The domestic LED chip frenzy hit "China Core" is counterattack?

The domestic LED chip frenzy hit "China Core" is counterattack?

According to the LEDinside related report, from the third quarterly report of the LED chip factory, the high prosperity of the LED industry has been confirmed. Sanan, Huacan, Aoyang Shunchang, and Ganzhao Optoelectronics are undoubtedly the LED chip boom. The beneficiary of the cycle. At present, the LED chip is in short supply, and the expansion of the LED chip factory continues to spread. From the official operation of the OSRAM Malaysia factory to the Huacan Optoelectronics Yiwu plant, several major LED chip factory expansion projects are frequent. Expansion of China's top three LED chip manufacturers to compete for production capacity According to LEDinside related reports, from the LED chip factory third quarterly report, the LED industry's high prosperity has been confirmed, Sanan, Huacan, Aoyang Shunchang, dry Photoelectricity is undoubtedly the beneficiary of this round of LED chip boom cycle. Compared with the same period of last year, the profits of major manufacturers have increased by more than 50%. Under the industry boom, China's top three chip makers, including Sanan, Huacan, and Auyang Shunchang, have begun to expand their production plans in 2017. It is estimated that when these new capacities are in place, 2017 China The cumulative installed capacity of MOCVD in the mainland will account for 54% of the global total. Different from 2009, this round of expansion is mainly concentrated in the top three chip manufacturers. In addition to Osram's expansion plans, other manufacturers have no plans to expand production. Most of China's local chip manufacturers have been unable to expand production and gradually withdraw from the capacity competition. Although Zhaochi has launched a new LED chip project, the impact on the market in the short term is still very limited. Enterprise strives for production capacity Osram's new LED chip factory is on schedule On November 23, 2017, Malaysia's Kulim-Osram announced today that the new LED chip factory in Kulim, Malaysia has started operations as scheduled. Olaf Berlien, CEO of OSRAM Group, said at the opening ceremony of the factory that the Kulim plant was completed on time and on budget. The OSRAM LED business has achieved a high growth rate of 19% in the near future, and we are very pleased to further expand our new capacity under such momentum. The investment in Kulim also demonstrates our efforts to transform the technology and transform into high-tech companies: a decade ago, traditional lighting accounted for 80% of OSRAM's business; today, two-thirds of Osram's sales come from For optoelectronic semiconductor-based business. It is reported that as of the completion of the first phase of the plant, OSRAM has 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. The blue LED chip produced by the OSRAM Gulin plant produces white light through the conversion layer. The chip can be used for general lighting, as well as for specialty applications such as building facade lighting, private and commercial interior and exterior lighting, billboard lighting, and plant lighting. By 2018, the global LED general lighting market is expected to reach 6 billion euros, of which about 6% for street lighting. It is estimated that by 2020, the market will grow at an average annual rate of 7%. In 2018, the overall market size of optoelectronic components (including general lighting) will reach 17.5 billion euros. After the completion of the second phase of the Kulim plant, OSRAM also plans to produce LED chips for high-end applications such as automotive lighting and video projection in Kulim. The location of the factory is located above a green space, so there is a high degree of freedom in design. In addition, the new plant represents the latest technology. Compared to 4-inch technology, the 6-inch wafer production system can produce 125% more LED chips per wafer in a single cycle. OSRAM is currently investing globally to expand six of its LED production networks. As a result, OSRAM is also expanding its Regensburg plant, which currently employs 2,500 people and is planning to hire 1,000 people. The plant produces advanced LED chips and laser diodes for high-quality automotive headlights, as well as infrared diodes for sensors. These sensors can be applied to face recognition in mobile phones or to car smart assist systems (such as distance control). In addition, OSRAM will expand its plant in Schwabming, Germany. In the future, OSRAM will produce LED raw materials in the clean room of the plant. In Exeter, the US has another facility in Osram that produces LED components. In Wuxi, China, OSRAM is improving the back-end capabilities of assembling chips into LED products, such as LED housings and some of the major optical components. In Malaysia, there are also LED chips in the Penang factory near Kulim. At the end of the year, Sanan Optoelectronics will reach 450 units of MOCVD. The performance of the first three quarters of 2017 was 2.318 billion to 2.393 billion, an increase of 55%-60%. Q3's single-quarter results were 804 million to 878 million, a year-on-year increase of 52% to 66%, continuing the high growth in the first half. In terms of production capacity, the company currently has nearly 400 MOCVD machines, and will reach 450 units by the end of next year, and the number of machines and production capacity will be the absolute first in China. The continuous expansion will bring sustained performance growth for this year and the next few years. Growth brings sustained momentum. Huacan Optoelectronics Phase II Project invested 3 billion yuan to officially start Yiwu Huacan Optoelectronics LED Epitaxy, Chip and Sapphire Processing Phase II project officially started in Yiwu Information Optoelectronics High-tech Zone. Huacan Optoelectronics LED Epitaxy, Chip and Sapphire Processing Project is directly invested