[Text / Zhao Hui] After announcing the investment in mid-stream and downstream packaging lighting applications, Ganzhao Optoelectronics (300102.SZ) has made new moves in the LED field.
On April 29, Wang Xiangwu, general manager of Ganzhao Optoelectronics, said at the 2013 annual performance briefing: "The company has decided to enter the blue-green field, and believes that the company will have broad prospects in the full-color field in the future."
In fact, as early as when Zhaozhao Optoelectronics bid for Yangzhou Longyao Optoelectronics assets and equipment, the market determined that it intends to enter the blue-green optical chip market.
Yangzhou Longyao is the base of Shanghai Lanbao in Jiangsu. Due to poor management, Shanghai Lanbao has been seized. Long Yao has already withdrawn from the chip market in 2012. There are 6 Aixtron 31 MOCVD machines, mainly producing blue-green optical epitaxial chips.
At that time, Lin Xiaohui once said that the company acquired the blue-green production assets of Yangzhou Longyao. At that time, the team was being formed to integrate resources and prepare for entering the blue-green business.
The single business has always been a heart disease of Ganzhao Optoelectronics, and it is also the place where the capital market has been criticized.
Since its inception, Ganzhao Optoelectronics has been sticking to the red and yellow epitaxial chip market and has not changed. The high gross profit of the time also diminished the risk of a single business.
According to the financial report, in 2010 and 2011, the gross profit of Ganzhao photoelectric red yellow light chip was as high as 61.28% and 60.06%, far exceeding the average gross profit of blue-green optical chip companies.
However, by 2013, its gross profit margin had fallen to 41.66%, and there are signs of further decline.
This has strengthened the development of the red and yellow light chip market with many domestic chip companies, and the market competition is intensifying. It is not unrelated.
In the past, only a small number of enterprises such as Sanan Optoelectronics and Inspur Huaguang produced a small amount of red and yellow light chips. Although the red and yellow light business of Jingdian was strong, due to the high price problem, it failed to suppress the domestic red and yellow. The "film" of the top spot in the optical chip market.
However, Sanan Optoelectronics has accelerated its expansion in the red light chip market with the scale of the equipment in the past two years. With the advantage of scale, Sanan Optoelectronics has continuously raised the price of the butcher knife in the chip market, and it also directly impacts the dry According to the inherent red and yellow light chip market.
Display chip giant Huacan Optoelectronics also announced last year that it will launch the second phase of the Suzhou project.
It is understood that the products produced by Huacan Suzhou Phase II project are high-brightness red and yellow LED chips. After the project is completed, it will form an annual production capacity of 480,000 LED epitaxial wafers and 15.4 billion LED chips.
Hua Can Optoelectronics, Secretary of the Board of Directors, Ye Aimin told the reporter of "High-tech LED" that the second phase of the project will promote the company's product sequence to full-color visible light, which is also in line with customer demand, and formed the display chip supporting sales with the original blue-green light chip. It will effectively promote the overall scale efficiency of Huacan Optoelectronics and the improvement of sales efficiency.
These have formed a great competitive pressure on the future market share of the company's red and yellow light market. At this time, the dry photo photoelectric can not sit still, open up new markets, and the blue and green light will become the best choice.
At the same time as entering the blue-green light, Ganzhao Optoelectronics began the pace of expansion at the same time.
According to the annual report published by Ganzhao Optoelectronics, the high-brightness quaternary LED epitaxial wafer and chip project (Xiamen) with an investment of 160.88 million yuan will reach the expected usable status on December 31, 2014. As of the end of last year, the project has invested 69.214 million yuan.
“Red and yellow light is already full, and the expansion project has started construction at the beginning of the year.†Wang Xiangwu said.
It is worth noting that Lin Xiaohui said in the investigation of the purchase of the Yangzhou factory that the institutional investors had entered the blue-green light field and first considered RGB supporting, and the lighting market was too competitive.
However, when receiving institutional investors recently, Lin Xiaohui revealed that he will first consider expanding in the blue and white optical chip market. At the same time, if the project is approved by the shareholders meeting, a new machine will be set up.
"The competition in the Blu-ray market is too fierce. Although the price is relatively stable this year, the gross profit is much lower than that of the red and yellow light. It may not be cheap to get a dry photo at this time." A chip company official believes that blue-green and red-yellow technologies, Markets and customers are different, and newcomers may not be so easy to stand on.
