As LED GaAs will rebuild a three

Societe Generale Securities believes that Sanan optoelectronics is currently the only a successful production can GaAs products company, this is very important.

Strong, 4G era GaAs PA global demand supply: on the one hand with the material of Si CMOSPA loss of competitiveness due to physical properties limit does not meet the 3G/4G high speed and broadband trends, is expected in the future will only share GaAs PA market share in the low-end mobile phone 2G mobile phone field, 4G will be another world GaAs PA; the 2G and 3G respectively by 4 to 5 different frequency bands, and 4G mobile phone to support nearly 40 network band, along with the increase of the number of terminal support frequency, number of GaAs PA demand will grow 3G times from 1-2 star 4-5 pieces, increase the number of mobile phone and mobile phone penetration of 4G PA will to create a strong demand for GaAs, the global view, GaAs continued in short supply.

LED is a success in the past, GaAs is the new beginning: three LED business has been to the global leading forward, in addition, the company has grown from a simple LED chip manufacturers to enter the second generation GaAs and third generation GaN, is currently the only company capable of mass production of GaAs products company success. At present, Chengdu has about 60000000 sub light orders in integrated circuit (microwave power device, etc.) the field of technical reserves mature, there are a lot of the intention of the customer contact, 2015 will peatlands, the business development of the company will allow the market to have a further understanding of the development of new business company, not less than LED, there will be continued investment this year, this one will give you a surprise this year.

New doors are open: open a new business, the market value of the three factors that lead to repression does not exist, the agencies also recognized three value gradually increased! When, most companies are busy with expansion and improve the luminous efficiency and yield when the three has been to the more high-end GaAs forward, the three industry leader advantage needless to say, GaAs business will be recreating a three!

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