by Huacan Optoelectronics Co., Ltd. It is a special major industrial project in Zhejiang Province with a total investment of 6 billion yuan, an agreed land of 280 mu and a construction period of 5 years. The first phase of the project invested 3 billion yuan, 140 acres of land, construction area of ​​290,000 square meters, started in July last year, put into production in July this year, will form a monthly production capacity of 800,000 pieces. The second phase of the project plans to invest another 3 billion yuan, with a land area of ​​143 acres and a construction area of ​​150,000 square meters. It is expected to end in May next year. After the project is completed and put into production, it can produce 12 million LED epitaxial chips and 52 million pieces of sapphire materials annually, achieving an annual output value of 6 billion yuan and annual tax payment of 1 billion yuan to solve the employment of 6,000 people. Huacan Optoelectronics said that the classification and market conditions of Huacan Optoelectronics are as follows: (1) Display: It accounts for nearly 40% of current production capacity, and the price has remained stable until the beginning of the year. The display pursues stability, and the requirements for light efficiency are not improved. This is the business of Huacan, and the competitive advantage is obvious. This year's expansion is more lighting, and next year's display ratio is expected to increase. (2) Lighting (high-efficiency products): accounting for nearly 15% of current production capacity, Huacan entered the high-efficiency market from last year, the product price is higher than low-light efficiency, and the price of Huacan is stable. The target ratio will increase to around 30% next year, which will increase the overall average price. (3) Lighting (low-light effect products): accounting for nearly 40% of the current total production capacity, and the price of some products in the fourth quarter fell by 10-15%. The proportion of Huacan's products will decline next year, and there is a cost advantage. At present, the LED chip is in short supply, Huacan Optoelectronics capacity utilization continues to increase, and due to the expansion of production capacity and the synergy brought by the acquisition of Blue Crystal Technology, the scale benefits begin to appear, and the unit cost of the chip is further reduced. Undertake high-order overseas orders and benefit from capacity transfer. To meet the small interval burst, the display chip is heavy. The penetration rate of small pitches continues to increase, and the dot pitch continues to shrink, and the new demand for upstream LED chips will increase exponentially. In the field of display chips, the company continues to maintain its position as the largest supplier in the country and will significantly benefit from the outbreak of this segment of small pitch. As the first chip manufacturer in China, the second in white light and the second in capacity, the company will continue to benefit from the LED industry's new growth period, and its performance will continue to improve. Aoyang Shunchang LED chip monthly production capacity will exceed 900,000 pieces. Aoyang Shunchang said in Xiamen afternoon that it accepted Xiamen International Trade Investment and Xiamen Aviation Asset Management. It is expected that the monthly production capacity of LED chips will exceed 900,000 pieces by the end of the year, and there will be new production capacity next year. Investing, we will first achieve the goal of 1.4 million pieces/month of the expansion plan. In addition, the sapphire substrate project is also under construction. The company currently does not and does not purchase relevant MOCVD supplier equipment subject to US court bans. In addition, the first batch of equipment for the new Nissan 1 million ternary cylindrical battery project was installed and commissioned, and the capacity was climbing. The remaining 500,000 capacity construction has begun, and the production capacity will be played until next year. Ganzhao Optoelectronics plans to expand the production of red and yellow LED chips as early as September 4, and Ganzhao Optoelectronics issued the "Announcement on Capital Increase to Fully-owned Subsidiaries". The announcement shows that in order to support red and yellow LED chips and triple-arsenic The demand for expansion of the gallium solar cell project, Xiamen Ganzhao Optoelectronics Co., Ltd. (hereinafter referred to as the company) intends to increase the capital of the subsidiary Yangzhou Ganzhao Optoelectronics Co., Ltd. After the capital increase, the registered capital of the subsidiary will increase to 582 million yuan. It is understood that the business scope of Yangzhou Dry Photoelectric Co., Ltd. is electronic industry technology research and consulting services; research and development, production, sales and technical services of optoelectronic products; installation and commissioning of system engineering for ultra-high brightness light-emitting diode (LED) application products. Maintenance; design, development, production and sales of epitaxial wafers and chips of gallium arsenide solar cells; self-operated and agent import and export business of various commodities and technologies (except for goods and technologies that are restricted by state-owned enterprises or prohibited from importing and exporting). According to the announcement, Yangzhou Ganzhao Optoelectronics achieved revenue of 429,603,727.84 yuan and net profit of 67,732,651.95 yuan in 2016; revenue of 235,457,347.90 in the first half of 2017; net profit of 35,576,719.63 yuan. Ganzhao Optoelectronics said that through capital increase, it will be beneficial to the expansion of red and yellow LED chips and triple-junction gallium arsenide solar cell projects, and further enhance the overall operational capability and comprehensive competitiveness of the subsidiaries.

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