The application benefited from the LED backlight used in the field of display. In 2009, the upstream chip market began to appear in short supply, which led to chip manufacturers actively expanding production capacity and purchasing machines. The overall industry presented a glorious scene.
Recently, LEDinside specially interviewed Mr. Wang Keyang, General Manager of Greater China, VEECO, to discuss in depth the future development of VEECO and the LED market trend next year. General Manager Wang used to work for Intel (Intel) and Tokyo Electronics (Tokyo). Electron) and other international companies, its rich experience in semiconductor-related industries, will also bring different new thinking modes to the LED industry.
LED and solar related equipment is the focus of VEECO development
VEECO is a world-renowned supplier of measuring instruments and process equipment. It is currently divided into three major areas: LED & Solar, Data Storage and Metrology; In recent years, the energy-saving and carbon-reduction issues have been fermented, which has led to the development of the green energy industry. According to the second-quarter 2009 financial report released by VEECO, the proportion of LED and solar energy is as high as 44%, which is the most important source of revenue.
After-sales service and customer relationship are the key points of VEECO
In response to how VEECO catches up with the footsteps of MOCVD equipment manufacturer AIXTRON, General Manager Wang pointed out that VEECO currently has a global market share of 20-23% in MOCVD machines, of which about 80% are concentrated in Asia. In order to narrow the gap with competitors, improving after-sales service is the first focus after he took office. The newly installed software engineer is responsible for visiting customers, solving the program problems in equipment operation and improving customer's VEECO products. Trust and satisfaction. On the other hand, it also strengthens communication with customers. In the process of developing new machines, we can correct the research and development direction by listening to customers' opinions. The new factory set up in Singapore can also serve Asian customers nearby.
Backlight is waiting to test the growth of lighting stability
After the LED TV hot sale, LED backlight has become the focus of this year's industry, and it is also the biggest kinetic energy of the LED industry. General Manager Wang said that NB and netbook are the inevitable path for LED backlighting. After all, the two are demanding power saving and ultra-thin. However, whether TV needs to be imported into LED backlight is still a matter of opinion. As it is currently at a low point, most of the consumption The purchase of the product is still based on price; therefore, the demand for LED TV is created in a short time, or has been widely accepted by the market, which is still to be proved by the Christmas holiday sales figures at the end of the year.
On the other hand, lighting is a stable and growing market. In particular, governments have successively formulated policies to regulate the use of incandescent lamps. The huge domestic demand market is another important kinetic energy for LED growth, and the most important one is China's “Ten Cities and Ten Thousand Cities†is an important project for the construction of LED lighting demonstration projects in China. It plans to implement a million LED lighting projects in 21 key cities, and it is expected to drive the vigorous development of Chinese LED related manufacturers.
This year's orders have grown by more than 35%. Next year, China's growth will not be underestimated.
From the perspective of VEECO equipment manufacturers, the overall industry growth of orders this year exceeded 35%, indicating that the LED industry is still booming. General Manager Wang pointed out that the kinetic energy with LED-backlit TV as the main axis is expected to continue until the second half of next year. Orders from China will start to fertilize at the beginning of next year, while Taiwanese customers will be relatively conservative in the next year's planning, but the overall industry looks It is considered to be maintained at a healthy water level.
As far as VEECO's main products are concerned, the size of the 2-inch machine can be invested in 45 pieces, and the standard of the 4-inch machine next year can be invested in 12 pieces; however, the cost of the sapphire substrate is too high, and the price gap between 4 inches and 2 inches is still at this stage. Maintaining at 7 times, once the price difference is reduced by 5 times, 4-inch production equipment will be expected to replace the existing 2 inch to become the main production line.
Although the LED wave shows an amazing growth rate due to the backlight and stable lighting market, in the long-term perspective of renewable energy, the next wave will be based on solar energy.
