Review of Chinese LED listed companies insight into China's LED industry chain layout

, a listed company of domestic LED industry chain layout at present, a large number of domestic LED enterprises, formed a relatively complete industrial chain, the relevant listed companies have 22, the layout of these companies in the LED industry chain downstream as shown below:

Two, domestic listed companies in LED

1, the domestic 22 LED listed companies in the LED industry chain layout: 22 domestic listed companies in the LED, the whole industry chain of a total of 7 companies, accounting for 32%, pure upstream companies have 4, accounting for 18%, pure in 1 enterprises, accounting for 5%, pure downstream enterprises have 10, accounted for 45%. Analysis of 2 and seven the whole industry chain of listed companies: 1 senior professional background: LIAN opto - company was founded in June 1999, has been engaged in the business of LED industry chain, is currently one of the leading enterprises in the domestic LED industry; industry chain extension type 1: an optoelectronic -- from LED chip manufacturing to expand upstream and downstream type 2: befuddles; Silan -- from the semiconductor to expand to LED, Elec-Tech -- small appliances to expand to LED; the development of sideline type 3: Tongfang, development of the Great Wall, Fangda group, the three companies are the strength of large enterprise groups. Analysis of 3, four upstream of listed companies: Tianlong photoelectric is the only one to provide a sapphire crystal growth furnace of the listed company; tiantonggufen and provide optical crystal sapphire substrate; these three companies are from 2010 began to enter their fields to the LED industry, are currently not officially put into operation; Tianfu Thermoelectric is the only an American Cree company to break the monopoly of technology, providing a silicon carbide substrate manufacturers. 4, the middle reaches of listed companies (only 1) analysis: dry shine is the only domestic LED listed companies focus on the chip sector.

Analysis of 5, 10 lower listed companies: LED encapsulation, nationstar is one of the earliest engaged in domestic LED enterprises, is currently the SMD LED packaging companies, three major domestic packaging companies and the largest; GoerTek acoustics and Dongshan precision is in 2009 and 2010 has entered the field of LED packaging, the smaller packaging materials; equipment and links, the precise 2009 in China to develop a surface mount type LED precision support, but the smaller; Han's laser to provide professional packaging equipment, since 2009 to enter the field, the business scale is small; the illumination light source and lamp link, Yankon and FSL two companies are lighting and lighting industry professional manufacturers, has in 2009, 2010 into the LED lighting and lighting field. LED street, electronic cards at the end of 2009 to enhance profitability in the field. LED backlight module, Hisense and TCL both companies are the leading manufacturers of the TV industry, cut into the LED backlight module is mainly for their own TV business to provide industrial chain.

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