[Text|High- tech LED reporter Zhao Hui] First-line chip manufacturers continue to sprint with the first-mover advantage of production capacity and technology, squeezing the market space of second- and third-line chip companies.
The second and third-line chip companies, such as Huacan Optoelectronics, Ganzhao Optoelectronics, and Aoyang Shunchang, are not willing to maintain the status quo. They are constantly expanding their production through mergers and acquisitions, and contending with the extrusion of large factories. There are also some companies that are beginning to extend to the middle and lower reaches, with the intention of enhancing their ability to withstand risks through integrated vertical integration, while at the same time improving corporate profitability.
Second-line factory expansion is busy on the evening of June 18, Aoyang Shunchang (SZ.002245) announced that the company's controlling subsidiary Huai'an Aoyang Shunchang Photoelectric Technology Co., Ltd. (hereinafter referred to as "Huai'an Optoelectronics") has been in Huai'an, Jiangsu Province. The Qinghe District Government of Huaihe City and the Qinghe New District Management Committee of Huai'an City signed the “Project Investment Framework Agreement†and plans to invest in the construction of LED epitaxial wafers and chip industrialization projects (Phase II) with a total investment of 1 billion yuan.
It is understood that the construction period of the LED epitaxial wafer and chip industrialization project (Phase II) of Aoyang Shunchang will be two years. After the project is put into production, the annual production capacity of blue and green chips for lighting will be increased by 2.4 million pieces (equivalent to 2-inch epitaxial wafer). ).
"At this stage, the company's MOCVD machine equipment has been in full operation, and the production capacity is tight." Aoyang Shunchang Dong Mi Lin Wenhua said in an interview with the reporter of "High-tech LED" that the upstream chip that was generally worried about the market The situation of overcapacity has been greatly improved. In the first half of this year, the overall capacity increase of the chip was not large, and it has not reached the level of overcapacity.
Lin Wenhua revealed that the Australian Ocean Shunchang Phase I LED project, which is under construction with an annual output of 180,000 blue and green chips, has completed 50% of capacity production. At present, the project has already received 20 MOCVD, of which 15 have been mass-produced. It is expected that 18 units will be produced by the end of June, and 30 MOCVD equipment construction plans will be completed by the fourth quarter of 2014.
In addition to the current strong market in the chip market, the expansion of the Australian Ocean Shunchang has also received the full support of the midstream packaging companies.
In May, Huai'an Optoelectronics has signed a "Strategic Cooperation Agreement" with the domestic packaging leader Mu Linsen. Mulinsen will continue to purchase LED chips from Huai'an Optoelectronics. The total amount in two years is not less than 400 million yuan.
With the rapid development of the LED industry, the competition between enterprises has been transformed from the simple technology and products of the previous years into the competition of the comprehensive strength of the enterprise, and the scale is undoubtedly one of the important indicators.
"The comprehensive strength of technology and scale is the competitive barrier that chip companies must face in the future." Bian Difei, vice president of Huacan Optoelectronics, believes that chip companies without scale can't achieve the best price/performance ratio. Survive and develop in the fierce market competition.
Following the completion of the first phase of the Huacan Optoelectronics Suzhou Project, after the start of the second phase of the project, Huacan Optoelectronics recently announced the investment in the third phase of the LED epitaxial chip.
According to the announcement, the total investment of the project is 1.184 billion yuan. After the project is built, it will have an annual production capacity of 656,000 pieces of 4-inch LED epitaxial wafers and 26.24 billion LED chips.
In fact, before the project, Huacan Optoelectronics had already started and expanded the first and second phases of the project in Suzhou. The first phase of the project will introduce 48 sets of the latest MOCVD and supporting chip production equipment. After the project is completed, the company will add a total of 1,995 KK/month for the company's new blue and green optical chips, equivalent to 35,000 pieces/month of 4 inch epitaxial wafers; The products produced are high-brightness red and yellow LED chips. After completion, it will form an annual production capacity of 480,000 LED epitaxial wafers and 15.4 billion LED chips.
"As a professional chip manufacturer, red and yellow products are an indispensable part." Bian Defei said that the launch of the red and yellow light project is a consistent requirement of the market and customers, whether it is in the display field or some special lighting. There are important needs in the field, and the commissioning of the Honghuangguang project will undoubtedly enable Huacan to enhance the overall scale effect.
Bian Defei believes that whoever can best meet the needs of customers will be able to laugh at the end. Whether it is expansion or new red-light projects are for this consideration.
Regarding the problem of capacity digestion, Bian Defei said that Huacan Optoelectronics does not have digestive problems and meets the shortage of supply of existing customer companies. Therefore, it will continue to expand production capacity in the future.
