LED lighting, sunlight into the outbreak of three benefit subject

Sanan optoelectronics profitability continued to improve the benefit of the era of LED lighting standard

Sanan Optoelectronics in 2014 three quarterly, the first three quarter revenue 3 billion 478 million yuan, an increase of 32.16%; net profit of 1 billion 50 million yuan, an increase of 38.02%; basic earnings per share of 0.44 yuan.

Sustained high growth performance, the chip industry Matthew effect is obvious

The company's three quarter chip revenue nearly 1 billion yuan, gross margin of 36.6%, if you count the gold recovery, gross margin has reached about 45%, improve profitability, also highlighted the company's leading technology strength and the status of the industry peers in the industry. In the first three quarters of the company after deducting non recurring gains and losses net profit of the project gradually put into operation, the company hopes the global chip shipments leading just around the corner.

Over the past two years the chip competition has proved that the stock market through the MOCVD machine to calculate the illogical excess capacity, not all manufacturers buy stoves can produce to meet customer requirements, the lighting chip has economic benefits, at present domestic stability to downstream packaging customer volume shipments only on the essence of a three optical. We believe that the future of Matthew LED chip industry Yu Qiang strong, the weak weaker will appear fully, will accelerate the pace of industrial integration, the majority of small and medium-sized enterprises eliminated by the fierce market competition in the next two years will represent the general trend, law of the jungle.

LED boom for the better, home lighting will be large-scale outbreak

We recently conducted a survey of the LED industry, from the understanding of all aspects of feedback, we believe that the industry is coming. In the price continues to fall, driven by the continuous improvement of the quality of the dual factors, the overall industry has reached a point of mass outbreak. Street lights, LED street lamps become the mainstream choice of new projects, the future of the overall replacement of high-pressure sodium lamp trend. The field of commercial lighting LED permeability improved rapidly, from the perspective of the development in recent years, commercial lighting not only has become the primary market positive from the LED manufacturers, is also the next few years, LED lighting market value growth of one of the main source of power. In the field of home lighting, Europe and the United States market penetration has reached a rapid increase in the range, in CREE, PHILPS, OSRAM continues to promote parity products under the impetus of the next two years the market will be explosive growth. In China, with the cost and consumer awareness of energy conservation and environmental protection, LED has become the first choice for many users of housing decoration. With the chip light efficiency, packaging progress, scale effect, LED lamp prices will continue, we judge the next year, the domestic home lighting will usher in a large-scale outbreak, LED lighting era is coming. As the world's leading LED chip, the company will become the most beneficial subject of the era of LED lighting.

The existence of industry chain integration than expected

An optoelectronic industry chain has been extended upward to the epitaxial chip, sapphire, down to the package link, directly into the application and engineering fields. The overall advantages of the industrial chain, to ensure the stability of the company's Sapphire supply and LED chip shipping channel.

The company set up a subsidiary with sunshine lighting, indicating the intention of the company's vertical integration integration, the future may be further increased investment may. In addition, the high concentration photovoltaic industry projects, Sanan optoelectronics subsidiary core with the US photovoltaic joint venture started in Anhui Huainan. After the completion of the project will become the world's largest and most technologically advanced high-power photovoltaic concentrator system and components production base. Concentrating photovoltaic technology is the second generation of the next generation of crystalline silicon technology of the third generation of photovoltaic technology, the development prospects. The excellent properties of wide band gap semiconductors and their potential applications in the field of microwave power devices are very suitable for the fabrication of electronic devices with high resistance to radiation, high frequency, high power and high density. SiC and GaN is currently the largest application areas for the LED industry, the next two years, we will determine its explosive growth in power devices and power electronics devices. As one of the most influential companies in China, the company will occupy a place in the blue ocean market of wide band gap semiconductor in the future.

Sun lighting LED help net profit rose intelligent lighting layout far-reaching

Sunshine lighting announced in 2014 three quarterly, the first quarter of 2014 revenue was $2 billion 414 million, an increase of 1.27%; net profit of $214 million, an increase of 18.56%; basic earnings per share of $0.22.

LED lighting products rapid growth, consolidated gross profit margin increased year on year

LED lighting products in the three quarter of a single quarter revenue of $470 million, accounting for the proportion of revenues of 52.81%, accounting for the proportion of rapid increase in the first three quarters of LED total revenue of 1 billion 120 million, an increase of 53.42%, still maintain rapid growth. Due to the higher gross margin of LED products, more than 27%, the proportion of its product structure to promote the company's first three quarters of gross profit margin increased by nearly 4% compared to the same period last year.

The first three quarters of this year, the permeability of LED lighting products in commercial applications and indoor lighting and other fields of continuous improvement, the company at the same time, OSRAM, PHILPS, Toshiba and other customers to develop smoothly and steadily peatlands, which continued to increase sales revenue. In addition, the invention of blue LED awarded the Nobel prize for physics contribution this year, announced the arrival of the era of LED lighting, in October 1st began to ban the import and sale of 60W and above incandescent lamps LED lighting alternative policy provides a huge space. The development of the company's LED lighting business has made good progress, LED business in the proportion of more than 30% lamps and lanterns in the future, the trend of integration in the light source more and more