In the past few years, prices have fallen sharply due to the release of new large-scale investment capacity in the LED chip industry. At the same time, in order to compete for market dominance, the irrational competition of market prices has caused many small and medium-sized chip companies to face continuous decline in product prices, resulting in continued losses. The domestic LED chip market will have a maximum of 5-10 companies. It seems that this prediction is still too optimistic, and LED chip companies are required to save, but they are well versed in the martial arts. Fighting the scale and price has always been an important means to promote the development of domestic LED chip companies. However, in the case of overcapacity and price bottoming, the above method is obviously prone to failure. At this time, the poor will change and the change will pass. Nowadays, the LED chip industry has reached a critical moment of transformation. Chip companies must change their thinking from big to strong, from simple mass production to diversified layout, continuously strengthen technology, increase profit margin, and strengthen their own anti-risk ability. . Industry boom continues to increase In the past few years, prices have fallen sharply due to the release of new large-scale investment capacity in the LED chip industry. At the same time, in order to compete for market dominance, the irrational competition of market prices has caused many small and medium-sized chip companies to face continuous decline in product prices, resulting in continued losses. According to statistics, in 2015, the price of LED chips in China dropped by 30%-40%. The output value of upstream epitaxial chips increased by only 8.3% year-on-year, and the output value was 13 billion yuan. The growth rate slowed down noticeably. The fierce market competition will gradually eliminate the small and medium LED epitaxial chip enterprises, and the market concentration will be further improved. The top five chip companies in the industry account for 65% of the revenue. Chip makers such as Sanan Optoelectronics, Huacan Optoelectronics, Ganzhao Optoelectronics, Tongfang, and Dehao Runda account for nearly 70% of the domestic market. After the industry reshuffle in 2015, coupled with the 25% production capacity of Crystal Power at the beginning of the year, Samsung's repeated production cuts, and the reduction of domestic subsidies for chip companies this year, the domestic new supply expansion of chips has fallen sharply, and has also changed to some extent. LED chip supply and demand structure, from the previous oversupply to supply and demand balance or even in short supply. Since the second quarter of this year, LED chip companies have continued to pick up. The prices of many LED chip companies in the industry have started to rise, and the revenue situation has improved significantly. Judging from the recently disclosed three quarterly reports, Sanan Optoelectronics achieved operating income of 4.486 billion yuan in the first three quarters, a year-on-year increase of 24.55%, and a net profit of 1.496 billion yuan, a year-on-year increase of 3.39%. Huacan Optoelectronics achieved operating income of 1.071 billion yuan from January to September 2016, a year-on-year increase of 53.22%, and net profit of 141 million yuan, an increase of 1478.77%. Not only have chip companies improved their profitability, but their capacity has continued to be full, confirming the current state of the industry. LED chip faucets such as Sanan, Huacan, Aoyang and many other LED chip companies are already full or almost close to full production. On October 19, Sanan Optoelectronics responded to investors' questions in the Shanghai Stock Exchange's SSE E-Interaction. The MOCVD equipment disclosed in the company's interim report was fully produced by the end of the year. The company's orders have monthly orders and quarterly orders. Book to the end of the year. At present, the price of LED chips is stable, and the price of some varieties has increased. Sanan Optoelectronics' 2016 semi-annual report shows that the company has about 276 sets of MOCVD equipment (converted into 2 inches and 54 pieces), and has already put into production of 256 sets, of which about 80 sets are gradually opened during the reporting period. Jingdian also said that because the demand for quaternary LEDs is still strong, and LED backlight applications are expected to enter the off-season in the fourth quarter, orders from Korean and mainland customers are still influx, and demand for smart phones and flash phones is growing at the same time. The challenge of full capacity in October will drive 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, Mulinsen. The content mainly includes that Mulinsen will preferentially purchase the company's products under the same conditions. The amount of LED chip products purchased by Mulinsen from the company in the next three years will be no less than 15%. 100 million yuan. According to industry insiders, this market demand for LED chips will continue for three to five years. On the one hand, since October 1st, the domestic ban has been fully implemented, which will further accelerate the replacement of incandescent LED lighting fixtures, which will drive 60% of domestic LED lighting demand; on the other hand, the indoor and outdoor small-pitch LED market continues to be hot. The compound annual growth rate is 28%. In 2016, the demand will be more than 140 billion. In the next two years, there will still be nearly 40 billion new demand. The current small-pitch LED production capacity is about 70 billion, and the supply and demand gap is 50%. Adjusting the diversified layout of structural chip companies In view of the market downturn in 2015, from the fourth quarter of last year, Jingdian started the largest production reduction in history, freezing 25% of production capacity, and the operating blue-light MOCVD machine was reduced from 450 to 375. This year, due to the demand for four-element LED, Jingdian will start the expansion plan from the second quarter. Even if the new capacity has been released, it is still insufficient. At present, there are 47 sets of four-yuan machines, and 13 sets of old crystal plans are revised. The Blu-ray