Strengthening MTBF by semiconductor mode, reducing COO and increasing output value
In the future, VEECO's MOCVD equipment development direction will be based on the semiconductor model, with the following indicators as the reference standard:
1. Extend MTBF (Mean Time Before Failure): The current semiconductor standard is 250 hours (about ten days of crashing once). In contrast, LED machines at the current stage, once or twice a day, often cause great trouble for manufacturers. Therefore, the interval between the two crashes is a place where VEECO strives to improve, and it is also a reference indicator for mass production of large-scale machines.
2. Extend MTBC (Mean Time Between Clean): Stretch the interval between two cleanings to allow the machine to run for a long time and increase the stability of the machine. At present, the VEECO machine can be cleaned once in 100 production cycles, that is, one. Clean up once a month.
3. Shorten MTTR (meantime to repair): If the problem cannot be solved in seven minutes, it is a crash. In order to avoid affecting the efficiency of the production line, the standard will solve the problem within four hours, so VEECO's future machine design will be improved in the direction of wisdom.
4. Lowering COO (Cost Of Ownership): Some MOCVD equipment is cheap at this stage, but the purchase of subsequent repair consumables accounts for about 3-4% of the total cost, so the components can be certified in Taiwan instead of Importing from abroad to reduce the maintenance cost in the latter part will be the direction of future efforts.
General Manager Wang said that LED applications are relatively simple, and the main function is to illuminate, so I believe that in the future, like semiconductors, it will eventually become a mature industry.
LEDinside view
For upstream equipment manufacturers, 2009-2010 is indeed a fruitful two years, but the huge market demand caused the delay of the delivery time, but it caused great trouble to the LED industry. Considering that the equipment and installation schedules need to be extended to more than 6 months at this stage, LEDinside estimates that the chip supply will continue to be tight until the first half of 2010.
As far as the upstream MOCVD market is concerned, VEECO's current market share is lagging behind the German manufacturer AIXTRON. However, due to the tight supply of equipment this year, VEECO has still made great gains in the Chinese and Korean markets recently, and has the opportunity to bring the city closer together. On the other hand, due to the attractive LED business opportunities, many international equipment manufacturers like Applied Materials have also indicated that they will join the production of MOCVD equipment. Therefore, in the long run, the supply bottleneck of chip production capacity will not be It is too big a problem.
Recently, LEDinside specially interviewed Mr. Wang Keyang, General Manager of Greater China, VEECO, to discuss in depth the future development of VEECO and the LED market trend next year. General Manager Wang used to work for Intel (Intel) and Tokyo Electronics (Tokyo). Electron) and other international companies, its rich experience in semiconductor-related industries, will also bring different new thinking modes to the LED industry.
LED and solar related equipment is the focus of VEECO development
VEECO is a world-renowned supplier of measuring instruments and process equipment. It is currently divided into three major areas: LED & Solar, Data Storage and Metrology; In recent years, the energy-saving and carbon-reduction issues have been fermented, which has led to the development of the green energy industry. According to the second-quarter 2009 financial report released by VEECO, the proportion of LED and solar energy is as high as 44%, which is the most important source of revenue.
After-sales service and customer relationship are the key points of VEECO
In response to how VEECO catches up with the footsteps of MOCVD equipment manufacturer AIXTRON, General Manager Wang pointed out that VEECO currently has a global market share of 20-23% in MOCVD machines, of which about 80% are concentrated in Asia. In order to narrow the gap with competitors, improving after-sales service is the first focus after he took office. The newly installed software engineer is responsible for visiting customers, solving the program problems in equipment operation and improving customer's VEECO products. Trust and satisfaction. On the other hand, it also strengthens communication with customers. In the process of developing new machines, we can correct the research and development direction by listening to customers' opinions. The new factory set up in Singapore can also serve Asian customers nearby.
Backlight is waiting to test the growth of lighting stability
After the LED TV hot sale, LED backlight has become the focus of this year's industry, and it is also the biggest kinetic energy of the LED industry. General Manager Wang said that NB and netbook are the inevitable path for LED backlighting. After all, the two are demanding power saving and ultra-thin. However, whether TV needs to be imported into LED backlight is still a matter of opinion. As it is currently at a low point, most of the consumption The purchase of the product is still based on price; therefore, the demand for LED TV is created in a short time, or has been widely accepted by the market, which is still to be proved by the Christmas holiday sales figures at the end of the year.
