MOCVD sales push Veeco to see another $1 billion in 2011

Veeco, the US manufacturing company of MOCVD, has a total revenue of 933 million US dollars in 2010, the highest in history. It can be said that its MOCVD machine market share has grown rapidly in 2010, and it has grown 16 from the beginning of 2010 to the end of 2010. Percentage points. In the fourth quarter of 2010, MOCVD sales were $240 million, which is the best record since Veeco began selling MOCVD.

However, the order-to-bill ratio of the LED & Solar division of Veeco MOCVD has decreased quarter by quarter since the first quarter of 2010. The fourth quarter of 2010 has fallen below 1 for the first time in five quarters, indicating that the impact of stagnant orders in Korea continues to ferment. Despite this, Veeco believes that the stagnation of orders in South Korea is only a temporary phenomenon, and the number of customers in the mainland continues to increase, so it is still optimistic about the future MOCVD market.

Veeco's confidence in the big environment comes from the increasing demand for LEDs from 2011 to 2015. Both LED backlight LCD TVs and LED lighting will have significant growth. Veeco predicts that LED TVs will account for 2015. LCD TV penetration will reach 100%, and LED lighting will reach 70 billion, so 5,000 MOCVD will be required to supply huge LED chip demand.

Veeco said that the best way to increase LED penetration is to reduce production costs. Therefore, in 2011, it announced new products that can significantly increase the production capacity per unit area of ​​the factory. With the new products, its 2011 revenue will see 1 billion US dollars. .

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