[Text / high-tech LED Zhao Hui] Since the rapid growth of LED lighting market demand in the second half of 2013, a large number of small and medium-sized chip companies that have been unable to sustain themselves have regained their vitality, and this good situation has only continued. Less than two years. According to the statistics of the High-tech Research Institute LED Research Institute (GGII), the total output value of China's LED industry in 2014 reached 344.5 billion yuan, a year-on-year increase of 31%. Among them, the output value of LED upstream epitaxial chips reached 12 billion yuan, a year-on-year increase of 43%. In 2015, the output value of China's upstream epitaxial chips increased by only 8.3% year-on-year, with an output value of 13 billion yuan, and its growth rate slowed down noticeably. At the same time, the concentration of LED epitaxial chip enterprises has further increased, and the revenue of the top five chip companies accounted for 65%. In other words, the chip makers including Sanan Optoelectronics, Tongfang, and Huacan Optoelectronics account for nearly 70% of the domestic market. A person in charge of a familiar LED chip company told Gaogong LED that the current pattern of the domestic chip market has been basically determined. Currently, the chips used by packaging companies are basically from several mainstream chip factories. The survival of small and medium-sized chip factories that use low-cost strategies is even more difficult. Fixed pattern The pattern of Evergrande, the largest LED epitaxial chip industry, is gradually becoming clear. Since last year, with the rapid increase in demand for LED lighting, sales of upstream epitaxial chip companies have been booming. In the case of continued strong sales of chips, the scale of chip companies has grown significantly. Sanan, Dehao Runda, Huacan, Ganzhao Optoelectronics, Deli Optoelectronics, and Aoyang Shunchang have been in the past two years. Do not hesitate to continue to expand production. Under the double stimulation of market demand and government subsidies, MOCVD equipment procurement has experienced rapid growth. In 2014, the number of MOCVDs in the country reached 1,172, an increase of 15.2% over the number of machines in 2013. In 2015, China's LED chip industry is still in a period of rapid development. The epitaxial chip manufacturers continue to expand production, and the number of new MOCVD is nearly 250. As Wang Lianghai, vice president of Tongfang Co., said, the chip industry is slowly becoming clearer. The basic pattern of 2015 and 2016 has been determined. Now whether it is a large enterprise or other major customers, the scale is also a very important factor. At present, the chips used by packaging companies are basically from several mainstream chip factories. In order to grasp the opportunity of the city, some domestic LED chip manufacturers actively signed a procurement contract with the mid-stream packaging manufacturers to increase the production capacity ratio. On the other hand, they continued to expand production capacity through capital operation, speeding up the scale effect and further strengthening Self-market competitiveness. Small and medium chip factories can only compete at low prices. However, as the cost of the large-scale factory continues to expand, the small and medium-sized chip factories, especially without the strong capital support behind them, are struggling. The concentration of LED chip industry is getting higher and higher, and the polarization between domestic LED chip factories is becoming more and more serious. The era of capital competition and scale competition has arrived. On July 29, 2015, the board of directors of Taiwanese Huaxin Lihua (1605) announced that it will sell all assets including Xi'an Huaxin, a mainland subsidiary of LED epitaxial chips, including land, plant and equipment, for 166 million yuan. Shaanxi Electronic Information Group, which also marks Huaxin Lihua's complete exit from the mainland LED industry. Ye Weifu, chairman of Everlight, said that the mainland LED supply chain does compete at low prices, but that is only a short-term phenomenon. Whether it is big or limited, it will not last long. The strong players will still do well. This view has been confirmed in the domestic upstream chip field. High-tech LEDs have learned from major chip companies that mainstream chip companies including Sanan Optoelectronics, Tongfang, Huacan Optoelectronics, etc. have a capacity utilization rate of more than 90% in 2015, and most of them are in continuous production. status. After two years of fierce market competition, the competition pattern of domestic local chip manufacturers has become more apparent. The market concentration of the chip industry has increased, and a few manufacturers supply most of the products in the industry, and have a certain say in market prices and output. Zhou Mingjun, president of Jingyuan Optoelectronics, said that due to the increasingly fierce competition, all LED chip manufacturers in Taiwan are expected to merge into 1-2 manufacturers, as will China, and only 5-6 LED chip manufacturers are expected to survive. Jiang Zhongyong, general manager of Silan Mingxin, also believes that “from the perspective of market demand, there are only about five LED chip factories that will continue to exist in the next five years. In the future, they will have cost control capabilities, technological leadership, stable product quality and scale production capacity. The company can stay." "core" breakthrough Beginning in 2015, the growth rate of LED