machine turns into a quaternary LED. In addition, Jingdian is also committed to LED filament lamps, infrared LEDs, UVLEDs and other fields, and actively explores overseas markets. Under the leadership of Jingdian, Taiwan-funded chip companies have set off a wave of transformation. Huashang Optoelectronics decided to turn around and completely withdraw from the killing battlefield of blue-green light. Resources and machines will be transferred to quaternary LEDs. In addition, the iris recognition chip and stage lamp market will be heavily pressed. It is the first cross-strait daring to abandon the blue-green LED market. Looking for a transformation of the LED factory. In the new century, the application of green LEDs in wearable devices, mobile flashlights, flip-chips, CSP applications such as automotive headlights, special lighting and high-end TV backlights are the major directions for transformation. In addition, in the new century, which did not pick up the work order in the past, the third quarter tried to undertake orders for blue LED OEMs, mainly for special lighting orders released by European and American manufacturers. The gross profit margin and price are better than traditional blue LED applications. Compared with the structural adjustment and transformation of Taiwan-funded enterprises, land-based enterprises continue to follow the trend of mass production and capital-assisted transformation. In the second half of 2016, the chip leader Sanan Optoelectronics Investment Project Xiamen Sanan Optoelectronics Co., Ltd. is gradually releasing its production capacity. The company has invested in 28 chambers of MOCVD equipment (equivalent to 56 units of 2-inch and 54-inch machines), including 12 in March. The production capacity of the chamber will be reflected in the second quarter, and the remaining equipment will be put into production as soon as possible, and the production capacity will be further expanded. Recently, Aoyang Shunchang announced the second phase of expansion, it is expected that the second phase of production capacity will be tripled to 800,000 pieces per month. The production line of Huacan Optoelectronics Suzhou Subsidiary Co., Ltd. continued to promote, and the production capacity of the second phase of the Honghuangguang project was gradually released, further consolidating Huacang Optoelectronics' dominant position in the display market. With the Suzhou Subsidiary Phase III project gradually releasing some of its production capacity, the Suzhou Plant has become a 4-inch LED chip manufacturing plant with leading scale and technology in the international arena. On May 31, Huacan Optoelectronics invested a total of 6 billion yuan in LED epitaxy, chip and sapphire processing projects, officially kicked off the groundbreaking ceremony in Zhejiang Yiwu Industrial Park. After the project is completed, it will produce 3 million LED epitaxial chips and 13 million sapphire materials annually. In addition to expansion, the realization of diversified and extended development is also a big chess for domestic chip companies. For example, Sanan Optoelectronics has raised funds for communication microelectronic devices, producing gallium arsenide high-speed semiconductor devices and gallium nitride high-power semiconductor devices to fill the gap in China's manufacturing process. Huacan Optoelectronics plans to invest 3 million yuan to participate in the field of robots and radars; acquire 100% equity of Harmony Optoelectronics and enter the sensor field; to acquire 100% equity of American New Semiconductor Co., Ltd., and enter the MEMS sensor business. Recently, Guoxing Optoelectronics announced again that it has agreed to invest in the development of LED high-power chips and third-generation semiconductor epitaxial technology by RaySent Technologies. The battlefield has turned from the domestic to the global. Nowadays, the domestic and even global LED chip market has been fixed. The domestic chip market is mainly concentrated in the hands of several listed companies. As the competition accelerates, the performance of these listed companies continues to diversify: the performance of Sanan Optoelectronics and Huacan Optoelectronics has maintained steady and rapid growth; while Dehao Runda, Ganzhao Optoelectronics, Guangdong Gan The performance of companies such as Chemicals has stalled or regressed. In the future, the domestic chip market will be further concentrated in the hands of 3-5 companies. From a global perspective, the LED chip market is divided into three camps: the first camp represented by Japanese, European and American manufacturers; the second camp represented by Korean and Chinese Taiwanese manufacturers; the third camp represented by Chinese mainland manufacturers. . At present, this situation is changing. The third camp represented by Chinese mainland manufacturers is constantly eroding the market of the second camp. In the next two years, the camp structure will change significantly, and the third camp will assimilate and erode the first camp market with the second camp. With the continuous development of domestic LED chip technology, the supply of products is becoming more and more stable, the localization rate of chips will continue to increase, and domestic chip companies are actively expanding overseas markets. For example, Sanan Optoelectronics has established business with major international companies in Southeast Asia, Europe, America, Japan, South Korea, etc., and overseas sales have increased substantially. The follow-up company will further increase its overseas market share. Huacan Optoelectronics has just deep strategically bound with South Korea's SemiconLight; subsequently announced that it has partnered with Australian company BluGlass to explore the application of aluminum nitride (AlN) low-temperature deposition on high-brightness LEDs and explore the advantages of RPCVD in green LED production. . Jingdian directly cooperated with Mulinsen to build a factory in India. Whether it is product diversification or market diversification, Chinese LED chip companies always need to continuously strengthen their technical strength and brand influence, and step by step toward the world brand.
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