In 2017, LED chips were still in short supply1

Seen from the upstream of LED, the concentration rate has accelerated, forming higher industry barriers and curbing disorderly capacity expansion; At the same time, downstream application innovation drives the development of the industrial chain. Judging from the current situation, LED lighting has accelerated penetration, LED lighting is intelligent and networked to promote the accelerated outbreak of the small-pitch display market, which has become the main driving force for the growth of the new round of LED industry. Sanan Optoelectronics recently issued a price increase notice, raising S-30 MB/S- The price of 32BB series products is 8, and the price increase of LED chips in 2017 has been fired. Seen from the upstream of LED, the concentration rate has accelerated, forming higher industry barriers and curbing disorderly capacity expansion; At the same time, downstream application innovation drives the development of the industrial chain. Judging from the current situation, LED lighting has accelerated penetration, LED lighting is intelligent and networked to promote the accelerated outbreak of the small-pitch display market, which has become the main driving force for the growth of the new round of LED industry. According to the organization's calculation, by the end of 2017, the effective capacity of LED chips will be about 83. 28 million pieces, with a demand of about 92. 35 million pieces. The industry believes that LED chip production capacity is still lower than demand. Considering the steady growth of demand in 2017, LED chips will be in short supply. Related concept stocks: San'an Optoelectronics: The company is a large-scale full-color ultra-high brightness LED chip manufacturer in China. At present, the company has formed an annual production capacity of 5. 8 million LED epitaxial wafers and 128 billion chips, with the total production capacity ranking among the whole country. In 2013, the company will form a comprehensive production scale with an annual output of 10 million LED epitaxial wafers and 300 billion chips. Nanda Optoelectronics: the company's main products are high purity metal organic sources (MO source)Mainly used for LED epitaxial wafer growth. 2012 the company about market share of natural 20 domestic market share up to 60. Huacan Optoelectronics: Since its establishment, the company has been engaged in the research and development, production and sales of LED epitaxial wafers and chips. During the reporting period, the sales volume of chips applied to display screens increased by 22. 5% over the previous year. 65. At the same time, a major breakthrough has been made in the sales scale of Blue-Ray chips used in white light packaging, with sales accounting for more than 10, up 1262 year on year. Aoyang Shunchang: in June 2013, the company plans to offer no less than 5. 12 yuan/share fixed increase of no more than 0. 1 billion shares invested in LED epitaxial wafer and chip industrialization projects. Qianzhao Optoelectronics: The company currently has 8 MOCVD epitaxial furnaces of AIXTRON company in Germany, 7 of which are used to produce Quaternary red and yellow LED chips, and has formed an annual production capacity of nearly 15. 8 billion chips. Shilanwei: in December 2012, the LED epitaxial wafer production capacity of shilanmingxin, a wholly-owned subsidiary of the company, has increased to 60 thousand pieces/month, and the LED die production capacity has increased to 1. 4 billion pieces/month.