Since 2014, major LED chip manufacturers in China have successively added LED chip business, resulting in overcapacity, price drop, and some companies have suffered serious losses. In 2015, the output of LED chips in China increased by 60%. However, due to the weak demand in the European and American markets and the intensified competition in the industry, the output growth was fast but the price drop was also large. After experiencing “investment fever†and “overcapacityâ€, the LED chip industry gradually returned to rationality in 2016, and some chip manufacturers reduced the investment in LED chips and digested inventories.
From the price increase of packaging companies such as Mulinsen to the price increase of chip makers such as Jingdian, we can see that the overall supply and demand relationship of the LED industry is gradually improving. The LED price will not fall in the past few years, and the industry boom will continue to increase. It is expected that the demand for LED chip industry will continue to increase this year, the price decline trend will be slightly slowed down, and the chip industry will accelerate integration. The following is a small series of developments of the seven domestic manufacturers.
First, Sanan Optoelectronics - domestic overlord
As a leading LED chip company, Sanan Optoelectronics achieved an operating income of 4.858 billion yuan in 2015, a year-on-year increase of 6.08%. Among them, Xiamen Sanan LED revenue was 4.502 billion yuan, with a gross profit margin of 42.44%, an increase of 1.38 percentage points year-on-year. In the first quarter of 2016, the company achieved operating income of 1.178 billion yuan, a year-on-year increase of 27.15%. With the release of fund-raising capacity, its market share and influence are expected to increase further.
During the reporting period, the capacity of Xiamen Sanan Optoelectronics Co., Ltd. was gradually released, and 28 MOCVD equipments were put into operation. The 12 units invested in March will be reflected in the second quarter, and the remaining equipment will be put into operation as soon as possible. Obviously, Sanan Optoelectronics' operating income exceeds any scale, and the economies of scale are becoming more and more obvious.
Sanan Optoelectronics 2011-2016 Q1 revenue and net profit data
In recent years, Sanan Optoelectronics has continuously opened up the industrial chain through investment, acquisition, joint venture, cooperation and other forms to obtain a large number of quality customers. In terms of customers, it is divided into domestic and foreign countries. In China, Sanan has signed purchase agreements with large LED listed companies such as Zhaochi, Guoxing Optoelectronics and Jufei Optoelectronics, and has joint ventures with downstream lighting companies such as Weiwei and Sunlight. . In addition, Anrui Optoelectronics, a joint venture between Sanan and Chery Automobile, is dedicated to LED packaging and application, and automotive lighting. Anrui Optoelectronics and Beiqi Yinxiang have an automotive lighting product supply agreement. Sanan Optoelectronics and military organization Shanghai Aerospace Electronics all chip procurement agreements.
Sanan Optoelectronics' LED chip business has accelerated the deployment of the domestic market, and has actively expanded the international market. It has established business with major international companies in Southeast Asia, Europe, America, Japan, South Korea, etc. Overseas sales have increased substantially, and the overseas market is gradually increasing. The follow-up company will further increase its share. At the same time, the business scope of Luminus, a wholly-owned subsidiary of the company's wholly-owned subsidiary, is gradually expanding, and the subsequent business space will gradually be displayed.
In addition, Sanan Optoelectronics also raised funds for communication microelectronic devices, producing gallium arsenide high-speed semiconductor devices and gallium nitride high-power semiconductor devices to fill the gap in China's manufacturing process. Under the strong support of the National Integrated Circuit Industry Fund, it signed strategic cooperation agreements with various parties to accelerate the development of compound business and added wings for the future development of the company to further condone the industry's leading position.
Second, Tongfang shares - constantly increasing the code
As a leader in domestic high-tech enterprises, Tongfang shares adhere to the development model of “incubatorâ€. After years of development, it has formed computers, digital cities, Internet of Things, microelectronics and core components, multimedia, semiconductor and lighting, military, digital TV, More than 10 business segments of energy conservation and security cover almost all emerging strategic industries, and are leading enterprises with information security, Internet, smart city and energy-saving and environmental protection complete industrial chain.
