In 2017, when the LED industry set off a “crazy expansion boom”? The potential is also!

In 2017, the competition in the LED industry has intensified. In order to obtain sustainable profitability, the upstream, middle and lower reaches have made large-scale investments to expand production and mergers and acquisitions, which has also made the industry more concentrated. With the continuous release of production capacity, the relationship between supply and demand in the industrial chain will change again, which requires enterprises to continuously improve the level of supply chain management.

Looking back on 2017, Gaogong LED found that there are many large-scale projects in the mainland LED industry. During the year, large and medium-sized enterprises on the mainland LED expanded their production and construction in different fields, providing future plans for everyone in the industry.

Upstream chip

Sanan Optoelectronics

On December 5, the company plans to invest in the establishment of one or several project companies in Nan'an Park, Quanzhou, Quanzhou, Fujian Province, with a total investment of 33.3 billion yuan (including investment in public facilities, unit: RMB, the same below), all projects will be put into operation within five years. All projects will be put into production within seven years, and the operation period is not less than 25 years.

The industrialization projects are: 1. High-end GaN LED substrate, epitaxial, chip R&D and manufacturing industrialization project; 2. High-end GaAs LED epitaxy, chip R&D and manufacturing industrialization project; 3. High-power nitridation Development and manufacturing industrialization projects of gallium lasers; 4. R&D and manufacturing industrialization projects of optical communication devices; 5. R&D and manufacturing industrialization projects of radio frequency and filters; 6. R&D and manufacturing of power semiconductors (power electronics) Industrialization projects; 7, special substrate materials research and development and manufacturing, special packaging products application research and development and manufacturing industrialization projects.

Huacan Optoelectronics

Huacan Optoelectronics announced on the evening of October 22 that the company's wholly-owned subsidiary Huacan Optoelectronics (Suzhou) Co., Ltd. (hereinafter referred to as “Suzhou Subsidiary”) and Zhangjiagang Economic and Technological Development Zone Administrative Committee signed a framework agreement, which is planned to be in the development zone. Investment in the construction of "Huacan Optoelectronics (Suzhou) Co., Ltd. LED epitaxial wafer, chip four-phase project", the project is expected to have a total investment of 2.5 billion yuan, will form an annual output of 9 million LED epitaxial wafers and LED chip production specifications.

Announced on the evening of August 25, Yunnan Lanjing Technology Co., Ltd., a wholly-owned subsidiary of the company, and the Hongta District People's Government of Yuxi City signed a framework agreement for the expansion of an annual output of 35 million LED substrate. The project is expected to have a total investment of 1 billion yuan and a construction period of 16 months. It is planned to start construction in September 2017. After the project is completed, Blue Crystal Technology is expected to become one of the largest sapphire substrate manufacturers in the world.

Aoyang Shunchang

On August 7, 2017, Aoyang Shunchang announced that the company's controlling subsidiary Huai'an Aoyang Shunchang Optoelectronic Technology Co., Ltd. plans to implement LED epitaxial wafer and chip expansion project, based on the existing production capacity of Huai'an Aoyang Shunchang Optoelectronics. In the company, the company's LED epitaxial wafer and chip production capacity will be expanded to 16.5 million pieces (two-inch film). The overall scale of the expansion project is an annual output of 12 million epitaxial wafers and chips, with a total investment of approximately RMB 1.7 billion.

Dry photo photoelectric

On November 17, 2017, Ganzhao Optoelectronics announced that the company will continue to expand the production scale of LED epitaxial chips based on the production of original LED epitaxial chips. It plans to invest 5 billion yuan in the new district of Nanchang City, Jiangxi Province. Invested in the project, and built a blue-green chip production base that can achieve a monthly production of 1.2 million pieces (2 inches). It is estimated that the first phase investment will be 2.5 billion yuan, and the scale of 600,000 pieces (2 inches) will be realized. Blue and green chip production base.