The second and third-line chip companies, such as Huacan Optoelectronics, Ganzhao Optoelectronics, and Aoyang Shunchang, are not willing to maintain the status quo. They are constantly expanding their production through mergers and acquisitions, and contending with the extrusion of large factories. There are also some companies that are beginning to extend to the middle and lower reaches, with the intention of enhancing their ability to withstand risks through integrated vertical integration, while at the same time improving corporate profitability.
Second-line factory expansion is busy on the evening of June 18, Aoyang Shunchang (SZ.002245) announced that the company's controlling subsidiary Huai'an Aoyang Shunchang Photoelectric Technology Co., Ltd. (hereinafter referred to as "Huai'an Optoelectronics") has been in Huai'an, Jiangsu Province. The Qinghe District Government of Huaihe City and the Qinghe New District Management Committee of Huai'an City signed the “Project Investment Framework Agreement†and plans to invest in the construction of LED epitaxial wafers and chip industrialization projects (Phase II) with a total investment of 1 billion yuan.
It is understood that the construction period of the LED epitaxial wafer and chip industrialization project (Phase II) of Aoyang Shunchang will be two years. After the project is put into production, the annual production capacity of blue and green chips for lighting will be increased by 2.4 million pieces (equivalent to 2-inch epitaxial wafer). ).
"At this stage, the company's MOCVD machine equipment has been in full operation, and the production capacity is tight." Aoyang Shunchang Dong Mi Lin Wenhua said in an interview with the reporter of "High-tech LED" that the upstream chip that was generally worried about the market The situation of overcapacity has been greatly improved. In the first half of this year, the overall capacity increase of the chip was not large, and it has not reached the level of overcapacity.
Lin Wenhua revealed that the Australian Ocean Shunchang Phase I LED project, which is under construction with an annual output of 180,000 blue and green chips, has completed 50% of capacity production. At present, the project has already received 20 MOCVD, of which 15 have been mass-produced. It is expected that 18 units will be produced by the end of June, and 30 MOCVD equipment construction plans will be completed by the fourth quarter of 2014.
In addition to the current strong market in the chip market, the expansion of the Australian Ocean Shunchang has also received the full support of the midstream packaging companies.
In May, Huai'an Optoelectronics has signed a "Strategic Cooperation Agreement" with the domestic packaging leader Mu Linsen. Mulinsen will continue to purchase LED chips from Huai'an Optoelectronics. The total amount in two years is not less than 400 million yuan.
With the rapid development of the LED industry, the competition between enterprises has been transformed from the simple technology and products of the previous years into the competition of the comprehensive strength of the enterprise, and the scale is undoubtedly one of the important indicators.
"The comprehensive strength of technology and scale is the competitive barrier that chip companies must face in the future." Bian Difei, vice president of Huacan Optoelectronics, believes that chip companies without scale can't achieve the best price/performance ratio. Survive and develop in the fierce market competition.
Following the completion of the first phase of the Huacan Optoelectronics Suzhou Project, after the start of the second phase of the project, Huacan Optoelectronics recently announced the investment in the third phase of the LED epitaxial chip.
According to the announcement, the total investment of the project is 1.184 billion yuan. After the project is built, it will have an annual production capacity of 656,000 pieces of 4-inch LED epitaxial wafers and 26.24 billion LED chips.
In fact, before the project, Huacan Optoelectronics had already started and expanded the first and second phases of the project in Suzhou. The first phase of the project will introduce 48 sets of the latest MOCVD and supporting chip production equipment. After the project is completed, the company will add a total of 1,995 KK/month for the company's new blue and green optical chips, equivalent to 35,000 pieces/month of 4 inch epitaxial wafers; The products produced are high-brightness red and yellow LED chips. After completion, it will form an annual production capacity of 480,000 LED epitaxial wafers and 15.4 billion LED chips.
"As a professional chip manufacturer, red and yellow products are an indispensable part." Bian Defei said that the launch of the red and yellow light project is a consistent requirement of the market and customers, whether it is in the display field or some special lighting. There are important needs in the field, and the commissioning of the Honghuangguang project will undoubtedly enable Huacan to enhance the overall scale effect.
Bian Defei believes that whoever can best meet the needs of customers will be able to laugh at the end. Whether it is expansion or new red-light projects are for this consideration.
Regarding the problem of capacity digestion, Bian Defei said that Huacan Optoelectronics does not have digestive problems and meets the shortage of supply of existing customer companies. Therefore, it will continue to expand production capacity in the future.
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