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The large-scale expansion of LED manufacturers in mainland China in the past two years is a major cause of the imbalance between supply and demand in the LED industry in recent years. With the expansion of land and plant expansion in the past two years, the supply and demand of the entire supply chain has gradually become more balanced, but Whether the supply and demand situation of the LED industry can return to balance requires LED manufacturers to control their expansion speed.
Veeco, the global MOCVD equipment manufacturer, has received the first rush from the mainland market for the first time in two years. It shows that the mainland grain factory has once again restarted the MOCVD machine program. The Taiwanese industry believes that the capital expenditure situation of the land plant will not be restarted this year. A large-scale expansion of production capacity, but the expansion of the capacity of the Lu plant will affect the overall supply and demand of the LED industry, if the Lu plant restarts the expansion of production, will once again cast a variable for the LED industry's temperature recovery.
Veeco executive John R. Peeler believes that although the market situation of MOCVD terminals is not clear, but orders have been received, Veeco sees whether the demand for MOCVD equipment has changed from urgent orders to A comprehensive warming will play a key role in the recovery of the LED industry.
The Taiwanese industry believes that in view of the scale of capital expenditures of LED factories this year, they have not seen signs of positive expansion of production capacity at the Luchang. Most manufacturers believe that after two years of capacity adjustment, the LED industry supply and demand will return to balance this year. The situation, while the signs of improvement in industrial supply and demand also appeared in the product price. As the LED industry entered the peak season in the second quarter, the backlight and lighting demand increased simultaneously, and the price of the products on the market also stabilized. The decline is estimated to be within 5% and return to the normal price level. 
It is reported that the overcapacity of the LED industry has indirectly led to the decline in the price of its products. With the increase in the production capacity of LED manufacturers over the past two years, coupled with the increase in lighting demand, its products are expected to be heavily digested. Also slowed down.
May 26, 2025