Quanzhou LED industry a one-way purchase upstream product model

In recent months, Quanzhou optoelectronics companies began to own upstream products to Taiwan, South Korea and other places to send samples, which for the entire industry in Quanzhou is still the first time". Before that, the local enterprises are from Taiwan, Korea and other places to buy one-way upstream products. Behind such a big change, the industry analysis, the reason is that with the leading enterprises in the upper reaches of the strong settled, Quanzhou optoelectronic industry chain has become increasingly perfect, continuous improvement of competitiveness.

Single process leading Taiwan counterparts

As the upstream of the LED industry, high-quality sapphire substrate in the market is very scarce, the cost of accounting for about 10% of the total cost of LED chip. "In substrate production, there is a major measure of crystal growth technology, called dig stick force, it is from a certain amount of crystal head can dig long rods. In accordance with the current technology, a 30 kg crystal head, can dig out the average length of the crystal rod of more than 900 mm, and Taiwan is also a good enterprise is only about 750 mm. "Located in the Anxi Lake Photoelectric Industrial Park Sanan Optoelectronics (600703) general manager office director Lin exultingly told reporters that this is the company's latest technology highlights.

"The same quality, three than counterparts in Taiwan to save 20% of the cost, this is also the regional Taiwan, South Korea and other companies try to reason with our products. Director Lin introduced, nearly 200 people R & D team, can let the three maintain continuous innovation capacity. It is understood that as a LED chip and the extension product total production capacity ranks the first listed companies, three has 100 patents.

An advantage is the short board of Quanzhou optoelectronic industry for a long time, lack of core". Quanzhou has more than and 100 photoelectric enterprises, mainly in the packaging, application, such as the middle and lower reaches of the upper reaches of the substrate, epitaxial wafers, chips rarely involved. While the latter accounted for about 70% of the industry's profits, the former accounted for only 30%.

Engaged in the production of Quanzhou LED lighting applications Philippines Lighting Co. Ltd. is responsible for Su Jianghe quite understand, he told reporters, in order to solve the problem of the upstream raw materials, the company and Japanese manufacturers R & D cooperation with a chip technology research and development, but the development is still subject to foreign technology transfer degree. Insiders said that the industry chain to improve the regional industrial advantage, is to ensure a stable supply of raw materials in the upstream, downstream to reduce dependence on the international market, to avoid the heteronomy.

Try to participate in cooperation

The effect of leading companies settled, in addition to the end of Quanzhou optoelectronic industry in the upstream products not only into the history, more importantly, with its strong technical force and market appeal of downstream enterprises leading, build a sound development of the photovoltaic industry chain in Quanzhou.

Connected enterprises, neat factory buildings, busy construction team, coming and going of the truck, the tension of the large advanced equipment debugging...... In fact, in the Town Lake Sanan optoelectronics Industrial Park, the reporter has experienced "a chain, from top to bottom with the" industrial ecology. It is understood that with three sapphire photoelectric project the core aspects of the upstream landing, the strength of enterprises, XinDa, photoelectric JINDA Hua Hanming, Shenzhen, Dongguan Jin Pu to light photo of a number of other downstream links have to enter the garden.

"Here, we may be the nearest XinDa docking with the upstream and midstream three, not only can reduce the high logistics costs, can get the support of XinDa and the nearest three technology. The general manager of downstream enterprises Lailipu photoelectric company Fang Wenjun said, this is the power of their way from Guangdong to Dongguan to join the Quanzhou place.

In addition to such a docking mode, there are more models worth trying. Previously, the industry once heard Sanan optoelectronics will be its own funds and Jiawei shares (300317) set up a joint venture company, R & D, production and sales of LED application products in news.

The day before, the reporter from the director general Lin Sanan optoelectronics Department confirmed that the two sides have signed a cooperation agreement. Jiawei photoelectric project covers an area of about 300 acres, is located in an optoelectronic park. "The preferred LED chip Sanan optoelectronics production in the market under the same conditions. Participants believe that this way through the joint stock cooperation with downstream manufacturers, will be a useful attempt to extend the LED industry chain, but also to maximize the use of technology.