Big coffee actively cross-border LED market looks very beautiful"

The network has spread the word, "China Mobile said, in so many years, found that this year, the original Tencent is our competitor, expression is the game player brings cross-border competition turn the world upside down. LED circle is not the lack of cross-border spoiler, seemingly "work", but bring cross-border production management, capital operation and mature technology development capabilities from other industries, sometimes let LED industry of the old game player will be frightened and change color.

These are not the main business of LED business but cross-border fun LED business of listed companies, the industry may face the growth of the ceiling. But after years of operation, they have accumulated abundant capital strength and rich operating experience and trained with regularity talent team, looking forward to the emerging field of LED, not only can obtain new business growth, also can get investors in the capital market. Because of these advantages, although they manage LED business is not a long time, in the business of the main business at the same time, the LED business is not in the business of LED is the main business of the listed companies do bad, sometimes even worse than the potential. It is not impossible to look at the rapid growth of LED business as a new growth point. In this annual report season, LEDinside will take a look at these big coffee crossover show how the results.

Sapphire is cross-border hot spot, 2013 performance highlights

Sapphire related stocks of listed companies, such as optical crystal, tiantonggufen, East crystal electronic, compared to their main business, although the sapphire business slump in 2012 ushered in 2013 but still basically restore justice, minor stage. However, because of the broad prospects for the use of sapphire in consumer electronics, these cross-border business has just started, but growth is still worth looking forward to.

In the sapphire substrate stocks listed companies, crystal photovoltaic sapphire substrate revenue is the highest. Crystal photoelectric sapphire LED substrate and other revenue 111 million yuan, an increase of 100.64%, gross profit margin of 31.24%, of which Jiangxi crystal photoelectric Co., Ltd. in 2013 revenue of $90 million 385 thousand and 100, net profit of $20 million 618 thousand.

Since October 2010 to enter the sapphire project, crystal photoelectric sapphire substrate revenues of 9 million 511 thousand and 600 yuan in 2011, a loss of $2 million 130 thousand. By 2012, crystal sapphire substrate business has finally begun to turn around, the annual revenue reached 49 million 853 thousand yuan, an increase of 424.13%, profit of $2 million 900 thousand.

2013, crystal photoelectric said LED plate operating results increased significantly, sales accounted for the proportion of the company's sales rose from 8.46% to 16.11%. And its main business optical plate sales accounted for the proportion of total sales from 90.64% to 82.27%.

In 2014, the optical crystal sapphire substrate will expand the scale, accelerate the 4 inch sapphire substrate and PSS in the pace of the market, develop and maintain good quality domestic customers at the same time, to further expand overseas markets, increase the proportion of sales in foreign markets; the rapid development of the sapphire industry sector, seize the opportunity in the application of sapphire optical products, open up the market fast channel, to seize the market.

Tiantonggufen sapphire business in 2013 while sales revenue of 28 million 70 thousand yuan, but because the construction side is still in the production stage, including equipment commissioning, trial production and personnel training costs, the total cost of 35 million 778 thousand and 600 yuan, it is still a loss, in 2012 compared to the business only bring 50 thousand yuan in sales, operating profit loss of up to 36 million 180 thousand yuan, but no losses so serious.

Due to the positioning of the main products for the 4 inch substrate, 2014 tiantonggufen will according to the market demand, timely start-up capacity expansion plans, including a mobile terminal with a touch screen material, LED lighting substrate and infrared detection window, to achieve economies of scale, promote the economic benefits.

East crystal 2013 LED sapphire series revenue of 8 million 765 thousand and 600 yuan, an increase of 147.47%. The company is mainly related to its LED business three wholly-owned subsidiary of Zhejiang eastgem Optoelectronic Technology Co., Ltd. Huangshan City eastgem Optoelectronic Technology Co., Ltd. Zhejiang East Brent crystal photoelectric Co Ltd.

East Crystal Electronics in the 2013 annual report, said the third quarter of 2013, demand for quartz crystals and orders to reduce, and thus led to a decline in revenue. This explains why the East crystal LED in the LED market demand situation, to accelerate the process of long crystal, flat substrate, PSS projects and lighting projects.

In addition, cross from the Jing Sheng Electrical and central shares the main business is not a sapphire sapphire, but entered the field of investment of hundreds of sapphire crystal growth equipment in Inner Mongolia big, this "novice" can not be underestimated.

Chip industry competition pattern gradually clear, cross-border challenge

Take a look at Silan subsidiary Silan azure. In 2013, Silan azure achieved operating income of 185 million yuan, an increase of 19.57%, net profit -4130 million, a loss of 41.76% more than in 2012.

2014, to further expand production capacity of Silan azure epitaxial wafer, to increase capacity to 2 billion 600 million / month LED tube core. With further enhance its Silan azure sales revenue, profitability will be significantly improved.

Australia Shunchang in 2012 had shouted, "2013 will be Australia Shunchang, lighting epitaxial chip production and sales of a crucial year, achieve revenue 50 million yuan". This is the case, Huaian photoelectric 20