base forecast is now less than 400 tools, a 43% reduction from 2011. However, the firm still sees 2012 as the 3rd best year ever for GaN MOCVD installations due to additional players entering from China, the existence of multi-year MOCVD subsidy agreements between certain Chinese provinces and local MOCVD suppliers and existing players buying new, more cost effective tools with wider process windows to go after new markets.
China is expected to account for a 71% share of
the 2012 market, down from 77% in 2011. Taiwan’s share is expected to rise from 12% to 13% with Korea’s share rising from 6% to 8%.
MOCVD supplier share is forecasted for 2012 based on interviews with LED manufacturers.
The market research firm also expects to see 4” and 6” installations surge as companies prepare for the growth in lighting market demand.
According to IMS Research SVP Ross Young, “The remainder of the Q4’11 issue of our Quarterly GaN LED Supply and Demand Report will be distributed shortly and will include updated forecasts for lighting demand given China’s recent incandescent ban announcement and the latest backlighting results and forecasts factoring in new, low cost direct LED backlights introduced into developing markets. We will also be updating our forecasts through 2016 for packaged LED revenues, LED supply, LED and MOCVD supply/demand and sapphire supply, demand and pricing. As we have heard from many of our subscribers, this report continues to be the most comprehensive and valuable quarterly report on the LED industry.”
Hualei Opto receives further Aixtron MOCVD reactors
Very satisfied with the Aixtron CCS technology used in Phase 1 of its gallium nitride HB LED program, Hualei will continue to choose Aixtron systems for its next expansion phases.
Xiang Nang Hualei Optoelectronics of Hunan Province, China, has ordered eight new Aixtron MOCVD reactors to boost capacity for GaN HB LEDs.
The order includes six CRIUS II reactors in a 55x2- inch wafer configuration and two AIX G5 HT 56x2- inch wafer configuration systems. A local Aixtron service team has installed and commissioned the new systems in Hualei Optoelectronics´ state-of- the-art facility in Chenzhou, China.
Previously in 2009, Hualei Optoelectronics placed Aixtron’s largest ever single order for MOCVD systems from China at that time with multiple CRIUS MOCVD systems.
November/December 2011
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