Tongfang's 2011-2015 revenue and net profit data
In the field of semiconductor lighting, Tongfang shares, after continuing to improve the downstream production and sales layout, is committed to controlling the upstream industrial chain, building two LED industry bases in Beijing and Shenyang, and then building a Nantong LED base. At present, Tongfang has a complete LED industry chain including epitaxial wafer, chip manufacturing, lamp manufacturing, urban landscape and waterscape art engineering design and implementation in the field of semiconductor lighting. It has built high-brightness blue LED epitaxial wafer and supporting LED chip development and production in Nantong. base.
Tongfang entered the LED industry in 2004, acquired the LED chip back-end process technology through the acquisition of Singapore TInggi, and built its own LED chip production line in Beijing. In 2010, Tongfang increased its investment in LED epitaxial chip manufacturing, set up 6 MOCVD in Beijing, and invested 3 billion yuan in Nantong to build LED industry base and order 48 MOCVD. At present, there are 59 MOCVDs in Tongfang, ranking 5th in China. Tongfang acquired Zhen Mingli, greatly improved the LED industry chain and enhanced its competitiveness in the LED field. Although LED's business income in Tongfang's shares is less than 10%, relying on the scientific research strength of Tsinghua University, combined with the research and development team of the Chinese Academy of Sciences and Taiwan, it has successfully mastered the key technologies of the chip and applied for nearly 100 domestic and foreign patents.
In 2015, in the field of chips and epitaxial wafers, during the reporting period, the company continued to upgrade and upgrade the original 2-inch epitaxial wafer growth technology to 4-inch growth technology, which made the epitaxial wafer product uniformity have a new uniformity. Breakthrough, while increasing the epitaxial brightness by adjusting the thickness of different sediments in the epitaxial structure and increasing the reflective coating. At present, Tongfang has mastered the LED core technology of high-brightness blue-green LED epitaxial wafer growth, high-brightness blue-green LED chip preparation engineering high-power chip, and epitaxial wafer industrial production. In general, the gap between the LED chips produced by Tongfang Optoelectronics and Sanan, Jingyuan and Cree has further narrowed, and the small-size chips have gained high recognition and the market share is increasing.
Third, Dehao Runda - open downstream
After years of hard work and accumulation of strength, Dehao Runda's LED business covers LED epitaxial chips, packaged devices, lighting applications, display applications and other fields, and has gradually built five major LED industry bases such as Zhuhai, Wuhu, Dalian, Yangzhou and Handan. Wuhu Base is the world's largest LED epitaxial wafer monomer factory, and Dalian Base is the world's largest LED chip monomer factory. Dehao Runda has gradually emerged as the leading edge in the LED industry, and its strength and status have also been widely recognized by the industry.
In recent years, Dehao Runda has continuously introduced dozens of world-class LED high-precision talents from the United States, South Korea and other countries and Taiwan, etc., and established the Academia Sinica to carry out strategic cooperation between schools and enterprises and created a global technology resource platform. , has released "Aurora Borealis" LED flip chip, "Sirius" LED blue flip chip, "North Star" CSP LED white flip chip products, high-power ceramic package NLW 3232 and other products that have reached the international leading level, related The level of technology and quality will soon catch up or have surpassed the level of international manufacturers.
DeHao Runda 2011-2015 revenue and net profit data
In 2015, Dehao Runda raised funds to develop “LED Flip Chip Project†and “LED Chip-Level Packaging Project†to upgrade and optimize the industrial chain and enhance its core competitiveness. Dehao Runda has been simplifying, simplifying packaging, gold-free FC packaging, removing gold wires, simplifying the packaging process, removing gold balls and fluxes, developing fluxless gold-tin eutectic flip chip bonding technology, and improving heat dissipation. quality.
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