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| [August 30, 2010] |
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IMS Research Releases Latest MOCVD Forecast - Over 4000 Tools Expected to Ship from 2010 to 2013
AUSTIN, Texas --(Business Wire)--
IMS
Research's Quarterly GaN LED Supply Report released last week
determined that over 300 MOCVD systems were installed in Q2'10 to serve
the rapidly growing high brightness (HB) LED market. This segment is
benefitting from rapid gains in penetration into the notebook PC, LCD
monitor, LCD TV and general lighting markets as well as a healthy
subsidy in China. The report also shows that LED capacity will need to
rise by 352% from 2009 to 2014 to keep up with demand, driving tool
shipments throughout the HB LED supply chain.
According to IMS
Research SVP Ross
Young, "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."
Other highlights of the report include:
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Aixtron continued to lead the multi-wafer MOCVD market with a 60%
share. China was its fastest growing region which overtook Korea as
its #2 region. Aixtron held a dominant share in Taiwan and China in
Q2'10, but lost ground in Korea.
-
Veeco's multi-wafer share rose from 32% in Q1'10 to 37% in Q2'10 on
the strength of rapid growth and share gains in South Korea where it
held a dominant position.
-
Korea's unyielded die capacity reached a record high 36% followed by
Taiwan at 32% with China also gaining ground.
-
4" wafer capacity surged in Q2'10 and is expected to account for over
a third of total wafer capacity on an area basis in Q3'10.
IMS Research SVP Ross Young will also be presenting key highlights of
this report in his keynote speech at Backlighting Asia 2010 in Daegu,
Korea. For more information on this report, please contact Nicole.Juarez@imsresearch-usa.com.
About IMS Research
IMS Research (www.imsresearch.com)
is a supplier of market research and consultancy services on a wide
range of global electronics markets. IMS Research regularly publishes
detailed research on the LED and lighting markets among others.

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