On the other hand, lighting is a stable and growing market. In particular, governments have successively formulated policies to regulate the use of incandescent lamps. The huge domestic demand market is another important kinetic energy for LED growth, and the most important one is China's “Ten Cities and Ten Thousand Cities†is an important project for the construction of LED lighting demonstration projects in China. It plans to implement a million LED lighting projects in 21 key cities, and it is expected to drive the vigorous development of Chinese LED related manufacturers.
This year's orders have grown by more than 35%. Next year, China's growth will not be underestimated.
From the perspective of VEECO equipment manufacturers, the overall industry growth of orders this year exceeded 35%, indicating that the LED industry is still booming. General Manager Wang pointed out that the kinetic energy with LED-backlit TV as the main axis is expected to continue until the second half of next year. Orders from China will start to fertilize at the beginning of next year, while Taiwanese customers will be relatively conservative in the next year's planning, but the overall industry looks It is considered to be maintained at a healthy water level.
As far as VEECO's main products are concerned, the size of the 2-inch machine can be invested in 45 pieces, and the standard of the 4-inch machine next year can be invested in 12 pieces; however, the cost of the sapphire substrate is too high, and the price gap between 4 inches and 2 inches is still at this stage. Maintaining at 7 times, once the price difference is reduced by 5 times, 4-inch production equipment will be expected to replace the existing 2 inch to become the main production line.
Although the LED wave shows an amazing growth rate due to the backlight and stable lighting market, in the long-term perspective of renewable energy, the next wave will be based on solar energy.
Strengthening MTBF by semiconductor mode, reducing COO and increasing output value
In the future, VEECO's MOCVD equipment development direction will be based on the semiconductor model, with the following indicators as the reference standard:
1. Extend MTBF (Mean Time Before Failure): The current semiconductor standard is 250 hours (about ten days of crashing once). In contrast, LED machines at the current stage, once or twice a day, often cause great trouble for manufacturers. Therefore, the interval between the two crashes is a place where VEECO strives to improve, and it is also a reference indicator for mass production of large-scale machines.
2. Extend MTBC (Mean Time Between Clean): Stretch the interval between two cleanings to allow the machine to run for a long time and increase the stability of the machine. At present, the VEECO machine can be cleaned once in 100 production cycles, that is, one. Clean up once a month.
3. Shorten MTTR (meantime to repair): If the problem cannot be solved in seven minutes, it is a crash. In order to avoid affecting the efficiency of the production line, the standard will solve the problem within four hours, so VEECO's future machine design will be improved in the direction of wisdom.
4. Lowering COO (Cost Of Ownership): Some MOCVD equipment is cheap at this stage, but the purchase of subsequent repair consumables accounts for about 3-4% of the total cost, so the components can be certified in Taiwan instead of Importing from abroad to reduce the maintenance cost in the latter part will be the direction of future efforts.
General Manager Wang said that LED applications are relatively simple, and the main function is to illuminate, so I believe that in the future, like semiconductors, it will eventually become a mature industry.
LEDinside view
For upstream equipment manufacturers, 2009-2010 is indeed a fruitful two years, but the huge market demand caused the delay of the delivery time, but it caused great trouble to the LED industry. Considering that the equipment and installation schedules need to be extended to more than 6 months at this stage, LEDinside estimates that the chip supply will continue to be tight until the first half of 2010.
As far as the upstream MOCVD market is concerned, VEECO's current market share is lagging behind the German manufacturer AIXTRON. However, due to the tight supply of equipment this year, VEECO has still made great gains in the Chinese and Korean markets recently, and has the opportunity to bring the city closer together. On the other hand, due to the attractive LED business opportunities, many international equipment manufacturers like Applied Materials have also indicated that they will join the production of MOCVD equipment. Therefore, in the long run, the supply bottleneck of chip production capacity will not be It is too big a problem.
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