Data analysis 2015 LED epitaxial chip industry development

LED chip market in China in 2015

1, China LED chip companies to complete the corner overtaking, becoming the world's largest manufacturer of LED chips, far exceeding the capacity of Taiwan and Japan and other countries. Especially during the 2010-2014 years, in the local government support, the rapid expansion of production capacity of equipment, MOCVD units from 2011 683 to 2015 1083 growth in Taiwan, especially in 2013-2015 new equipment for all the latest equipment, production capacity equivalent to 2.2-4 times of the past.

2, LED upstream chip leading enterprises rise, the professional market to develop a new blue ocean". LED lighting actively expand market share, LED display leveraging technology upgrades such as high resolution, showing a high growth in market demand. An optoelectronic has the world's first chip production capacity of the equipment can not be replaced to become the industry leading enterprises. Invenlux optoelectronic technology, harmony, HC semitek chip companies will focus the use of their own advantages to meet customer needs, such as photoelectric invenlux continued to focus on Application in high brightness green, UV-LED; country star has made rapid development of semiconductor technology; harmony through the acquisition of Qingdao Jie, the terminal application involved in UVA-UVC band...... Since then, the virtuous cycle of high-quality LED chip companies began to highlight.

2015 China LED chip gross margin

Previously, the LED chip industry due to massive investment in new capacity release led to a sharp drop in prices at the same time, LED packaging industry is facing the middle profit squeeze link, accounts receivable cycle longer, gross margins continue to decline, dragged down the LED chip collection and production arrangements. Income does not increase profit dilemma in the field of LED chips seem to be more obvious. In addition to Sanan optoelectronics has remained more than 35% of the gross margin in the high subsidies, other companies are generally poor performance, gross profit margin of 10%-20%.

As the domestic LED chip industry leader, Sanan optoelectronics can be described as "worthy of the name", or get subsidies, or expansion, development like a raging fire, Q3 performance is also constantly rising. The report shows that the three optical Q3 revenues of 1 billion 310 million yuan, an increase of 0.69%, net profit of 543 million yuan, an increase of 41.39%. It is worth mentioning that, Sanan optoelectronics, the first three quarters of net profit of up to 1 billion 447 million yuan, to 2014, the annual net profit of 1 billion 462 million yuan.

Exports of LED chips in China in 2015

It is understood that the main manufacturing base of LED encapsulation in Asia and the United States; for the United States, CREE, Lumileds and other chip suppliers, packaging is more at home or in Taiwan, and then through the way of selling components sales to the global market, in the upstream belongs to the closed loop, it is difficult to enter. South Korea is special, on the one hand has its own chip manufacturing and packaging capacity of large, while a large number of commissioned Taiwan factory OEM processing chip and package, the main participants for Taiwan enterprises, Chinese chip factory is difficult to break into.

Taiwan LED chip and package in the highly competitive and monopolistic state, only the Chinese enterprises can focus on patent Sanan optoelectronics and price advantage of the impact of Taiwan LED core chip supply chain. An optoelectronic LED chip to export to Taiwan, mainly for the Everlight electronics supply chip. At this stage, the Taiwanese enterprises in China are facing competitive pressures, forced to use the domestic chip, in 2014 the monthly average amount of $100 billion in the amount of 10 million yuan to buy chips in the second half of this year increased to about $30 million / month.

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