On May 8, Ganzhao Optoelectronics announced that the 22nd meeting of the third board of directors and the 17th meeting of the third board of supervisors of the company reviewed and approved the “Proposal on Expansion of the Company's Main Business”. The total investment of the expansion plan is 735,588,100 yuan, which is used to implement the expansion of red and yellow LED chips and triple-junction gallium arsenide solar cells. The main input equipment is 20 quaternary MOCVD epitaxial furnaces and corresponding chip production equipment.

Zhaochi shares

On June 30, 2017, Zhaochi announced that the company plans to invest no less than RMB 1.5 billion and no more than RMB 1.6 billion to invest in LED epitaxial wafer and chip production projects in Nanchang High-tech Industrial Development Zone. The first phase of the project is scheduled to be installed and commissioned in 2018 and officially put into operation. After the project company is officially put into operation, it is expected that the coordinated development of the company's LED industry chain will add about 60-70 billion yuan to the company's new production value.

Rainbow Group

Recently, China Electronic Information Industry Group and Nanchang Municipal Government signed a strategic cooperation framework agreement. This central enterprise has set up LED extension and chip production projects in Nanchang High-tech Zone, and partners have also settled in order to jointly enlarge and strengthen Nanchang LED industry.

China Electronic Information Industry Group is a large-scale central enterprise directly under the State-owned Assets Supervision and Administration Commission. Its core business is distributed in the strategic and basic electronic information industry involving national security. This time, the Rainbow Group's new LED epitaxy and chip production project in Nanchang is planned to become the top three production capacity in the country.

Jucan Optoelectronics

On December 6, Jucan Optoelectronics announced that the company had signed two major procurement contracts with Shanghai Weiyoke. The company purchased a batch of metal-organic chemical vapor phase standard deposition equipment (MOCVD equipment, model: EPIK868 C4) from Shanghai Weiyoke, with a total contract value of about 461 million yuan.

Jucan Optoelectronics said that with the production and use of this batch of metal organic chemical vapor phase standard deposition equipment, the company's new production capacity will be gradually released, which is expected to have a positive effect on the company's operating results in the coming years.

Midstream package

Linsen

Mu Linsen announced on January 17, 2017 that the company decided to change the “Xinyu LED Application Lighting Phase I Construction Project” to “Xinyu LED Lighting Package Component Project”. The changed fundraising project is planned to build a new LED display lighting board and LED indoor lighting board production base in Xinyu High-tech Zone, Jiangxi. The project design capacity is an annual output of 15,903,300 square meters, with a total investment of 1,034,291,100 yuan.

In March 2017, Mulinsen announced that the company intends to sign the “Mulberry Forest CCL Production Project Cooperation Framework Agreement” with the Jinggangshan Economic and Technological Development Zone Management Committee of Ji'an City, Jiangxi Province, and submit the cooperation agreement to the shareholders meeting for review and approval. According to the announcement, Mulinsen invested a total of 3 billion yuan (including equipment, land and plant investment) in the investment in the construction of CCL production project in Jinggangshan Economic and Technological Development Zone.

Zhaochi Energy Saving

Jiangxi Province Zhaochi Photoelectric Co., Ltd., a wholly-owned subsidiary of Zhaochi Energy, has applied for the construction of LED packaging project to apply for key industry development funds. The investment amount of the Industrial Development Fund is RMB 700 million. The capital increase will be used to add 1,000 LED packaging production lines to Jiangxi Zhaochi.

Hongli Zhihui

Hongli Zhihui announced on October 19, 2017 that the company's wholly-owned subsidiary, Dongguan Liangyou Hardware Products Co., Ltd., in order to expand the production scale of LED brackets and precision components, better to be the LED of Jiangxi Hongli Photoelectric Co., Ltd. The packaging production base provides raw material supporting services. It plans to build a LED bracket and optical lens production project with a total investment of no more than 100 million yuan in the Nanchang Linkong Economic Zone Management Committee Park.

