LED chip factory plus code expansion price decline

In the first half of 2014, the domestic LED lighting market quickly opened up in line with international trends, and the industry's prosperity continued to increase. Driven by the strong demand in the downstream lighting market, the LED upstream chip industry achieved rapid growth. In the first half of the year, the overall performance of LED chip companies was good, and the new trends displayed on the chip side were even more remarkable. The production capacity is full, and the stock market is like a mirror. The fine microwave will reflect the development status of enterprises and industries. The LED chip market is no exception. In the first half of the year, the stock market of listed chip companies has been all the way. Recently, LED chip listed companies Sanan Optoelectronics, Huacan Optoelectronics and Ganzhao Optoelectronics released the first half of 2014 performance forecast respectively, in which Sanan and Huacan respectively increased by 40, 185-215, and the dry photos were pre-decreased by 5-25. Sanan Optoelectronics said that with the penetration of LED lighting, LED demand is strong, so far has not slowed down. During the reporting period, the company's production capacity was further improved and its profitability continued to increase. The Huacan Optoelectronics Announcement, which has the largest profit growth rate, said that the growth of LED chip market demand has continued since the second half of last year. The decline in product prices is basically reasonable, and the profitability has rebounded remarkably. Bian Difei, vice president of Huacan Optoelectronics, said that the downstream market demand is relatively strong, and 37 MOCVD equipments in the Wuhan base are basically in full production. The LED chip market is not good, not only depends on the chip company, but also depends on how its customers are producing. Sanan Optoelectronics customer Guoxing Optoelectronics Sales Department related person in charge said that Sanan Optoelectronics is its chip supplier, due to the relatively bright LED lighting market in the first half of the year, Guoxing Optoelectronics enterprise operating rate is 100, plus the company itself has expanded Production and shipments have doubled compared to last year. At the same time, the LED chip companies in Taiwan, represented by Jingyuan, Yuyuan, New Century, Dingyuan, Taigu, etc., have different performances in 2013, but with the vane meaning of the wind vane Ying, the industry's overall warming trend is obvious. Jingyuan Optoelectronics Marketing Center Associate Lin Yida said that the first quarter of this year, the performance of Jingyuan Optoelectronics increased significantly, the first quarter revenue reached 6.24 billion yuan (NT), also set a record high level, the second quarter capacity Full load, plus new products have been shipped, making the product portfolio optimized, the second quarter results will be even better than the first quarter. Sure enough, Jingyuan Optoelectronics' total revenue in the second quarter was 8.126 billion Taiwan dollars (about 1.681 billion yuan), a significant increase of 30.2 quarter-on-quarter, setting a new single-quarter revenue. It is understood that the performance of chips such as Philips Lumileds and Osram has also achieved a high growth. Zhou Xuejun, director of marketing for Philips Lumileds Lighting Asia, said that since the chip business involves more segments, it has added four agents since last year, using their own channels to expand the market segment, compared with last year. The number of digits has increased, and the company's overall orders have achieved steady growth, and more orders will be seen in the second half of the year. According to the LEDinside survey of the Green Energy Division of TrendForce, a global market research organization, the output value of LED chips in mainland China in 2013 (the capital-based enterprise, the same below) is 6.2 billion yuan, an increase of 17. LEDinside analysts. Yu Bin said that the rapid increase in the penetration rate of LED commercial lighting in 2013 boosted the capacity utilization rate of the chip. However, as the price of LED chips continued to decline, the growth rate of output value was not as good as the output. It is expected that the output value will increase by the same growth rate in 2014. 7.3 billion yuan. In the first quarter of 2014, most of the companies were full of capacity, showing a low season. 

In the second quarter, the main production equipment MOCVD of all enterprises will be fully operational, and the revenue performance will also challenge the new high. It is expected that the output of the entire chip market will continue to grow rapidly after 2014. LED chip factory plus code expansion price fell in the first half of the year, LED chip manufacturers' performance is popular, the chip market is extremely hot, and the full capacity seems to be unable to meet the needs of the downstream market. In addition, some chip manufacturers can't wait to balance supply and demand by expanding production capacity, and hope to further seize market share. Among them, Sanan Optoelectronics added 10 billion yuan to impact the global production capacity, invested in the construction of LED blue, green light epitaxy, chip research and development and manufacturing industrialization project total scale of 200 MOCVD (based on 2 inches 54 tablets). Huacan Optoelectronics announced on April 18 that it plans to invest 1.18 billion yuan to build LED phase III project expansion epitaxial wafer production capacity; Aoyang Shunchang announced on June 18 that it plans to invest 1 billion yuan to build LED epitaxial wafer and chip industrialization project (2 The new monthly production capacity of LED chips is expected to reach 90,000 pieces at the end of the year; Dehao Runda is building a base in Yangzhou and Yangzhou, and the production capacity of new LED chips will be three times; the company will be announced on July 24th. Subsidy, it is planned to invest 5 billion yuan to build LED blue-green optical epitaxial wafer, chip and lighting industry projects. Yang Shiyi, the person in charge of the Taiwan New Century Optoelectronics Exhibition Center, said that although the company did not purchase MOCVD equipment newly, the company has made substantial efforts to increase the efficiency of the machine and the product yield.

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