LED chip factory overweight expansion price decline
LED chip factory overweight expansion price decline
In the first half of 2014, the domestic LED Lighting Market opened rapidly and kept in line with the international trend, and the prosperity of the industry continued to improve.
Driven by the strong demand in the downstream lighting market, the LED upstream chip industry has achieved rapid growth.
In the first half of the year, the overall performance of LED chip companies was good, and the new trend shown by the chip side was even more remarkable.
Full production capacity and good performance to the stock market is like a mirror, and subtle fluctuations will reflect the development status of enterprises and industries.
The LED chip market is no exception. In the first half of the year, the stock markets of listed chip companies have been all the way.
Recently, LED chip listed companies Sanan Optoelectronics, Huacan optoelectronics and Qianzhao Optoelectronics respectively released performance forecasts for the first half of 2014, with Sanan and Huacan respectively increasing by 185 and-215, Qianzhao will drop 5-25.
Sanan Optoelectronics said that with the penetration of LED lighting, LED demand is strong and has not slowed down so far.
During the reporting period, the company's production capacity was further improved and its profitability continued to improve.
The Huacan Optoelectronics Announcement, which has a large increase in earnings, said that the growth momentum of LED chip market demand has continued since the second half of last year. The decline in product prices is basically reasonable and profitability has rebounded significantly.
Bian Difei, vice president of Huacan Optoelectronics, said that the current downstream market demand is relatively strong, and 37 MOCVD equipment in Wuhan base is basically maintained at full capacity.
Whether the LED chip market is good or not depends not only on chip enterprises but also on the production situation of their customers.
The relevant person in charge of the sales department of Guoxing Optoelectronics, a client of San'an Optoelectronics, said that San'an Optoelectronics is its chip supplier. Due to the relatively hot LED lighting market in the first half of the year, the startup rate of Guoxing Optoelectronics is 100, in addition, the company itself has expanded production, and shipments have doubled compared with last year.
At the same time, LED chip enterprises in Taiwan, represented by Jingyuan, Yuanyuan, New Century, Dingyuan and Taigu, have different revenue performance in 2013, however, with the change of the wafer optoelectronics with the meaning of the wind vane, the trend of the overall recovery of the industry is obvious.
Lin Yida, associate of Jingyuan Optoelectronics marketing center, once said: the performance of Jingyuan Optoelectronics increased significantly in the quarter of this year, with a quarterly revenue of 62. 0. 4 billion yuan (New Taiwan dollar)
, Also set a record high level, full capacity in the second quarter, coupled with new products have been shipped, making the product mix optimized, the second quarter performance will be better than the quarter.
Sure enough, Jingyuan Optoelectronics's total revenue in the second quarter was 81. NT $2. 6 billion (RMB is about 16. RMB 8. 1 billion), A big increase of 30. 2, set a new high in single-quarter revenue.
It is understood that international companies such as Philips Lumileds and Osram have also achieved higher growth in chip performance.
Zhou Xuejun, marketing director of Philips Lumileds Lighting Asia, said that since the chip business involves many segments, it has been added to four agents since last year, using their own channels to expand market segments, compared with last year, there has been double-digit growth, and the company's overall orders have achieved steady growth, and more orders will be seen in the second half of the year.
According to a survey conducted by LEDinside, the green energy business division of TrendForce, a market research institution, in 2013, local enterprises in mainland China (Enterprises with land-based capital background, the same below)
The output value of LED chips was 6. 2 billion yuan, an annual increase of 17.
LEDinside analyst Yu Bin said that in 2013, the penetration rate of LED commercial lighting increased rapidly and the utilization rate of chip production capacity increased. However, due to the continuous decline in the price of LED chips, the growth rate of output value was not as good as that of output, it is estimated that the output value will reach 7. 3 billion yuan in 2014 with the same growth rate.
In the third quarter of 2014, most enterprises had full production capacity, showing a state of not being weak in the off-season. In the second quarter, MOCVD, the main production equipment of enterprises, will probably be in full production and the revenue performance will also challenge a new high.
It is expected that the output scale of the entire chip market will continue to grow rapidly after 2014.
The price of LED chip factories has declined. In the first half of the year, the performance of LED chip manufacturers has been very popular. The chip market is extremely hot, and the full capacity seems to be unable to meet the needs of the downstream market.
Furthermore, some chip manufacturers can't wait to balance the supply and demand relationship by expanding production capacity, and also hope to further seize market share.
Among them, Sanan Optoelectronics added 10 billion yuan to hit the top of the production capacity, investing in the construction of LED blue, green extension, chip research and development and manufacturing industrialization projects with a total scale of 200 MOCVD (Based on 2 inch 54 pieces). Huacan Optoelectronics announced on April 18, proposed 11.
0. 8 billion yuan will be invested to build LED Phase III project to expand epitaxial wafer production capacity;
Aoyang Shunchang announced on June 18 that it plans to invest 1 billion yuan to build LED epitaxial wafer and chip industrialization projects (Phase II);
The monthly capacity of LED chips at the end of xinhaiyi is expected to reach 90 thousand pieces;
Dehao Runda is building Bengbu and Yangzhou bases, and the capacity of new LED chips will be three times that of the current ones;
Qianzhao Optoelectronics announced on July 24 that it has received government subsidies and plans to invest 5 billion yuan to build LED blue-green epitaxial wafers, chips and lighting industry projects.
Yang Shiyi, head of the Taiwan New Century Optoelectronics exhibition, said that although the company did not purchase new MOCVD equipment, the company has made efforts to improve the efficiency and product yield, and has also carried out substantial expansion.