Five years to wash away the old equipment of 60% enterprises, cabbage price no one received

Open the phone to see a lot of text messages, there are a lot of factories looking for me. "Elec-Tech (002005, SZ) chairman Wang Donglei pointed to his mobile phone said.

Wang Donglei said the factory is LED upstream epitaxial chip companies, the day before, he said in an interview with reporters, at present there are at least three epitaxial chip companies acquired in seeking the elec-tech.

And this may be just the LED chip industry "crisis" the tip of the iceberg. Data show that in 2009 there were a total of 62 domestic LED chip companies, and now in the normal production of only more than 20. Even more frightening is that many industry insiders predict that the future may be the only remaining 35 chip companies.

60% enterprises have gradually exit

According to relevant statistics, in 2009 the total output value of the domestic LED chip industry is about 2000000000 yuan, the number of enterprises in the region by up to 62. Guangdong at that time there were 10 LED chip companies, Fujian also has 8, there are dozens of other distributed in Jiangsu, Hubei, Shandong and other places.

Today, many companies on the list has ceased to exist. National semiconductor lighting engineering research and development and Industry Alliance Deputy Secretary General Nguyen army revealed that there are more than and 20 mainland companies in the production of chips.

This means that, in just five years, almost 60% chip companies have gradually exit. Reporters learned that the 60% companies are not all closed down, as well as to the home in the state of 10".

Hefei rainbow Blu ray Technology Co., Ltd. this year there have been a period of time half discontinued. 2010, the company officially started the construction of the LED project, according to the plan, the total investment of 10 billion yuan, will be used in the construction of the two phases in the past two MOCVD (45 to the machine) and supporting chip production line.

According to reporter estimates, if this program is successfully completed, Hefei rainbow blue light Technology Co., Ltd. will become the number of MOCVD has the top two companies. But the company in May of this year from the end of December 2013, in a semi shutdown state for half a year, until June gradually resume production.

Now, some companies on the brink of bankruptcy are doing everything possible to seek acquisitions. Wang Donglei made it clear that there are at least three epitaxial chip companies looking for Elec-Tech integration. And these chip companies also have a certain position in the industry. "Small is not in my eyes".

Enraytek Optoelectronics Technology (Shanghai) Co., Ltd. vice president of Hangzhou Hua said, because of the development of small and medium enterprises investment is not much, the scale is not enough, such as big enterprises of the gap will become bigger, some enterprises will be difficult. Chip each quarter brightness enhancement, for the chip companies, if the brightness of a period of time has not improved, it is easy to fall behind.

There will be 35 in the future?

Wang Donglei believes that the current domestic market can not digest the capacity of more than and 20 chip companies, if the Chinese made lighting products only supply the Chinese market, then the upstream chip companies have enough.

But he also stressed that China is the world's manufacturing services, the consensus is that the future of LED lighting manufacturing base in china. Previously, Wang Donglei has always believed that LED upstream can not escape the law of the development of the semiconductor industry, the world may end up leaving only 3-5 LED epitaxial chip companies.

Hold 35 of the more than one person Wang Donglei. In June this year, the general manager of Hangzhou Silan azure limited Jiang Zhongyong said, have the ability to control costs, leading-edge technology, stable product quality, with the scale of production capacity of enterprises to be able to stay. Now the domestic LED chip factory in the production of about 20, which is still too much. From the market demand, the next 5 years, LED chip factory can continue to exist only about 5.

In fact, in terms of quantity, the current domestic listed companies involved in the LED chip has far more than 5, if the "35 theory" was established, the future may further reshuffle to fund more strong expansion of listed companies.

But even so, many companies are still expanding production. December 9th Elec-Tech flip chip in Anhui Bengbu production, according to company insiders, the flip chip monthly capacity of 15 thousand pieces, the company plans to the next round of two after the implementation of 50 thousand capacity. The company is now the right chip capacity is 50 thousand pieces per month. This also means that the next year will to chip production capacity doubled elec-tech.

In addition to Elec-Tech, HC semitek, Sanan optoelectronics and other enterprises in this year also has announced expansion plans.

No sale of old equipment

Capital comes easy exit difficult. Insiders said that now some chip companies want to retire from the body has been very difficult, because the old equipment is not easy to deal with. "Old equipment is very difficult to sell, even some time ago in the 88% off offer".

New equipment prices decline, but the performance improvement is the first obstacle encountered in the sale of old equipment.

It is understood that, compared with 2011, the current price of the new MOCVD device has been reduced by about 40%. New equipment prices fell sharply, the old equipment will lose the price advantage. The most critical issue is because the cost of equipment, the original 100 dollars of equipment, may now be able to buy the 70. Tongfang shares (600100, SH), vice president Wang Lianghai said.

Not only that, the new equipment in the decline in prices on the basis of the performance but also a substantial increase. The industry said that the equipment is good