Capacity expansion plan
Since the evening of May 27, Sanan Optoelectronics (600703) launched a plan to raise 3.3 billion expansion of LED projects. In the past two weeks, there are not a few companies that have added LEDs, and even companies that have not previously entered the LED industry want to A cup of food."
According to the plan, if Sanan Optoelectronics's fixed-increasing plan is implemented smoothly, the company's LED chip production capacity will double. At present, the company has 141 sets of 2-inch MOCVD equipment, with an effective capacity of about 130 units, all of which are fully produced except for a few technical transformation equipment. The new LED epitaxial wafer production capacity was 1.223 million pieces (calculated by 4 inch epitaxial wafers), and the blue and green chips were 25.614 billion. According to this calculation, the company will add 100 sets of 4-inch MOCVD equipment (1.25 times the capacity of 54 machines) and double the production capacity.
On the 30th, the signing ceremony was held for Shenzhen Weiwei Lighting LED Application Project with a total investment of over RMB 1 billion. The project is jointly invested by Weiwei (300317) and Sanan Optoelectronics. It covers an area of ​​300 acres and is mainly engaged in R&D, manufacturing and sales of LED application products.
A week after the suspension of trading, Aoyang Shunchang (002245) announced a fixed plan on the evening of June 3, and plans to raise funds of no more than 512 million yuan to invest in the first phase of LED epitaxial wafer and chip industrialization project and supplement liquidity, among which LED projects The total investment is 808 million yuan, and it is planned to invest 400 million yuan.
Lianchuang Optoelectronics (600363) also announced on the evening of June 2nd that 16.72 million acquisition of 51% equity of Shanghai Xinmao, plus LED business, industrial and market layout in Shanghai and its surrounding areas.
From the biological industry to the real estate industry, in the downturn of the main business, Qixi Holdings (002027) recently chose to use the LED business as a new growth point. Qixi Holdings announced on the evening of June 3 that the company plans to establish a subsidiary “Guangzhou Qixi Photoelectric Co., Ltd.†with the natural person Sun Debing to operate LED application products and expand the company's business scope.
Among the non-supervisor companies, there are also a few companies that expand production. For example, the Shenzhen Tiandian Optoelectronics LED packaging project with a total investment of more than 2 billion yuan has recently signed a framework agreement in Anxi, Fujian. Tiandian Optoelectronics LED packaging project covers an area of ​​150 acres, mainly engaged in research and development, manufacturing and sales of LED packaging products.
Domestic manufacturers have started to expand production plans, which is easy to reminiscent of the expansion of LED manufacturers two years ago. The large-scale expansion of production capacity of LED manufacturers in China in 2010-2011 is a major factor leading to the imbalance between supply and demand in the LED industry in the past two years.
The upstream is better than the rest of the tour.
A few days ago, when Professor Yu Zhenxin of Sun Yat-Sen University mentioned the LED industry, on the whole, at present, China's LED industry is still losing money and is at a discount.
Professor Yu’s statement actually shows an embarrassing situation in China’s LED industry. In the upstream of the LED industry chain, China's LED chip companies have been highly dependent on government subsidies and government orders. If the subsidy factor is deducted, the company is actually not profitable. Even the industry leader Sanan Optoelectronics has not been able to throw away the government crutches.
Midstream packaging and downstream applications have corporate profits, but they can't escape the old roads made in China, mostly in the low-end market, or rely on OEM production. For the lighting field with extremely high expectations, the application of commercial lighting is still in its infancy, especially in China, which is almost entirely dependent on the government, not to mention the application of general lighting.
"The problem of overcapacity has always existed, but LED overcapacity is a structural excess." A LED manufacturer told reporters that in the upstream chip field, low-performance, small-size chips are overcapacity, while high-performance chips rely heavily on imports. In the fields of downstream packaging and applications, although the competition of enterprises is fierce and the concentration is not high, the current overcapacity situation is not serious due to the gradual expansion of the commercial lighting market.
Zhang Hongbiao, research director of the High-tech LED Industry Research Institute (GLII), said that in the packaging and application fields, the capacity utilization rate of enterprises last year was relatively low, ranging from 60% to 70%, and currently reaching 80%-90%. As the demand for indoor commercial lighting market starts faster and the industry trend is better, even if the company expands production, there is no need to worry about overcapacity in the short term unless the company expands its production.
The problem of overcapacity in the chip field is more difficult to solve. The current incremental demand for LEDs in the display field is not obvious, mainly driven by commercial lighting demand, while the LED chips produced in China are mainly concentrated in the low-end, and it is still difficult to penetrate into the lighting application field.
At present, China's LED chip companies are still losing money to seize the market, although the current orders are full, but the leading enterprises to expand production, and ultimately will force small enterprises to retreat.
The price war is not new in the LED industry, especially in the field of LED chips. Most domestic LED companies choose to sacrifice gross margins to open up the market. The industry leader Sanan Optoelectronics started the “selling goods†action in 2011, occupying the market with low-price strategy, and the emergence of “price butcher†Dehao Runda caused the price war in the chip market to suddenly escalate.
An industry insider told reporters that at present, the price of LED chip companies in China is still below the cost line. He predicted that if the chip sales price of these enterprises can be maintained and the chip light efficiency can be improved, by the end of this year, Sanan Optoelectronics chips are expected to start to make profits.
( This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED . Readers need to verify the relevant content by themselves. )
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