The key for LED chip enterprises to change from big to strong: diversified development

by:ALLTOP      2020-03-04
The industry has long predicted that the domestic LED chip market will have 5 more left- Ten companies, it seems that this prediction is still too optimistic, and LED chip companies require storage, but they have to be proficient in all kinds of martial arts. Spelling scale and price has always been an important means to promote the development of domestic LED chip enterprises. However, when overcapacity and prices hit the bottom, the above methods are obviously easy to fail. At this time qiong ze bian variable a solution emerges. At present, the LED chip industry has reached a critical moment of transformation. If chip enterprises want to change from big to strong, they must change their thinking, change from simple mass production to diversified layout, continuously strengthen technology and increase profit margin, and strengthen their ability to resist risks. The prosperity of the industry has continued to increase. In the past few years, prices have fallen sharply due to the release of large-scale investment capacity in the LED chip industry. At the same time, in order to compete for the market dominance, the irrational competition of market prices has caused many small and medium-sized chip companies to face continuous losses due to the continuous decline in product prices. Data show that in 2015, the price of LED chips in China dropped by 30- 40, the output value of upstream epitaxial chips only increased by 8. 3. The output value was 13 billion yuan, and the growth rate slowed down significantly. The fierce market competition will gradually eliminate small and medium-sized LED epitaxial chip companies, and the market concentration will be further improved. The top five chip companies in the industry account for 65. The chip manufacturers including Sanan Optoelectronics, Huacan Optoelectronics, Qianzhao Optoelectronics, Tongfang shares, and Dehao Runda occupy nearly 70% of the domestic market share. After the industry reshuffle in 2015, together with the shutdown of 25 production capacity at the beginning of the year, Samsung's repeated production cuts, and the continuous reduction of domestic policy subsidies for chip enterprises last year, the expansion of new domestic chip supply has dropped sharply, it has also changed the supply and demand structure of LED chips to a certain extent, from the previous oversupply to the balance of supply and demand or even the demand. Since the second quarter of last year, LED chip companies have continued to pick up, and prices of many LED chip companies in the industry have begun to pick up, and revenue has improved significantly. From the recent disclosure of the three quarterly reports, Sanan Optoelectronics achieved operating income in the first three quarters of 44. 8. 6 billion yuan, a year-on-year increase of 24. 55, net profit 14. 9. 6 billion yuan, a year-on-year increase of 3. 39. Huacan Optoelectronics 2016 1-In September, operating income was 10. 7. 1 billion yuan, an increase of 53. 22, net profit 1. 4. 1 billion yuan, up 1478 year on year. 77. Chip companies have not only improved their profitability, but also their production capacity continues to be full, which also confirms the rising prosperity of the industry. LED chip leaders Sanan, Huacan, Aoyang and many other LED chip enterprises have reached full production or are basically close to full production. On October 19, San'an Optronics said when answering investors' questions in the Shanghai stock exchange E-interaction that the MOCVD equipment disclosed in the company's interim report will be fully produced by the end of the year, and the company's orders will be divided into monthly orders and quarterly orders, quarterly orders have been booked until the end of the year. At present, the price of LED chips is stable, and the prices of some varieties have increased. According to the 2016 semi-annual report of San'an Optoelectronics, the company has about 276 sets of MOCVD equipment (Converted into 2 inch 54 Machine) 256 sets have been put into production, of which about 80 sets were gradually opened during the reporting period. Jingdian also said that due to the strong demand for quad-Yuan LED and the original expectation that LED backlight application will enter the off season in the fourth quarter, orders from Korean and mainland customers are still pouring in, and the demand for smart phone flash and other products is growing simultaneously, in October, the challenge capacity was full, driving the fourth quarter operation to be better than expected. In the first half of the year, Huacan Optoelectronics signed a strategic cooperation agreement with its main customer, Jason, which mainly includes that Jason will give priority to purchasing the company's products under the same conditions, the value of LED chip products purchased by Jason from the company in the next 3 years will be no less than 1. 5 billion yuan. According to industry insiders, this market, which is driven by the strong demand for LED applications, will continue to year 35. On the one hand, since the full implementation of the domestic ban on Bering in October 1, LED lighting lamps have been further accelerated to replace incandescent lamps, which will further stimulate the demand for 60 domestic LED lighting; On the other hand, because the indoor and outdoor small-pitch LED market continues to be hot, with a compound annual growth of 28, the demand in will be more than 140 billion, and there will still be nearly 40 billion new demand every year in the next two years, at present, the capacity of small-pitch LED is about 70 billion, and the gap between supply and demand is 50.
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