Guoxing Optoelectronics

On September 28, Guoxing Optoelectronics announced that the company and Zhejiang Haiyan Economic Development Zone Management Committee (hereinafter referred to as “Haiyan Development Zone Management Committee”) signed the “Project Investment Letter of Intent”. The two sides, through friendly consultations, plan to establish strategic cooperative relations based on the principle of mutual benefit and common development. The company plans to invest in the construction of East China production base in Haiyan Economic Development Zone of Zhejiang Province. It is reported that the total planned investment of the project is RMB 1 billion, and the plan is to be constructed in three phases.

On March 13, Guoxing Optoelectronics announced that the company plans to invest no more than RMB 200 million in the expansion of the company's display device project based on its own development strategy plan, combined with the judgment of the LED packaging market and the demand situation of existing customers. Production. The construction period of this expansion project is from March 2017 to July 2017.

Easy core light

On June 30th, at the signing ceremony of the major industrial projects for attracting investment in Nanchang City, Yimeixinguang, an innovative high-tech enterprise introduced by Jiangxi Province and Nanchang City, was invited to participate in the signing event. At the meeting, the two sides reached a cooperation. Yimeixinguang settled its high-quality LED device module project in Nanchang High-tech Zone. It is estimated that the total investment will be 2 billion yuan. The first phase plans to build 300 packages and module lines. It is expected to bring Nanchang after the production. The new annual output value exceeded 1 billion yuan.

Downstream application

Rieter

On April 7, the signing ceremony of Lidaxin Intelligent Photoelectric Lighting Industrial Park and Internet of Things Research Town was held at the headquarters of Xiamen Lidaxin Group. The project was located in Changtai Economic Development Zone. The project plans to invest in the construction of intelligent lighting industrial parks with integrated lighting products, large lamps, home lamps, outdoor lighting, industrial lighting and commercial lighting. The total planned investment is about 3 billion yuan. After the completion of the project, by 2020, the annual output value will reach 10 billion yuan, the annual tax payment will be more than 450 million yuan, and the annual export will be more than 1.2 billion US dollars. Lidaxin said that it will strive to achieve an annual output value of 50 billion yuan by 2025, which will drive the output value of Changtai's upstream and downstream industrial chain to 100 billion yuan, annual tax payment of 4 billion yuan, and annual export earnings of 6.5 billion US dollars.

Tongfang Youyou

Tongfang Youyou announced that on June 29, 2017, Heshan Tongfang Lighting, a wholly-owned subsidiary of the Group, entered into a framework agreement with Heshan Industrial City Management Committee for the planning and construction of Tongfang Science and Technology City (a science and technology park to be operated by Heshan Tongfang). Develop and expand the electronic information industry and LED lighting industry in Heshan Industrial City.

The signing of the framework agreement marks the Group's continuous efforts to expand its existing R&D, sales and production of LED decorative lights, LED general lighting products, LED professional lighting products and engineering business.

Dongxu Photoelectric

On September 24, 2017, Dongxu Optoelectronics announced three cooperation agreements, in which the holding subsidiary Alum Technology signed an agreement with the Mudanjiang Economic Development Zone Administrative Committee, and the company plans to build a graphene high-power LED lighting module intelligence in Mudanjiang City. Manufacturing and smart city operation and maintenance project, the total investment of the project is about 1 billion yuan, and jointly create a graphene new material industry base.

Written in the end: At this stage, LED lighting accounts for a relatively small proportion of the entire lighting industry. From this perspective, although the capacity is expanding, there is still a lot of room, so the company is now going to do the capacity upgrade, it is very normal.

As we all know, the LED industry is more prosperous under the encouragement of national policies. The large-scale expansion of the LED industry will have a major impact on the entire industry. The impact of the release of production capacity on the price of LED products is still to be verified, and SMEs need to further position themselves and take a differentiated development route.

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