An analysis of 2012 has achieved revenue growth of 101% LED chip industry

October LED industry observation focused on the LED chip industry competitiveness analysis, choose the manufacturer with production capacity and revenue scale, development potential, and a complete industrial chain layout, including three safety optoelectronics, Elec-Tech, and Shanghai Silan azure blue, Tsinghua tongfang.

From the observation of operating performance, Sanan Optoelectronics in 2012 has achieved revenue of 2 billion 350 million yuan, the annual growth rate of 101%, Tier 2, other industry fell 30~50%, LED for the LED chip Elec-Tech division revenue is low, about 12%.

From the third quarter of 2012, three optical operating profit rate is 12.2%, is higher than that of the mainland LED chip plant average, other industry such as Silan azure and Tsinghua Tongfang, gross margin is below 10%. However, it is worth noting that, due to the mainland LED chip price is lower than the industry average of about 10%, subsequent earnings performance need to continue to observe.

Production capacity, production machine Sanan optoelectronics 2012 MOCVD number 144, ahead of other mainland chip industry, and Shanghai in 2012 Elec-Tech Blu ray machine number reached 60 (inclusive) above, however, the single machine revenue contribution is low, the capacity for the smaller scale of Tsinghua Tongfang and Shi Lanming core, 2012~2013 years of planning a total capacity of 50 Taiwan (including) the following.

From the observation, the main LED chip factory layout of industrial chain, because Sanan optoelectronics, the performance is better than that of other downstream industry, the highest rating. The second is Elec-Tech and Shanghai blue, the former weakness in LED chip development speed delay, so the recent recruit Philips Lumileds high level talents, to strengthen the power of high power chip.

Tsinghua Tongfang downstream LED lighting and LED TV, display and other well-known brand, so MOCVD out of machine speed is too focused on delay; Silan azure display with LED element, the industrial scale is small, the weakest scores for all 5 companies in.

Analysis of industrial chain layout of LED Wafer Factory

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