[High- tech LED reporter report] Recently, Tianlong Optoelectronics (SZ.300029) released the development progress of LED MOCVD equipment of its holding subsidiary. At present, Jiangsu Zhonghao (Tianlong Optoelectronics holds 56% of the shares) has completed the pilot installation and commissioning of the first equipment in the wholly-owned research and development subsidiary Zhonghao Optoelectronic Equipment (Shanghai) Co., Ltd. The company will hold the first equipment offline. ceremony. A number of proprietary technologies have been implemented in the pilot plant.
In addition, according to the previous plan, the company will carry out chip extension on the pilot plant before January 20, 2012. From February 2012, Jiangsu Zhonghao will enter the process evaluation and extension process development of the pilot plant. MOCVD equipment will be installed in downstream customers by February 2013. At the same time, the company said that the product will not make a significant contribution to the profitability of Tianlong Optoelectronics in 2012.
Recently, the domestic capital market has ignited a “domestic MOCVD†whirlwind. First, Ganzhao Optoelectronics announced the introduction of the first domestic MOCVD designed by the company's technical staff, placed in the Yangzhou base for installation and commissioning. Subsequently, two listed companies, Qinshang Optoelectronics and Zhouming Technology, announced the addition of Guangdong Zhongke Hongwei Semiconductor Equipment Co., Ltd. for research and development of domestic MOCVD. Tianlong Optoelectronics chose to announce the progress of research and development at this time, which is meaningful.
According to a survey by Gaogong LED reporters, the new manufacturers entering the field of epitaxial chips still have some distrust of domestic MOCVD equipment, and they are afraid to use or not want to use it as a potential fact.
The person in charge of an epitaxial plant said frankly, "We don't have the strength to eat the first crab because the teeth are not good. The process of epitaxial wafer production is too sensitive and there are no variables in detail. MOCVD provides epitaxial wafer growth. Environment, everyone hopes that this stove is extremely stable. Originally, the extension engineer is wary of the process, if you are unstable, how to produce qualified products."
“There is certain difficulty in entering the marketâ€. Li Liuchen, the managing director of Tianlong Optoelectronics, is not blindly optimistic. The stability and reliability of MOCVD equipment have become one of the important factors considered by the extension manufacturers. This is also the direction of equipment manufacturers. Li Liuchen told the Gaogong LED reporter that "equipment manufacturers need to verify the process with the extension manufacturers. If they are not verified by the extension manufacturers, it will be very troublesome."
As the first domestic company in China to successfully produce MOCVD equipment and deliver it to the epitaxial manufacturer's production workshop, in the whole process of development, Ganzhao Optoelectronics participated in the exhaust gas treatment equipment, toxic gas detection and alarm; Secondary piping; installation of auxiliary equipment such as H2 and N2 primary, final purifiers. For the smooth completion of equipment design and prototype assembly, Esprit said, "The direct participation of the extension production company is very important."
According to the plan, Hongwei Semiconductor plans to use equipment development, test debugging and industrial verification for three years to form an annual capacity of 100 MOCVD equipment. The long-term goal is to produce 500 MOCVD equipment per year.
But for the counterparts in the Chinese mainland market, AIXTRON insiders said, "Chinese equipment manufacturers can't see too obvious challenges in the short term. From equipment to maturity to stability, this requires a process. Because production equipment wants users to feel Stable, not to say that it is used by someone, but for a long time."
Li Liuchen also admitted that "performance is more difficult than imported equipment", but it is undeniable that domestic MOCVD equipment has its advantages that cannot be ignored. "Because technicians are in China, the commissioning of domestic equipment is more convenient than imported equipment. In addition, the equipment commissioning fee of the previous period will be borne by the equipment manufacturer."
For the prospect of domestic MOCVD equipment, Li Liuchen said that "confidence is very good", because in the field of monocrystalline silicon growth furnaces in the photovoltaic industry, Tianlong Optoelectronics has led the "domestic single crystal silicon growth furnace has basically completed import substitution, the localization rate is as high as 90%. ".
