In the past, the production of red-yellow LED epitaxy and chips were based on 矽 substrate type technology, and the main application market was mainly in the lighting market. Now with the maturity of sapphire substrate type LED technology, it has become the mainstream of LED backlights. Therefore, with the increasing demand for large-size panel backlight applications, manufacturers began to cut into the sapphire substrate type blue-green LED epitaxial market in 2010.
In fact, due to the shortage of materials such as upstream sapphire substrates and organic metal (MO) gases, the blue LED epitax/chip is expected to remain tight until the end of 2010. In order to meet the market demand for blue LED epitaxy/chips, DisplayBank expects the number of MOCVD equipment installed worldwide to produce blue LEDs to rise to 2,000 units in the first quarter of 2011, and will continue to climb to nearly 2,500 by the end of 2011.
In April 2008, the number of installed MOCVD equipment worldwide was just over 500. By June 2009, the number had reached about 1,000 units. If you can get close to 2,500 units by the end of 2011, you can see the rapid growth of MOCVD equipment installations.
Displaybank further pointed out that Samsung Electronics and LG Electronics have invested heavily in the development of LED front-end and back-end technologies, and the so-called vertically integrated LED manufacturers have achieved cost reduction. Taiwan's two major LCD panel makers, Chi Mei and AUO, are actually moving toward vertical integration. This trend will allow Blu-ray LED-related equipment and semiconductor manufacturers to accelerate production in the next few years to meet market demand.
Shenzhen Kaixuanye Technology Co., Ltd. , https://www.iconlinekxys.com