AUO's LED subsidiary Ronda accelerated its expansion of production capacity. Longfeng General Manager Su Fengzheng said that as of the end of 2010, the Ronda organic metal chemical vapor deposition (MOCVD) machine will increase to 80 units, which is earlier than originally expected. Among them, the 4-inch machine will be mainly used, with an estimated 50-60 units, becoming the largest 4-inch machine production base in Taiwan, and the introduction of 6-inch machine at the end of the year, becoming the first LED in Taiwan to mass-produce 6-inch machine. The industry, in order to quickly catch up with the South Korean, European LED manufacturers in the competitive process of the scale of large-scale process.
Ronda said that the number of MOCVD machines is currently over 50, originally expected to reach 70 at the end of the year, but the introduction speed is advanced, it is estimated that the monthly production capacity will reach 90,000 in September 2010, and the monthly chip production capacity will reach 13 at the end of the year. 10,000 pieces, about 65 machine capacity. As for the LED packaging capacity will reach 750 million in September, reaching 850 million at the end of the year, slightly revised down from the original estimate of 1 billion. As the number of machines increases, the capital expenditure will be raised from the original planned NT$8 billion. 10 billion yuan, it is estimated that capital expenditure in 2011 is expected to remain at 8 billion yuan.
Su Fengzheng said that the current LED industry in Taiwan is mainly based on the 2-inch machine, which is mainly affected by the historical burden, but the epitaxial area of ​​the 4-inch machine is four times that of the 2-inch machine, so the labor cost and plant area Other parts have advantages, but at present, large factories in Europe and Japan have begun to introduce 6-inch machines. The two major South Korean LED factories expect the total MOCVD machine to expand by 100 to 150 units, including the introduction of 6-inch machines. The main, current heavyweight? j factory is beginning to move toward the 6-inch machine. Only Taiwan is mostly stuck in the 2-inch machine. The future industrial competitiveness will be worth worrying. Therefore, Ronda expects to establish a 6-inch machine production plant by the end of 2011. .
Su Fengzheng pointed out that despite Samsung Electronics' recent reduction of LED TV's annual target, the demand outlook for LED TV is still very optimistic, because the new models of panel makers are all introducing LED design, which has become an impossible trend to look back. He estimated that the LED TV penetration rate will reach 25% in 2010 and 50% in 2011, and the LED LCD monitor penetration rate is also comparable to TV.
Su Feng is predicting that for every 2% penetration of LED lighting, its output value will reach NT$50 billion to RMB100 billion, which is equivalent to the scale created by a panel factory. Therefore, the LED market potential is highly promising. It is expected that LED lighting will become an important growth momentum for Ronda in 2 years.
Ronda said that the fourth plant in Zhunan, which is currently under construction, will be positioned as a lighting application plant. The production line includes SMT and lighting source assembly, which is expected to be mass-produced in the fourth quarter of 2010. As for the civil engineering in the Suzhou plant in mainland China, it is expected to install mass production in early 2011.
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