However, domestic core equipment R&D companies represented by Tianlong Optoelectronics need to face a cruel fact: in just two years, Chinese industrial investors have absorbed more than 80% of MOCVD equipment worldwide. Nowadays, in the face of the crisis of overcapacity in the upstream, even some enterprises have begun to sell equipment to save themselves.
As of press time, Tianlong Optoelectronics closed at 14.30 yuan on January 11th, up 0.07%.
In addition, according to the previous plan, the company will carry out chip extension on the pilot plant before January 20, 2012. From February 2012, Jiangsu Zhonghao will enter the process evaluation and extension process development of the pilot plant. MOCVD equipment will be installed in downstream customers by February 2013. At the same time, the company said that the product will not make a significant contribution to the profitability of Tianlong Optoelectronics in 2012.
Recently, the domestic capital market has ignited a “domestic MOCVD†whirlwind. First, Ganzhao Optoelectronics announced the introduction of the first domestic MOCVD designed by the company's technical staff, placed in the Yangzhou base for installation and commissioning. Subsequently, two listed companies, Qinshang Optoelectronics and Zhouming Technology, announced the addition of Guangdong Zhongke Hongwei Semiconductor Equipment Co., Ltd. for research and development of domestic MOCVD. Tianlong Optoelectronics chose to announce the progress of research and development at this time, which is meaningful.
According to a survey by Gaogong LED reporters, the new manufacturers entering the field of epitaxial chips still have some distrust of domestic MOCVD equipment, and they are afraid to use or not want to use it as a potential fact.
The person in charge of an epitaxial plant said frankly, "We don't have the strength to eat the first crab because the teeth are not good. The process of epitaxial wafer production is too sensitive and there are no variables in detail. MOCVD provides epitaxial wafer growth. Environment, everyone hopes that this stove is extremely stable. Originally, the extension engineer is wary of the process, if you are unstable, how to produce qualified products."
“There is certain difficulty in entering the marketâ€. Li Liuchen, the managing director of Tianlong Optoelectronics, is not blindly optimistic. The stability and reliability of MOCVD equipment have become one of the important factors considered by the extension manufacturers. This is also the direction of equipment manufacturers. Li Liuchen told the Gaogong LED reporter that "equipment manufacturers need to verify the process with the extension manufacturers. If they are not verified by the extension manufacturers, it will be very troublesome."
As the first domestic company in China to successfully produce MOCVD equipment and deliver it to the epitaxial manufacturer's production workshop, in the whole process of development, Ganzhao Optoelectronics participated in the exhaust gas treatment equipment, toxic gas detection and alarm; Secondary piping; installation of auxiliary equipment such as H2 and N2 primary, final purifiers. For the smooth completion of equipment design and prototype assembly, Esprit said, "The direct participation of the extension production company is very important."
According to the plan, Hongwei Semiconductor plans to use equipment development, test debugging and industrial verification for three years to form an annual capacity of 100 MOCVD equipment. The long-term goal is to produce 500 MOCVD equipment per year.
But for the counterparts in the Chinese mainland market, AIXTRON insiders said, "Chinese equipment manufacturers can't see too obvious challenges in the short term. From equipment to maturity to stability, this requires a process. Because production equipment wants users to feel Stable, not to say that it is used by someone, but for a long time."
Li Liuchen also admitted that "performance is more difficult than imported equipment", but it is undeniable that domestic MOCVD equipment has its advantages that cannot be ignored. "Because technicians are in China, the commissioning of domestic equipment is more convenient than imported equipment. In addition, the equipment commissioning fee of the previous period will be borne by the equipment manufacturer."
For the prospect of domestic MOCVD equipment, Li Liuchen said that "confidence is very good", because in the field of monocrystalline silicon growth furnaces in the photovoltaic industry, Tianlong Optoelectronics has led the "domestic single crystal silicon growth furnace has basically completed import substitution, the localization rate is as high as 90%. ".
However, domestic core equipment R&D companies represented by Tianlong Optoelectronics need to face a cruel fact: in just two years, Chinese industrial investors have absorbed more than 80% of MOCVD equipment worldwide. Nowadays, in the face of the crisis of overcapacity in the upstream, even some enterprises have begun to sell equipment to save themselves.
As of press time, Tianlong Optoelectronics closed at 14.30 yuan on January 11th, up 0.07%.
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