MO Source Industry Report, 2012-2015

High-purity metal organic compounds (MO source) function as the supporting source materials of the modern compound semiconductor industry and the source materials of the semiconductor lighting (LED) industry chain. After 2009, the explosive growth of the global LED industry has promoted the demand for MO source, which reached 53.5 tons in 2012, up 19.4% year on year.  In the same period, due to the high technical threshold of the MO source industry, the speed of capacity expansion has been limited, as a result, the global MO source market witnessed an ever widening demand-supply gap for consecutive three years in 2009-2012. In particular, due to the wider demand-supply gap than other MO source products, trimethyl gallium (TMG) has become an investment highlight in the industry. In 2012, Taiwan and South Korea gradually became new MO source production bases following the United States, Europe, Japan and Mainland China. Taiwan and South Korea are the most important productio

Original Post Global and China MO Source Industry Report, 2012-2015