This year, the oversupply of LED chips has increased.

Huacan Solar announced its 2012 performance forecast. The company estimated that the net profit attributable to the shareholders of the listed company will be approximately 84 to 90 million yuan, which will be approximately 27.8% to 32.6% lower than the previous year of 124.6515 million yuan. Huacan Optoelectronics stated that since 2012, due to the continuing influence of market competition, the unit price of LED chips has fallen more than expected, which is a significant decrease compared to 2011, resulting in a net profit that is lower than last year, and the net profit is lower than last year. Level.

Silan Micro, another listed company, is not optimistic. The price of Hangzhou Shilan Mingxin Technology Co., Ltd., a wholly-owned subsidiary of the company, has dropped significantly compared to the same period of 2011, resulting in a significant decrease in net profit of the company compared to the same period in 2011.

Even so, in the first year of 2013, the domestic epitaxial chip industry still had a lot of “spoilers”.

"Poly Solar has just entered three AIXTRON 69-chip machines, according to the 2013 plan to be more than a dozen MOCVD." Yang Yi said, because companies can also get local government MOCVD subsidies for each equipment of tens of millions of yuan, according to the current price of AIXTRON69 Tablet PC, Jucan photoelectric now buy a device can still earn more than 100 million.

On January 28th, the new LED epitaxial wafer and chip production project of Shenguang Haorui, the Chinese “father of the chip godfather”, was successfully tested at the aerospace base. In addition, the Shanghai Chongqing Super Silicon Semiconductor Co., Ltd. layout Chongqing LED chip project was completed and put into operation at the end of January.

In addition to new entrants, Taiwan’s leading chip chip company, Epistar, is also expanding its production.

Jingzhou Changzhou Plant, a joint venture between Jingdian and Guangbao, will add 8 sets of MOCVD to expand production.

In addition, Veeco announced that it has received an order from Crystal Lighting (Xiamen) Co., Ltd. to order multiple multi-cavity and single-reaction cavity MOCVD equipment, including the new model MaxBright.

Jing Mingjun, general manager of Epistar, said: “The recent expansion in Xiamen is to achieve our goal and allow us to maximize our share of the LED backlight, automotive and general lighting market.”

"The layout of Jingdian is still a step by step. I personally feel that it is relatively conservative to calculate the production capacity and actual demand." Yang Yi said, "In contrast, the mainland's epitaxial plant basically does not matter what tomorrow will be, first crazy Expand production."

"In the past two years, the chip will remain in an oversupply situation, and it will certainly fall in price," said industry insiders. "Especially companies that have invested heavily in epitaxial chips over the past few years, such as BDO Runda. As far as I know, Their chip price is the worst."

The long-term oversupply expectation of the chip market is also reflected in the midstream packaging companies.

“Most packaging companies think that the market will not be short of chips after the end of the year, and the chip prices will be lower. Therefore, they will not consider preparing stocks for the time being.” Yang Yi is prepared to catch some stocks before the Chinese New Year, but the results are not optimistic. . "Some packaging factories have already placed the Spring Festival holiday in advance."

“The price of chips has been falling. In 2013, it will definitely continue to fall, but the decline may be smaller than in 2012.” Gong Wen, general manager of Shenzhen Jingtai Optoelectronics Co., Ltd., told reporters. "It is precisely because of this that we certainly will not stock."