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LED Upstream Chip Has Tight Supply

In the first quarter , semiconductor lighting (LED lighting ) vendor sales surged , driven by supply and demand booming LED industry . Upstream chip stocks, also raised concerns about the price for the chip industry . However, the reporter learned from a number of chip manufacturers , these manufacturers are currently no plans to raise prices in the second half as part of the production release is expected to ease the tight supply situation. At present , the domestic LED chip packaging manufacturers use has gradually localized mainly supplied by three safety optoelectronics, HC SemiTek , Silan and other manufacturers . Jufei , Ruifeng power LED packaging manufacturers and other domestic giants have also increased in recent years, the procurement of an optoelectronic chip. There are packaging manufacturers who reflects the current inventory of LED chip manufacturers do not, if the downstream packaging customer does not communicate well in advance , the situation needs to wait for delivery may occur .Ruifeng power concerned that chip prices is unlikely. Currently the LED lighting market has emerged as a trend of lower prices , the price of upstream LED chip will slow decline in the long term, due to the lack of short-term supply , prices can remain stable has been very good . LED chip manufacturers mainly to reduce costs by upgrading technology to ensure its gross profit margin , unlike other industries to improve profits through price increases .In the past, chip makers had tried to raise prices strategy. In the last year, about the same time , due to the European and American market, and the lighting was a shortage of chips , three optical timely price increases, but soon after they find that the market share has narrowed , which was then transferred back to the original price . Industry sources believe that unless all chip manufacturers announced price increases in line , or else a single vendor price increases would mean to give up market share. On the other hand , LED chip recent shortages may not be the norm . Currently, three safety optoelectronics, HC SemiTek other manufacturers are actively expanding production capacity , will effectively alleviate the current upstream chip production capacity situation. Sanan Optoelectronics Wuhu photoelectric industrialization ( two ) projects will also start production in the near future . In addition, the company will set up a subsidiary in Xiamen increase LED chip production capacity, total investment 10 billion yuan , the total size of 200 MOCVD ( An LED epitaxial wafer production equipment needed ) , the first 100 units to start construction of a years .

    
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