“This merger will substantially drive up Epistar’s MOCVD equipment installation to 436 sets, and position the company well ahead of competitors,” said LEDinside Associate Manager Joanne Wu. After Epistar obtains FOREPI, the company wafer production capacity will increase to around 1,200K pcs/M, and meet production expansion targets for this year. Chinese manufacturer San’an Opto has installed around 160 MOCVD equipments and intends to add another 200 sets by 2018. The LED chip market is becoming an oligopoly, where the trend of larger manufacturers becoming bigger has become increasingly evident.
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Graph 1: LED Chip Manufacturers MOCVD Installation Rankings |
The merger will optimize Epistar’s economic of scale and give it more bargaining power when procuring upstream raw materials, said Wu. Additionally, in regards to the Taiwanese company’s international developments, product integration and integration with Korean supply chain will stabilize market global chip market prices, and help the company avoid cut throat market competition.
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