On April 29, Wang Xiangwu, general manager of Ganzhao Optoelectronics, said at the 2013 annual performance briefing: "The company has decided to enter the blue-green field, and believes that the company will have broad prospects in the full-color field in the future."
In fact, as early as when Zhaozhao Optoelectronics bid for Yangzhou Longyao Optoelectronics assets and equipment, the market determined that it intends to enter the blue-green optical chip market.
Yangzhou Longyao is the base of Shanghai Lanbao in Jiangsu. Due to poor management, Shanghai Lanbao has been seized. Long Yao has already withdrawn from the chip market in 2012. There are 6 Aixtron 31 MOCVD machines, mainly producing blue-green optical epitaxial chips.
At that time, Lin Xiaohui once said that the company acquired the blue-green production assets of Yangzhou Longyao. At that time, the team was being formed to integrate resources and prepare for entering the blue-green business.
The single business has always been a heart disease of Ganzhao Optoelectronics, and it is also the place where the capital market has been criticized.
Since its inception, Ganzhao Optoelectronics has been sticking to the red and yellow epitaxial chip market and has not changed. The high gross profit of the time also diminished the risk of a single business.
According to the financial report, in 2010 and 2011, the gross profit of Ganzhao photoelectric red yellow light chip was as high as 61.28% and 60.06%, far exceeding the average gross profit of blue-green optical chip companies.
However, by 2013, its gross profit margin had fallen to 41.66%, and there are signs of further decline.
This has strengthened the development of the red and yellow light chip market with many domestic chip companies, and the market competition is intensifying. It is not unrelated.
In the past, only a small number of enterprises such as Sanan Optoelectronics and Inspur Huaguang produced a small amount of red and yellow light chips. Although the red and yellow light business of Jingdian was strong, due to the high price problem, it failed to suppress the domestic red and yellow. The "film" of the top spot in the optical chip market.
However, Sanan Optoelectronics has accelerated its expansion in the red light chip market with the scale of the equipment in the past two years. With the advantage of scale, Sanan Optoelectronics has continuously raised the price of the butcher knife in the chip market, and it also directly impacts the dry According to the inherent red and yellow light chip market.
Display chip giant Huacan Optoelectronics also announced last year that it will launch the second phase of the Suzhou project.
It is understood that the products produced by Huacan Suzhou Phase II project are high-brightness red and yellow LED chips. After the project is completed, it will form an annual production capacity of 480,000 LED epitaxial wafers and 15.4 billion LED chips.
Hua Can Optoelectronics, Secretary of the Board of Directors, Ye Aimin told the reporter of "High-tech LED" that the second phase of the project will promote the company's product sequence to full-color visible light, which is also in line with customer demand, and formed the display chip supporting sales with the original blue-green light chip. It will effectively promote the overall scale efficiency of Huacan Optoelectronics and the improvement of sales efficiency.
These have formed a great competitive pressure on the future market share of the company's red and yellow light market. At this time, the dry photo photoelectric can not sit still, open up new markets, and the blue and green light will become the best choice.
At the same time as entering the blue-green light, Ganzhao Optoelectronics began the pace of expansion at the same time.
According to the annual report published by Ganzhao Optoelectronics, the high-brightness quaternary LED epitaxial wafer and chip project (Xiamen) with an investment of 160.88 million yuan will reach the expected usable status on December 31, 2014. As of the end of last year, the project has invested 69.214 million yuan.
“Red and yellow light is already full, and the expansion project has started construction at the beginning of the year.†Wang Xiangwu said.
It is worth noting that Lin Xiaohui said in the investigation of the purchase of the Yangzhou factory that the institutional investors had entered the blue-green light field and first considered RGB supporting, and the lighting market was too competitive.
However, when receiving institutional investors recently, Lin Xiaohui revealed that he will first consider expanding in the blue and white optical chip market. At the same time, if the project is approved by the shareholders meeting, a new machine will be set up.
"The competition in the Blu-ray market is too fierce. Although the price is relatively stable this year, the gross profit is much lower than that of the red and yellow light. It may not be cheap to get a dry photo at this time." A chip company official believes that blue-green and red-yellow technologies, Markets and customers are different, and newcomers may not be so easy to stand on.
Clean Room Class,Iso 7 Cleanroom,Class 8 Clean Room,Iso Cleanroom Classes
Dongguan V1 Environmental Technology Co., Ltd. , https://www.v1airpurifier.com