The rise of the LED-backlit LCD TV market has driven the LED industry to heat up rapidly in the second half of 2009. Due to the optimistic visibility of the industry in 2010, manufacturers have also started expansion plans, and are regarded as the industry with the fastest recovery of capital expenditure in 2010. In 2010, the LED industry capital expenditure will reach NT$35 billion, with an annual growth rate of 158%.
Benefiting from the large-size backlight trend of blue LED applications, the LED upstream chip factory is actively expanding. In order to require more than 400 LED chips for one LED-backlit LCD TV, the chip supply gap will continue until 2012. The industry estimates that Taiwan will be in 2009. The overall blue LED chip production capacity is about 4 billion, with an annual growth of about 19%. The total number of MOCVD machines has reached 326. In 2010, it will increase by more than 20%, and the monthly production capacity will reach 5 billion. This wave of expansion has been LED. The upstream epitaxial process equipment factory has benefited the most, including Aixtron and Veeco.
With the rapid expansion of the upstream production, the downstream packaging plant also restarted the expansion plan. In terms of the single well of the mold manufacturing plant, about 60% of the mold revenue in 2008 came from LED, but the impact of the financial storm, LED packaging plant expansion The plan is suspended. In the second quarter of 2009, the revenue was only 34 million yuan. As the LED industry began to rejuvenate, the third quarter began to recover significantly. The downstream packaging factory customers began to resume orders, with an average monthly order of about 30 million to 40 million yuan. Expected orders will increase quarter by quarter, with backlight and invisible LED as the main growth, the fourth season is expected to be better than the third season, and even the first quarter of 2010 is expected to be flat or small growth.
The industry estimates that the capital expenditure of the Taiwan LED factory in 2009 was about 13.5 billion yuan, with an annual growth rate of 24%. With the growth of market demand, the capital expenditure of the Taiwan LED factory will reach 35 billion yuan in 2010, with an annual growth rate of 158. %.
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