The development trend and Countermeasures of LED chip industry from three quarterly reports

Since the beginning of 2012, affected by the pressure of market competition, LED chip industry in the continued decline in the price range, number of main business chip sales or growth, but for most companies, gross margins are significantly decreased. Three a quarterly chip industry listed companies shows that its operating profit, total profit, net profit for the year 1-9 month respectively compared to the same period last year decreased by 38.73%, 36.49%, 33.54%, "the main reason is the chip price price compared with the same period last year a larger decline in gross margin decline, chip. "

The LORD said to HC semitek, 2012 third quarter of the reporting period, the company's total operating income of about 71 million 30 thousand yuan, down 40.61%; net profit attributable to shareholders of listed companies is about 5 million yuan, down 76.73%. Changelight 2012 three quarterly show, the reporting period the company achieved operating income of 81 million 986 thousand and 400 yuan, down 13.14% over the previous year; a total profit of 27 million 631 thousand and 700 yuan, down 49.34% over the previous year, net profit of 23 million 450 thousand and 800 yuan, down 45.91% over the previous year.

At the same time, it is worth noting that the domestic chip factory homogeneity, the difference becomes more and more small, all kinds of small power products overcapacity, some companies are in rely on a variety of subsidies and take down the price competition strategy of radical industry profits, facing the increasingly fierce market competition, some enterprises in Taiwan executives is the performance a strong sense of crisis: "the price is no longer the Asian business advantages, but the Japanese and Korean companies (Nichia and Samsung) in terms of cost performance is more outstanding. More than Japan and South Korea, with the mainland competitors will LED chip prices, Taiwan LED chip manufacturers were forced to cut prices.

In the face of falling prices on the market competition environment, chip companies, to expand market share, but also to improve the profit space, is not easy to find effective strategies for the current challenges?

For enterprises, I think the first thing is to be able to make cost-effective products. To really do design research, to find the customer really need or have the real needs of the product, can provide a relatively high price of the product, a chip enterprise executives mentioned so.

In addition, it is also important to reduce costs, to HC semitek, based in Zhangjiagang in addition to further expand production capacity scale strategy, the research will take the self-made nitrogen, self-made PSS substrate to expand production capacity, the 4 inch epitaxial process and other aspects of the investment to reduce cost, accelerate the process of industrialization of new products to enhance the company the core competitive ability ", in the face of serious homogenization of competition in the market, even than the others in the same process products do better, lower cost, or rely on the scale of victory, which can only solve the short-term problem. Solve long-term problems, or rely on innovation, differentiation, so as to have a certain bargaining power and pricing power.

Has 21 sets of MOCVD and the formation of ultra high brightness red and yellow light epitaxial wafers 1 million 300 thousand years production changelight said that the future will continue to do LED epitaxial wafer and chip and GaAs solar cell epitaxial wafer and chip "two kinds of main products. On the one hand, we should make full use of the investment projects to raise funds and expand the market share; on the other hand, we should continuously improve product performance, optimize product structure, and update product categories;

It seems that the choice of differentiated business has become a way to deal with some LED chip companies. In this regard, Wang Depeng, director of Au Optronics Co sales can believe that the current domestic enterprises in the high-end market and international companies have a gap, but should focus on the market segments, especially to focus on.

For example, "at present, some domestic chip companies have been able to green LED chip with OSRAM and other international first-line enterprises competition," in this regard, invenlux optoelectronics Co. Ltd. President Yan Chunhui said: at present, invenlux green efficiency has a leading global level (>150lm/W), green (< cost lowest voltage lighting Co., significantly enhance the single chip lumen is effective in reducing lighting costs; the technical approaches are: large current density, chip design, chip growth and high growth and design of "Yan Chun Hui said at the same time.

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