The future of LED chips will only 5 who will be out?

China LED chip competition is becoming increasingly fierce. A LED chip chiefs said in an interview, the future (China) chip manufacturers will be only 5. Australia Shunchang 2015 in the first half of the annual report recently said, LED chip industry reshuffle is coming to an end, then after the reshuffle, who will be out?

At present, Japan, Germany, America, Taiwan and Europe have chip well-known enterprises, including Japan's Nichia, Toshiba; CREE in America, PHILPS, OSRAM general; Europe; Chinese Taiwan, new century photoelectric cell.

Statistics show that the current domestic LED chip factory in the production of about 20. Industry insiders said, this is still too much"! From the market demand, the next 5 years, LED chip factory can continue to exist only about 5. "

So, what have the ability of cost control, technology leadership, product quality and stability of the production capacity of enterprises can be left behind?

Sanan Optoelectronics

2015 major events: six months reported that LED chip price competition caused by lower than expected revenue

Sanan optoelectronics for China's LED chip leader, the core business of LED chip driver.

Sanan optoelectronics announced that two quarter revenue 1 billion 365 million yuan, an increase of 0.77%, growth of 47.29%, far lower than expected.

Notice that the company to determine the performance of the weak growth LED chip price war fierce, prices fell more than expected.

Tongfang

2015 major events: Tongfang semi annual forecasted 17 times

Tongfang has its main Tongfang Guoxin, Tellhow Tongfang, Ted three listed companies. Small and medium size chip has been the major packaging manufacturers recognized chip production scale after Sanan optoelectronics.

Tongfang released July 12th semi annual forecasted announcement, preliminary estimates by the finance department, the company in 2015 operating results in the first half compared with last year's 42 million yuan will significantly increase the expected net profit attributable to shareholders of Listed Companies in 740 million yuan to 760 million yuan, up 1662% year-on-year to 1710%.

China Optoelectronics

2015 major events: the issuance of $600 million acquisition of Yunnan epitaxial upstream epitaxial silicon chip chain key ring

Biandi Huacan photoelectric vice president of Fiji has repeatedly said, HC semitek will always focus on the epitaxial chip field, do not do the whole industry chain expansion, hoping to use the professional division of industrial chain, market allocation effectively, maximize the efficiency of the whole industry chain.

Since April 28th the suspension of the LED chip giant HC semitek released more than 10 times of significant progress in asset restructuring announcement, and finally in August 11th evening announcement said, intends to buy 100% stake in Yunnan langene Polytron Technologies Inc through the issuance of shares and cash Fang Shihua.

Elec-Tech

2015 major events: a total investment of 2 billion 500 million yuan for LED flip chip project"

De Ho Runda has de Ho Runda (Shenzhen stock), NVC (Hong Kong) two listed companies, wholly owned and controlled enterprises amounted to more than 30. The industry is quite commendable that Elec-Tech by using different technologies, using innovative technology and product structure to reduce costs and improve product quality fastness, in order to obtain competitive advantages.

The evening of June 14th, Elec-Tech announced plans set by the fund-raising 4 billion 500 million yuan for the expansion of LED business industry chain. Plan, a total investment of 2 billion 500 million Elec-Tech "LED flip chip project, plans to invest 2 billion yuan to raise funds after the project formed an annual output of 5 billion flip chip production capacity of postpartum is expected to achieve annual sales income of 1 billion 955 million yuan, total profit of 423 million 440 thousand yuan.

Dry photoelectric

2015 major events: according to the sun to reverse the profit and loss sales of blue and green LED chip to enhance competitive advantage

Is a professional engaged in red, yellow, orange four yuan LED epitaxial wafers, chips and high-performance GaAs solar cell R & D, production and sales of high-tech enterprises.

Changelight semi annual report has not been released, but in 2014 revenues declined over the same period last year, mainly solar income decline over the same period last year, and the implementation of the concentrating solar power station projects have a greater revenue caused; total profit, net profit decline, mainly due to new blue and green LED project for cost increases.

Shilanwei

2015 major events: revenue of 942 million yuan in the first half, lower than expected performance

Silan azure as Silan subsidiary, focusing on LED chip production. Considering the LED display of the LED package requires high quality, as early as July 2009 Silan azure subsidiary Meika Music package was established, with Nichia as the benchmark, and actively participate in international competition, specializing in high-end international LED color display market.

Silan first half of 2015 revenue of 942 million yuan, an increase of 8.17%, lower than expected, and the analysis is mainly because the industry boom down, downstream demand which resulted in fierce market competition.

Subsidiary Silan azure July 2014 profitability, the current is no more disclosure of the results.

Aucksun

2015 major events: the direction of the transition is expected to grow more than expected

The first half of 2015, Australia Shunchang achieved operating income of 749 million yuan, an increase of 10.88%. During the reporting period, one of the main business of the company's LED business full production run, another major industry for metal logistics by metal materials.

Future Ltd will rely on the technical advantages of LED blue chip accumulation