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Zhao Yutao, general manager of Hyun Shuo Optoelectronics, said that he plans to ship 2000 sets of spectroscopic and braiding machines every year, but he also knows that this is not a matter of success.
According to the statistics of the Higher Industrial Research Institute (GLII), the total number of MOCVD in China's LED industry increased from 917 in 2012 to 1,017 in 2013, an increase of 11% year-on-year. The amount of possession was affected by the voluntary withdrawal of the old machine. In 2013, the number of new MOCVD equipment exceeded 130.
According to the proportion calculation, there is only 65 laser dicing machines for upstream chip related equipment, and only 13 etching machines, which is obviously not the answer that equipment manufacturers want.
A person close to ASM said that their orders were not sufficient this year, and the opponents of domestic equipment are estimated to be even more bleak, and these are all problems of industry demand. Unlike domestic equipment sales in the first half of the year, ASM's peak season appeared in the second and third quarters, significantly behind the previous two quarters, but the overall performance has improved.
Deng Suimin, general manager of the Optoelectronics Division of Shenzhen Cuitao Automation Equipment Co., Ltd. said that the increase in 2013 was not large.
Zheng Xiaoming, general manager of Hangzhou Star Spectrum, which uses COB production line testing equipment as a selling point, also said that their sales in 2013 did not improve, but the growth of testing equipment for lighting production lines was more obvious.
It is reported that Hangzhou Zhongwei, which is mainly engaged in automated production lines, has sold more than 20 automated production lines, including Zhejiang Sunshine, Zhejiang Shenghui and other mainstream lighting manufacturers. “The automated production line is a custom-made thing that requires considerable technical support, including automation and testing technology.†Liu Shen, head of Hangzhou Zhongfu Sales Center, said that most of the companies that used to make fluorescent lighting production lines were just one of them. The automation of the steps, not a line. Because of this, it is currently involved in a few high-end foreign companies in China, and almost only Hangzhou is operating in this area.
However, the production capacity of the automated production line is too large, and at least 18,000 bulbs can be produced every day. If there is no huge digestive capacity, the purchase of an automated production line is only a “killing of chickens and knivesâ€, resulting in great waste of funds and resources, which is also destined to be automated. The sales of the production line are linked to the number of aircraft carrier companies.
Relying on market segment LED domestic equipment demand is not prosperous
In recent years, China's equipment industry has achieved unprecedented development. LEDs range from upstream chip core equipment MOCVD, etching machine, laser dicing machine to midstream packaging equipment to downstream automated production lines and testing equipment. But most of these equipments are completely dependent on the demand of market segments. Sometimes the order came, and it was too late to deliver the product. Sometimes there was no order at all. The boss wanted to sell the factory.