One week's comment|Osram LED chip factory put into operation, Guangdong Ganhua sell LED business repeatedly frustrated industry polarization?

Osram's most modern LED chip factory in the world is put into operation, and the layout of high-tech fields is one after another? Jucan Optoelectronics cooperates with Taigu Optoelectronics and will gain a higher market share in the future? Guangdong Ganhua 300 million yuan once again auctioned Deli Optoelectronics, why would you prefer to divest LED business when there is a large loss? Zhongshan Fanrui photoelectric running, why do small and medium-sized enterprises make a living? ... we will explain for you one by one!

Osram's most modern LED chip factory in operation

On November 23, 2017, OSRAM announced that the new LED chip factory in Kulim, Malaysia, has started operations as scheduled. Olaf Berlien said at the opening ceremony of the factory: "The Kulim factory was completed on time and on schedule. The OSRAM LED business has achieved a high growth rate of 19% in the near future. We are very pleased to further expand the new capacity under such momentum."

Comments: As early as November 2015, OSRAM announced the establishment of a new LED chip factory in Kulim, which is scheduled to be completed and put into operation by the end of 2017. This is an important part of OSRAM's “Diamond” innovation and growth plan.

According to Gaogong LED, as of the completion of the first phase of the plant, OSRAM invested a total of 370 million euros. Next, the plant will also undergo a two-stage expansion with a total investment of 1 billion euros, including expanded LED assembly capabilities in the OSRAM Global Factory Alliance.

In recent years, domestic chip manufacturers including Sanan Optoelectronics, Huacan Optoelectronics, Aoyang Shunchang and Ganzhao Optoelectronics have been expanding their production scale in order to occupy a higher market share in the market. The completion of the OSRAM Kulim LED chip factory will further strengthen the production capacity of the OSRAM chip business. At the same time, according to Gaogong LED, some of the production capacity of the Kulin plant will be delivered to China. This also means that the competitive pressure faced by domestic chip manufacturers will also increase.

However, with the growth of markets such as IR LEDs, smart lighting, specialty lighting (plant lighting), automotive lighting and wearables, the demand for LED chips for special applications will also increase. As a technology-oriented company focusing on high-tech fields, OSRAM's strong R&D capabilities will help its differentiated development.

Jucan Optoelectronics cooperates with Taigu Optoelectronics

On the evening of November 23, Jucan Optoelectronics announced that the company signed a Strategic Cooperation Agreement with Taigu Optoelectronics Technology Co., Ltd. (hereinafter referred to as “Taigu”). According to the agreement, Taigu purchases 4" epitaxial wafers from the company on a monthly basis. The monthly purchase volume in the first half of 2018 is 4inch ≥1±2 million pieces, and the monthly purchase volume in the second half of the year is 4inch ≥1.5±0.4 million pieces. The monthly purchase in 2019 The quantity is 4inch ≥2±0.4 million pieces, but the quantity should still be adjusted according to the actual market demand. Finally, the quantity is adjusted according to the market demand. The quality and appearance of the epitaxial film supplied by Party B are in line with Party A’s demand, and the wavelength is based on Party A’s Request for timely adjustment.

Comments: Jucan Optoelectronics cooperates with Taigu Optoelectronics in the field of LED epitaxial wafers and chips, which can help both parties to further improve overall operational efficiency, reduce operating costs, respond quickly to the market, and continuously improve and enhance the technology of epitaxial wafers. Quality, realize the expansion strategy of both parties in the future market and gain greater market share, creating greater commercial value for both parties.

However, it is worth mentioning that Jucan Optoelectronics is facing a lot of competition in the field of LED chips. There are three leading companies such as Sanan, Huacan and Aoyang Shunchang, which are expanding their production layout, and other international giants such as Osram are producing capacity in China. Strategic strategy for delivery. As a “newcomer” in the capital market in the field of LED chips, Jucan Optoelectronics is far less than the big ones in terms of production capacity, revenue scale and risk resistance. Therefore, it should be cautious in its layout.

However, in terms of this cooperation alone, it is in line with the long-term development strategy of Jucan Optoelectronics, which is conducive to the digestion of LED epitaxial wafers and chip production capacity, and provides a powerful impetus for the overall performance growth.

Guangdong Ganhua LED business encountered difficulties in selling? The price has been lowered again to 300 million yuan!

On November 22nd, Guangdong Ganhua issued a notice saying that the company continued to publicly transfer 100% equity and creditor's rights of Deli Optoelectronics. After considering the situation of Deli Optoelectronics and the market reaction of the previous three listings, the company plans to reduce the starting price of Deli Optoelectronics 100% and the company's 230 million yuan credit to 300 million yuan.

Comments: From 2011, Deli Optoelectronics set up a high-profile LED chip field. Guangdong Ganhua continued to lose money in the LED field during this period. Deli Optoelectronics' net profit in 2016 was -92.82 million yuan, and the loss in the first three quarters of 2017 was 31.7 million yuan. Compared with the same period of last year, Deli Optoelectronics Co., Ltd. still suffered a large loss.

Perhaps, due to the poor profitability of Deli Optoelectronics and its lack of obvious advantages in technology, scale and sales channels, Guangdong Ganhua has repeatedly suffered setbacks in the sale of LED business. From the listing price of 678 million yuan on September 30, to the starting price of 500 million yuan determined on October 12, to 400 million yuan on November 13, and then to the current 300 million yuan for sale, it can be said that Guangdong Gan The progress in the sale of equity in subsidiaries is not smooth.

However, after several unsuccessful public listing transfers, Guangdong Ganhua intends to continue to plan the transfer of assets. Today, the starting price has shrunk by more than half. If the deal is sold around 300 million yuan, Guangdong Ganhua will bear a lot of losses. However, from the current development trend of the LED lighting industry, Guangdong Ganhua LED business is at a low or even negative growth, and the stripping of the LED business has become a helpless choice that has to be faced.

Winter has arrived, another lighting factory owner is running?

Recently, a number of industry media reported that there was another incident in which the light factory owner rolled up the road. This factory is called Zhongshan Fanrui Optoelectronics Technology Co., Ltd. According to factory workers, they found that the company’s boss was suddenly missing and the factory-valued equipment items had been removed. I can only start looking around for the boss's whereabouts.

Comments: According to Gaogong LED to understand, Fanrui Optoelectronics business scope for research and development, production, processing, sales: lighting, LED products, lighting electrical accessories and other lighting equipment; import and export of goods and technology.

Today's LED lighting industry can be described as polarized. One of the most popular listed companies, such as Sanan Optoelectronics, Mulinsen, and Op Lighting, has become more and more large, and its market share has increased year by year. The other is the difficult situation for SMEs to survive. This year includes Ford. Enterprises such as Siguang Lighting and Kaisheng Co., Ltd. have closed down, and more listed companies such as Qinshang and Guangdong Ganhua have sold off their LED business.

It must be said that the overall recovery of the LED industry is a fact, but the profit margin of LED products is gradually shrinking. Large and powerful companies gain better profits through large-scale production and differentiated development; while weaker SMEs have to continue to “maintain their livelihoods” in a narrow space.

In the future, as the scale advantage of large enterprises becomes more and more obvious, the industrial concentration will be further improved. If SMEs cannot avoid the positive competition with large enterprises and take the differentiated route, their living status will become worse.

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