Shuffled! The LED industry has lost its baggage and is ready to take off for a new round of growth.
Since the second half of 2016, the tight capacity of the chip-side has created a continuous boom in the entire industry chain of the LED industry due to two aspects:
First, a large number of MOCVD machines that were expanded between 2010 and 2011 have been eliminated due to inefficiency, and the capacity of new machines has not been released, causing tight production capacity in the whole industry;
Second, in recent years, local governments have withdrawn from subsidies for MOCVD machines, resulting in small and medium-sized chip factories with weak hematopoietic capacity exiting the market and reducing industry capacity.
The industry has lost its burden and is lightly loaded to meet a new round of growth.
the reason is:
1. The trend of overall production capacity transfer to the mainland has been determined. Chinese manufacturers are not only facing the domestic market. The growth of industry and business should be viewed from the perspective of the international market.
2. The trend of concentration improvement will spread from upstream to downstream, and the head manufacturers will benefit from each link, and the growth is better than the industry average.
3. Downstream demand continued to be strong, exceeding market expectations.
If the industry boom in the past year is driven by the supply side, then the next stage of industry growth will be driven by demand, from lighting to display, ushered in new products and technologies to stimulate broader demand.
Japanese factory actively grabs Micro LED display technology
AMOLED (active organic light-emitting diode) is popular because Apple will launch the OLED version, which is popular in the market. However, because the Korean manufacturer Samsung Display (SDC) dominates the global market of 95%, the Japanese factory will not be outdone to actively enter the Micro LED display. Technology, Apple also does not want Samsung to dominate, is developing Micro LED for small and medium-sized displays.
Micro LED is expected to become the panel market ambush. Because Micro LED will use the high-density epitaxial projection of micron-level RGB three primary color LED chips on the substrate, a single chip can be used as a pixel to form a high-density matrix image, which can effectively replace the CF and OLED of liquid crystal. Luminescent material.
Due to the excellent performance of LED lighting components in terms of stability and efficiency, and superior to OLED, coupled with the decline in chip prices and advances in technology development, Micro LED has developed a niche.
However, due to the current high technical threshold, although the micro LED has advantages in terms of process and cost compared with OLED, the threshold of practical application technology is still quite high. The blue-green LED chip is to epitaxially GaN on the sapphire substrate. So the two can be made at the same time, and the red LED chip is based on gallium arsenide, so integrating RGB chips is not easy.
Some organizations estimate that Micro LED will have a chance to start commercial application at least until 2020. Although the technology is still difficult, the industry hopes to take advantage of Micro LED to regain market rights.
Ruifeng Optoelectronics and Shenzhen Venture Capital signed a strategic cooperation
Ruifeng Optoelectronics and Shenzhen Innovation Investment Group Co., Ltd. signed the "Strategic Cooperation Framework Agreement". Based on the principles of good faith, friendship and common development, the two parties reached a cooperation intention on the strategic development direction of Ruifeng Optoelectronics Industry Integration.
According to the agreement, the two parties use their respective advantages, Ruifengguang based on the financing advantages of the listed company's capital platform and the depth of LED related industries and industry chain; Shenzhen Venture Capital uses professionalism, experience and channels in private equity investment, mutual Providing services such as equity investment, mergers and acquisitions, and industrial integration for each other.
Based on the recognition of the future development trend of the LED industry, the two sides plan to focus on industrial integration in the following areas:
1. Seek opportunities for global LED lighting industry reconstruction, and seek investment and M&A opportunities on a global scale with both industry and capital leverage to enhance the company's industry competitiveness;
2. Focus on the automotive lighting related industry chain, seek investment M&A or cooperation opportunities in domestic and foreign markets, accelerate the company's ecological layout in automotive LED lighting and intelligent driving related fields, and assist the company to become bigger and stronger in the segmentation field;
3. Establish a new generation of semiconductor-related technology leading technologies, such as laser light source, MicroLED and other related technologies, seek project and technical cooperation opportunities on a global scale, and accelerate the company's strategic breakthrough in such fields.
Tongfang Youyou expands LED lighting business
Tongfang Youyou (01868) announced that on June 29, 2017, Heshan Tongfang Lighting, a wholly-owned subsidiary of the Group, entered into a framework agreement with Heshan Industrial City Management Committee for the planning and construction of Tongfang Science and Technology City (one to be operated by Heshan Tongfang). Science and Technology Park) develops and expands the electronic information industry and LED lighting industry in Heshan Industrial City.
According to the plan, the park will be divided into 4 bases according to different functions, namely lighting technology town for LED lighting product promotion and display, new light source production base for LED lighting products production, lighting for LED lighting product development. Industrial incubator base, lighting headquarters for overall management; Science and Technology Park covers a total construction area of ​​about 560,000 square meters.
According to the announcement, the framework agreement marks the Group's continued efforts to expand its existing R&D, sales and production of LED decorative lights, LED general lighting products, LED professional lighting products and engineering business. The cooperation with the Heshan Industrial City Management Committee also demonstrates the local government's commitment and confidence in the Group's business and operations.
As the first expansion of the share of Tongfang after the acquisition of Zhen Mingli, it is reported that in the field of lighting, Tongfang shares will be the core enterprise of Tongfang Youyou, and integrate the lighting industry chain into a new main body for IPO. (click for details)
Zhaochi / Yimeixinguang three major projects nearly 20 billion landing in Jiangxi
Following the announcement of Zhaochi's new 1000 LED packaging production line in Nanchang, on June 30, Yimeixinguang high-quality LED device module project will be settled in Nanchang High-tech Zone, with a total investment of 2 billion. The first phase is planned to be 300 packages. And the module line, after the completion of production, it is expected to increase the annual output value of over 1 billion yuan.
“Yimeixinguang is a leading innovation enterprise in LED in North China. It is a well-known brand of high-quality LED devices and modules. It has established LED R&D and production base in Beijing Economic and Technological Development Zone. This time, the company increased its capital and expanded production in the high-tech zone. It will form a dual base between Beijing and Nanchang, take advantage of Beijing's R&D and internationalization, combine Nanchang's geographical advantages and industrial advantages, and accelerate the expansion of Yimeixinguang's high-quality LED packaging devices and module components. Dr. Fan Zhencan, President, said.
At the same time, Zhaochi shares announced on June 29 that the company will invest no less than RMB 1.5 billion and no more than RMB 1.6 billion to invest in LED epitaxial wafer and chip production projects in Nanchang High-tech Industrial Development Zone. The first phase of the project plans to jointly invest RMB 5 billion (including construction land, plant construction and renovation costs), of which the equipment investment is not less than RMB 3 billion.
Jiangxi Province Zhaochi Photoelectric Co., Ltd., a wholly-owned subsidiary of Zhaochi Energy, has applied for the construction of LED packaging project to apply for key industry development funds. The investment amount of the Industrial Development Fund is RMB 700 million. The capital increase will be used to add 1,000 LED packaging production lines to Jiangxi Zhaochi.
The background of this capacity expansion has a certain difference from the previous round of expansion. Compared with the previous round of "civil war", this round of capacity expansion is directed at the competition among the top ten in the world. Leading companies including Sanan Optoelectronics, Huacan Optoelectronics, Hongli Zhihui, Guoxing Optoelectronics, and Mulinsen have completed a new round of expansion plans. (click for details)
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