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Boosted by the rapidly growing HB-LED market, more than 300 MOCVD systems were installed in second quarter 2010, says market analyst firm IMS Research in its Quarterly GaN LED Supply Report. In excess of 4000 MOCVD systems are expected to ship in the 2010 to 2013 timeframe, corresponding to a rise in LED capacity of 352% from 2009 to 2014.
“MOCVD is the single hottest category in the semiconductor manufacturing space with shipments expected to rise by nearly 500% in 2010 and to keep growing through 2013. With TVs, monitors and general lighting still early in the adoption cycle and the Chinese government encouraging a healthy LED infrastructure with a generous $1.5M subsidy per tool, this segment should remain hot. We now count over 80 manufacturers of epi wafers with additional companies entering soon,” says IMS Research SVP, Ross Young.
According to the report, Germany’s Aixtron AG continues to lead the multi-wafer MOCVD system market overall, with 60% of the share. To meet demand, the firm is currently increasing its manufacturing capacity, on target for 150 systems per quarter by the end of 2010. However, while Aixtron continued to hold a dominant share in Taiwan and China in Q2/2010, it lost ground in Korea.
Between Q1 and Q2/2010, Veeco’s multi-wafer system market share has risen from 32% to 37%, due partly to share gains in South Korea, where the firm has a dominant position. Veeco currently plans to increase shipments to about 100 MOCVD reactors in Q3/2010 and to reach a production capacity of 120 or more by Q4.
IMS Research reports that China is the fastest growing region, with Korea in second place. Korea’s unyielded die capacity reached a record 36%, followed by Taiwan at 32%, adds the report.In Q3/2010, 4” wafer capacity is expected to account for over a third of total wafer capacity on an area basis.
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