Manufacturers actively expanding production LED chip market chaos who can laugh to the end

Recently, an optoelectronic announcement and replenishment of overweight LED business, to consolidate the leading position in the chip industry. In addition, China's main LED chip companies are also in the layout, and strive to establish a foothold in the outbreak of the industry. Whether there is a huge capacity is equivalent to control the future of the LED chip market?

An optoelectronic overweight LED business

Sanan optoelectronics released in April 4, 2014 announcement that the company intends to sign the "investment agreement" with the Xiamen torch hi tech Industrial Development Zone, in the R & D and manufacturing industry project investment, construction of the LED epitaxial chip development zone, the project total investment of 10 billion yuan. At the same time, the establishment of a subsidiary of Xiamen Sanan optoelectronics Co. Ltd. in the Development Zone, the registered capital of 10 million yuan.

Announcement shows that the main contents of the agreement consists of two parts: first, the company in Xiamen torch hi tech Zone min an avenue to the north, Binhai Avenue West East block of blue and green investment in the construction of LED wafer, chip production line project, a total investment of 10 billion yuan, the total size of 200 MOCVD (54 to 2 inches for the base conversion). The first direct investment amounted to 5 billion yuan, the registered capital of 2 billion yuan (stage in place), the operating period of not less than 20 years; in addition, the first 100 sets of MOCVD equipment to start the first phase of the project construction period of one year, the entire plant and related production facilities built within two years, started to be the first phase of the remaining 100 sets of MOCVD equipment after the input, no later than the end of 2018 and put into use in place, otherwise the Xiamen Torch Development Zone will have the right to cancel the relevant subsidy MOCVD equipment not yet in place.

On the one hand, Xiamen Torch Development Zone, agreed to give a single device to an optoelectronic item company 2 inch 54 subsidy amount discounted 5 million yuan as the base, with the item company payment installment payment, subsidy limit of 200 units; on the other hand, support and cooperation of the three optical item company Energy Service Companies with competitive negotiation approach, in accordance with the contract energy management mode, undertake LED transformation project of Xiamen city street and other public lighting renovation project plan 10 years about 3 billion yuan.

It is understood that the three optical semi annual report in 2013, a wholly owned subsidiary company has exceeded 130 sets of MOCVD equipment is in full production status. The establishment of a subsidiary to increase LED chip production capacity, the company decided to set up a wholly owned subsidiary in Xiamen to invest in the construction of LED epitaxy, chip R & D and manufacturing industrialization projects. Total investment of 10 billion yuan, the total size of 200 MOCVD.

Shunchang Aoyang increase in equity investment in LED industry

In April 3rd, announced that the scheduled increase in Australia Shunchang a total of 17 Organizations and individuals of the purchase price, given the maximum purchase price of 9.8 yuan, almost doubled the price of additional. In the effective quotation of the fifteen institutions and individuals, both Huaan, Yi Fangda and other public funds, there are Pacific assets, United life and China Merchants Securities, Galaxy Securities figure, agencies get together obvious signs. Finally, Australia Shunchang given by the successful completion of a total of nine institutions and a natural talent shows itself, with the price of 7.5 yuan / share, the successful placement of 66 million 666 thousand and 666 shares, the price is 5.04 yuan / share issuance price higher than 48.81%.

The increase is mainly given equity investment projects for LED wafer and chip industry projects, expected completion will form an annual output of blue-green LED epitaxial wafers 1 million 800 thousand, blue chip production capacity of 11 billion 500 million, annual sales income of 720 million yuan, the annual after tax profit of about 169 million yuan. The company is expected to reach the inflection point in the LED lighting, sharing LED market growth dividend.

In addition, Australia Shunchang in 2013 on the LED chip industry has made precise anticipation, and when the lowest price large-scale purchase of 69 models currently on the market the most advanced MOCVD, the issuance will further strengthen the company's dominant position.

Deputy general manager of the company, Dong Milin, told reporters that the increase is mainly given equity investment projects for LED wafer and chip industry projects, expected completion will form an annual output of blue-green LED epitaxial wafers 1 million 800 thousand, blue chip production capacity of 11 billion 500 million, annual sales income of 720 million yuan, the annual after tax profit of about 169 million yuan. The scheduled increase will accelerate the construction process of LED investment projects, enhance the scale and effectiveness of the company's LED business.

Silan chip LED expansion in succession

Silan company secretaries said that in 2013 the company achieved a recovery LED business growth, future business accounted for LED will be further improved, is expected in 2014 the proportion will increase to 25%. Affected by the impact of LED downstream demand this year, LED drive circuit, LED display chip will achieve certainty growth. Restricted by the size of the company LED business is basically a capacity utilization of 100%, while also increasing production capacity, its main color display LED package Meika Music full production capacity this year. At present, the company's production capacity, the company during the Spring Festival holiday days rarely. In addition, last year the company also announced a number of chip localization issues, will benefit from the state's support for the semiconductor industry.

Silan company secretaries Chen Yue also said, LED chip 1800kk per month, next month the production capacity will reach 2500kk, is still the color chip, chip is entering the lighting field, the scale of production capacity in a succession of expansion. The company mainly focus on improving the quality of chip technology, brand effect is obvious, the price is 10~20% higher than in the same industry, next year will continue to reduce the cost of 20%, the current size of the company is relatively small, the company intends to continue to expand the scale.

At present, the company has a total of more than a dozen MOCVD devices, will continue to expand the machine, to the relative expansion of the scale of 15 years