MOCVD equipment factory Veeco fell more than 6% Taiwan and South Korea orders fell 20% last season

A few days ago, the company reported that Cannaccord Genuity analyst Jonathan Dorsheimer published a research report to reduce the investment rating of Veeco Instruments Inc., a manufacturer of organometallic chemical vapor deposition systems (MOCVD) equipment, from “buy” to “wait and see”. The reason is that he expects that the company will face the phenomenon of industrial cycle transition and surplus growth kinetic energy after experiencing the customer's expansion of LED backlight production capacity for LCD TVs. It is reported that Veeco fell 6.87% on the 9th of this month, closing at 37.17 US dollars, the lowest since July 16th.

Dorsheimer pointed out that the survey showed that Taiwan and South Korea's combined orders in the last quarter decreased by about 20%, which increased Veeco's dependence on mainland China. He said that the mainland LED industry mainly relies on government subsidies, and investors have some doubts about whether the local industry boom can continue.

Dorsheimer said the securities expect Veeco's MOCVD equipment shipments to reach 347 units in 2011 and to 130 units in 2012. Based on the above estimates, the securities expect the company's 2011 and 2012 revenues to reach 1.0474 billion US dollars, 602.1 million US dollars, earnings per share will reach 3.87 US dollars, 1.3 US dollars.


PWM Solar Controller

The main function of the PWM Solar Controller is to manage the charging and discharging process between solar panels and batteries in solar power generation systems. It is a traditional charge controller that controls the charging voltage and current through pulse width modulation technology to maintain the charging state of the battery and protect the battery.

Main effect:

Charging control: PWM Solar Controller controls the charging voltage and current through pulse width modulation technology to ensure that the battery is charged at an appropriate voltage and current to prolong the service life of the battery.

Overcharge protection: The PWM Solar Controller can monitor the charging status of the battery, and when the battery is fully charged, it will automatically stop charging to avoid battery damage caused by overcharging.

Over-discharge protection: PWM Solar Controller can monitor the discharge state of the battery. When the battery power is lower than a certain level, it will automatically stop discharging to avoid battery damage caused by over-discharge.

Differences from other charge controllers:

Modulation technology: PWM Solar Controller uses pulse width modulation technology to control the charging and discharging voltage and current to maintain the charging state of the battery. In contrast, MPPT Solar Controller uses maximum power point tracking technology to adjust the output voltage and current of solar panels in real-time to achieve maximum power output.

Energy conversion efficiency: Compared with the MPPT Solar Controller, the energy conversion efficiency of the PWM Solar Controller is lower. Because the pulse width modulation technology cannot adjust the operating point of the Solar Panel in real-time, the output power of the solar panel may not be maximized.

Application Scenario: PWM Solar Controller is a traditional charge controller suitable for small-scale, low-power solar power generation systems. The MPPT Solar Controller is suitable for larger-scale, high-power solar power generation systems to improve energy utilization efficiency.

Overall, the main role of the PWM Solar Controller is to manage the charging and discharging process in the solar power generation system and protect the battery from damage. Compared with MPPT Solar Controller, it uses traditional pulse width modulation technology, and the energy conversion efficiency is lower. Suitable for small-scale, low-power solar power generation systems. The MPPT Solar Controller uses maximum power point tracking technology, which can improve the energy utilization efficiency of solar panels, and is suitable for larger-scale, high-power solar power generation systems.

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