On April 3, Aoyang Shunchang raised 500 million yuan to increase the company's MOCVD equipment to 30 units. On April 4, Sanan Optoelectronics announced an investment of 10 billion yuan, with a total scale of 200 MOCVD, impacting global production capacity; April On the 18th, Huacan Optoelectronics announced that it will invest in the third phase of LED epitaxial chip, with a total investment of more than 1.1 billion yuan and 42 sets of MOCVD equipment. On July 24, Ganzhao Optoelectronics announced a total investment of 5 billion yuan, with a new scale of 100. MOCVD; Dehao Runda is building a base in Yangzhou and Yangzhou, and the production capacity of new LED chips will be three times that of the current. The suspension of trading, mergers and acquisitions and expansion will continue to be performed in domestic listed chip manufacturers. These are hundreds of billions to billions. Behind the expansion project is the accurate grasp of future business opportunities by domestic manufacturers or a blind money-burning game? Will it repeat the mistakes of overcapacity two years ago? The industry is overwhelmed but expectless. In fact, in 2010~2011, due to the explosive growth of the LCD backlight market and the overestimation of LED lighting in the market, coupled with the government's boost, there has also been a wave of expansion, but in the next In the past few years, there has been a serious overcapacity, and the development of LED chips has also fallen into a downturn. In recent years, with the rapid growth of downstream LED lighting market demand, the LED chip industry has begun to recover. Since the first half of this year, a number of chip companies have started a new round of expansion. The lure of financial subsidies? The LED industry, especially in the upstream sector, has been over-subsidized. It has been criticized by people outside the industry. Some people even pointed out that upstream companies have lost their ability to build blood. Once the government removes blood vessels, the survival of chip companies is in jeopardy. Financial subsidies have also been cited as the main incentive for the previous round of overcapacity. And is this round of expansion, and is there any financial subsidy? It is understood that Xiamen City has given high subsidies and corresponding street lamp orders to Sanan Optoelectronics and Ganzhao Optoelectronics' chip projects in Xiamen. Xiamen Torch Development Zone agreed to give Sanan Optoelectronics Project Company a single unit of equipment with a 2-inch and 54-piece subsidy of 5 million yuan. It will be paid in installments with the company's project company's payment schedule. The maximum subsidy is 200; on the other hand, support three An Optoelectronics Project Company and the cooperative energy service company will undertake LED renovation projects for public lighting such as Xiamen street lamps in a competitive negotiation mode in accordance with the contractual energy management model, and plan to renovate the project for about 10 billion yuan in 10 years. The Xiamen Torch Management Committee agreed to purchase MOCVD equipment for the production of LED blue and green epitaxial wafers for the first phase of Ganzhao Optoelectronics Project, and grant equipment subsidies for 48 units of each equipment purchase amount. The subsidy for a single equipment shall not exceed 5 million yuan. The maximum subsidy is 50 units, and the subsidy is paid in installments with the progress of the project payment. The second phase of the project is planned to invest 3 billion yuan, and the second phase of the project will be built for 2 years. If the company fails to complete the first phase of project investment as agreed and all 50 equipments are put in place and put into production, the Xiamen Torch Management Committee will no longer provide follow-up support to the company's second phase project. Mr. Zhou Xuejun, director of the Asia-Pacific market of Philips Lumileds, told reporters that as the price of LED products is getting closer to consumers' expectations, the market demand for LEDs is indeed exploding. If these expansions are natural business practices, expansion based on market demand, and not because of government subsidies, there will be no overcapacity crisis. Overall, this round of expansion is relatively rational. Mr. Tang Guoqing, Secretary General of the Semiconductor Lighting Technology and Application Committee of the China Lighting Society, also said that the technology upgrade is perfect and the market demand is exploding. This is the obvious feature of this round of expansion. The climax of government subsidies has passed, and in this round of expansion, the factors in the market are more considered. Lehman Optoelectronics told reporters from another angle that the expansion plans of several major chip manufacturers are different. The expansion of Huacan Optoelectronics and Ganzhao Optoelectronics is a product line for layout display full color, which is relatively stable. The display market brings new competition; Aoyang Shunchang is positioned in the low-end lighting market, and certain capacity expansion is an inevitable choice to reduce the cost; Sanan’s expansion plan may have the intention of deterring second-tier manufacturers, actually The expansion schedule is not necessarily as fast as planned. In general, I think that the actual expansion of major manufacturers will be relatively cautious, and the production capacity will be excessively surplus, but it will not happen in the first two years. Stimulation of market demand? Benefiting from the surge in lighting demand, the LED industry has also ushered in a collective carnival? Mr. Tang Guoqing pointed out to reporters that the larger ones are bigger and the smaller ones are smaller. There will be no more than 10 LED chip manufacturers in the future. Expansion is a kind of strategic response for enterprises to rise to a new level and let themselves do bigger and more comprehensively. The current expansion is a well-doing enterprise. It is understood that Sanan Optoelectronics achieved sales revenue of 2.177 billion yuan in the first half of the year, an increase of 30.03; net profit attributable to shareholders of listed companies was 666 million yuan, an increase of 43.87. Sanan Optoelectronics said that the company's LED chip products in short supply in the first half of the year, capacity Expansion has become a top priority. Relevant experts also pointed out that, unlike the capacity expansion in previous years, the current round of capacity expansion is relatively rational, and the leading forces are mostly leading enterprises in the industry, and the industry concentration is high. At the same time, LED lighting has reached a new level in terms of cost, performance and consumer perception, and the application prospect is good. Therefore, the new round of LED chip expansion will bring less risk of overcapacity. The comprehensive strength of technology and scale is the barrier to competition that chip companies must face in the future. Bian Difei, vice president of Huacan Optoelectronics, believes that chip companies without scale can't achieve the best price/performance ratio, and naturally they cannot survive and develop in the fierce market competition. However, Industrial Securities said that it needs to be cautious in the demand situation of the industry, including Sanan Optoelectronics, Ganzhao Optoelectronics and other manufacturers. We estimate that there will be about 600 million new LED light sources in the world in 2015. According to our calculations, we can consume about 200 MOCVD production capacity. Although this round of expansion is still mixed with financial subsidies, it is clearly not the main cause. In the tide of expansion caused by LED lighting, it still belongs to the carnival of a few companies. It can be seen that the competition pattern of chip companies has gradually become clear, and scale competition has become the key to domestic chip manufacturers to reduce costs and compete for the market.
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