LED business into the fast monk Blue Multi technology reserves against the future

Dongxing securities news, Silan company LED mainly includes LED chip and LED package. Chip, the company has 20 sets of MOCVD equipment, the production of all of the epitaxial film for personal use, while the company will be based on the production needs of a part of the epitaxial wafer. Chip LED customers to screen manufacturers, mainly used in the production of full color LED. Meika Music package by the subsidiary responsible for the production, with LED screen applications, a small part for LED lighting products. The current high-end display chip LED and package still by Nichia and CREE and other international leading manufacturers, import substitution space. With the company's LED chip and packaging device capacity release, related products is expected to continue before the high growth trend. At the same time associated with the LED company in the semiconductor business LED driving power supply products increased significantly, this series of products are mainly used in LED lighting, downstream customers include OSRAM, NVC, Yankon lighting manufacturers. With the rise of China's LED general lighting market, the company expects LED power supply products will usher in a peak growth period. Overall, the company LED related business growth will continue to remain high, and has become a new growth point outside the company's traditional semiconductor business performance.

The company's semiconductor business includes integrated circuits and discrete devices, operating income accounted for nearly 80% of the main business. The company uses IDM business model, that is, design and manufacturing integration. Although this model is higher than the fabless input, but because of the wafer fab in the product production can be fast response, not subject to restrictions on the production schedule of wafer manufacturing plant. In addition, the company has the ability to build their own research and development in accordance with their own research and development needs in the trial production of the product, while improving the efficiency of research and development for the company's cutting-edge technology has also played a protective role. In manufacturing, the company has 5 inch and 6 inch line each one, you can reach the annual production capacity of 180 thousand, mainly responsible for the production of the company's analog products. At the same time, a 8 inch line is also under construction, is expected to be completed in the next 2-3 years, when the company's semiconductor manufacturing capacity will be further enhanced. A wide range of products, including sensors, power drive, radio frequency and other popular market products, applications ranging from consumer electronics to major industries such as industrial control, in China's information industry and the continuous improvement of IC import substitution, company's semiconductor business will continue to continue until the steady development.

The company's R & D has always maintained close communication with customers, technology involved in possible future market demand for R & D investment, technology covers including automotive electronics, LED, networking, wearable, security monitoring and other fields. Advanced technical reserves will help the company in new product introduction into the can breakthrough product supply chain and establish good customer relations with customers, once the product is recognized by the market and entered the stage of rapid growth, the company will first mover advantage by virtue of technology and a solid customer base to become one of the main suppliers of parts. To share the rich income high growth emerging products.

The development mode of Silan company IDM in the semiconductor industry, use our Fab advantage to ensure the company's R & D and production efficiency, so as to enhance the company's development through differentiated value-added products. At the same time, with the release of production capacity LED chip and package and LED lighting market rapid growth brought about by the LED drive power demand, the company LED business has entered the fast track of development and will continue to maintain high growth momentum, and become one of the main drivers of growth for the company.

For more information about LED, please click on China LED network or pay attention to WeChat public account (cnledw2013).