lighting demand has slowed down markedly. The upstream chip factories have also begun to fall into the predicament of “increasing revenue and not increasing profitsâ€, among which chip companies with revenue growth of less than 10% are more. Taking the domestic chip leader Sanan Optoelectronics as an example, the financial report data shows that in the first three quarters of 2015, Sanan Optoelectronics' total revenue was 3.602 billion yuan, an increase of only 3.55% over the same period last year. And some chip factories with revenue growth have also weakened their profitability because of the continuous decline in chip prices. Obviously, the future scale will continue to dominate the chip market for a long time. In addition to investment promotion and cooperation, the technology upgrade of the chip factory will become an important weight to enhance the viability and competitiveness of enterprises, reduce costs and increase profits. On Saturday, November 14, Guoxing Optoelectronics (002449) announced that it plans to increase its subsidiary of two epitaxial chip subsidiaries. Among them, the company increased the capital of 17.25 million yuan to Yaweilang and 60 million yuan to Guoxing Semiconductor. After the completion of the capital increase, Guoxing Optoelectronics holds a 67.21% stake in Yaweilang and a 74.27% stake in Guoxing Semiconductor. It is understood that the business of National Star Semiconductor mainly focuses on small and medium power white light and blue and green chips for lighting, display and backlight. Yaweilang's business focuses on high-power blue-green chips and UV chips. The former is mainly used in special lighting and lighting projects. The latter is used in air purification, food preservation, plant growth, industrial light curing, medical beauty and High-end non-lighting areas such as health care. The intention of Guoxing Optoelectronics to increase the capital of these two subsidiaries at this time is self-evident: Strengthen the layout of LED chips, and strengthen the development strategy of “based on packaging, bigger and stronger, taking into account the vertical integration of upstream and downstreamâ€. "From the perspective of National Star Optoelectronics, we hope that the company's chip business can support the expansion and development of the National Star Optoelectronics package business on the one hand, and on the other hand, it is hoped that the chip business will further enhance the technical level and continue. Optimize product performance, continuously strengthen the company's market competitiveness in the LED upstream chip field, and enhance the company's comprehensive strength." Guoxing Optoelectronics Secretary Ai Liu told the high-tech LED. In fact, with the widespread use of LEDs in general lighting, the LED chip industry will continue to show a good momentum in the next three years, and competition among peers will be further intensified. Mergers and shuffling will be inevitable, some small scales. The survival of chip companies with weak technical strength will become more and more difficult, and the number of epitaxial chip companies will gradually decrease, and the industry concentration will be further enhanced. On the other hand, LED chips in the medical and health fields such as ultraviolet and deep ultraviolet will have a large market space, and it is expected to become the blue ocean market for LED chips in the future. Recently, Yuanrong Optoelectronics acquired Qingdao Jiesheng with high-profile, and the latter is also deeply cultivated in the field of ultraviolet chips. For Guoxing Optoelectronics, Yaweilang's UV chip business can just cater to the development of this blue ocean and form a strong support for the parent company. Xie Mingxun, deputy general manager of the Crystal Power R&D Center, also said that the high demand for the lighting application market is actually only an illusion. The truth is that the price war in recent years has led to a sharp drop in profits. In order to seek better profits, Jingdian is actively preparing to invest in the market of GaN LED power components; currently, the market size of GaN power components is only about one-third of the overall lighting market. In order to increase revenue, Jingdian also bets more resources on the market applications of IR LEDs and UV LEDs. Xie Mingxun said, “On average, the selling price of IRLED is 10 times that of LEDs for lighting.†In addition, another spokesperson for Jingdian said that the company predicts that UV LED and IR LED revenue will be turned over in 2016. Double growth. Jingdian has also begun to lay out the market for wearable devices. It is expected to apply IR LED products and green LEDs to the technology of light volume change tracing (PPG), which has been widely used in the smart bracelets of Apple Watch and FitBit. UV LED is also one of the crystal power plan expansion business groups, Xie Mingxun is optimistic about the UVALED and UVBLED market outlook. Huacan Optoelectronics has also achieved frequent performance in the high-margin market such as small-pitch display chips and flip-chips this year, and has achieved good results. Through large-scale cost control to resist the price decline, and close to the high-profit segment, it will become a necessary condition for all LED chip manufacturers who want to survive the "core" pattern. UVC Lamp 253.7nm, different type. quartz material . Uvc Lamp,Uv Germicidal Bulb,Uv Germicidal Lamp,Uvc Tube Changxing leboom lighting product CO.Ltd. , https://www.leboomuv.com.jpg)
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