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It is reported that mainland mainland manufacturers are expected to increase 600 MOCVD machines this year, including 300 Sanan Optoelectronics, accounting for half of the total, 100 units of Dehao Runda and GCL-Poly, 50 sets of Shanghai Blu-ray, and 48 sets of Tsinghua Tongfang. As the LED market is not as expected, coupled with the oversupply of low-end LED chips in the mainland, the installed capacity of MOCVD machines has been delayed.
The legal person estimates that Taiwan equipment suppliers Wang Hao (6223) and Jiuyuan (6261) will not grow as expected in the second half of the year. Among them, Wang Wei (mainly the wafer test probe card and LED test related equipment manufacturers) the mainland region's revenue share is as high as 60%, while China's MOCVD installed capacity in the first half of the year is only 60%, the other 40% may be suspended, this move will The impact on Wang Hao’s performance in the second half of the year exceeded 20%. 
Domestic MOCVD installed capacity suspended in the first half of the installation rate of only 60%
[High-tech LED News] Taiwan's LED equipment industry recently said that China's MOCVD machine installed aircraft temporarily suspended, including Sanan Optoelectronics, Dehao Runda and other temporary suspension of installation, the current installed capacity in China only reached 60% of the original estimate.