LED chip industry increases production and does not increase income
LED chip industry increases production and does not increase income
China's LED chip companies are fiercely competitive and have frequent production and expansion.
Sanan Optoelectronics has expanded its scale and is firmly in the lead;
Dehaorunda and Tongfang's Photoelectric production capacity has been continuously released and the output has been improved;
Huacan Optoelectronics expands frequently, and the scale of revenue grows rapidly; Dry light is extremely active and has a great potential for later development;
Aoyang Shunchang is full of dark horses, and the LED business is stable;
Crystal energy Optoelectronics insists on scientific and technological innovation, and actively competes for the Chinese LED chip market. The pattern of the third pole N super strong has taken shape, and each other grabs the market.
Industry earthquake LED chip prices continue to fall, according to a number of industry agencies forecast data, China's LED industry is expected to reach a total size of about 396. 7 billion yuan in 2015, an increase of 15.
1. The output value of LED chips reached 13 billion yuan, up from last year, but the output of LED chips increased by from last year.
Last year, Chip companies had a very high boot rate, exceeding 85, and production capacity was released faster, but many companies did not make money.
According to industry insiders, the reason for the increase in production is that the price of LED chips has dropped sharply.
Under the situation that the macro economy is weakening and the demand for LED backlight and display screen is weak, the chip production capacity of mainland enterprises such as Sanan Optoelectronics, Huacan Optoelectronics, Qianzhao optoelectronics and Aoyang Shunchang has expanded against the trend, the competition in the LED chip market has been further intensified, and the price war among chip manufacturers will become more and more fierce, and the industry consolidation will continue.
In addition, the growth rate of LED lighting demand has slowed down significantly, and the competition in the industry has intensified. As a chip link upstream of the LED lighting industry chain, the pressure is increasing sharply.
The Eight Immortals cross the sea to merge and integrate to expand the LED business. Stimulated by the thriving LED industry in the past two years, the well-known domestic chip manufacturers are constantly moving, and the major LED chip companies continue to expand their production, each enterprise has its own conception of market judgment and development strategy.
In 2015, with the increasingly fierce competition in the LED lighting market, the whole LED industry seems to enter a cold winter. Diversification and industrial chain extension have become the life-saving prescriptions for many LED Enterprises to fight against market risks.
For example, Sanan Optoelectronics is involved in compound semiconductors, and Dehao Runda has expanded its LED inversion.
Huacan optoelectronics and others have also expanded their business through mergers and acquisitions to extend the LED industry chain.
Excess capacity LED chip Matthew effect appears, China's local LED chip field competition pattern, N super strong situation opened, in addition to Sanan Optoelectronics, Crystal yuan Optoelectronics, Dehao Optoelectronics, the gap between other chip companies is not too obvious, so the competition is quite fierce.
From the perspective of supply chain, mainstream chip makers have occupied the leading position, while small chip factories mainly adopt low-price strategies to plunder small-share markets.
In this market environment, the operating conditions of mainstream chip enterprises may become healthier and healthier.
This pattern undoubtedly adds another fire to the current trend of the brutal growth of the LED industry.
Sanan: The crazy expansion of the LED chip empire, when it comes to LED chips, we have to mention Sanan Optoelectronics.
In recent years, Sanan Optoelectronics's revenue has risen year by year. 2015 1-
In September 3, the revenue of an Optronics reached 3. 6 billion RMB, exceeding the sum of the following 7 manufacturers.
The distance between Sanan and other chip manufacturers is getting bigger and bigger, and the effect of economies of scale is becoming more and more obvious.
Sanan photoelectric chip basically occupies half of the domestic medium and small power packaged light sources. Although there is still a certain gap in high power compared with chip enterprises such as wafer, however, in terms of small and medium-sized power products alone, Sanan Optoelectronics products have reached international standards in terms of brightness and stability. At the same time, due to its price advantage, Sanan Optoelectronics products have become domestic packaging factories such as mulinsen.
In overseas markets, Sanan Optoelectronics is also actively promoting cooperation with foreign companies.
For example, the cooperation with Seoul Semiconductor has gradually laid out the overseas OEM business of LED chips.
In the field of application products, Sanan and Anxin Energy signed a large purchase cooperation agreement, and the amount disclosed has reached 4. 5 billion.
In the past two years, Sanan Optoelectronics has actively strengthened its expansion through capital operations.
According to Sanan Optoelectronics Announcement: The Company intends to be no less than 16.
The price of 58 yuan/share is about 2.
3. 5 billion shares, raising no more than 3. 9 billion yuan, successively invested in Xiamen photoelectric industrialization (Phase II)Project and communication microelectronic devices (Phase I)Project.
This move indicates that Sanan Optoelectronics officially entered the microelectronics market.
In addition, Sanan Optoelectronics plans to raise 1. 6 billion yuan, with a total investment of 3 billion yuan for communication microelectronic device projects to produce gallium arsenide high-speed semiconductor devices and gallium nitride high-power semiconductor devices.
Sanan Optoelectronics will invest in gallium arsenide/gallium nitride semiconductor manufacturing to fill the gap in China's manufacturing process.
In addition, San'an Optoelectronics has expanded the entire channel layout, leveraging the LED chip sector to shuttle through the entire industrial chain ecosystem.
Sanan established Xiamen Sanan Xinda Financial Leasing Co. , Ltd. through a joint venture with Xiamen Xinda, a subsidiary of Xiamen Sanan Industrial Co. , Ltd. , and increased its capital to its subsidiary Wuhu Anrui.
0. 8 billion and other ways to expand the company's channels and improve, so as to increase market share and improve the company's operating performance.
Sanan Optoelectronics capacity expansion speed can be said to be rapid, the domestic LED chip dominance is temporarily no one can shake.
Today, the domestic chip empire, Sanan Optoelectronics has finally changed from legend to reality.